The section covers the use case of sending automated messages to customers when they place an order, either for pickup/delivery, confirming that the order has been received and is being processed.
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
Pickup order Confirmed Template
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
If you have already set up the WhatsApp / SMS template for the Pickup 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: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)