How to set up WhatsApp order confirmation, step by step

Before you start

• A connected WhatsApp number: Settings → WhatsApp Accounts → Connect Account → Connect with Meta.
• A connected store: EasyOrders, Shopify, WooCommerce, Google Sheets or WeSell.
• An approved template: when you connect a number, ConfirmX submits a ready-made Arabic confirmation template called confirmx_ta2ked to Meta, with three buttons: confirm, cancel and customer service. Check on the Templates page that it shows APPROVED.

The fast way: a ready-made flow

1. Open Workflows and choose Create from Template.
2. Pick E-commerce Order Confirmation.
3. Select the integration and WhatsApp number, then click Create Workflow. The flow starts inactive.
4. Open it, review it, then click Click to Activate.

The manual way: for full control

1. In Workflows, click New Workflow, name it, and choose Create & Open Editor.
2. On the trigger card, use the Switch trigger type icon until it reads New Order, and pick the integration.
3. Add a Send Template node, choose the number and template, and drag order fields onto its variables, such as order.customer.name and order.total.
4. Add a Button Response node and connect it. Buttons are read from the template.
5. From each button, add an Update Order Status node and choose the status.
6. Optionally add Send Message to thank the customer. The button tap opens the 24-hour window, so free-form text is allowed.
7. Save and activate.

Test with a real order

The Test button in the editor is a dry run that sends nothing. To check it works, place a real order with your own number, tap a button, and look at the order.

What a reply does in your store

If the customer doesn’t reply, or types instead

• No reply: the flow keeps waiting and expires after 24 hours by default.
• Typed text instead of a tap: fallback conditions decide what happens for text, images or location.
• Buttons match by label, so review the flow if you change the template.

Questions

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