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Set up Woocommerce based notifications

Send Whatsapp Order Updates & Abandoned Checkout reminders for your Woocommerce estore via interakt & Integromat

You can now send automatic Whatsapp updates to your customers about their orders, placed on your Woocommerce e-store. You can set this up by simply following this guide.

You needn’t know any coding to be able to achieve this ! 

• Setting this up shouldn’t take you more than 30 mins. 

• You can set up the integration in Integromat’s free plan. But, after testing the integration, you would need to switch to their paid plans ($9 or $29 per month) for regular use. Read
this to decide the right plan for you.

The steps to be followed are:

Connect your Woocommerce store with interakt using Integromat

First, specify the ‘trigger’ that Integromat should look for, such as:

A new order being placed on your Woocommerce e-store

An order getting shipped /delivered

An abandoned checkout while placing an order

This will ensure that details (of that trigger) will be captured by Integromat (ex: billing name, customer phone number, billing address, order value etc.)

Set up an action in Integromat such that the captured order details can then be sent to interakt by making API calls:

API call to create a new customer in interakt 

API call to create an event (Order Placed / Order Shipped /Abandoned Checkout) for that new customer 

‍‍ Set up an Ongoing Campaign on interakt which will send out Whatsapp notifications automatically  whenever those API calls are made

How to connect Woocommerce to interakt via Integromat

Here’s a step-by-step rundown of how you can connect Woocommerce to interakt via Integromat:

Choosing the right plan on Integromat

Creating a Trigger on Integromat (for an order on Woocommerce)

Creating Actions on Integromat

Making an API call to create a new customer on interakt as soon as a new order is detected on Woocommerce

Making an API call to add the event ‘Order Placed’ on the added customer

Making an API call to add the event ‘Order Shipped’ on the added customer

Making an API call to add the event ‘Abandoned Checkout’ on the added customer

Testing the Connection between Integromat & interakt

Sending an Automatic WhatsApp Notification via interakt

Setting the Connection Live

Choosing the right plan on Integromat

You can create a free account on Integromat, or choose any of their paid plans, starting from $9 per month.

In a free account, you will get 1000 operations

the $9 plan will give you 10,000 operations per month

the $29 plan will give you 40,000 operations per month.

How to estimate the number of operations you require & the plan suitable for you?

Integromat carries out operations to:

Look for / fetch information from Woocommerce - 1 operation

if the information consists of multiple orders, even then, it will be considered as 1 operation

Send that information to interakt via an API call - 1 operation

If calls are made for 2 orders, it would be counted as 2 operations

If calls are made to 2 APIs, it would be counted as 2 operations

If calls are made for 2 orders to 2 APIs, it would be counted as 4 operations

On Integromat, you may set the minimum interval at which Integromat should look for new orders in Woocommerce

 Suppose you set the minimum interval to 5 minutes (you can do this only in their $9 or higher plans). This means Integromat will look for orders every 5 minutes. Say, the ‘look up for orders’ happens at 1pm and then at 1:05 pm and so on. If an order is placed at 1:02 pm, it would be detected by Integromat at 1:05 pm (and, the Whatsapp notification for that order will go immediately after that). 

You can restrict the ‘look up for orders’ to happen only on certain days / at certain times during a day.

‍‍EXAMPLE:

This is an example of how you can estimate the number of operations you will be using up on Integromat:

Suppose you want Integromat to look for orders in Woocommerce every 5 minutes between 7 am to 10 pm everyday.

Every time a new order is placed, the details should be sent to interakt so that a notification can go out from interakt. Moreover, the same should happen when an order gets shipped. 

You are expecting 50 orders to be placed/shipped daily. 

Your estimated operations count would be:

Operations for ‘looking up an order’ = 12 (count of operations per hour) * 15 (hours) * 30 (days)
= 5400 operations per month

Operations to send details to interakt = 50 (orders per day) * 2 (count of operations per order) * 30 (days) = 3000 operations per month

Hence, with the above estimation, you can infer that the $9 plan will be most suitable for you in Integromat.

Note :

Suppose the number of orders placed/shipped per day is expected to be higher (say, 100), the number of total operations would then be >10,000. In this case, you can purchase 10,000 extra operations for $9. 

Suppose you want to send out notifications upon cart abandonment as well. If you expect 20 carts to be abandoned daily, the number of operations used up would be:

20 (abandonments per day) * 2 (count of operations per abandonment) * 30 (days) = 1200 operations per month.

Here are the steps to create a Trigger

1. In your Integromat account, create a New Scenario by clicking on the ‘+ Create a new scenario’ button on the top right.

2. Click on the + sign & select ‘Woocommerce’ from the list of apps:


3. Next, select the trigger as ‘Watch Orders’ from the list of triggers which appears.


4. Then, you need to connect your Woocommerce account to Integromat. To do this, you need to follow the 10 simple steps outlined in the article: https://www.integromat.com/en/help/app/woocommerce


5. After your account has been connected:

you need to specify which orders should be detected. Here, you may select ‘All’ from the ‘Status’ dropdown. 

Moreover, you need to specify the number of results (orders) whose details should be captured in a single run of the scenario. Here, you should ideally keep the number of results to the maximum number of orders you expect to get in a 5 mins interval.(provided you want to run this scenario every 5 mins. If you want to run it every 15 mins, then enter the maximum number of orders you expect to get in a 15 mins window.
Check out this section to know how you can schedule scenario runs).

Creating the 1st Action - API call to create a new customer on interakt as soon as a new order is detected on Woocommerce

1. Click on Add another module

2. Search for ‘http’


3. Select ‘Make a Basic Auth request’


4. In Credentials, click on Add.

a. Username:

i) Go to your interakt account at app.interakt.ai

ii) Click on Settings on bottom left. 

iii) Again click on Settings in the list that appears.

iv) Click on Developer Setting.

v) Then copy the Secret Key given in the Developer Setting. 

vi) Go to the following link (https://www.base64decode.org/) and decode the key.

vii) Copy the decoded key WITHOUT the “:” at the end.

viii) Paste it in the Username box.

b. Password:

i) Leave it blank.


5. In the URL field, insert the url of our Users API endpoint:

https://api.interakt.ai/v1/public/track/users/

6. Select POST Method

7. Headers - specify Name as ‘Content-Type’ and Value as ‘application/json’

8. Query string - you don’t need to select anything here.

9. Select Body Type as Raw

10. Content type should be selected as JSON (application/json)


11. Request content: Copy paste the below in the ‘Request Content’ box:

{"phoneNumber": "Y",
"traits": {
"name": "A",
"email": "B"
}
}

The Request Content box should look like this:



Then, replace the ‘Y’, ‘A’, ‘B’ with relevant Woocommerce fields (from the list at the left). After replacing, it should look like this:


If your customers are not from India (and hence would not have +91 as a country code), you need to include another line for countryCode

You can include more traits apart from name and email (remember to map them to Woocommerce fields from the list on the left).

12. After that, click on Ok.

Creating the 2nd Action - API call to add an event on the added customer (Order Placed Event)

Suppose your ultimate goal is to send an automatic Whatsapp notification as soon as an Order is placed on your Woocommerce store. To achieve this, you now need to create an action in Integromat, which adds an event named ‘Order Placed’ (or any other name you might want to give) for the customer you just added on interakt.

Steps:

Add another HTTP module after the previous HTTP module which you created.


Follow step numbers 1 to 4 exactly like you did in setting up the previous Actions Module

In Step 5, the URL used should be:
https://api.interakt.ai/v1/public/track/events/

Then, follow steps 6 to 10 exactly like in the previous module.

Step 11 should be followed as below:

Request content: Copy paste the below in the ‘Request Content’ box:

{"phoneNumber": "Y",
"event": "Order Placed",
"traits": {
"Order number": "A",
“Order value”: “B”
}
}

The Request Content box should look like this:

Then, replace the ‘Y’, ‘A’, ‘B’ with relevant Woocommerce fields (from the list at the left). After replacing, it should look like this:


If your customers are not from India (and hence would not have +91 as a country code), you need to include another line for countryCode

You can include more traits apart from name and email (remember to map them to Woocommerce fields from the list on the left).

12. After that, click on Ok.

You can directly move to ‘Testing the Connection’ in case you are only looking to send notifications for Order placed confirmations.

Creating the 3rd Action - API call to add an event on the added customer (Order Shipped Event)

Suppose your goal is to also send an automatic Whatsapp notification as soon as the status of that Order changes to ‘Shipped’ on your Woocommerce store. (and suppose, you also want to add a tracking link in that notification).
 
To achieve this, you need to create another action in Integromat, which adds an event named ‘Order Shipped’ (or any other name you might want to give) for the customer. 

Steps:

• To make an API call for ‘Order Shipped’, you should add another ‘route’ in the scenario, since the trigger for this action is different from the earlier action (API call for ‘Order Placed’). However the trigger source would be the same. We have explained this below:

First, unlink the connection between the trigger source and the earlier HTTP module (you will find the ‘Unlink’ option if you right click on the link between the Trigger and the HTTP module).


• To add multiple routes to the same trigger source, add a Router from the ‘Tools’ button below. Then, link the router to the ‘Woocommerce trigger module’. (to link, you just need to drag the handle as shown below).


• Then, link the router to the earlier HTTP module in the same way.

• Click on the + sign in the router to add another route. This is how it should look.


• Make sure you apply filters on the 2 routes created, to distinguish between the triggers. (Right click on the icon beside the link to set up the filter)


• For the route which leads to the ‘Order Placed’ API call, you can set up the filter as below.

• If you wish to send different notifications for prepaid and cod orders, you would need to create 2 separate routes for both

• In both the routes, you need to provide separate filter conditions (shown below)

• In both routes, the module for the 1st action ie API call for adding contact will be the same.

• However, the 2nd action ie API call for adding event should be different (the difference should be there in the event name - you can name 1 event as ‘Order Placed prepaid’ and another one as ‘Order Placed cod’)


• For the route which leads to the ‘Order Shipped’ API call, you can set up the filter as below.


• Then follow steps 2 to 4 of the 1st Action you had created.
• In Step 5, use the following URL:
https://api.interakt.ai/v1/public/track/events/
• Then, follow steps 6 to 10 exactly like in the previous module.
• Step 11 should be followed as below:

Request content: Copy paste the below in the ‘Request Content’ box:

{"phoneNumber": "Y",
"event": "Order Shipped",
"traits": {
"Order number": "A",
“Order date”: “B”,
“Tracking URL”: "{{get(map(get(map(1.metaData; "value"; "key"; "_wc_shipment_tracking_items"); 1); "custom_tracking_link"); 1)}}"
}
}

The Request Content box should look like this:

• Then, replace the ‘Y’, ‘A’, ‘B’ with relevant Woocommerce fields (from the list at the left). After replacing, it should look like this:


If your customers are not from India (and hence would not have +91 as a country code), you need to include another line for countryCode

You can include more traits apart from name and email (remember to map them to Woocommerce fields from the list on the left).

12. After that, click on Ok.

You can directly move to ‘Testing the Connection’ in case you are only looking to send notifications for Order shipped events.

Creating the 4th Action - API call to add an event on the added customer (Abandoned Checkout Event)

Suppose your goal is to also send an automatic WhatsApp notification as soon as the customer abandons checkout on your Woocommerce store. Order abandonment may lead to the order status changing to ‘cancelled’ on your Woocommerce admin panel.

(You might also want to send the notification a few minutes after the order status has been ‘pending’. You can set the time delay of a few minutes in interakt while creating a campaign.)

To achieve this, you need to create another action in Integromat, which adds an event named ‘Abandoned Checkout’ (or any other name you might want to give) for the customer. 

Steps:

• To make an API call for ‘Abandoned Checkout’, you should add another ‘route’ in the scenario. 
Click on the + sign in the router to add another route. 

• Click on the + sign in the router to add another route.


• Make sure you apply a filter on the new route as below:
(You could choose to specify the status as cancelled or pending. In case you want to include both statuses, it is advisable to create 2 routes for each status.)

NOTE: In case of the Abandoned Checkout route, you would need to 1st replicate the entire 1st Action in this route again (i.e. an API call to add the customer to interakt). After that, you need to create another Action as below. (this is how your scenario would look)

In the 2nd action of this route,

• Follow steps 2 to 4 of the 1st Action you had created.

• In Step 5, use the following URL:
https://api.interakt.ai/v1/public/track/events/

• Then, follow steps 6 to 10 exactly like in the previous module.

• Step 11 should be followed as below:

Request content: Copy paste the below in the ‘Request Content’ box:

{"phoneNumber": "Y",
"event": "Abandoned Checkout",
"traits": {
"Order number": "A",
“Order value”: “B”
}
}

The Request Content box should look like this:

Then, replace the ‘Y’, ‘A’, ‘B’ with relevant Woocommerce fields (from the list at the left). After replacing, it should look like this:


If your customers are not from India (and hence would not have +91 as a country code), you need to include another line for countryCode

You can include more traits apart from name and email (remember to map them to Woocommerce fields from the list on the left).

12. After that, click on Ok.

Testing the Connection

Now before you take the above scenario live, you need to test if the above connection works or not. For this, you could: 

• Place a test order in your Woocommerce estore

• After the order is placed, click on Run Once in the Integromat scenario.

• How to know if the test was successful:


• Check if the following 2 bubbles appear on the 2 HTTP modules in the ‘Order Placed’ route

• Then click on the bubble above the 1st HTTP module and check if a success message in the following format is shown at the bottom:
"message":"Customer with 789647c6-5a41-4a8d-872f-ae036a5968e0 updated successfully"

• Then click on the bubble above the 2nd HTTP module and check if a success message in the following format is shown at the bottom:
"message":"Event created successfully","id":"0a43d073-1fc7-4f86-9694-c952f8c11342"

• If the above 2 success messages have appeared, it means that for the customer who placed the order - the contact has been added on interakt & the ‘Order Placed’ event has also been added on that customer in interakt.


• You could also check the result on your interakt account:

• refresh the ‘Users’ page to see if the new customer got added there or not.

• Then, click on that customer to open the User Details page. On the right, check the ‘Events Timeline’ to see if the ‘Order Placed’ event got added there or not.

• The above test could also be done for the ‘Order Shipped’ action.

• For the order placed in your Woocommerce store previously, change the status to Shipped (or, Completed).

• Then Run the Scenario again.

• This time the bubble should appear on the HTTP module in the ‘Order Shipped’ route.

• The bubble should contain the success message for event creation. 

• The above test could also be done for the ‘Abandoned Checkout’ action.

• If you are looking to send the ‘Abandoned Checkout’ notification when your customer has cancelled the checkout process, then you need to recreate that step i.e. in your Woocommerce estore, cancel the checkout process for an order.

• Then Run the Scenario again. 

• This time the bubble should appear on the HTTP modules in the ‘Abandoned Checkout’ route.

• The bubble should contain the success message for event creation.

Sending an Automatic WhatsApp Notification via interakt

Now that you have tested the connection - let’s see how you can set up a WhatsApp notification to be sent out via interakt whenever an order is placed or shipped or when a cart is abandoned on your Woocommerce Store:

• To set up the notifications for Order Placed, Order Shipped & Abandoned checkout events, you need to:

• Create 3 templates on interakt which you want to send out as notifications for these events. You may add variables to these templates which can be mapped to fields that you are sending in the API calls, like Order Number, Order Value, Order Date, Tracking URL. Check out how to set up templates on interakt here.

• Then, set up 3 Ongoing Campaigns in interakt.

• Go to the Notifications tab and click on + New Campaign button.

• Set an appropriate name for your campaign.

• Choose ongoing as the notification type

• Next, you need to specify who should receive this campaign’s notifications:

• To do this, click on ‘+ Add Filter’.

• In the dropdown list, you may select the event ‘Order Placed’ or ‘Order Shipped’ or ‘Abandoned Checkout’ (these events will appear in the list only if you have added these events for at least 1 customer via API call).

• Doing so will open a list of traits under that event (like: Created On, order number, order value etc). Select the trait on which you want to apply the filter condition.

• If you want the message to go out as soon as the order is placed / shipped /checkout is abandoned, you could select the trait named ‘Created On’ and the corresponding filter condition as ‘has any value’.

• If you want the message to go out 15 mins after the order is placed / shipped/ checkout is abandoned, you could select the trait named ‘Created On’ and the corresponding filter condition as ‘exactly 15 mins ago’.


• If your requirement is slightly complex, for example: as soon as an order with price greater than 1000 is placed, you want the message to go out. In that case, you could select the trait named ‘price’ and the filter condition as ‘greater than’ and type ‘1000’ in the text box.


• Then click on ‘Done’.

• Next, choose the template you want to send out in this campaign.

• If your template contains variables, you will need to map those variables to traits. This has been explained in this link ‘How to Create a Onetime Campaign’.

• You then need to schedule your campaign.

• Start Sending: You can choose to either send it out immediately or you can schedule it to start on a later date by using the custom date option.

• Stop Sending: You can also pick an end date of the campaign, or set it to continue indefinitely. (In case you have chosen to continue it indefinitely and want to pause the campaign later, you can do so by going to the specific campaign’s page.)

• You then move onto the last step where you can choose to set your campaign live immediately or save it as a draft and continue later.

Setting the Connection Live

Alright, we’ve reached the point where you need to set your Integromat connections live. To be able to do this, you need to switch ‘Scheduling’ to ‘On’. (Remember to purchase Integromat’s $9 or $29 plan before you set the ‘Scheduling’ to ‘On’.)

You may click on the ‘clock’ icon to alter the ‘Scheduling Settings’:

• you can select the intervals in which Integromat should look for orders in Woocommerce (each such look up will consume 1 operation)

• You can also restrict the look up to happen on specific days (and specific time ranges on each day). Doing this will reduce the number of operations being used up. Moreover, this is useful also in case you don’t want to send notifications to your customers at certain times of the day.

Once you have set your connection live on Integromat (and your campaigns are set up in interakt), your customers will start getting automatic Whatsapp notifications whenever they place orders / whenever their orders get shipped / whenever they abandon their carts.

And, we’re right here to help you get the ball rolling. If you face any issues in integrating Woocmmerce or any other software to interakt via Integromat, just ping us on our WhatsApp support number!

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