Importing Automations for E-commerce
In Marqvia, there are automations ready to help you welcome your customers, let them view your product catalog, and place orders directly in WhatsApp.
Flow of this Automation
When a customer messages your WhatsApp, they are greeted with a welcome message that offers options to browse products, view special offers, or talk to support.
If they choose to browse, they can explore product categories from your WhatsApp Catalog and place orders directly.
If they don’t respond or don’t place an order, the bot follows up after 30 minutes with a reminder and gives them the option to speak to support or end the session.
If there's still no reply, the conversation is automatically handed over to a team member, ensuring a smooth and complete customer experience from start to finish.
Before You Start
Make sure your WhatsApp Catalog is already set up via Meta Commerce Manager. Click here to learn more.
Add your products in the Marqvia Ecommerce module.
Import the Automation
Go to Automation > Import Automation Template.
Select E-commerce from the template categories on the left.
Click on the E-Commerce Welcome Message template.
Click Preview to view the flow.
Click Import.
Give your automation a name.
Choose your WhatsApp Channel.
Set the trigger to New Incoming Message.
Click Save.
Customize Your Flow
Edit the Welcome Message
Double-click on the "Welcome Message" node.
Change the message text to include your store name and a custom greeting.
Edit button titles (e.g., “Browse Products” → “Shop Now,” “Special Offers” → “Weekly Deals,” “Talk to Support” → “Live Chat”).
Click Update Node to save your changes.
Edit Catalog Categories
Double-click the Category Selection node (e.g.,
Men,Women,Kids).Update, rename, or remove categories as needed.
Click Update Node when done.
Add Products from Your Catalog
Double-click the product node to add products from your catalog. You can show products to customers in two ways:
🛍️ Single Product
Use this option if you want to show one product only.
Double-click the product node.
Select a product directly from your WhatsApp catalog.
🛒 Multi-Product
Use this to display a list of products grouped by categories.
Double-click the Product Node.
In the message body, customize your greeting or instructions.
Click Add Category (Optional).
In “Category Title,” give your section a name (e.g., “New Arrivals”).
Click Add Product. A pop-up will appear—select your products from your catalog.
Click Add Selected Products.
Repeat for other categories.
Click Update Node when done.
Customize the Other Nodes
Customize Content & Buttons
Edit the text in the follow-up message to match your brand's tone and style.
Customize the button names, e.g., “Talk to Support” → “Chat with Agent” and “End Session” → “Maybe Later.”
Assign to a Team Member
In the last node (labeled "Assign To Team Member"), choose the team member or support role you want incoming chats to be routed to. This ensures the customer is connected to a live agent after the fallback steps.
Click Save once all editing is done. You can now test your automation to ensure it works correctly.
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