# Pickup / Delivery Order Created Template

* **Pickup Order Created**: Triggered when a customer places an order for self-pickup from the store.
* **Delivery Order Created**: Triggered when a customer places an order for home delivery.

## Use Case: Pickup Order Confirmed

<figure><img src="https://392978341-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FsZtOBCP9JV8XEWJpUU4t%2Fuploads%2F0LFxtyAIkid9GdA30GL1%2Fimage.png?alt=media&#x26;token=a308259a-0ab4-4b4f-b0de-fb50fbe35d89" alt=""><figcaption><p>Pickup order Confirmed Template</p></figcaption></figure>

When a customer places an order for self-pickup, they should receive a WhatsApp/ SMS message with:

* Order number
* Confirmation of receipt
* A message stating they'll be notified when the order is ready

## Steps involved in setting up an Automated Workflow

{% hint style="info" %}
If you have already set up the WhatsApp / SMS template for the ***Pickup 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%2FRk6hYNLEAo4wNmfqEE9j%2Fimage.png?alt=media&#x26;token=16cfd1a5-7d15-475b-a1dc-09b6e7131cf6" alt=""><figcaption><p>Step 2 : Configure Template Details</p></figcaption></figure>

**Fill in the basic template info:**

* **Template Name:** `pickup_order_created` (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%2FA4aVRSzVG4EkhpwXYkyD%2Fimage.png?alt=media&#x26;token=a4c4a155-3d84-42b2-ae95-2f8315ecaa9c" alt=""><figcaption><p>Step 3 : Fill Template components details</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:**  `Pickup Order Received`

\[[*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) ]&#x20;

**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}}, we’ve received your pickup order* #{{2}}.*`
\
`We’ll notify you as soon as it’s ready for pickup!`

**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. Adding a Contact Support button&#x20;

<figure><img src="https://392978341-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FsZtOBCP9JV8XEWJpUU4t%2Fuploads%2FzW7hv9HXNccxkNefxG7J%2Fimage.png?alt=media&#x26;token=ad4270d9-bd5d-4685-bc67-66df6b7996fb" alt=""><figcaption><p>Add a contact support Button</p></figcaption></figure>

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.**

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

</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%2FQZnuYJz8Lytfwi230oWU%2Fimage.png?alt=media&#x26;token=e75ade84-61de-4620-a960-fbd0ffff0ae9" 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**

```
Restaurant pickup order created
```

* **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#}, we’ve received your pickup order {#var#}.
  We’ll notify you when it’s ready for pickup!
  ```

**4. Variable Mapping**

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

**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 `Pickup Order Created`  from the list.
* Select the preferred communication channel as **WhatsApp / SMS ,** for delivering the automated message.
* Choose the approved `pickup_order_created` template that we created in earlier steps.