Automate Shopify Cash on Delivery Order Confirmation with Bot Sailor
Table of Contents
- Introduction
- Creating a Message Template
- Setting up Quick Reply Buttons
- Creating Postbacks
- Configuring Webhook Workflow
- Setting Up Webhook Callback URL
- Configuring Shopify Dashboard
- Capturing Webhook Response
- Mapping Variables in Webhook
- Setting Callback APIs
- Sending Messages based on Conditions
- Testing the Workflow
- Conclusion
Creating a Cash on Delivery Order Confirmation Message to WhatsApp Using Bot Sailor
In this article, we will guide you step by step on how to send a Shopify cash on delivery order confirmation message to WhatsApp using Bot Sailor. Bot Sailor is a powerful tool that allows you to automate various tasks and streamline your communication with customers. By leveraging its features, you can enhance your customer experience and simplify your order confirmation process.
1. Introduction
Introduce the topic of sending a cash on delivery order confirmation message to WhatsApp using Bot Sailor. Briefly explain the benefits and importance of automating this process.
2. Creating a Message Template
Explain the process of creating a message template in Bot Sailor. Showcase how to navigate to the Bot Manager from the dashboard and access the message template settings. Emphasize the use of variables in the message body to personalize the template.
3. Setting up Quick Reply Buttons
Demonstrate how to add quick reply buttons to the message template for confirming and canceling the order. Highlight the importance of providing clear and convenient options for the customers.
4. Creating Postbacks
Guide the users on how to create postbacks in Bot Sailor to handle the button clicks from the message template. Illustrate the steps involved in setting up postbacks using the visual flow builder.
5. Configuring Webhook Workflow
Explain the process of configuring the webhook workflow in Bot Sailor. Describe how to select the WhatsApp account and message template created earlier. Provide insights into generating a webhook callback URL.
6. Setting Up Webhook Callback URL
Describe how to navigate to the Shopify dashboard and access the settings to create a webhook. Highlight the importance of selecting the "order creation" event and pasting the copied webhook callback URL. Emphasize the need for seamless integration between Bot Sailor and Shopify.
7. Configuring Shopify Dashboard
Guide the users through the process of capturing the webhook response in Bot Sailor. Explain the steps involved in clicking the "capture webhook response" button and ensuring the sample data is received successfully.
8. Mapping Variables in Webhook
Illustrate how to map the variables from the webhook response to the message template. Provide a detailed explanation of selecting the appropriate variables, such as the product list and total price. Introduce the concept of formatters to concatenate the list items.
9. Setting Callback APIs
Explain the importance of setting up callback APIs for the quick reply buttons. Showcase the steps involved in creating the callback APIs for order tag update and order cancellation. Emphasize the role of these APIs in updating the order status on the Shopify store.
10. Sending Messages based on Conditions
Highlight the feature of sending messages based on conditions in Bot Sailor. Describe how to utilize this feature to send messages only to customers who prefer cash on delivery payment option. Showcase the process of selecting the appropriate condition and defining the payment gateway option.
11. Testing the Workflow
Guide the users on how to test the cash on delivery order confirmation workflow in Bot Sailor. Provide a comprehensive overview of the steps involved in creating a cash on delivery order on Shopify and monitoring the workflow report in Bot Sailor.
12. Conclusion
Summarize the key points discussed in the article. Reiterate the benefits of using Bot Sailor for automating the cash on delivery order confirmation process. Encourage the readers to explore and leverage the capabilities of Bot Sailor to enhance their business operations.
Highlights
- Automate your cash on delivery order confirmation process on Shopify.
- Enhance customer experience with personalized WhatsApp messages.
- Streamline communication and simplify order management.
- Utilize the power of Bot Sailor to save time and resources.
FAQ
Q: Can I customize the message template according to my brand's style?
A: Yes, you can customize the message template with your brand's style and tone to create a cohesive customer experience.
Q: What happens if a customer clicks on the cancel button?
A: If a customer clicks on the cancel button, the order will be canceled on the Shopify store, and a notification will be sent to the customer.
Q: Is Bot Sailor compatible with other e-commerce platforms besides Shopify?
A: Currently, Bot Sailor is designed specifically for Shopify integration. However, it may expand its compatibility with other e-commerce platforms in the future.
Q: Can I send messages only to customers who select cash on delivery payment option?
A: Yes, Bot Sailor allows you to send messages based on conditions, so you can ensure that messages are sent only to customers who prefer the cash on delivery payment option.
