How to Use?

Introduction to Shofy (Botble CMS)

Shofy is built on top of Botble CMS, a powerful Laravel-based content management system designed for eCommerce, CRM, and marketplace solutions.

With Shofy, you can:

• Manage products and orders
• Manage customers and vendors
• Track payments and shipping
• Extend functionality via plugins (like this WhatsApp Cloud API plugin)

For complete documentation about Botble CMS, please visit:
👉 https://docs.botble.com/

---

WhatsApp Cloud API Integration Plugin

The WhatsApp Cloud API Integration & Automation Plugin allows you to:

• Send automated WhatsApp templates
• Trigger messages based on system events
• Send notifications for customers and orders
• Log all WhatsApp activity
• Manage template mappings easily

This plugin works by mapping system events (like Customer Created or Order Placed) to approved WhatsApp templates.

---

How to Send Welcome Template on Customer Creation

Step 1: Create Template Mapping

1. Login to Shofy Admin Panel
2. Go to:
   WhatsApp Cloud API Plugin → Template Mapping
3. Click Create Mapping
4. Fill in the required fields:
   • Mapping Name
   • Select WhatsApp Template
   • Select Event → Customer Created
   • Map required template variables (name, phone, etc.)
5. Make sure:
   • Mapping is Active
6. Click Save

---

Step 2: Create a Customer

1. Go to:
   Admin Panel → Ecommerce → Customers
2. Click Create Customer
3. Fill in:
   • Name
   • Email
   • Phone Number (Important)
4. Save the customer

Important:

• The phone number must be valid
• The phone number must include country code
• The template must be approved in Meta (WhatsApp Manager)
• The mapping must be active

---

Result

If everything is configured correctly:

• When a new customer is created
• And the phone number is valid

The Welcome WhatsApp Template will automatically be sent to the customer.

---

🛒 How to Send Template on Order Creation

You can also send WhatsApp messages when an order is placed.

Step 1: Create Order Mapping

1. Go to WhatsApp Cloud API → Template Mapping
2. Click Create Mapping
3. Select Event:
   • Order Created
   • or Order Placed
4. Select WhatsApp Template
5. Map required order variables:
   • Customer Name
   • Order ID
   • Order Total
   • etc.
6. Activate the mapping
7. Save

---

Step 2: Create an Order

1. Go to: Admin → Ecommerce → Orders
2. Create a new order
3. Make sure:
   • Customer has a valid phone number
4. Save the order

---

Result

After the order is created:

• The system detects the event
• Finds the active template mapping
• Sends the configured WhatsApp template automatically

---

Activity Logs

To check message history:

1. Go to:
   WhatsApp Cloud API → Activity Logs
2. View:
   • Sent messages
   • Failed attempts
   • Event trigger details
   • API responses

This helps in debugging and tracking automation.

---

Best Practices

• Always use approved WhatsApp templates
• Use international phone format (e.g., +91XXXXXXXXXX)
• Keep mappings organized by event type
• Monitor logs regularly

---

Common Automation Examples

Event	Use Case
Customer Created	Welcome Message
Order Placed	Order Confirmation
Order Completed	Delivery Confirmation
Order Cancelled	Cancellation Notice
Payment Confirmed	Payment Receipt

---

Need Help?

• Check logs in Activity Logs section
• Verify template approval in Meta
• Confirm webhook configuration
• Review Botble documentation:
  👉 https://docs.botble.com/

---

You're Ready!

Now your Shofy CRM can automatically send WhatsApp notifications to customers and streamline communication 🚀