SHOPLINE will be launching the "WhatsApp Order Form" feature, which allows you to send WhatsApp messages containing product links through the Message Center. Customers can click on the link to browse the products, place an order and complete the checkout, thereby promoting business growth.
This article will be covering the following:
*Before you start, please confirm that your shop has successfully integrated with the WhatsApp Business account. For more information please refer to this article.
1. How to create a WhatsApp order form
Proceed to SHOPLINE Admin > [Social Commerce] > [Message Center] > [Instant message], in the management interface, click on any WhatsApp message.
Click into a message window and click the "Order forms" button at the bottom.
Click Create order form.
Complete the order form setup.
Enter an order form title with a maximum of 30 characters.
2. Set publish status
- Enable Publish Status: This order form can be shared, browsed and used.
- Disable Publish Status: This order form cannot be shared, browsed or used.
Click the Select Products button to select the products to be displayed in the order form.
Tick the products you want to include, or use the category selection to bulk select.
Once you are done, click Add product.
After confirming that the above settings are complete, click Save for this order form.
The product list you created will show up in the "Order form" window. Click the "..." icon on the right to edit or delete this order form.
- Currently supports up to a maximum of 15 order forms.
- Each order form currently supports a maximum of 30 products.
- If you disconnect the WhatsApp Business Account after creating the product list and reconnect to another new account, the previously created order list will not be available to use in the Message Center, and you need to create a new order form.
2. Send order form link
Click on the WhatsApp message you want to send the order form to, and directly click on the "Order Form" button.
This order form will be added to the chatbox with the customer, where you can enter other relevant explanatory text.
The order form link will then be sent.
*Note: The "Check out our products to see what we offer" is a default text that cannot be removed.
If you have other texts to include, please split the message in two to send.
3. Customer view
The customer receives your order form on their WhatsApp.
Click on the link to view the order form you created.
Customers can take the following actions in the order form:
1. Select product and go straight to checkout
First select the products to purchase, then click the Checkout button.
The page will be directed to the online store's checkout page, the cart will display the products which the customers have selected from the order form.
The follow-up is the same as the usual checkout process. Filling in the relevant information to complete checkout.
2. Select products and click Contact to order
Once the products have been selected, click the Contact to order button.
The page will be directed to the WhatsApp interface where the system will automatically add the selected product and its quantity into the chatbox.
The customer can directly hit send and you will be able to place an order for the customer according to what was sent in the message.
4. Commonly asked questions
Q1: Can order form links can be shared on other platforms?
A1: Yes, order form links like website links, can be shared with customers according to their needs.
Q2: If the order form is set as "Unpublished", will the link generated through this order form be affected?
A2: When a customer clicks on an "Unpublished" order form link, the page will return with "The URL of this Order Form Page is no longer valid, please contact the merchant directly".
If you republish this order form later, the customer will be able to access the order form normally.