Automating Order Tracking with Doubletick, Google Sheets, and Zapier
Managing customer orders efficiently is critical to providing an exceptional customer experience. By integrating Doubletick, Google Sheets, and Zapier, businesses can automate order tracking and any other kind of inventory updates. This guide is an example on how you can set up a workflow to:
Collect order IDs from customers on Doubletick.
Populate the order data in Google Sheets.
Monitor updates on the order status.
Step 1: Collecting Order IDs from Customers
Doubletick enables businesses to communicate with customers directly through WhatsApp. Here’s how to start:
Set Up an Input BOT flow Design a BOT flow in Doubletick where customers can provide their Order ID. Use send message “on response” section for structured data collection.
Capture Order IDs in Google Sheets
Action: Google Sheet Each new order ID is saved in Sheet 1 with fields such as:
Customer Name
Order ID
Contact Number
Step 2: Monitoring Order Status Updates
Once the order data is in Sheet 1, updates to the order status (e.g., "Processing," "Shipped," "Delivered") are managed in Sheet 2. For seamless tracking:
Link Sheets for Status Updates A backend team updates the order status in Sheet 2. This sheet can have:
Order ID
Updated Status
Remarks (if any)
Automate Updates in Sheet 3 Use Zapier to automate transferring updates to Sheet 3 for processing by the bot:
Trigger: match value in order ID in sheet 1 with order id column in Sheet 2.
Action: Create/Update Row in Sheet 3. In Sheet 3, include columns for:
Order ID
Status
Customer Details
Bot Response Status (for tracking sent notifications)
Step 3: Sending Updates to Customers via Doubletick
Once the order status is populated in Sheet 3, Doubletick can notify customers using a pre-configured message template:
Connect Google Sheets and Doubletick
Trigger: On New Row Google Sheet in Sheet 3.
Action: Send Template Message in Doubletick.
Craft a Template Message The message can be customized to include placeholders like:
Customer Name
Order ID
Updated Status Example:
Hello {{customer_name}},
Your order {{order_id}} is now {{order_status}}. Thank you for choosing us!
Send Notifications Automatically Once the bot receives the update from Sheet 3, it sends the message to the customer on Doubletick.
Benefits of This Workflow
Automation: Reduces manual effort by automating communication.
Real-Time Updates: Ensures customers receive prompt information about their orders.
Scalability: Works seamlessly with large datasets, making it ideal for businesses of any size.
Enhanced Customer Satisfaction: Timely updates improve transparency and trust.
