Order Verification

Stay proactive with orders that could be fraudulent or need special care. With order verification workflows, you can send messages to customers or staff when specific order criteria are met.

Why you should use it

Not every order placed in your store is valid. Use order verifications to ensure protection against fraud and customer mistakes

A personal watchdog for your store

Not every order placed in your store is valid. Fraud is something every retailer must watch out for. Undoubtedly, bad actors will make these transactions on your site, costing your business time, money, and effort. Also, shoppers can make simple mistakes. Customers may accidentally order too many products, select the wrong item, or change their minds after the fact. When building long-term customer relationships, it’s essential to address these issues in the least disruptive way.

Also, several trackable factors can indicate that an order is suspicious and needs to be verified. Shoppers could place an order for an unusual quantity, or there may be a mismatch in the customer’s shipping and billing addresses. Other examples include when a customer makes repeat transactions at a higher frequency than average or a cart total that seems higher than usual. In any case, it could be fraud or a mistake by the customer, and you’ll want to check in with the customer before shipping any products. By utilizing our new order verification messaging workflows, you can maintain a peace of mind that we’ve got your back.

How to get started

  1. Login to your account

  2. Click the Add New button in the bottom left corner

  3. Select Add Message

  4. Select Automatic

  5. Select Transactional

  6. Choose Order Verification

  7. In step one, toggle desired settings

  8. In step two, toggle any setting to trigger the workflow.

  9. In step three of the wizard, edit the name, email and subject customers will see when the message arrives

  10. Choose a starter template to use, or add content using the email editor

  11. In step four, confirm settings and activate

Dashboard overview

The overview dashboard will show stats for the chosen time period. It will also keep information from deleted rules.

  • 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

Rules

Settings

  • Workflow name – the “friendly name” for your workflow, customers will not see this

  • Order Status – specify the order status type that the rule must qualify for in order to send a message.

  • Sending filter – send to all customers or to specified email addresses.

  • Send after (or Immediately) – time delay before a message is sent

Advanced

  • Price trigger – set criteria for a rule to trigger if an order is below or above a certain order total.

  • Billing/Shipping Name Mismatch – If the billing and shipping names do not match, this can be used to trigger a message.

  • Large Quantity Request – set criteria for a rule to trigger if an order quantity is below or above a certain number.

  • Repeat Transactions – trigger a rule if the same customer has ordered multiple times in a specified time period.

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 triggering.

  • Blocked - listing of email addresses that did not qualify for defined rule criteria.

More Information

Compatibility

  • All shopping carts are supported by this messaging workflow.