Shopify Automations
Once your Shopify store is connected, Whautomate can message shoppers on WhatsApp when they abandon a cart, place an order, or when an order is fulfilled or cancelled. Ready-made rules are installed for you when you connect, and you can edit them or add your own.
Before you start
- Connect your store. See Shopify.
- Have approved WhatsApp message templates for each message.
Rules installed for you
When you connect Shopify, these rules are added to the Shopify Automation page:
- Abandoned Cart Recovery(1 hr), Abandoned Cart Recovery(1 day), Order - Confirmation, Order - Cancellation and Order - Fulfillment (turned on).
- Abandoned Cart Recovery with Discount (2 days) and Cash on Delivery (COD) - Confirmation (turned off until you switch them on).
Add or edit a rule
- Go to Integrations and click Edit Setup on the Shopify card.
- Click Add Rule, or click edit on an existing rule.
- Choose a trigger:
- Shopify - Abandoned Cart
- Shopify - Order Created
- Shopify - Order Fulfilled
- Shopify - Order Cancelled
- Optional: add conditions, such as Payment gateway, Financial status (Pending, Authorized, Partially Paid, Paid, Partially Refunded, Refunded, Voided), Total Amount or Product IDs in Line Items.
- Add an action, for example send a WhatsApp template message. Type # in a parameter to insert a variable.
- Save and make sure the rule's status is on.
Shopify variables
{{shopify.orderNumber}}, {{shopify.orderAmount}}, {{shopify.orderStatusUrl}}, {{shopify.abandonedCheckoutUrl}}, {{shopify.trackingUrl}}, {{shopify.trackingCompany}}, {{shopify.trackingNumber}}, {{shopify.productImageUrl}}, {{shopify.referenceId}}
Test it
Place a test order on your Shopify store with your own phone number. Make sure your checkout asks for a phone number, or messages cannot be sent.
Good to know
- Shopify and WooCommerce triggers are part of Sales. Without it, the triggers show a lock and existing rules do not run.