Articles on: WhatsApp

How to Send an Automated WhatsApp Message for Order Fulfillment

This guide will show you how to create an automated WhatsApp message to notify your customers when their order has been fulfilled. This includes details about the order and tracking information.

Step 1: Create a WhatsApp Template

First, you need to create a template for the WhatsApp message that will be sent to customers. For detailed instructions on creating a WhatsApp template, visit How to Create WhatsApp Template Message.

What Variables to Use

In your template, you'll include specific variables that will dynamically insert details about the customer's order. Here are the data source variables you should use:

- Order Number: OrderNumber
- Payable Amount: OrderAmount
- Product Names: OrderAllProductNames
- First Product Name: OrderFirstProductName
- Order Tracking URL: OrderStatusUrl

Example Message

Here's an example of how your message might look:

Hey {{1}}! Your order #{{2}} is on its way! Your items: {{3}} have been packed with care and are now dispatched.

💌 Keep an eye out for delivery updates, and prepare a special spot for your new items!

CTA-Track Your Order

Remember we need to assign each variable in your message to a specific data source.

Step 2: Include Images

To enhance your message, you can include images such as product photos or branding elements.

For detailed instructions on adding image, visit How to add image to WhatsApp templates.

Step 3: Call to Action Setup

Choosing the Call to Action
You need to set a "Call to Action" for your message. This can be a button that takes the customer to a URL where they can track their order or learn more about other products.

Choose the Action Type: Select between 'Visit URL' or 'Call Phone Number'.
Add Button Text: For example, 'Track Your Order'.
URL Type: Choose 'Dynamic' to use a variable URL.
Map the URL: From the dropdown, select OrderFulfillmentUrl for customers to track their order.
Example of Call to Action Setup
Here's how you might set it up in your template:

Button Text: "Track Your Order"
URL: Dynamically set to {{ OrderFulfillmentUrl }}

Step 4: Map Variables

- In the 'Map Your Variables' section, you'll see a table to assign each variable in your message to a specific data source.

- Click on the variable placeholders like {{1}}, {{2}} in the table.

Click on the variable placeholders

- A dropdown menu will appear, showing various options to map these variables.

Dropdown Menu for Variable Mapping

- For each variable, select the related data source from the dropdown.
- In the 'Add Sample Data' column, input sample data for each variable.
- In the 'Default' column, provide default values for each variable. These values will be used if the property is missing for the user. For example, if the property is 'FirstName', the default value might be 'Customer'.

Finalizing Your Template

Make sure all variables and links are correctly set in your template. Preview the message to ensure everything appears as expected before finalizing the template and starting to send messages to your customers.

Step 4: Template Approval

Once your template is ready, submit it for approval. Ensure that all required fields and formatting comply with WhatsApp's guidelines to facilitate a quick approval process. You'll receive a notification once your template is approved and ready to use.

Step 5: Create an Automation for Order Fulfillment Notification

After your template is approved, the next step is to create an automation that triggers the sending of this message when an order is fulfilled.

For detailed instructions on creating a WhatsApp automation, visit How to Create WhatsApp Automations.

Setting Up the Trigger

Choose the Trigger Event: Select 'User performs an event'.
Specify the Event: Select 'Order Fulfilled' from the list of available events.

Order Fulfilled Trigger

After setting up the trigger, follow the next steps as outlined in the guide on How to Create WhatsApp Automations.

Updated on: 01/05/2024

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