ESTS - RMA Call Desk User Guide

ESTS - RMA Call Desk User Guide

Welcome to the another creation by ESTS in Shopify

App Name - ESTS - RMA Call Desk

This app is created by ESTS (Expound Soft Tech Solution). This app is especially developed for those who wants to integrate their Shopify Store with ESTS - RMA Call Desk


The ESTS - RMA Call Desk Shopify app that allows your customers to place orders over the phone!


With ESTS - RMA Call Desk, you can provide an additional ordering channel for your customers who prefer to place orders over the phone. Simply install the app and your customers can call your designated phone number and place their order with one of your team members.


Our app integrates seamlessly with Shopify, allowing you to manage all phone orders within your Shopify dashboard. This makes it easy to track and manage your phone orders alongside your online orders.


Don't miss out on sales from customers who prefer to order over the phone. Try ESTS - RMA Call Desk today and give your customers the convenience they deserve!


In the upcoming steps, you will came to know how to install this app and how to use this app.

  • Section-1 Setup Instructions.

  • Section-2 User Guide.

Section-1 Setup Instructions.

1. Let's get started by following this guide.

Install through the Shopify App Store

Steps:

  1. Log in to the Shopify App Store.
  2. Find ESTS - RMA Call Desk app to install, and then click it.
  3. On the app listing page, click Add app.
  4. In your Shopify admin, to authorize the use of the app, click Install app.
  5. After that a billing page will open, you have to purchase the plan first to open the app, click on approve to purchase the plan.

Introduction

Call Conversion Suite is designed to help Shopify merchants convert more visitors into customers by enabling instant callback request functionality on their storefront. Instead of losing potential customers due to unanswered questions or hesitation, this app allows them to quickly request a call, improving engagement and increasing conversion rates.

This guide will walk you through each feature and explain how to configure and use the app effectively.


Getting Started

To begin using the app, you need to enable the widget on your Shopify store.

Go to your Shopify Admin → Online Store → Themes → Customize.
Add the “ESTS - RMA Call Desk Widget” from the Theme App Extensions section and save your changes.

Once added, the call button and popup functionality will be available on your storefront.


Button Customizer

The Button Customizer allows you to control how the call button appears to your customers.

You can choose from multiple button types such as floating round, floating square, bottom bar, or inline button. Depending on your store design, you can position the button in different areas such as bottom right or bottom left.

You can also customize the button label and colors to match your brand identity. The option to display the button globally ensures it appears across all pages of your store.

This feature is important for ensuring visibility and encouraging user interaction.


Popup Builder

The Popup Builder is where you design the form that customers use to request a callback.

You can enable or disable the popup and configure how it appears using triggers such as time delay, scroll behavior, or exit intent depending on your plan.

The form is fully customizable. You can add or remove fields such as Name, Phone, Email, or custom fields, and mark them as required if necessary.

Additional features like countdown timers and limited availability badges can be enabled to create urgency and improve conversions.

You also have full control over the design, including colors, border radius, animation effects, and advanced styling options.


Product Targeting Rules

Product Targeting allows you to control where the call button appears and how it behaves on specific products.

You can create rules based on specific products, product tags, product types, or vendors. For each rule, you can decide whether to show the call button, hide the add-to-cart button, or hide the product price.

This feature is especially useful for high-value or custom products where customers are more likely to inquire before purchasing.


Leads CRM

The Leads CRM provides a centralized dashboard where all callback requests are stored and managed.

You can view detailed information about each lead, including customer details, phone number, and the page from which the request was made.

Leads can be organized using statuses such as pending, processing, completed, or not received. This helps in managing follow-ups efficiently.

You can also export lead data in CSV format for reporting or external use.

If enabled, AI features provide additional insights such as lead priority, summaries, and suggested callback times.


Notifications

The Notifications feature ensures that you are instantly informed whenever a new lead is generated.

You can integrate with platforms such as Slack, Discord, Microsoft Teams, Telegram, and WhatsApp by adding the required webhook URLs or tokens.

This allows your team to respond quickly to customer requests and reduces the chances of missed opportunities.

Advanced routing options can also be configured to assign leads based on specific conditions such as URL or page type.


Integrations

Store Settings

The Settings section allows you to configure global preferences for your store.

You can define your WhatsApp number, set a default language, and configure store office hours. Office hours help in managing customer expectations by indicating when callbacks are available.

Advanced users can also apply custom CSS or JavaScript for further customization of the widget and popup.


Plans and Upgrades

The app offers multiple plans to suit different business needs.

Upgrading your plan allows access to higher lead limits, advanced triggers, additional integrations, and AI-powered features.

You can manage and upgrade your plan directly from the app dashboard.


Customer Experience

From the customer’s perspective, the process is simple and seamless.

A call button appears on the store. When the customer clicks it, a popup form is displayed. After submitting the form, the request is captured and stored in the CRM, and notifications are sent to the store owner.

This streamlined experience helps reduce friction and encourages more users to reach out.


Best Practices

Use a clear and visible button color that stands out from your store design.

Keep the form simple to improve completion rates, ideally limiting it to essential fields like name and phone number.

Enable urgency features such as countdown timers where appropriate.

Apply targeting rules strategically for products that require customer interaction.

Ensure notifications are properly configured so that no lead is missed.


Conclusion

Call Conversion Suite is a complete solution for capturing and managing customer callback requests. By combining customization, targeting, CRM, and integrations, it helps improve customer engagement and increase overall conversions.

By following this guide and properly configuring each feature, you can maximize the effectiveness of the app and create a better experience for your customers.

Congratulations ! you have setup all things. You are now ready to use this app.

For any queries, please submit a ticket: Submit a Ticket.



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