BotSailor offers seamless integration with Shopify, providing automated WhatsApp notifications for customers. This feature ensures that your customers receive instant updates about their orders, enhancing engagement and customer satisfaction. This guide walks you through the process of setting up Shopify order notifications using BotSailor.
Steps to Set Up Shopify Order Notifications
Method 1: Using Shopify Automation
Access Bot Manager & Navigate to Message Template Settings
Start by navigating to theChatbot Manager -> WhatsApp Botfrom the sidebar. You’ll see all the active bots listed here.
Click on the bot you want to manage (for example,BloodTek).
Inside the selected bot's settings, scroll down and clickMessage Template. This is where you can create or manage templates that will be used for notifications.
Sync or Create a Template
You can eithersync existing templatesorcreate a new one. To create a new template, click theCreatebutton and choose the template type that suits your needs. For Shopify order notifications, you'll most likely use theDefault TemplateorSystem Template.
Configure Shopify Automation
After setting up the template, move to theWooCommerce/Shopify Automationsettings. This will allow you to automate the order notifications.
Click onWC/Shopify Automationand create a new automation campaign. SelectShopifyas the store type and choose the action, such asOrder Notification.
Ensure theMessage Delayis set to0minutes to send notifications immediately after an order is placed.
Select the relevantMessage Template, such assystem_order_success_notification_new.
Once everything is configured, assign the workflow to the bot andSaveyour settings.
Method 2: Using Webhooks Workflow
Follow these steps to configure automated Shopify order notifications:
Create a WhatsApp Webhook Workflow in BotSailor:
- Navigate to "Webhook Workflow" in your BotSailor dashboard.
- Click "Create".
- Give your workflow a descriptive name (e.g., "Shopify Order Notification").
- Select the WhatsApp account you want to use for sending notifications.
- Choose or create a suitable Message Template for the order notification. This template must be pre-approved by WhatsApp.
- Click "Create Workflow".
Copy the BotSailor Webhook URL:
After creating the workflow, you will see the "Webhook Callback URL".
Copy this URL. This is where Shopify will send the order data.
Add a Webhook in Shopify:
- Go to your Shopify store's admin panel.
Navigate to "Settings" > "Notifications".
Scroll down to the "Webhooks" section.
Click "Create webhook".
Configure the Shopify Webhook:
For the "Event", select "Order creation".
Ensure the "Format" is set to "JSON".
Paste the BotSailor Webhook Callback URL you copied earlier into the "URL" field.
Keep the "Webhook API version" as recommended or select the latest stable version.
Click "Save".
Map Webhook Data in BotSailor:
Go back to your BotSailor workflow settings.
Click on the workflow you created.
Use the "Capture Webhook Response" button to receive a test data payload from Shopify (you might need to trigger a test order in Shopify or use the "Send test" option in Shopify's webhook settings).
Once data is received, map the relevant data fields from the webhook response to the variables in your WhatsApp message template. For example, map the customer's phone number to the PHONE NUMBER field, customer name to the USER NAME field, order details to the SYSTEM CART PRODUCT LIST field, etc. Use Data Formatters if needed to format the data correctly.
Under "Send message with a delay", set the delay to 0 minutes for instant notifications.
Configure any additional actions you want to happen after a successful webhook call, such as assigning conversations or adding labels.
Save and Test:
Click "Save Workflow" in BotSailor.
Place a test order on your Shopify store to ensure the notification is sent correctly to the designated WhatsApp number with the right information.
Track Workflow Status
To track the performance of your order notifications, go to theWebhook Workflowsection. Here you can see how many messages were sent, delivered, read, or skipped.
Sample Order Notification
After setup, your customers will receive order notifications like this:
Conclusion
By setting up Shopify order notifications with BotSailor, you can ensure that your customers are promptly informed about their order status via WhatsApp. This automated feature increases customer engagement and ensures a smooth post-purchase experience.
