Automating WhatsApp messages in bitCRM helps streamline customer communication by sending real-time updates for orders, payments, and abandoned carts. This guide walks you through creating a message template and setting up automation to improve engagement and efficiency.
Step 1: Access the bitCRM Automation Dashboard
- Go to the bitCRM Automation dashboard.
Step 2: Create a New Scenario
- Click "Create new scenario"
Step 3: Create a Scenario
- Create an automation scenario. Read How to Create an Automation for more details.
- Select and choose "Shopify Trigger"
1. Order Fulfilled: Send a message to confirm that the order has arrived at its destination.
2. Order Created: Send an order-created confirmation message to a buyer.
3. Order Paid: Send a message to confirm that the buyer's payment has been successfully processed.
4. Order Created (unpaid): Send a message notifying the buyer that the order has been created but is awaiting payment.
5. Abandoned Checkout: Send a reminder so customers will buy the items in the cart.
- Click "+" to add steps.
- Select “WhatsApp Business App” and click “Send a message”.
- Fill in the required fields and “Save”.
Step 4: Save the Scenario
- Click "Save" and click “Save automation”.
