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Automate Order Updates

Order update automations message clients whenever their order status changes, so they always know when an order is paid, being prepared, shipped or delivered. Set one up once, and every status change you make on the Orders page, by CSV import or by checkout sends the right message on its own.

Available withSalesIncluded in the Complete plan.Plans and modules

Before you start​

  • Connect WhatsApp and have an approved message template for each update you want to send.
  • Orders need a status workflow. See Orders.

Create an order update automation​

  1. Go to Engage > Automations and click Add Rule.
  2. In Create Automation Rule, filter by Order. Install the Automate Order Updates template with Install Rule (it sends a status update for every change except Pending), or choose Create rule from scratch.
  3. If you start from scratch, choose the trigger Order Updates.
  4. Add a condition on Order Status, for example Order Status is Shipping.
  5. Add an action, for example send a WhatsApp template message, and fill the template variables with order details (type # to pick a variable).
  6. Save the rule and turn it on.

Create one rule per status you want to announce, such as Paid, Shipping and Delivered.

Order variables​

{{order.number}}, {{order.id}}, {{order.status}}, {{order.amount}}, {{order.date}}, {{order.clientName}}, {{order.orderItems}}, {{order.notes}}, {{order.trackingNumber}}, {{order.trackingUrl}}, {{order.shippingCarrier}}

Tracking variables are filled from Update Shipping Info on the order.

Test it​

Create a test order for yourself, then use Update Order Status to change it to Shipping with a tracking number. You should receive the message within a minute.

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