Order details
An order details template is a message that sums up an order and lets the customer pay for it inside WhatsApp. Every WhatsApp payment request uses one, whether it goes out in a broadcast, from Live Chat or from a chatbot flow.
| Needs | WhatsApp payments connected. See WhatsApp payments. |
| Where you create it | WhatsApp Pay, from your payment gateway, with Create Order message |
| Approval | Usually a few seconds |
| Used in | Broadcasts, Live Chat payments, the WhatsApp Pay element in flows, and COD to prepaid |
Create one
- Connect your payment gateway first. See WhatsApp payments.
- In WhatsApp Pay, select your payment gateway.
- Click Create Order message.
- Fill in the template: its name, product type, body, tax rate and payment link expiry. See the fields below.
- Add the tax details, shipping charges and discount.
- Check everything and click Submit.
Approval usually takes a few seconds. Once it is approved, you can send it.
For COD to prepaid, you can also submit a new template with Order details chosen as the template type.
What you can set
The message
| Field | What it takes |
|---|---|
| Template name | A name for the template |
| Product type | The type of product the order is for |
| Template body | The text of the message |
| Tax rate | The tax you charge, and whether your product prices are tax-inclusive or tax-exclusive |
| Payment link expiry | How long the payment link works, in seconds. For five minutes, enter 300. |
The charges
| Field | What it takes |
|---|---|
| Tax rate | The tax rate |
| Tax description | The name of the tax, such as GST |
| Shipping charges | The shipping charge, in rupees |
| Discount | The discount amount |
Together these give the customer an order summary with the taxes, shipping and discount spelled out, before they pay.
How it is measured
Payments made through the template show as pending or successful. See them in WA Pay dashboard → Payments, in the customer's chat in Live Chat, or on their profile. See WhatsApp payments.
When a COD to prepaid payment goes through, the order in Shopify is tagged AiSensy_WAPayment_Paid. See COD to prepaid.
When to use it
Use it whenever you ask a customer to pay inside WhatsApp.
Get the tax setting right. If your prices already include GST, choose tax-inclusive. If you choose tax-exclusive, tax is added on top, and the customer sees a higher total than the price they expected.
Pick an expiry that fits how people pay. A short expiry suits a payment the customer makes right away, in the chat. A payment request in a broadcast may not be opened for hours, so a link that has already expired loses the sale.
Make the body say what the order is. The customer should know what they are paying for before they tap: the product, the order number, and anything that makes paying now worth it.
Hi {{1}}, your order {{2}} is ready. Pay here in WhatsApp and we'll dispatch it today.Keep one template per purpose. A template for Live Chat orders, one for COD to prepaid and one for each flow product are easier to find than one template used for everything.
Updated about 1 month ago