Confirm every Shopify order on WhatsApp

Setting it up

In "Shopify settings" › "Automation", switch on "Confirm every new order on WhatsApp" and pick the "Template" (approved templates only). To make one, open Message Templates › "Create Template" and choose the "Shopify order confirmation" preset under "Start from". "Maximum products per message" (default 6) caps the items listed. "Send shipping updates" adds the fulfilment messages below.

What the customer gets

Each new order sends your template filled with the customer’s name, order number, currency, total and items (and the product image, when the template has an image header). The template’s first quick-reply button means confirm and the second means cancel. Without a selected template no confirmation goes out: the order stays on "Not sent", and the "Automation" tab shows a reminder to select one. On a number linked by QR code, the template’s wording goes out and customers answer a poll. If Meta cannot deliver a confirmation, the order goes back to "Not sent".

• Confirm: the order becomes Confirmed, the Shopify order is tagged "✅ WhatsApp Confirmed", and the customer gets a thank-you.
• Cancel: the order is cancelled in Shopify and tagged "❌ WhatsApp Rejected", and the customer is told. A cancel is refused once the order is fulfilled, dispatched by the courier, delivered or already cancelled.
• Until the customer answers, the Shopify order carries the tag "⏳ WhatsApp Pending".

With "Send shipping updates" on, a fulfilment in Shopify sends a short text ("Order Shipped!", out for delivery with a cash-ready reminder for COD, "Delivered!") to customers who exist in the CRM. An order cancelled inside Shopify is not picked up by the CRM.

Orders page and Follow-up centre

"Shopify orders" lists every order with its WhatsApp status: Confirmed, Cancelled, Awaiting reply or Not sent, with a "Send confirmation" action for the ones never sent and a "Sync orders" button. The Follow-up centre lists "Unresponded" orders (no answer yet, with "Send reminder") and "Rejected" ones (with "Send follow-up", which types a message inside the 24-hour window or sends the template after it), for today, the last 3 days or the last week.