This section covers the use cases of automated messages sent to the customers when they successfully place the order and the steps involved in setting up such automated workflows.
Use case: Sending out Order Confirmation Message to customers
Order Confirmation Whatsapp Template
Let customers know their order was placed successfully, including order details
Steps involved in setting up an Automated Workflow
If you have already set up the WhatsApp / SMS template for the Order created event, then jump to this section.
A . 1.Setting up the WhatsApp Template
Navigate to WhatsApp Templates
Step 1 : Navigate to WhatsApp Templates
1. Go to Templates > WhatsApp in the Mercuri CX dashboard.
Click Create Template.
Select the WhatsApp Account that will be used to send out WhatsApp messages.
Configure Template Details
Step 2 : configure template details
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)