Learn how to automate WhatsApp shipping updates for your customers with Pabbly Connect. Follow this detailed tutorial for seamless integration with WooCommerce. Master proven automation processes with practical implementation examples and strategic recommendations you can apply immediately in your workflow.
Watch Step By Step Video Tutorial Below
1. Setting Up Pabbly Connect for WhatsApp Updates
To automate WhatsApp shipping updates for your customers, first, you need to access Pabbly Connect. Begin by visiting the Pabbly Connect website and either sign in or sign up for a free account. New users can benefit from 100 free tasks each month to explore the features of Pabbly Connect.
Once logged in, navigate to the dashboard and click on the ‘Create Workflow’ button. Here, you can select the new beta method for a modern approach or the classic version for familiarity. Name your workflow as ‘Automate WhatsApp Shipping Updates for Your Customers’ to keep it organized.
2. Connecting WooCommerce with Pabbly Connect
Next, you will need to set up the trigger application, which in this case is WooCommerce. Select WooCommerce as the trigger app and set the event to ‘Order Updated’. This will allow Pabbly Connect to capture updates when an order status changes to completed.
- Select WooCommerce as the trigger application.
- Choose ‘Order Updated’ as the event.
- Click on the ‘Connect’ button to generate the webhook URL.
Copy the webhook URL provided by Pabbly Connect and log into your WooCommerce store. Go to the settings, then advanced, and select the webhooks option. Here, you can add a new webhook by naming it ‘Order Updated’ and pasting the webhook URL into the delivery URL field.
3. Capturing Order Updates in Pabbly Connect
After setting up the webhook in WooCommerce, return to Pabbly Connect to capture the order update response. Click on the ‘Yes’ button to indicate that you are ready to receive the response. This step is crucial as it ensures that Pabbly Connect can trigger actions based on the order status updates.
Now, go back to your WooCommerce store and update the status of an order to ‘Completed’. Once you do this, Pabbly Connect will take a few moments to capture the response. You should see the order details, including the product name, customer name, and shipping address.
- Change the order status to ‘Completed’ in WooCommerce.
- Wait for Pabbly Connect to capture the order update response.
- Check the captured response for accuracy.
Once the response is captured, you can see all the relevant details that Pabbly Connect will use to send WhatsApp messages to your customers.
4. Filtering Status Updates in Pabbly Connect
To ensure that WhatsApp messages are only sent for completed orders, you need to set up a filter in Pabbly Connect. Add an action step and select ‘Filter by Pabbly’ as the application. This filter will check if the order status is equal to ‘Completed’ before proceeding to send a WhatsApp message.
In the filter setup, choose the status field and set the condition to equal ‘Completed’. This ensures that only completed orders trigger a WhatsApp notification. If the status is anything else, Pabbly Connect will not send the message.
5. Sending WhatsApp Messages Using Pabbly Connect
Once the filter is set, the next step is to send a WhatsApp message. For this, you will use Pabbly Chatflow. Add an action step and select Pabbly Chatflow as the application. Choose the event ‘Send Template Message’ to utilize a pre-created message template.
Map the recipient’s phone number from the captured order details and select the message template you prepared earlier. Ensure that all dynamic fields in the message are correctly mapped to include the customer’s name, address, product name, and total amount.
After configuring these details, click on the ‘Save and Send Test Request’ button to verify that the WhatsApp message is sent successfully. If done correctly, you will see a success message in Pabbly Connect, and the customer will receive their shipping update on WhatsApp.
Conclusion
By following this tutorial, you can successfully automate WhatsApp shipping updates for your customers using Pabbly Connect. This integration not only streamlines your communication but also enhances customer satisfaction by providing timely updates on their orders.
Ensure you check out Pabbly Connect to create business automation workflows and reduce manual tasks. Pabbly Connect currently offer integration with 2,000+ applications.
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