Today, successful businesses usually have more than one sales site. These may be different online stores,
business-to-business enterprises, or business-to-customer outlets. Moreover, different customers and sales-related data
can be received from various survey-campaigns or memberships in clubs, funds, charity events, etc. Gaining a full
understanding of all the information you receive from each of these sources, along with all the individual customer
information you collect from various other sources, becomes crucial. With OroCRM’s Channels, you can do both with
minimum effort.
In OroCRM, each Channel record represents one sources of customer-related data, as described in the Common
Features guide.
OroCRM Community Edition has two types of channels: Web (built for online stores) and Sales
(built for business-to-business activities). For enterprise clients, additional types of channels can be added during
system integration.
There is no limit to the number of Channel records that may be defined for one OroCRM instance. Upon creation, you can
choose what kind of customer-related information will be collected from each channel, as described below.
Define basic channel information in the General section.
The following three fields are mandatory and must be defined:
Name
Description
Status
Current status of the channel.
Inactive or Active
Be aware that when working with inactive channels, no new data is uploaded into the system. This option is useful
if a channel is being configured for future or is out of date.
Name
The name used to refer to the channel in the system. It is recommended to keep the name
meaningful.
Channel Type
Channel type defines a set of default rules and settings used for the channel.
The following types are available out-of-the-box:
Sales: dedicated to business customer relations. Described in more detail in the
Sales Channel guide.
Magento: designed for Magento-based stores. Described in more detail in the
Magento Channel guide.
Custom: any other channels.
Caution
Once you have selected Magento as a channel type, a new mandatory Integration* field will appear.
Please see the Magento Channel Integration guide for
more information.
Important
Extending OroCRM with new channel types for specific needs is a proven practice and this can be done in the course
of customization, subject to your specific needs and goals.
Define What Details Are Collected From the Channel¶
The information collected from a channel is represented by the entities assigned to the channel and their related
entities. Please, read the Data Management Basics guide to learn more about entities.
In order to assign an entity to a channel and collect the data from the channel, go to the Entities section.
One of the entities defined for any channel must be a customer identity. It is added to the entity list automatically, subject to the chosen channel type:
Sales Channel—Business Customer
Magento Channel—Magento Customer
Custom Channel—Customer Identity
Some other entities are by default added to channels of a specific type.
For example, once you have selected the channel type, the Opportunity and
Lead entities will be added to Sales channels, and the Cart and Order entities—to
Magento channels.
These entities will be added to the entity list by default, however, they are optional and may be removed.
Custom Entities are created for specific customer needs and may contain any relevant data, including additional
customer details, information about the sales, etc. All the custom entities are available in the drop-down menu of the
Entities section for a channel.
The ways to create and manage custom entities, are described in the
Entities guide.
To add an entity to the channel, choose the entity and click the Add button.
To delete an entity, click the Delete icon. This will remove the entity from the channel’s list, but not
from the system.
Note
Once you have finished adding the entities, click the button in the top right corner to save it.
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