Trigger Types

Now that we know what a Workflow is, we can move ahead with creating Workflows. Gupshup offers its users to create Workflows for multiple Trigger types. Triggers types that we are offering have been listed below.

Pre-Requisites

1. 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.

2. 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.

3. Click on the Settings button to go the Settings section of Gupshup’s WooCommerce Plugin.

4. 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.

5. Fill all the required details and then save the changes made. Then click on Workflow button to go to the Workflow Listing Page

Here is the complete list of available events supported by Gupshup plugin with a brief information.

1. Order Create

If the user intends to create a Workflow when a new Order is placed 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 we select Trigger type as Order Create, another field “Timing“ appears on the Workflow creation screen with Run Immediately selected by default.

4. We can click on the drop down button and select “Run After” if need be.

5. On selecting “Run After” Timing, we will get to see an Age field where we can specify at what time we want to trigger this workflow after placing the order (in minutes / hours / days format). Let’s say for example : We have selected 3 mins, then the Workflow will be triggered after 3 mins when the Order was placed. The one who placed the order will be receiving a WhatsApp message within 18 mins.
6. then, Add details about Action
7. Once done with filling up all the details, users need to click on Save and Activate.
8. Now if their Customers place a new Order by entering the WhatsApp Number, then they will be receiving a WhatsApp Notification on doing so.

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NOTE : If we have 2 Workflows created one for Order Create and the other one being Order Processing. In that case, if an order is placed, then 2 messages will be triggered, one of Order Create type and the other one for Order Processing type.

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) when the status is changed from one stage to another. It depends upon the user, if they create a single Workflow for Order Status Changed, then their customers will 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.

Please follows the steps mentioned below to do so :

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 we select Trigger type as Order Status Changed, another field “Timing“ appears on the Workflow creation screen with Run Immediately selected by default.

4. We can click on the drop down button and select “Run After” if need be.

5. On selecting “Run After” Timing, we will get to see an Age field where we can specify at what time we want to trigger this workflow after placing the order (in minutes / hours / days format). Let’s say for example : We have selected 3 mins, then the Workflow will be triggered after 3 mins when the Order was placed. The one who placed the order will be receiving a WhatsApp message within 18 mins

6. Once done with filling up all the details, users need to click on Save and Activate.
7. Now if the user updates the status of a particular order, then the customer will receiving a Whatsapp Notification whenever this operation is performed.

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NOTE : If we have 2 Workflows of Order Status Change Trigger type ype [ one workflow which run immediately and the other one with some del, every time we update the status, Immediate workflow will be triggered all the time and a message will be sent to the customer but in case of Workflow with some delay, customer will receive the notification based on the last action.

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 and make sure a Channel is configured [ either Self Serve / Enterprise ].

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 we select the trigger type as “Order Processing“, another field “Timing“ appears on the Workflow creation screen with Run Immediately selected by default.

4. We can click on the drop down button and select “Run After” if need be.

5. On selecting “Run After” Timing, we will get to see an Age field where we can specify at what time we want to trigger this workflow after updating the status of that order to Processing (in minutes / hours / days format). Let’s say for example : We have selected 3 mins, then the Workflow will be triggered after 3 mins when the status was updated to Processing stage. The one who placed the order will be receiving a WhatsApp message [based on what was defined at the time of workflow creation] within 18 mins.
6. Once done with filling up all the details, users need to click on Save and Activate.
7. 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.

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Note : If the user has created 2 workflows, one of Order Status Change trigger type and the other one being Order Processing, then in that case, customers will receive both the messages i.e for both the Trigger types whether it be Immediate / Scheduled Workflow.

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 we select the trigger type as “Order On Hold“, another field “Timing“ appears on the Workflow creation screen with Run Immediately selected by default.

4. We can click on the drop down button and select “Run After” if need be.

5. On selecting “Run After” Timing, we will get to see an Age field where we can specify at what time we want to trigger this workflow after updating the status of that order to On Hold (in minutes / hours / days format). Let’s say for example : We have selected 3 mins, then the Workflow will be triggered after 3 mins when the status was updated to On Hold stage. The one who placed the order will be receiving a WhatsApp message [based on what was defined at the time of workflow creation] within 18 mins.
6. Once done with filling up all the details, users need to click on Save and Activate.
7. 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.

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Note : If in case user creates 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.

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 we select the trigger type as “Order Completed“, another field “Timing“ appears on the Workflow creation screen with Run Immediately selected by default.

4. We can click on the drop down button and select “Run After” if need be.

5. On selecting “Run After” Timing, we will get to see an Age field where we can specify at what time we want to trigger this workflow after updating the status of that order to Completed (in minutes / hours / days format). Let’s say for example : We have selected 3 mins, then the Workflow will be triggered after 3 mins when the status was updated to Completed stage. The one who placed the order will be receiving a WhatsApp message [based on what was defined at the time of workflow creation] within 18 mins.
6. Once done with filling up all the details, users need to click on Save and Activate.
7. 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.

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Note : 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.

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 we select the trigger type as “Order Cancelled“, another field “Timing“ appears on the Workflow creation screen with Run Immediately selected by default.

4. We can click on the drop down button and select “Run After” if need be.

5. On selecting “Run After” Timing, we will get to see an Age field where we can specify at what time we want to trigger this workflow after updating the status of that order to Cancelled (in minutes / hours / days format). Let’s say for example : We have selected 3 mins, then the Workflow will be triggered after 3 mins when the status was updated to Cancelled stage. The one who placed the order will be receiving a WhatsApp message [based on what was defined at the time of workflow creation] within 18 mins.
6. Once done with filling up all the details, users need to click on Save and Activate.
7. 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.

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Note : 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.

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 we select the trigger type as “Order Refunded“, another field “Timing“ appears on the Workflow creation screen with Run Immediately selected by default.

4. We can click on the drop down button and select “Run After” if need be.

5. On selecting “Run After” Timing, we will get to see an Age field where we can specify at what time we want to trigger this workflow after updating the status of that order to Refunded (in minutes / hours / days format). Let’s say for example : We have selected 3 mins, then the Workflow will be triggered after 3 mins when the status was updated to Refunded stage. The one who placed the order will be receiving a WhatsApp message [based on what was defined at the time of workflow creation] within 18 mins.
6. Once done with filling up all the details, users need to click on Save and Activate.
7. 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.

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Note : 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.

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.

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.

You get both the abandoned cart messages as per the scheduled timing