# Order Updates

### **Why you should use it**

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Automate any scenario where order status communication is predictable e.g. backorders, canceled orders, pending shipments
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#### Simplify your logistics

With order update messaging workflows, you can optimize communications with your customers in no time. Send email notifications when orders are pending, shipped, back-ordered, canceled, etc. Keep customers informed and eliminate follow up tasks that occupy your time.

* Send messages to keep your customers updated
* Replace default confirmations
* Ready to use templates that help you get going in no time

### **How to get started**

1. Login to your [account](https://app.vextras.com/)
2. Click the **Add New** in the bottom left corner
3. Select **Add Message**
4. Select **Automatic**
5. Select **Transactional**
6. Choose **Order Status Update**
7. In step one, toggle desired settings
8. In step two, add the name, email and subject customers will see when the message arrives
9. Choose a starter template to use, or add content using the email editor
10. In step three, confirm settings and activate

### **Dashboard overview**

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

### **Settings**

* Workflow name – the “friendly name” for your workflow, customers will not see this
* Sending filter – send to all customers or send only to those who you specificy
* Order status – select the order status that will trigger the rule
* Send  - send immediately or specify a time in the future to send the message.

Advanced

* Order Count Is - Trigger a message if a customer has an order count according to the selected count. 
* Limit Products Visible - By default, all products that were purchased are shown in the email message; if you would like to set a maximum number of products to be displayed, enable this option. 
* Price Trigger - When enabled, trigger messages based on if an order is greater than or less than a specific price level. 
* Product Filter - If you require certain products to be in a cart before a rule is triggered, add the product codes in the text area. If you have a product filter set and a general abandoned cart rule configured, the most specific rule will fire when there is a match. 
* Blacklist - Enter individual email(s) or domains that you would like to prevent this workflow rule from sending to. For domain blocks, use asterisks before the domain name e.g. \*\*@domain.com. 

### **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 trigger.
* Blocked - listing of email addresses that did not qualify for defined rule criteria.

### **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
* Canceled
* 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
* Canceled

**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 by this messaging workflow.