Configure CRM Emails and Direct Customer Messages
Configure WooCommerce-style task notifications and send logged customer messages from profiles.
Applies to 1.2.2+
Free
Stable
Verified August 3, 2026
Customer Intelligence registers a CRM email group and uses WooCommerce templates for assignments, reminders, digests, escalation, and direct messages.
Open the feature
Go to Customers > Emails.
Before you start
- Configure the site sender identity and reliable SMTP or transactional email delivery.
Recommended workflow
- Review each CRM email trigger and recipient.
- Customize subject, heading, and content.
- Send a test where available.
- Open a profile and send a direct message only after reviewing its recipient and content.
What success looks like
- Test emails arrive with the expected WooCommerce branding.
- Direct messages appear in customer activity.
Important notes
- Avoid placing sensitive fraud or device details in customer emails.
Release and support resources
Continue from Customer Intelligence for WooCommerce documentation to the complete product workflow.
Review the product page for the current release, installation options, and support resources.
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