Articles on: Flows

Verify Cash on Delivery orders With the ConvertWay's SMS & WhatsApp Automation

${color}[#300bea]( COD confirmation Flow
)
COD confirmation is an automation for Both SMS & whatsApp channel , which will help merchants to avoids any risk associated to Cash on delivery (COD) orders , Like accidental order by customers, or any fraud like faulty contact numbers etc can be easily resolved .


With Our COD confirmation Flow you can get the confirmation of Cash on delivery orders Via SMS & WhatsApp & we will add Respective Tag in the shopify's orders.


Note : 1. This automation is for orders where payment method is COD ( Cash On Delivery)
  • The automation is triggered , when the COD order is created in Shopify .
    • 3 Tags (COD -confirmed / Cancelled ) are added in shopify orders whenever end customers confirms/cancels order .




    Here's how you can enable this automation


    1. Go to Flows Tab in the Convertway App & select WhatsApp or SMS COD confirmation as shown Below



    1. The detailed form will open , In case of WhatsApp Flow - the confirmation is taken via selection of buttons like - confirm my order & cancel my order & as per the response selected by end customer , merchants can send customize reply for the actions .


    In case of SMS automation - we send a SMS to the End customer with a confirmation link - where user can confirm or cancel the order .
    as per the responses selected an automated message will be sent to customer.


    1. In SMS & WhatsApp Automation - Merchant can enable Follow Up 1 and if they want to remind customers for submission of response they can enable follow Up 2 . We recommend to enable follow up 2 , as the reminder message will only be sent if the end customer has not submitted response in the first follow up .


    COD - WhatsApp FLow



    COD - SMS Flow


    1. Once the End Customer has submitted response ( confirmed / Cancelled Order ) we will Add the TAG in the Shopify Orders ,
      COD Confirmed


    Tags added shown in Shopify's Order



    6 . You can check the analytics in the Analytics Tab , COD Analytics Section the details provided in this section are

    1. Messages Sent (including Followup 1 & 2 if enabled )
    2. COD Order Confirmed - The count of Orders Confirmed by customers
    3. COD Amount confirmed : sum of order amount of COD confirmed orders
    4. COD cancelled : The count of orders Cancelled by customers
    5. also we provide a list of the customers who have confirmed /cancelled order , customer name & shopify order ID .


    Analytics - COD confirmation

    Updated on: 08/07/2024

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