Trigger Types
Now that we know what a Workflow is, we can move head with creating Workflows. Gupshup offers its users to create Workflows for multiple Trigger types. Triggers types that we can create are listed below.
Pre-Requisites
User should install and activate Gupshup’s WooCommerce Plugin in their WooCommerce Account. Once done, user will be able to see the Gupshup’s Plugin in the left navigation menu.
Once installed and activated, user should configure the Channel in the Settings section. In order to do so, user can hover over the Gupshup’s Plugin icon available in the Left Navigation menu to find the Settings section.
Click on the Settings button to go the Settings section of Gupshup’s WooCommerce Plugin.
By default, user will get to see the Account Type selected is Whatsapp Self Serve, but they can swtich from Self Serve to Enterprise as and when they need.
Fill all the required details and then save the changes made. Then click on Workflow button to go to the Workflow Listing Page
List of all events supported by Gupshup plugin
Here you can find complete list of available events with a brief information.
New Order - Triggered when new order is created https://docs.gupshup.io/docs/trigger-types#1-order-create
1. Order Create
If the user intends to create a Workflow when a new Order is created by their customers, then the customer will receive a single / multiple Whatsapp Notification(s) on creating a New Order. It depends upon the user, if they create a single Workflow for Order Create, then their customers would receive only 1 Whatsapp Notification and if in case the user creates multiple Workflows, then in that case, for every new Order, Customers will receive multiple Whatsapp notifications.
If in case the user want to create a Workflow when an Order is created, they need to follow the steps as mentioned below :
1 : In the Workflow Listing Page, Click on “Create New Workflow“ button at the top of the screen
2 : User will be redirected to the Workflow Creation Page where they need to fill up all the required details. Users need to select Trigger type as Order Create in this case.
3 : Once done with filling up all the details, users need to click on Save and Activate.
4 : Now if their Customers place a new Order by entering the Whatsapp Phone No., then they will be receiving a Whatsapp Notification on doing so.
Please refer the video
2. Order Status Changed
If the user intends to create a Workflow in case the status of an Order is changed, then the customer will receive a single / multiple Whatsapp Notification(s) on changing the status of that particular Order. It depends upon the user, if they create a single Workflow for Order Status Changed, then their customers would receive only 1 Whatsapp Notification and if in case the user creates multiple Workflows, then in that case, whenever the status of the Order is changed, customers will receive multiple Whatsapp notifications.
If in case the user want to create a Workflow when the status of order is changed, they need to follow the steps as mentioned below :
1 : In the Workflow Listing Page, Click on “Create New Workflow“ button at the top of the screen
2 : User will be redirected to the Workflow Creation Page where they need to fill up all the required details. Users need to select Trigger type as Order Status Changed in this case.
3 : Once done with filling up all the details, users need to click on Save and Activate.
4 : Now if the user updates the status of a particular order, then the customer will receiving a Whatsapp Notification whenever this operation is performed.
Please refer the video
3. Order Processing
If the user intends to create a Workflow in case the status of an Order is changed to Processing, then the customer will receive a single / multiple Whatsapp Notification(s) on changing the status of that particular Order to Processing. It depends upon the user, if they create a single Workflow for Order Processing, then their customers would receive only 1 Whatsapp Notification and if in case the user creates multiple Workflows, then in that case, whenever the status of the Order is changed to Processing, customers will receive multiple Whatsapp notifications.
If in case the user want to create a Workflow when the status of order is changed to Processing, they need to follow the steps as mentioned below :
1 : In the Workflow Listing Page, Click on “Create New Workflow“ button at the top of the screen
2 : User will be redirected to the Workflow Creation Page where they need to fill up all the required details. Users need to select Trigger type as Order Processing in this case.
3 : Once done with filling up all the details, users need to click on Save and Activate.
4 : Now if the user updates the status of a particular order to Processing, then the customer will be receiving a Whatsapp Notification whenever this operation is performed.
5 : When an Order is placed by a Customer, it is under Processing Stage by default. So while creating Order, the customers will receive both Order Create Message [ If the user already has an Order Create Workflow ] and Order Processing Message.
Please refer the video.
4. Order On-Hold
If the user intends to create a Workflow in case the status of an Order is changed to On Hold, then the customer will receive a single / multiple Whatsapp Notification(s) on changing the status of that particular Order to On Hold. It depends upon the user, if they create a single Workflow for Order On Hold, then their customers would receive only 1 Whatsapp Notification and if in case the user creates multiple Workflows, then in that case, whenever the status of the Order is changed to On Hold, customers will receive multiple Whatsapp notifications.
If in case the user want to create a Workflow when the status of order is changed to On Hold, they need to follow the steps as mentioned below :
1 : In the Workflow Listing Page, Click on “Create New Workflow“ button at the top of the screen
2 : User will be redirected to the Workflow Creation Page where they need to fill up all the required details. Users need to select Trigger type as Order On Hold in this case.
3 : Once done with filling up all the details, users need to click on Save and Activate.
4 : Now if the user updates the status of a particular order to On Hold, then the customer will be receiving a Whatsapp Notification whenever this operation is performed.
5 : If in case the user choose to create 2 Workflows, one for Order Status Change Trigger type and the other one for Order On Hold, then in that case if the user updates the status to On Hold, then their customers will receive 2 Whatsapp Notifications, one being Order Status Change Message and the other one would be for Order On Hold status.
Please refer the video.
5. Order Completed
If the user intends to create a Workflow in case the status of an Order is changed to Completed, then the customer will receive a single / multiple Whatsapp Notification(s) on changing the status of that particular Order to Completed. It depends upon the user, if they create a single Workflow for Order Completed, then their customers would receive only 1 Whatsapp Notification and if in case the user creates multiple Workflows, then in that case, whenever the status of the Order is changed to Completed, customers will receive multiple Whatsapp notifications.
If in case the user want to create a Workflow when the status of order is changed to Completed, they need to follow the steps as mentioned below :
1 : In the Workflow Listing Page, Click on “Create New Workflow“ button at the top of the screen
2 : User will be redirected to the Workflow Creation Page where they need to fill up all the required details. Users need to select Trigger type as Order Completed in this case.
3 : Once done with filling up all the details, users need to click on Save and Activate.
4 : Now if the user updates the status of a particular order to Completed, then the customer will be receiving a Whatsapp Notification whenever this operation is performed.
5 : If in case the user choose to create 2 Workflows, one for Order Status Change Trigger type and the other one for Order Completed, then in that case if the user updates the status to Completed, then their customers will receive 2 Whatsapp Notifications, one being Order Status Change Message and the other one would be for Order Completed status.
Please refer the video.
6. Order Cancelled
If the user intends to create a Workflow in case the status of an Order is changed to Cancelled, then the customer will receive a single / multiple Whatsapp Notification(s) on changing the status of that particular Order to Cancelled. It depends upon the user, if they create a single Workflow for Order Cancelled, then their customers would receive only 1 Whatsapp Notification and if in case the user creates multiple Workflows, then in that case, whenever the status of the Order is changed to Cancelled, customers will receive multiple Whatsapp notifications.
If in case the user want to create a Workflow when the status of order is changed to Cancelled, they need to follow the steps as mentioned below :
1 : In the Workflow Listing Page, Click on “Create New Workflow“ button at the top of the screen.
2 : User will be redirected to the Workflow Creation Page where they need to fill up all the required details. Users need to select Trigger type as Order Cancelled in this case.
3 : Once done with filling up all the details, users need to click on Save and Activate.
4 : Now if the user updates the status of a particular order to Cancelled, then the customer will be receiving a Whatsapp Notification whenever this operation is performed.
5 : If in case the user choose to create 2 Workflows, one for Order Status Change Trigger type and the other one for Order Cancelled, then in that case if the user updates the status to Cancelled, then their customers will receive 2 Whatsapp Notifications, one being Order Status Change Message and the other one would be for Order Cancelled status.
Please refer the video.
7. Order Refunded
If the user intends to create a Workflow in case the status of an Order is changed to Refunded, then the customer will receive a single / multiple Whatsapp Notification(s) on changing the status of that particular Order to Refunded. It depends upon the user, if they create a single Workflow for Order Refunded, then their customers would receive only 1 Whatsapp Notification and if in case the user creates multiple Workflows, then in that case, whenever the status of the Order is changed to Refunded, customers will receive multiple Whatsapp notifications.
If in case the user want to create a Workflow when the status of order is changed to Refunded, they need to follow the steps as mentioned below :
1 : In the Workflow Listing Page, Click on “Create New Workflow“ button at the top of the screen
2 : User will be redirected to the Workflow Creation Page where they need to fill up all the required details. Users need to select Trigger type as Order Refunded in this case.
3 : Once done with filling up all the details, users need to click on Save and Activate.
4 : Now if the user updates the status of a particular order to Refunded, then the customer will be receiving a Whatsapp Notification whenever this operation is performed.
5 : If in case the user choose to create 2 Workflows, one for Order Status Change Trigger type and the other one for Order Refunded, then in that case if the user updates the status to Refunded, then their customers will receive 2 Whatsapp Notifications, one being Order Status Change Message and the other one would be for Order Refunded status.
Please refer the video.
8. Order Delete
If the user intends to create a Workflow for the orders which are Deleted, then the customer will receive a single / multiple Whatsapp Notification(s) on deleting that Order. It depends upon the user, if they create a single Workflow for Order Delete, then their customers would receive only 1 Whatsapp Notification and if in case the user creates multiple Workflows, then in that case, whenever an Order is Deleted, customers will receive multiple Whatsapp notifications.
If in case the user want to create a Workflow when an Order is Deleted, they need to follow the steps as mentioned below :
1 : In the Workflow Listing Page, Click on “Create New Workflow“ button at the top of the screen.
2 : User will be redirected to the Workflow Creation Page where they need to fill up all the required details. Users need to select Trigger type as Order Delete in this case.
3 : Once done with filling up all the details, users need to click on Save and Activate.
4 : Now if the user deletes an Order, then the customer will be receiving a Whatsapp Notification whenever this operation is performed.
Please refer the video.
9. Abandoned Cart
If the user intends to create a Workflow for Abandoned Orders, then in that case a Whatsapp Notification is sent to their Customer in some time as user has defined while creating the Workflow which will act as a reminder to the customers that they have an abandoned order and they can continue with placing the order. It depends upon the user at what time they want to send the Whatsapp Notification which can be set at the time of creating the Workflow. It also depends whether they want to send a single Whatsapp notification or multiple notifications and in order to send multiple Whatsapp notifications, they need to create multiple Workflows.
In addition to that, if the user want to send multiple Whatsapp notifications but with some delay, for example : One Workflow with Age as 5 minutes and another with age as 30 minutes. In this case, user will get the 1st notification after 5 minutes and the other notification after 30 minutes. Since we have implemented a cron job mechanism while triggering the Whatsapp message, so if we have set the age as 5 minutes, then their customers will be receiving the Whatsapp notification anytime within 15 minutes post the age of the Workflow, i.e 5 minutes + anytime within 15 minutes of the cron job which is running in the background.
If in case the user want to create a Workflow when an Order is not placed within the age defined at the time of creating the Abandoned Cart Workflow, they need to follow the steps as mentioned below :
1 : In the Workflow Listing Page, Click on “Create New Workflow“ button at the top of the screen
2 : User will be redirected to the Workflow Creation Page where they need to fill up all the required details. Users need to select Trigger type as Abandoned Cart in this case.
3 : Once done with filling up all the details, users need to click on Save and Activate.
4 : Now if the user has an Abandoned Order, then the customer will be receiving a Whatsapp Notification whenever the order is not placed and will act as a reminder message to complete the order.
Please refer the video.
Got both the abandoned cart messages as per the scheduled timing
Updated 14 days ago