1. Confirmation request on arrival
An order arrives → WhatsApp message with Confirm / Cancel.
Benefit: 60-80% of confirmations happen without human call.
2. COD payment reminder day before delivery
23h after shipping → remind the customer to prepare the amount.
Benefit: fewer “I don’t have the amount” refusals at delivery.
3. Shipping notification with tracking link
The parcel is gone → the customer receives their tracking number immediately.
Benefit: fewer support calls “where is my parcel?“.
4. Post-delivery thank you message
The order is delivered → thank the customer + invite to leave a review.
Benefit: collect reviews and tag your satisfied customers.
5. Re-engage unconfirmed after 24h
An order stayed 24h without confirmation → automatic re-engagement with new buttons.
Benefit: second chance for orders we would have lost.
6. Quick confirmation on order creation
As soon as an order arrives (Shopify, YouCan, manual) → instant first contact.
Benefit: the customer feels taken care of immediately, lowers purchase anxiety.
How to copy an example
1
Create the corresponding Meta template
Go to Message templates and create the template with the right text and the right buttons. Wait for Meta approval.
2
Create the mentioned pipeline stages
If the example mentions a stage you don’t have (e.g. “To call back”, “To convert to loyal”), add it in Pipeline.
3
Create the automation
Go to Automations → New automation and copy the table values. See Create an automation.
4
Test on a real order
Move a test order through the trigger stage and verify that the WhatsApp goes out correctly.
5
Activate
All good → toggle to Active.
Suggested “starter” path
If you’re getting started, activate in this order:- ✅ Confirmation request on arrival (example 1)
- ✅ Shipping notification (example 3)
- ✅ Day-before payment reminder (example 2)
- ✅ Post-delivery thank you message (example 4)
What’s next?
Create your own automation
Build from the form
Track sends
Verify your automations are running well