Workflow templates / Orders & COD
Confirm cash-on-delivery orders to cut returns
COD orders are confirmed before they ship, cutting returns.
Works with: Any channel, Store
How it works
- An order is placed
- The customer is asked to reply YES to confirm
- YES tags the contact cod-confirmed
- Changes or no reply in a day go to a person
Steps in the workflow: Trigger, Send message, Wait for reply, Internal note, Condition, Hand to the team, Add tag, Internal note, Send message, Hand to the team, End.
Who it is for
Shops shipping cash-on-delivery orders.
Good to know
- Does it ask prepaid orders too?
- Only if you leave it on every order. Narrow the trigger to cash-on-delivery orders before publishing.
- What are the channel limits?
- On WhatsApp, a business can message first only with an approved template (needs a WhatsApp Business account); free-form replies work within 24 hours of the customer's last message. It sends one message per recipient per run, and replies need a separate trigger.