Create Workflow
This guide will walk you through how to use the workflow feature in the TakeApp application. The workflow feature allows you to automate actions such as sending WhatsApp messages or emails to customers or staff members.. Start from the admin dashboard. Step 1: Navigate to Settings. (https://usercontent.clueso.io/a4f51deb-6PopularHow Workflow Quota works?
Automated WhatsApp Quota Q: What is the Automated WhatsApp quota? Automated WhatsApp quota is a limit set on the number of automatic messages that can be sent from Take App’s WhatsApp account or your own WhatsApp account as part of your workflow. These messages could include notifications, confirmations, and updates automatically triggered by certain actions within your store. Q: How many Automated WhatsApp caSome readersReview Request Workflow
To collect Customer review automatically after order, you can set Workflow. Go to Settings Workflows. Click "Create" or Start with a template "Request Review once Order Fulfilled". When Trigger is set to "Order confirmed", "Order fulfilled" or "Order payment successful", you can see "Request review" Template (https://storage.Few readersFulfillment Workflow
This guide explains how to create a fulfillment status workflow. (https://usercontent.clueso.io/a4f51deb-6Few readersRequest Review in WhatsApp
Set up Review Request Workflow in Settings Workflows Take App official account will send WhatsApp message to your customer and they will be able to directly fill in review without leaving WhatsApp. (https://storage.crisp.chat/users/helpdesk/website/d5b5a99f52847Few readersPayment recovery workflow
Use Payment recovery workflow to recover your payments or automatically cancel when payment is not received. Set up Payment recovery workflow Go to Settings Workflows and click on "Payment recovery" template. Set up when you wish to send the reminder to your custoFew readersOrder "Out for delivery" Automated WhatsApp to customer
When you change the order fulfillment status to "Out for Delivery", Take App automatically sends Automated WhatsApp to customer under these conditions: Order marked as "Out for Delivery" Has Order Tracking courier and Tracking number added Has "Delivery" added & accept customer's location from "Delivery" If tracking info is "In house Delivery", when clicked TrackFew readersOrder "Ready" Automated WhatsApp to driver
When you change the order fulfillment status to "Ready", Take App automatically sends workflow message to the driver under these conditions Order marked as "Ready" Has Order Tracking courier as "In-House Delivery" with driver's WhatsApp phone number Has "Delivery" added & accept customer's location from "Delivery" (https://storage.crisp.chat/users/helpdesk/weFew readers