Import Checkout Automation

This template helps businesses automate the post-order experience on WhatsApp, from sending cart confirmation to collecting payment using Stripe and handling follow-ups.

This guide is for users who have Stripe integrated. If you do not have Stripe, please refer to the "without Stripe" version of the guide instead.

📘 (with Stripe) How to Use the Ecommerce Order Received Automation Template in Marqvia

1

Load the Template

• Go to Automation > Import Automation Template > E-commerce.

• Choose "E-commerce Order Received".

• Click "Preview" to load it.

• Click Import.

• Give your automation a name.

• Choose your WhatsApp Channel.

• Set the trigger to New Incoming Message.

• Click Save.

2

Configure the Trigger

• Trigger Node: new_catalog_order_received

This node automatically starts the flow when a customer places an order via your WhatsApp catalog. There is no manual setup needed here—it’s already pre-configured.

3

Edit Messages (Optional)

You can customize the messages in the following nodes:

🛒 Cart Confirmation

• Node: Send Cart Confirmation Message

You can edit the message body, for example:

Thank you for your order. Here's your cart details:
{cart_products}
Total Order Value: *{cart_total}*
Would you like to checkout?

You can also edit the button texts, such as "Checkout" and "Maybe later".

4

Setup Stripe Payment

• Node: Stripe Send Payment Link

• Make sure your Stripe account is connected in Marqvia.

• The payment link will automatically include the cart items.

• You can optionally define up to 5 extra items manually with custom quantities and prices.

Note: You do not need to add any webhook—this is handled natively via Marqvia's Stripe integration.

5

Customize Follow-up Timing

• Node: Delay Execution

This is currently set to 30 minutes after the Stripe link is sent. You can adjust this timing:

• Increase for a softer approach (e.g., 1 hour).

• Decrease if you're targeting quick conversions (e.g., 15 minutes).

6

Configure Reminder Behavior

You can edit the reminder node:

• If the user hasn't completed payment, a reminder message will be sent: “Oh no, we have not received a payment. Would you like to continue?”

• You can edit the buttons:

  • "Continue Checkout" → Resends the Stripe link.

  • "Maybe later" → Sends a gentle exit message.

7

Assign to Team Member

If the user does not respond to the reminder, the system sends a final fallback message and automatically assigns the conversation to a team member. You can configure whom to assign it to by choosing the options here.

Click Save once all editing is done, and you may test your automation accordingly.

📘 (without Stripe) How to Use the E-commerce Order Received Automation Template in Marqvia

If you prefer to send payment links manually instead of using Stripe integration, follow the simple steps below to adjust the template accordingly:

1

Remove the Stripe Payment Link Node

• Locate the node labeled "Stripe Send Payment Link".

• Click the node once to select it.

• Press the Backspace or Delete key on your keyboard to remove it.

• Alternatively, you can unlink it by clicking the small black dot on the edge of the connected line, then dragging it away or clicking to break the connection.

2

Reconnect the Flow

Reconnect the nodes that were linked to the Stripe node to ensure the flow continues smoothly. For example:

• After the Cart Confirmation Message, you can directly link to a Reminder Node (e.g., “Would you like to continue checkout?”), or to a Delay Node and then to the Reminder.

• If no response is received, connect to the Fallback message and Assign to Team Member.

📸 Refer to the visual diagram below to follow the recommended linking path.

💡 Note: By removing the Stripe node, this template now becomes a semi-manual flow. You will manually send the payment link during a live chat in the Marqvia Inbox after the customer confirms their order. This approach gives you more control over how and when you send payment links.