Workflow Trigger - Order Fulfilled

TABLE OF CONTENTS

• Overview
• Trigger Name
• Trigger Description
• How to Configure
• Example

Overview

The "Order Fulfilled" trigger automates processes when an order has been completed. It can be used to send thank-you messages, initiate customer feedback requests, or update inventory and accounting systems.

Trigger Name

Order Fulfilled

Trigger Description

This trigger is activated when an order status changes to fulfilled. It ensures timely follow-up actions are taken, enhancing customer satisfaction and streamlining backend processes.

How to Configure

• Choose a Workflow Trigger: Select "Order Fulfilled" from the trigger options.
• Workflow Trigger Name: Name your trigger, such as "Order Fulfilled".
• Filters: Utilize filters to specify conditions under which the workflow should run. For example, you can filter based on cart value, order type, etc.

Example

Scenario: A company wants to send a thank-you email to customers who make a purchase with a cart value greater than $100.

• Configuration:
  • Trigger: Order Fulfilled
  • Filters:
    • Cart Value: Greater than
    • Value: $100
• Actions:Once the trigger is activated:
  1. Send an automated thank-you email to the customer.
  2. Update the CRM to mark the customer as a "VIP Customer."
  3. Add a follow-up task in the sales team's calendar to offer a special discount on the next purchase.

This configuration ensures that high-value customers receive personalized follow-ups, enhancing the relationship and encouraging repeat business.