# Order Created Template

## Use case: Sending out Order Confirmation Message to customers 

<figure><img src="https://392978341-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FsZtOBCP9JV8XEWJpUU4t%2Fuploads%2FO13I8uyW5QWLU7jPpNBF%2Fimage.png?alt=media&#x26;token=395fc2b3-4af9-476c-baee-05b661578868" alt=""><figcaption><p>Order Confirmation Whatsapp Template</p></figcaption></figure>

Let customers know their order was placed successfully, including order details

## Steps involved in setting up an Automated Workflow

{% hint style="info" %}
If you have already set up the WhatsApp / SMS template for the ***Order created*** event, then jump to this [section](#b.-adding-the-whatsapp-sms-template-to-the-automated-workflow).&#x20;
{% endhint %}

<details>

<summary><mark style="color:blue;"><strong>A . 1.Setting up the WhatsApp Template</strong></mark></summary>

1. **Navigate to WhatsApp Templates**

<figure><img src="https://392978341-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FsZtOBCP9JV8XEWJpUU4t%2Fuploads%2FLi2ylv9RKcvkUFdG6wed%2FMercuri%20SMS%20and%20Whatsapp%20-%20Shared%20Inbox.gif?alt=media&#x26;token=20d42b7a-e868-4226-b609-5280e40764aa" alt=""><figcaption><p>Step 1  : <strong>Navigate to WhatsApp Templates</strong></p></figcaption></figure>

&#x20;1\. Go to **Templates > WhatsApp** in the Mercuri CX dashboard.

2. Click **Create Template**.

3. Select the **WhatsApp Account** that will be used to send out WhatsApp messages.

4. **Configure Template Details**

<figure><img src="https://392978341-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FsZtOBCP9JV8XEWJpUU4t%2Fuploads%2FIlz44ga3PkgwJt5T94NM%2Fimage.png?alt=media&#x26;token=2f3a85a4-4605-4dae-9063-a464eeab166d" alt=""><figcaption><p>Step 2 : configure template details</p></figcaption></figure>

**Fill in the basic template info:**

* **Template Name:** `Order_confirmation` (Use an easy name to identify later)
* **Language:** `English` (or as per your customer base)
* **Category:** `UTILITY` (since it’s an informational message) &#x20;

[\[ *Understand the different categories of WhatsApp templates*\]](https://docs.mercuri.cx/templates/whatsapp-templates/understand-whatsapp-template-components#id-1.-template-category)

3. **Fill Template Components**

<figure><img src="https://392978341-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FsZtOBCP9JV8XEWJpUU4t%2Fuploads%2FhbWBRO3e0qQzN092dohh%2Fimage.png?alt=media&#x26;token=fd41392c-c8c1-4c15-9eb0-011d1cb30417" alt=""><figcaption><p>Step 3 : Fill Template components</p></figcaption></figure>

**Header (Optional):**

*Note: Headers can contain only one variable if needed, but in this case, a fixed title is considered.*

1. **Type:** Text
2. **Example Text:**  `Order Confirmed`

[\[*Click here to explore different media that can be added to the header* \] ](https://docs.mercuri.cx/templates/whatsapp-templates/understand-whatsapp-template-components#id-2.-template-header)

**Body:**

1. Add the message content in the **Body** section of the template.
2. To include dynamic information like order ID or customer name, use the **"Add Variable"** button located at the right end of the Body field.&#x20;

Sample message :&#x20;

`Hi {{1}}, your order {{2}} has been received!`
\
`You’ll get a notification once it ships.`
\
`You can track your order and call us for further queries`

**Variables** :&#x20;

Add a variable value to the corresponding placeholders with a sample value&#x20;

Note : Each `{{ }}`  is a placeholder that gets replaced dynamically during automation:

* `{{1}}` → Customer name
* `{{2}}` → Order number

Note: Assign sample values for each variable before submitting for approval.

4. **Add buttons to view order details and contact support**

<figure><img src="https://392978341-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FsZtOBCP9JV8XEWJpUU4t%2Fuploads%2FocRTdd2zoIt5CdhAWIGg%2Fimage.png?alt=media&#x26;token=e5bd5ae5-4563-4bb5-9b50-bbec82bfc947" alt=""><figcaption><p>Step 4 : Adding buttons</p></figcaption></figure>

[*\[Know more about the different buttons available in templates\]*](https://docs.mercuri.cx/templates/whatsapp-templates/understand-whatsapp-template-components#id-3.-template-buttons)

**Order details Button:**&#x20;

1. Click the **Add Button** > select **Visit Website**.
2. Configure details for the Call to Action section as follows:
   * **Type of Action:** Visit website
   * **Button Text:** `Order Details`
   * **URL Type:** Dynamic  [*\[*&#x43;lick here to learn more about the types of URLs.*\]*](https://docs.mercuri.cx/templates/whatsapp-templates/understand-whatsapp-template-components#different-url-types-in-call-to-action-buttons)
   * **Website URL:** `https://yourstore/order/{{1}}`\
     (where `{{1}}` will be dynamically replaced with the orderId  of the customer.)
3. Under **Sample URL Setup**:
   * **Variable value:** `Order Id`&#x20;
   * **Sample text:** `https://yourstore/order/1006`  <sub>***(Example of tracking link for template approval)***</sub>

**Contact us Button:**

1. Click the **Add Button** > select **Call Phone Number**
2. Configure details for the Call to Action section as follows:
   * **Type of Action:**  Call Phone Number
   * **Button Text:** `Contact Us`
   * Select **Country Code** and enter the Phone number of **Customer support.**
   * Click on **Create template** after filling in all the required details.

</details>

<details>

<summary><mark style="color:blue;"><strong>A. 2. Setting up the SMS Template</strong></mark></summary>

<figure><img src="https://392978341-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FsZtOBCP9JV8XEWJpUU4t%2Fuploads%2FFEnyugaRmYRJzUReG9lx%2Fimage.png?alt=media&#x26;token=d34f86a8-67c2-475c-84ac-3060bbcc0907" alt="" width="563"><figcaption></figcaption></figure>

1. Go to the **Templates** section in the left-hand menu of the Mercuri dashboard, and select **SMS**.
2. In the top-right corner, click **Create Template** to begin.
3. **Fill in Template Details**

You’ll be directed to the SMS template creation form. Fill in the following:

* **Template Name**: Enter a short, descriptive title so it’s easy to identify the purpose of the message.

**Example**

```
order confirmation
```

* **Template Text**:\
  Craft a clear and concise message (within 160 characters). You can personalize it using dynamic variables.<br>
* Click the **Add Variable** button in the bottom-right corner of the body section to insert placeholders.

  **Example:**

  ```
  Hi {#var#}, your order #{#var#} has been successfully placed . We’ll notify you once it’s shipped. Thank you for shopping with us!
  ```

**4. Variable Mapping**

Map each `{#var#}` to the actual data fields, like **customer name** and **order ID**&#x20;

**5. Preview**

View the **SMS Preview** to see how the final message will appear to customers.

**6. Save the Template**

Click **Create** to save your SMS template. It will now be available to use in campaigns, automations, or workflows.

</details>

### B. Adding the WhatsApp / SMS template to the Automated workflow

* Go to the **Automation** section in the dashboard.
* Click on **Create Automation**.
* Choose the **automation type** as `Order Created` from the list.
* Select the preferred communication channel as **WhatsApp / SMS** for delivering the automated message.
* Choose the approved `Order confirmation` template that we created in earlier steps.

***

### Video Tutorial

<mark style="color:blue;">**Video Tutorial for WhatsApp Automation**</mark>

{% embed url="<https://youtu.be/erOJhBJG3-k>" %}

***

<mark style="color:blue;">**Video Tutorial for SMS Automation**</mark>

{% embed url="<https://youtu.be/8kKjIynZdw4>" %}


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