How to Verify Shopify COD orders on WhatsApp with Gallabox?
PreviousHow to Create Event RSVP and Reminder in Gallabox with Broadcast, Bot, and Forms?NextHow to automate conversations using Gallabox?
Last updated
Last updated
Tired of manually confirming COD orders? Let's change that. Managing a flood of Cash on Delivery orders can be a real headache. But don't worry, we have got you covered! With Gallabox, you can say those manual confirmation headaches goodbye. Let’s dive into how you can set up this game-changing workflow.
This workflow is divided into two steps - First step is to create a workflow to address the COD Confirmation configuration and second step is to update the status in Shopify.
Let's build a workflow in Shopify that automates the confirmation process. In just a few simple steps, you can create a system that handles order verification efficiently.
Go to Integration on your Gallabox dashboard. Click on the Integrated Shopify Application and go to Workflow.
If you have not integrated your Shopify with Gallabox, click here for the detailed steps.
Click on Workflows and click on the Create Workflow.
You have to select Order Create in the Shopify Custom Event and for conditions, choose Financial Status as Comparator, Equal as Operator, and for the value Pending.
Select the Order Confirmation WhatsApp Template and map the variables defined.
For the action, you can update the Tag - COD Confirmation for the contact.
Congratulations!! You have created the workflow. Let's move onto the next step of automation.
Now that you have created the COD confirmation workflow, it's time to sync that information back to Shopify. Keeping your Shopify orders up-to-date is crucial for efficient order management. Let's explore how to seamlessly push the confirmed or canceled status back to your Shopify store.
Go to Bots and create a Bot by the name of COD Confirmation. Under the Bot, Add a flow named Confirm order.
Go to Connectors, choose Shopify. Choose Replace Order tag action. For the Order Id, choose the variable - Payload and under Tags, type Order Confirm.
Make sure to connect your Shopify Account before using the connector. Detailed guide here.
Click on Save. You can send a message to the customer after they confirm the COD order.
You can create a Cancel Order flow similarly to the Order Confirmation flow as shown above.
You have done it! From now on, when someone orders on COD from your business, a message will be shared with them asking to confirm the COD order. Once they click on either buttons (Order Confirm or Order Cancel button), the status will be sent back to Shopify.
