How to setup Automation flows on KwikEngage Panel?

A. COD Order Confirmation

You can set up two types of COD confirmation flows:

• With direct cancellation on Shopify

• Without direct cancellation on Shopify

Steps:

1. Login: kwikos.tellephant.com

2. Go to Flows > click Create Flow
   
   

3. Choose:

   • COD Order confirmation with direct cancellation on shopify ( With a TAG)

     

   • COD Order Confirmation without direct cancellation on shopify (With a TAG)

4. Click the selected flow to open and edit it.

5. Add a name for your flow on the left.
   

6. Click the Trigger block, set:

   • Automation type: Transactional

   • Add your test number (sandbox)
     

7. (Optional) Add a Time Delay or Breaker from the left panel.

8. Click the WhatsApp block and:

   • Select an approved COD Confirmation template
     
     

   • Choose the right variables: Customer_name, Order_number, etc.
     

9. Click Save at the bottom.
   

10. Click Save Automation at the top-right to save the full flow.
    

11. Your flow will be in testing mode by default (messages go only to your test number).
    

Flow Modes
? Off = Disabled
? Orange = Testing
? Green = LIVE

B. Prepaid Order Confirmation

Steps:

1. Go to Flows > Create Flow
   

2. Select the 2nd flow: "Order Confirmation Prepaid"
   

3. Set a flow name
   

4. In the Trigger block:

   • Choose automation type: Transactional

   • Add a test number
     

5. (Optional) Add a Time Delay or Breaker

6. In the WhatsApp block:

   • Add an approved prepaid order template

   • Fill in variables like Customer_name, Order_number
     

   • For the Order Summary button, use {{order_status_url}}
     

7. Save the block and then click Save Automation
   

C. Order Cancellation

Steps:

1. Select the 5th flow: "Order Cancellation Shopify"
   

2. Setup like previous flows

3. Use an approved cancellation template
   

4. For CTA (Shop More), paste your website URL
   

D. Order Fulfilled / Shipped

Steps:

1. Select the 6th flow: "Order Fulfilled Shopify"
   

2. Use an Order Fulfilled template
   

3. Add tracking variables

4. CTA: use {{tracking_url}}
   

E. Order Delivered

Steps:

1. Choose the 4th flow: "Order Delivered Shopify"
   

2. Add a delivery template
   

3. For the Shop More button, add your website link
   

F. Abandoned Checkout – Shopify (No Discount)

Steps:

1. Select the 10th flow: "ABC Shopify"
   

2. Set automation type to Marketing
   
   

3. Add an abandoned cart template
   
   

4. CTA: {{abandoned_checkout_url}}
   

G. Abandoned Checkout – Shopify (With Discount)

Same steps as above, but:

• Add discount-related variables: discount_code, discount_value
  

• Use the same CTA: {{abandoned_checkout_url}}
  

H. Abandoned Checkout – GoKwik (No Discount)

Steps:

1. Select the 11th flow: "ABC Gokwik"
   

2. Set automation type to Marketing
   
   

3. Use an approved GoKwik template
   

4. CTA: {{gk_abandoned_checkout_url}}
   

I. Abandoned Checkout – GoKwik (With Discount)

Same as above, with additional discount variables:

• discount_code, discount_value
  

• CTA remains {{gk_abandoned_checkout_url}}
  

J. Purchase Reminder / Retargeting

Steps:

1. Select the 4th flow: "Order Delivered Shopify"
   

2. Add a Time Delay and Breaker between the Trigger and WhatsApp blocks
   
   

3. Set automation type to Marketing
   

4. Use a Purchase Reminder template
   
    

5. CTA: Add your website link (e.g., Visit Now button)

Flow Status Explained: