Managing Inquiries

How inquiry form submissions flow into Send To Many. Automatic customer creation, file queuing, and the submission-to-invoice workflow.

When a customer submits your inquiry form, Send To Many creates a Shopify customer record (or associates the submission with an existing one), queues any uploaded address files, and notifies your team. The inquiry appears in the Manage Sends page ready for your sales or ops team to pick up.

From there, the workflow follows the same steps as any other Send: configure the send preset, import recipients, match products, validate addresses, calculate shipping, and generate an invoice. The key difference is that the customer and their uploaded files are already set up when you open the inquiry.

→ See the tutorial: Managing Corporate Gifting Inquiries from Submission to Invoice