Sales & Order ProcessingPurpose
1.2. Provide order details (model, quantity, price, delivery estimate) and reinforce trust and satisfaction.
1.3. Reduce post-purchase anxiety, encourage faster payments, and serve as a digital record for both store and customer.
1.4. Enable follow-up workflows, upsell opportunities, and easier support ticket creation if needed.
Trigger Conditions
2.2. Confirmation of payment via POS or E-commerce gateway.
2.3. Entry of valid customer communication details (email, phone, e-wallet ID).
2.4. Generation of order ID in the backend system.
Platform Variants
3.1. Twilio SMS
- Feature/Setting: Configure Programmable Messaging API to send order confirmation templates; Sample: Use ‘SendMessage’ with customer’s phone and dynamic order values.
3.2. SendGrid
- Feature/Setting: Use “Mail Send” API to dispatch branded email confirmations; configure sender authentication and dynamic content fields.
3.3. Mailgun
- Feature/Setting: Set up Email API; configure POST /messages with templated HTML body including order variables.
3.4. Nexmo (Vonage SMS)
- Feature/Setting: SMS API with message personalization; configure POST /sms with order data placeholders.
3.5. WhatsApp Business API
- Feature/Setting: Configure templated message approval; send transactional confirmations via POST /messages.
3.6. Slack
- Feature/Setting: Use ‘chat.postMessage’ for internal confirmation alerts to sales or support teams.
3.7. Zendesk
- Feature/Setting: Trigger “Ticket Created” notification email to customer with order reference.
3.8. HubSpot
- Feature/Setting: Use Workflows to automate sending order confirmation emails; leverage contact token insertion.
3.9. Salesforce
- Feature/Setting: Process Builder or Flow to trigger ‘Send Email’ action upon order object creation.
3.10. Shopify
- Feature/Setting: Set up Order Notification webhook; automate personalized confirmation notification via app or email.
3.11. WooCommerce
- Feature/Setting: Hook into ‘woocommerce_order_status_completed’ to trigger email/SMS through chosen gateway.
3.12. Gmail API
- Feature/Setting: Use ‘Users.messages.send’ to automate personalized order confirmations.
3.13. Outlook (Microsoft Graph API)
- Feature/Setting: Use ‘SendMail’ endpoint for immediate email confirmations post-purchase.
3.14. Klaviyo
- Feature/Setting: Trigger transactional flows using ‘Placed Order’ event; configure dynamic block for order summary.
3.15. ActiveCampaign
- Feature/Setting: Use Automation Recipe; trigger order confirmation campaign by e-commerce integration event.
3.16. Facebook Messenger API
- Feature/Setting: Use ‘Send API’ for direct message of confirmation template, mapping in order details.
3.17. Google Chat
- Feature/Setting: ‘Spaces.messages.create’ to send internal confirmation alerts to logistics or sales.
3.18. LINE Messaging API
- Feature/Setting: POST /message endpoint for customer notification with dynamic content.
3.19. Telegram Bot API
- Feature/Setting: ‘sendMessage’ with template including order status and tracking link.
3.20. Viber API
- Feature/Setting: Use ‘send_message’ endpoint for instant customer confirmation on mobile.
3.21. Zoho CRM
- Feature/Setting: Workflow Rule to auto-send order confirmation email/SMS from SalesOrder module.
3.22. Intercom
- Feature/Setting: ‘messages.create’ for custom order confirmation via selected customer channel.
3.23. Amazon SES
- Feature/Setting: Use SendEmail API for cost-efficient order confirmation emails with full template control.
Benefits
4.2. Minimizes manual intervention, freeing staff for other sales or support activities.
4.3. Establishes a clear audit trail and digital record of transactions.
4.4. Supports multi-channel communication to meet diverse customer preferences.
4.5. Facilitates seamless integration with logistics, finance, and customer support workflows.