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After-sales Order Flows instructions
After-sales Order Flows instructions

Ⅰ. How to enable After-sales Order flow settings?

1. Step 1: In Willdesk dashboard, please go to Settings -> Home -> Live chat.


2. Step 2: In the Appearance section-> Self-service blocks, click edit and enable the "order return and cancel order".

3. Step 3: You can also enable the "After-Sales Order Self-Service" in Help Center tracking. Click Edit.


4. Step 4: Enable the Show order track button on your Help Center page.


5. Once the "Track and Manage Order" setting is enabled in the Help Center, a corresponding button will appear on the Help Center page. Clicking it opens the live chat widget.



Ⅱ. How does After-sales Order flow work?

1. Customers can view and edit orders, i.e. cancel, return/refund order, collect order issue. When they click the widget button, they will be prompted to verify their email code.


2. After the customer verifies their email code, their order list will be displayed. You need to create the corresponding order flow so customers can make the appropriate order changes.


3. If the customer click the Parcel Panel Return link, it will redirect to the Parcel Panel return center and automatically help the customer with return process.



Ⅲ. New Order flow templates for After-sales Order flow

1. Return order

Allow customers to initiate a return upon order delivery if the certain conditions are met.

It supports Parcel Panel Returns Integration or custom return link.


2. Cancel order

Allow customers to request a cancellation if an order hasn't been processed or shipped.


3. Report order issue

Customize scenarios and the corresponding options customers can select when reporting order issues.



Ⅳ. New triggers

1. Order cancel, it will trigger by order cancel event.




2. Order return, it will trigger by order return event.




3. Order flow, it will trigger by order flow event.



Ⅴ. New trigger conditions settings

1. Available stores, you can select "all shops" or a " specific shop".


2. Order status, you can combine these trigger with its related order status.


3. Order created time, you can combine these trigger with its related order created time.


4. Order delivered, you can combine these trigger with its related order delivered time.



PS: All above four conditions can be combined with the trigger condition.



Ⅵ. New actions

1. Report order issue



The "Report order issue" is for Reason collection, customers can select a single choice reason here. And these reasons are not editable.



2. Order return



It supports two types of integration.

First, Parcel Panel Returns. In order to use this, you need integrate Parcel Panel Returns.




Second, custom integration links. This allows for more flexible, tailored integrations through custom links.




Not satisfied with this page? please contact us for more customizations!


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