[Resolved] Messaging system assistance

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[janeyC]

Tell us what you are trying to do?

I am trying to set up communication between vendors and customers on my Woocommerce site.

I have followed the documentation to a point and now I am stuck.

- Installed the messaging module
- Created 2 pages with the views - Inbox and Outbox
- Added the code snippets from the "Form Hooks & query post process filter" section of the documentation (not sure I have set these up correctly though as I used the code section in Toolset settings and not directly into the theme files as in the documentation)

From this point on I am completely lost - I need to know the following:

- How do I establish the connection between the vendor and the customer? ( I have added the "send a message" form to one of the products to test it and I can send a message so I think the actual core of the system is working?)
- Where do I put the actual forms for creating and replying to messages?

Ideally I would like something like the following scenario:

Customer:

1. Customer requests a quote about a specific product - this is currently set up with Woocommerce and Yith Quote plugin.

2. Customer receives the quote notification and then logs into the Customer user dashboard to view the quote. (the quote notification email is already handled by Yith plugin)

3. From here I would like to use the toolset messenger for the customer to be able to start a "conversation" with the vendor - about the specific quote. (not live chat just sending messages to the vendor and receiving replies from the vendor )

Vendor:

1. Vendor basically has a section on their dashboard called messages where they can see messages from customers with relation to specific quotes and they can reply to the customers to basically finalise specifics for the quote.

What is the best way to go about this?

I am not very good with code but can follow instructions as to where to place the code etc...

Is there any documentation that you are following?

https://toolset.com/documentation/legacy-features/miscellaneous/how-to-create-a-messaging-system-with-toolset/

Is there a similar example that we can see?

I dont have an actual example of what I have in mind.

What is the link to your site?

hidden link

hidden link - this is the product where I have added the message form

hidden link

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[Waqar]

Hi,

Thank you for contacting us and I'd be happy to assist.

The Toolset's messaging module works differently than what you need on your website. I'll explain how it works, so that you have a better idea of what adjustments or customizations, you'll need.

The module expects that you have a "Contractors" custom post type, and each user who registers as a contractor on the website, creates exactly one post in this post type, where he/she is the author of the post.

As explained in the guide on setting up this messaging module ( https://toolset.com/documentation/legacy-features/miscellaneous/how-to-create-a-messaging-system-with-toolset/ ), the "New message form" will be placed on the single "Contractor" post page, so that regular users can initiate a conversation with a particular contractor user.

The "Contractor ID" field picks up the current "Contractor" post's ID, while the "Message to" field picks the user ID of that contractor, through the post author.

If you want to use this messaging module on your website too, as it is and without extra code customizations, then you can consider adding a new custom post type "Vendor Profile" and set it up, so that every vendor who is added on the website, has exactly one post in this post type.

To make this module work, without a post type "Vendor Profile", you'll need fairly complex customizations, because the "YITH WooCommerce Multi Vendor" plugin doesn't store the vendors as posts ( they are saved as a taxonomy "yith_shop_vendor" ). To work with that, you'll need to hire a professional who is proficient with PHP, Toolset, and WooCommerce customizations.
( ref: https://toolset.com/contractors/ )

I hope this helps and please let me know if you need any further assistance around this.

regards,
Waqar