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On this page
  • Use Case 1 : Reservation Canceled
  • Steps involved in setting up an Automated Workflow
  • A . Setting up the WhatsApp Template
  • B. Adding the WhatsApp template to the Automated workflow
  1. Features
  2. Automations
  3. Automated Workflow For Restaurant Table Reservations

Table Reservation Canceled Template

This section covers the use cases of automated WhatsApp messages sent to customers when a table reservation is canceled , along with the steps involved in setting up such automated workflow.

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Last updated 6 hours ago

Use Case 1 : Reservation Canceled

When a customer cancels their table reservation, they should receive a WhatsApp message that includes:

  • Customer name

  • Date and time

  • Optional link to rebook

Steps involved in setting up an Automated Workflow

A . Setting up the WhatsApp Template

1

Navigate to WhatsApp Templates

1. Go to Templates > WhatsApp in the Mercuri CX dashboard.

  1. Click Create Template.

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

2

Configure Template Details

Fill in the basic template info:

  • Template Name: table_reservation_canceled (Use an easy name to identify later)

  • Language: English (or as per your customer base)

  • Category: UTILITY (since itโ€™s an informational message)

3

Fill Template Components

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: Reservation Canceled

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.

Sample message :

Hello {{1}}, your table reservation scheduled on {{2}} is canceled. We hope to serve you another time. Feel free to rebook anytime !

Variables :

Add a variable value to the corresponding placeholders with a sample value

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

  • {{1}} โ†’ Customer name

  • {{2}} โ†’ date and time

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

  1. Click on Create template after filling in all the required details.

4

Adding Book Again Button

  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: Book Again

    • Select URL type as Static and enter your website reservation page URL in Website URL section.

B. Adding the WhatsApp template to the Automated workflow

  • Go to the Automation section in the dashboard.

  • Click on Create Automation.

  • Choose the automation type asTable Reservation Canceled from the list.

  • Select the preferred communication channel as WhatsApp, for delivering the automated message.

  • Choose the approved table_reservation_canceledtemplate that we created in earlier steps.

If you have already set up the WhatsApp template for the Table Reservation Cancellation event, then jump to this .

๐Ÿงค
section
[ Understand the different categories of WhatsApp templates]
[Click here to explore different media that can be added to the header ]
[Know more about the different buttons available in templates]
Table Reservation Canceled Template
Step 1 : Navigate to WhatsApp Templates
Step 2 : Configure Template Details
Step 3 : Template components
Step 4 : Adding Book Again Button