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How to Setup messages for your Shopify store? (AiSensy X Shopify 2)
How to Setup messages for your Shopify store? (AiSensy X Shopify 2)

Step-by-step doc to connect your Shopify store with AiSensy and setup messages for your Shopify store.

Shivam Aggarwal avatar
Written by Shivam Aggarwal
Updated over a week ago

To connect your Shopify store with AiSensy, you need to do these two things:

  • Connect your Shopify store with AiSensy

  • Setup Shopify store in AiSensy App

The step-by-step process to connect your Shopify store with AiSensy is already covered in this doc👇

Refer the above doc & connect your Shopify store with AiSensy. Once you've done this, all you need to do is setup messages for your Shopify store.

In this doc, we'll guide you on how to setup messages for your Shopify store.

How to setup Ecomm+ messages for your Shopify store

You can setup 3 automation flows for your Shopify store with AiSensy, including:

  • Abandoned Cart Flow

  • Confirmation Flow

  • Order Flow

Setting up Abandoned Cart Flow

Before we begin, kindly note this while submitting a new Abandoned cart message: Either use the CTA/ Quick reply button in your template message. Do not select the "all" button option under Interactive actions.

Step 1 Setting up Abandoned Cart Template Message

You can set upto three abandoned cart messages in an Abandoned cart flow.

Setting up 3 Abandoned cart messages has helped many of our clients recover 25-40% of their Abandoned Carts.

Note here that the first message triggers 20 minutes after the user adds the item to their cart but doesn't check out; the second message triggers 3 hours later; and the final message is sent 1 day after the user adds the item to their cart.

The timings of the Abandoned Cart messages can be configured as per your requirements.

To setup your Abandoned Cart messages, you can access our message library in the "Setup Messages" section (as shown in the image below)

Alternatively, you can also create and approve a new Abandoned Cart Template message by going to Manage👉 Template Message 👉+ New

To know the exact steps for creating a WhatsApp Template message, check out this doc.

Here's a sample messaging Flow of 3 Abandoned Cart messages that you can setup for higher recovery of Abandoned Carts.

1. Abandoned Cart Flow 1st Message


Hey {{1}}👋

We noticed you've got the Headway Bassheads 225 in your cart.🎧

Make the Bassheads 225 yours now at just Rs {{2}}

Secure it now by tapping the link below👇

Note: Either use the CTA/ Quick reply button in your template message. Do not select the "all" button option under Interactive actions.

Note: The default Abandoned Cart Checkout URL for all Shopify checkouts excluding GoSwift and Zecpe is: "https://yourshopifystore.com/${{PartialAbandonedCheckoutUrl}}".

This URL will be used when submitting the Template message.

Exception Case: For GoSwift and Zecpe checkout, you need to set the Abandoned Cart Checkout URL to "https://wa.aisensy.com/${{FullAbandonedCheckoutUrl}}" when submitting the template

2. Abandoned Cart Flow 2nd Message


Still thinking about it, {{1}}?

Can't get the Headway Bassheads 225 out of your head?🤔

Here's a 10% off code just for you: GROOVE10.

Make the Bassheads 225 yours now at just Rs {{2}}

Use it at checkout and make those Bassheads yours today!

3. Abandoned Cart Flow 3rd Message


Hey {{1}}, it's now or never!⏱

The Headway Bassheads 225 you loved are almost out of stock. As a final nudge, enjoy free shipping on us.

Use code: FREESHIP at checkout.

Make the Bassheads 225 yours now at just Rs {{2}}

The parameters {{1}}, {{2}}, & {{3}} are respectively $FirstName, $OrderAmount, & $PartialAbandonedCheckoutUrl

Kindly note: For GoSwift and Zecpe checkout, you need to set the Abandoned Cart Checkout URL to "https://wa.aisensy.com/${{FullAbandonedCheckoutUrl}}" instead of the default "https://${{shop-domain}}/${{PartialAbandonedCheckoutUrl}}" when submitting the template.

Also, if you've set 3 Abandoned Cart messages, but the customer purchases the product after the 1st Abandoned Cart message, the other two messages will not trigger. In this case, the Order Confirmation message will trigger, given that you have set the flow.

You can choose to create or add any other content in the message. Here's the list of Shopify Attributes you can use in the message such as #OrderId, #ZipCode and many more.

Note: To enable the 2nd and 3rd Abandoned Cart messages, you must enable the 1st Abandoned cart template.

Before setting these up, make sure your Shopify order status has these order status options in it. If it doesn't yet exist, you can create them in your Shopify store.

Order Confirmed, Order Fulfilled, Order Cancelled

Step 2 Configure Abandoned Cart Flow

Once you've setup the Abandoned Cart Templates, go to Abandoned Cart Flow in Ecomm+ and click the pencil icon against the Abandoned Cart 1 message flow.

Step 3 Edit the message if required and enable the template

Upon clicking the pencil icon, you'll see an already-set abandoned cart template. You can enable the same message or submit a new template and approve it.

Step 4 Enable the Abandoned Cart Flow

Last, enable the Abandoned Cart messaging flow.

If you wish to create Abandoned Cart Message 2 and Abandoned Cart Message 3, just go to the Abandoned Cart flow👉Pick the Abandoned Cart message you wish to automate👉 Enable the flows.

After enabling all the flows, you'll see this screen👇

________________________________________________________________________________________________

Setting up Confirmation Flow or COD flow

For COD flow, Shopify offers you 4 trigger events including:

1. COD order confirmation flow
2. COD Order Follow-Up Status
3. COD Order Confirm Status
4. COD Order Cancel Status

1. COD order confirmation flow

COD Order confirmation message is sent to users who have opted-in for Cash-on-delivery payment option. The message is sent to confirm the order from the user's end as many users who opt for COD delivery, refuse to accept the item at the time of delivery and the business has to suffer the return delivery charges as well!!

Follow the below-mentioned steps to enable the COD Order Confirmation flow:

Step 1. Go to Confirmation Flow and edit the COD Order Confirmation Flow

Step 2. Submit New COD Order Confirmation message/ select existing Template

Note: It's mandatory to provide 2 Quick Reply buttons in the COD Order Confirmation message. If you don't know what are quick reply buttons, check out this doc.

The buttons should allow the users to either "Confirm" or "Cancel" the order.

Here's a sample COD Order Confirmation message:

Here is a sample message you can use:

"🛍️ *COD Order Confirmation 🛍️

Hello {{1}}! Your order with [Your Store Name] is almost ready to ship. Here are your order details:

Order ID: {{2}}
Items: {{3}}
Total Amount: {{4}}
Payment: Cash On Delivery (COD)

Please confirm your order to proceed with shipping👇

Thank you for shopping with us!

Quick Reply Button

Confirm Order

Cancel Order"

Note: The parameters {{1}}, {{2}}, {{3}} & {{4}} are $FirstName and $OrderId, $LineItems, $OrderAmount respectively.

Important: The 1st Quick Reply button must be "Confirm order" and the second quick reply must be "Cancel order" to trigger the message.

When the user clicks on Confirm Order/ Cancel Order quick reply button, they will be sent a message confirming/ cancelling their order. This will happen only once you setup and enable both these messages.

Once the user clicks the Confirm/ Cancel order button, a tag is assigned on Shopify depending on whether they confirmed/ cancelled the order.

Step 3. Enable COD Order Confirmation message

That's it! Your Order COD Confirmation flow is Live.

Note: If you have set COD Order Confirm Status or COD Order Cancel Status the respective message will be sent to the user when “Confirm my Order” or “Cancel my order” is sent to the user.

2. COD Order Follow-Up Status

A COD Order Follow-up message is sent to the user in case they haven't responded to the COD Order Confirmation message. This message is triggered 3 hours after the user purchases the product.

Follow the below-mentioned steps to enable the COD Order Confirmation flow:

Step 1. Go to Confirmation Flow and edit the Order Follow-up Flow

Step 2. Submit New COD Order Follow-up message/ select existing Template

Note: It's mandatory to provide 2 Quick Reply buttons in the COD Order Follow-up message. If you don't know what are quick reply buttons, check out this doc.

The buttons should allow the users to either "Confirm" or "Cancel" the order.

Here's a sample COD Order Follow-up message:

Here is a sample message you can use:

Hello {{1}},

We noticed that we haven't received a confirmation for your order with [Your Store Name] yet. We're excited to get your order to you, but we need a quick nod from you to proceed.

Here are the details of your order for your reference:

Order ID: {{2}}
Items: {{3}}
Total Amount: {{4}}
Payment: Cash On Delivery (COD)

Could you please confirm your order so we can start packing? Here’s how you can reply👇

Quick Reply Buttons

Confirm Order

Cancel Order

Note: The parameters {{1}}, {{2}}, {{3}} & {{4}} are $FirstName and $OrderId, $LineItems, $OrderAmount respectively.

Step 3. Enable COD Order Follow-up message

That's it! Your COD Order follow-up flow is Live.

Note: To enable COD Order Follow-up message, kindly ensure that the below 2 messaging flows are Live beforehand👇

  • COD Order Confirm Status

  • COD Order Cancel Status

3. COD Order Confirm Status

This flow is triggered when someone chooses the “Confirm Order” button in the COD Order Confirmation flow.

Follow the below-mentioned steps to enable the COD Order Confirm Status flow:

Step 1. Go to Confirmation Flow and edit the COD Order Confirm Status Flow

Step 2. Submit New COD Order Confirm Status message/ select existing Template

Here's a sample COD Order Confirm Status message

"✅ Order Confirmed ✅

Great news, {{1}}!

We've received your confirmation for the following order, and it's now being prepared for dispatch.

Here's a quick overview:

Order ID: {{2}}
Items: {{3}}
Total Amount: {{3}}
Payment: Cash On Delivery (COD)

Your order will soon be on its way to you. We'll send you a tracking number once it ships, so you can follow its journey to your doorstep."

Note: The parameters {{1}}, {{2}}, {{3}} & {{4}} are $FirstName and $OrderId, $LineItems, $OrderAmount respectively.

Step 3. Enable COD Order Confirm Status message

Before you enable this flow, ensure that the COD Order Confirmation flow is enabled.

4. COD Order Cancel Status

This flow is triggered when someone chooses the “Cancel my Order” button in the COD Order Confirmation flow.

Follow the below-mentioned steps to enable the COD Order Confirm Status flow:

Step 1. Go to Confirmation Flow and edit the COD Order Cancel Status Flow

Step 2. Submit New COD Order Cancel Status message/ select existing Template

Here's a sample COD Order Cancel Status message👇

"🚫 Order Cancellation Confirmation 🚫

Hello {{1}},

We're sorry to see you go, but your order cancellation request has been processed successfully.

Here are the details:

Order ID: {{2}}
Items: {{3}}

Cancellation Status: Confirmed ✅

We understand that plans change, and we hope to have the opportunity to serve you again in the future."

Note: The parameters {{1}}, {{2}}, {{3}} & {{4}} are $FirstName and $OrderId, $LineItems, $OrderAmount respectively.

If you wish to add other parameters, here is the list of Shopify Attributes you can use in the message

Step 3. Enable COD Order Cancel Status message

Note: Before you enable this flow, ensure that the COD Order Confirmation flow is enabled.

Setting up the Order Flow (For prepaid orders)

In Shopify, you get 5 events under order Flow. These include:

Order Confirmed, Order Cancelled, Order Fulfilled, Order Feedback & Reorder

Setting up Order Confirmed message

The Order Confirmed message will trigger when the user makes an online payment for the order and the payment is captured successfully.

Follow the below-mentioned steps to enable the COD Order Confirmed flow:

Step 1. Go to the Order Flow and edit the Order Confirmed Flow

Step 2. Submit New Order Confirmed message/ select existing Template

Here's a sample Order Confirmed message

Order Confirmation - Payment Successful

Hello {{1}},

Thank you for your purchase from [Store Name]! We're thrilled to let you know that your payment has been successfully received, and your order is now being processed. Here's a summary of your order details:

Order ID: {{2}}
Items: {{3}}
Total Amount Paid: {{4}}
Payment Method: Online Payment

We're working to get your order to you as quickly as possible.

Thank you for choosing [Store Name]

Note: The parameters {{1}}, {{2}}, {{3}} & {{4}} are $FirstName and $OrderId, $LineItems, $OrderAmount respectively.

You can choose to create or add any other content in the message. Here is the list of Shopify Attributes you can use in the message

Note: To have this message triggered, you have to mark the order as Confirmed in the Shopify store.

Step 3. Enable Order Confirmed message

Setting up an Order Cancelled message

Step 1. Go to Confirmation Flow and edit the Order Cancel Status Flow

Step 2. Submit New Order Cancel Status message/ select existing Template

Here's a sample Order Cancelled message:

🚫 Order Cancelled 🚫

Hello {{1}},

We've processed the cancellation of your order. Here are the details for your records:

  • Order ID: {{2}}

  • Items: {{3}}

  • Total Amount: {{4}}

Refund: Expect a refund within our standard processing time.

Thank you for considering [Store Name]. We hope to serve you in the future.

Once the message is created and approved, go to the Order flow 👉 Select the message and enter the values of the dynamic parameters as below.

The parameters {{1}}, {{2}}, {{3}} & {{4}} are $FirstName and $OrderId, $LineItems, $OrderAmount respectively.

You can choose to create or add any other content in the message, here is the list of Shopify Attributes you can use in the message

Note: To have this message triggered you have to mark the order as Cancelled in the Shopify store. Once the order is marked as cancelled in Shopify the message will be sent.

Step 3. Enable Order Cancel Status message

Setting up an Order Fulfilled message

Step 1. Go to Confirmation Flow and edit the Order Fulfilled Flow

Step 2. Submit New Order Fulfilled message/ select existing Template

Here's a sample Order Fulfilled message:

📦 Order On Its Way! 📦

Hello {{1}},

Great news! Your order has been packed with care and is now on its way to you. Here’s what you need to know:

  • Order ID: {{2}}

  • Items: {{3}}

  • Total Amount Paid: {{4}}

  • Tracking URL: {{5}}

Thank you for shopping with [Store Name].

Note: Tracking URL will be in this format: https://wa.aisensy.com/$partialTrackingUrl

Once the message is created and approved, go to the Order flow 👉 Select the message and enter the values of the dynamic parameters as below.

The parameters {{1}}, {{2}}, {{3}}, {{4}} & {{5}} are $FirstName, $OrderId, $LineItems, $OrderAmount & $PartialTrackingUrl respectively.

You can choose to create or add any other content in the message, here is the list of Shopify Attributes you can use in the message

Once the order is marked as “fulfilled” in Shopify this message will be triggered.

Step 3. Enable Order Fulfilled message

Setting up a Reorder message

Step 1. Go to Confirmation Flow and edit the Reorder Status Flow

Step 2. Submit a New Reorder message/ select the existing Template

Here's a sample Reorder message:

👋 Hey {{1}}!

Loving your {{2}} from us? If it’s time to top up or you just wanna see what’s new, we’ve got you covered.

Hit this link to reorder: (website link)

And because you’re awesome, snag 10% off your next buy with REORDER10.

Thanks a million for sticking with [Store Name]. Can’t wait to pack your next box of joy!

CTA: Button title Visit website

Button url: your website

Once the message is created and approved, go to the Order flow, select the message, choose the duration after which the message should be triggered and enter the values of the dynamic parameters as below.

The parameters {{1}} & {{2}} are $FirstName & $LineItems

You can choose to create or add any other content in the message, here is the list of Shopify Attributes you can use in the message

Step 3. Enable ReOrder Status message

Setting up a Feedback message

Step 1. Go to Confirmation Flow and edit the Order Feedback Flow

Step 2. Submit New Order Feedback message/ select existing Template

Here's a sample Order Feedback message:

🌟 We’d Love to Hear from You! 🌟

Hello {{1}},

We hope you're enjoying your new {{2}} from [Store Name] purchased on {{3}}! Your thoughts mean the world to us, and we’d love to hear about your experience.

Could you spare a moment to share your feedback? It’s super quick, we promise!

👉 [Leave Feedback]({{Feedback Link}})

As a token of our appreciation, here’s a [Discount/Offer] for your next purchase. Just use code THANKYOU at checkout.

CTA: Share Feedback

Once the message is created and approved, go to the Order flow, select the message, choose the duration after which the message should be triggered and enter the values of the dynamic parameters as below.

The parameters {{1}} , {{2}} & {{3}} are $FirstName, $LineItems, & $OrderCreatedOn

You can choose to create or add any other content in the message, here is the list of Shopify Attributes you can use in the message

Step 3. Enable Order Feedback Status message

That's it! This is all you need to know to setup your Shopify store with AiSensy.

For any queries, do not hesitate to Contact us

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