Prerequisites
Watch the flow in action here 👇
Confirmation & COD to Prepaid Conversion Flow
Cancellation Flow
💡Read in detail about the actions we take:
Customer receives an order confirmation message 💬
if they confirm, we add a tag to Shopify.
if any item has been shipped, we inform customer of the confirmation and the flow ends there
if none of the items have been shipped, we ask them to confirm or update their address
they may choose to update their address and we update the same on Shopify
💡 they can update their address until no item has been shipped (or fulfilled on shopify)
if any item has been shipped, we inform customer of the confirmation and the flow ends there
if not shipped, we ask the customer to convert the order to prepaid. Two cases arise if the customer wants to convert the order
if it is not shipped, we send the customer a payment link to convert the order to prepaid
after converting, we add a tag on Shopify to denote it’s been converted
we also add a note where we mention the payment amount and discount amount
if already shipped, we let the customer know that it’s been processed but better luck next time!
if customer pays after any item has been shipped, we add a note to the Shopify order and let them know the refund will be processed in some time
💡 you can also add a grievance email or ask them to request an agent
if they cancel, we cancel the order on Shopify and add a tag “cancelled on BIK”
after cancelling the order, we ask for the cancellation reason and add it to the notes
IMPORTANT NOTE:
🚫 Some aggregators don’t sync orders immediately and do not update the status from Shopify. A few of them like Shiprocket allow you to sync only those orders with a certain tag (for eg: order confirmed on BIK) and in most cases you are able to see the tags on platforms. If you want us to to tweak your orders on external platforms, please reach out to your GSM.
FAQs
Can customers edit address on chat?
Can customers edit address on chat?
Yes they can, as long as no item in the order has been fulfilled or shipped. We update the address on Shopify as well.
I only want order confirmation, not address update. Can I enable this?
I only want order confirmation, not address update. Can I enable this?
Yes, it is possible! Just disconnect the nodes and edit the flow according to your needs.
Can I set a max discount on COD to prepaid conversion?
Can I set a max discount on COD to prepaid conversion?
Yes, you can set a maximum discount. Connect with your GSM to learn more.
How can I create a global variable?
How can I create a global variable?
Go to Journeys on the left panel
Click on Chatbot Settings
Click on “Add variable”
On this screen, configure the variable settings:
Title: C2PDiscountAmount - Type: Number - Default value: 0