Step 3. Create an SMS Notification with Uncanny Automator
Once Uncanny Automator is activated and set up, you can add a WooCommerce SMS notification.
First, you’ll need to connect your Twilio account to the Uncanny Automator plugin.
To do this navigate to Automator » Settings. Then, click the ‘Twilio’ option.
Here you’ll enter your Account SID, Auth Token, and your Twilio number.
Then, click ‘Save API Details’.
Now, you can set up a notification, so when a user places an order in WooCommerce, it’ll automatically send them an SMS message.
To do this, navigate to Automator » Add new. Then, you’ll be prompted to choose ‘Logged-in’ or ‘Anonymous’.
We’re going to choose ‘Anonymous’ so all users will receive an SMS notification, even if they check out with a guest account.
Next, you can give your recipe a name.
After that select ‘WooCommerce’ in the ‘Anonymous trigger’ meta box.
Now, you can choose your trigger.
We’ll use the first option since they’re all related to making a WooCommerce purchase.
Next, choose the trigger condition.
From the drop-down menu, select ‘completes’, to trigger the automation when a customer completes a purchase. Then, click ‘Save’.
Once you’ve done that, you can choose a specific product or any product in your store.
To choose all products in your store, select the ‘Any product’ option, then click the ‘Save’ button.
The Automator will now save your trigger, and you can move on to the Actions section. You’ll see different options depending on if you choose anonymous or logged-in recipes.
Since, we chose an anonymous recipe, there’s the option to perform the action on an Existing user or New user.
To continue, click on ‘New user’.
Automator will now have you set the user data you want to use.
You need to click the ‘Asterisk’ sign next to each field and select the corresponding WooCommerce field. For example, we’ll be using ‘Billing first name’ for the ‘First name’ field.
Below you’ll see the user role setting and what to do if the user already exists. You can select subscriber as the user role and ‘Do Nothing’ for existing users.
Then, click the ‘Save’ button to continue.
After saving, click the ‘Add action’ button and select the ‘Twilio’ integration.
From the drop down menu, select ‘Send an SMS message to a number’.
This will bring up a new box where you can add the To address and the Body of your text message.
In the ‘To’ field, you need to click the ‘Asterisk’ button and select ‘Billing phone’ from the drop down list.
Then, you can customize the text message content you want to send to your customers. By clicking the ‘Asterisk’, you can add data from their order, like the name of the product, city, total price, and more.
Once you’re satisfied with your message, click ‘Save’.
Now, you can view the full action summary.
After that, you can go ahead and make this recipe active.
At the top of the editor in the ‘Recipe’ box, you can switch the ‘Draft’ toggle to Live.
Your new recipe will now be active, and you’ll automatically send Twilio SMS notifications to your customers once they complete a purchase in WooCommerce.
Make sure to test your workflow to see that the recipe is triggered and the correct action is performed.
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