Automation use case: Orders Workflow

The Shopify Marketing Automations allows you to create automated workflow for multiple events related to orders using the Kaleyra plugin for sending messages. Example of possible automation is the triggering of a proper message to the right recipient when an order is created, refunded, fulfilled, or canceled by the end-customers. When any of these events happen in the system, then SMS is sent to the end-customers about the event status.

In the following, for the sake of simplicity and clarity, the create order workflow automation is used as an example to show how you can leverage Kaleyra SMS within the Shopify Orders Workflow.

You can automate the following orders workflow:

• Order Create - An SMS is triggered to the end-customer when the order is created in the system.
• Order Refund - An SMS is triggered to the end-customer when the order is refunded in the system.
• Order Fulfilled - An SMS is triggered to the end-customer when the order is fulfilled in the system.
• Order Cancelled - An SMS is triggered to the end-customer when the order is canceled in the system.

Prerequisite

For more information about prerequisites, see Kaleyra SMS with Shopify.

To automate the order workflow, perform the following steps:

1. Login to the Shopify account.
   The Home page appears.

2. On the left pane, click Marketing.
   The All tab detail appears.

3. Click the Other tab.
   The Other tab detail appears.

4. Select the Kaleyra Order Related SMS Automation option.
   The Kaleyra Order Related SMS Automation page appears.

5. Perform the following steps:
   1. In the Activity name field, enter the event or the product name based on your choice.
   2. Click the Type of automation drop-down, a list of automation with the following options appears, then select one:
      • Order Create - An SMS is triggered to the end-customer when the order is created in the system.
      • Order Refund - An SMS is triggered to the end-customer when the order is refunded in the system.
      • Order Fulfilled - An SMS is triggered to the end-customer when the order is fulfilled in the system.
      • Order Cancelled - An SMS is triggered to the end-customer when the order is canceled in the system.
   3. From the Phone Number drop-down, select one of the following options:
      • Customer Phone - If you want to send the message to the customer's phone number when an order is created. For example, select the customer's phone number.
      • Billing Address Phone - If you want to send the message to the customer's billing address phone when an order is created.
      • Shipping Address Phone - If you want to send the message to the customer's shipping address phone when an order is created.
   4. Click the Choose SMS Type drop-down and a list of options appears. Select the SMS type. For example, select the Marketing option.
   5. Click the Choose a Sender ID drop-down and a list of options appears. Select the sender ID. For more information, see Create a Sender ID.
   6. In the Template Body field, enter the message template body.

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Note:

The Preview of activity section displays the preview of the message.

6. To publish your Order Workflow, click Publish activity. The confirmation message "Your marketing automation was sent" appears.

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Note:

You can view the Workflow automation logs by scrolling down to the Workflow run history section.

View SMS logs for the Order Workflow Automations

You can view the SMS logs for the order workflow automations. For more information on SMS logs, see step 1 to step 5 of Configure Kaleyra Settings with Shopify.

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Note:

If you want to check the SMS logs in kaleyra.io, see SMS Logs.