Order Updates

Setup

1. Login to your Vextras account
2. Click the ‘Add New’ in the bottom left corner
3. Select ‘Add Workflow’
4. Choose ‘Transactional’
5. Choose ‘Order Status Update’
6. In step 1, toggle desired settings
7. In step 2, add the name, email and subject customers will see when the message arrives
8. Select a starter template to use, or add content using the WYSIWYG editor
9. In step 3, confirm settings and activate

Overview Dashboard

The overview dashboard will show all-time historical stats for the workflow, no matter if rules have been deleted.

• Messages pending – count for pending e-mails that are scheduled to be sent
• Messages sent – count for sent messages
• Opens – number of times messages have been opened
• Clicks – number of times messages have been clicked
• Conversions – number of conversions resulting from this type of workflow
• Revenue – total sales attributed to this type of workflow
• Activity chart – weekly view of sent messages

Rules

• Workflow name – the “friendly name” for your workflow, customers will not see this
• Sending filter – send to all customers or only those who have opted in or registered in your store
• Order status – select the order status that will trigger the rule
• Products – Identify any or all SKU’s that will trigger a rule
• Send after – time delay before a message is sent

Logs

The logs area of this workflow will display log events between specific date ranges.

• Pending – shows messages that validated based on rule criteria and are scheduled to be sent
• Sent – shows information about messages that have been sent as a result of meeting rule criteria
• Conversions – displays relevant conversions as a result of a workflow message triggering

More Information

• Orders status types will vary by shopping cart

3dcart Order Statuses

• New
• Processing
• Partial
• Shipped
• Cancel
• Hold
• Unpaid

Bigcommerce Order Statuses

• Pending
• Awaiting Payment
• Awaiting Fulfillment
• Awaiting Shipment
• Awaiting Pickup
• Partially Shipped
• Completed
• Shipped
• Cancelled
• Declined
• Refunded
• Verification Required
• Incomplete

Volusion Order Statuses

• New
• New – See Order Notes
• Pending
• Processing
• Payment Declined
• Awaiting Payment
• Ready to Ship
• Pending Shipment
• Partially Shipped
• Shipped
• Partially Backordered
• Backordered
• See Line Items
• See Order Notes
• Partially Returned
• Returned
• Cancelled

Adding Tracking Numbers To an Order Status Workflow

• 3dcart, Bigcommerce, Shopify and Volusion users may add tracking numbers inside a workflow by adding the *|shipment_tracking|* merge variable.
  • The tracking number must be added through your Vextras account > orders > order ID
• We are unable to pull tracking numbers from any of the platforms we support at this time.

Compatibility

• All shopping carts are supported with this workflow.