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Automating WhatsApp messages in bitCRM helps streamline customer communication by sending real-time updates for orders, payments, and abandoned carts. This guide walks you through creating a message template and setting up automation to improve engagement and efficiency.

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Step 1: Access the bitCRM Automation Dashboard

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Step 2: Create a New Scenario

  • Click “Create new scenario”
Click “Create new scenario”## Step 3: Create a Scenario Select and choose “Shopify Trigger”1. Order Fulfilled: Send a message to confirm that the order has arrived at its destination.
  1. Order Created: Send an order-created confirmation message to a buyer.
  2. Order Paid: Send a message to confirm that the buyer’s payment has been successfully processed.
  3. Order Created (unpaid): Send a message notifying the buyer that the order has been created but is awaiting payment.
  4. Abandoned Checkout: Send a reminder so customers will buy the items in the cart.
  • Click ”+” to add steps.
Click ”+” to add steps* Select “WhatsApp Business App” and click “Send a message”. Select “WhatsApp Business App” and click “Send a message”* Fill in the required fields and “Save”. Fill in the required fields and “Save”## Step 4: Save the Scenario
  • Click “Save” and click “Save automation”.
Clik “Save” Click “Save automation”