If you want to find out how to notify your customers that their WooCommerce orders are on hold and weren’t properly processed – this article is for you. It is a step-by-step guide in which we will use our free WooCommerce marketing automation plugin – ShopMagic.
What is WooCommerce On Hold order status
In WooCommerce on hold status is triggered when the order is placed, the stock is reduced but the store is awaiting payment. It can be connected with rare situations (from the EU perspective) when a customer is using a cheque or for example when the user chose to pay by direct bank transfer, which happens more commonly.
Thanks to ShopMagic, you will be available to send customized WooCommerce on-hold order email to the customer and prevent post-purchase dissonance from happening. Sometimes, customers are not aware that there’s an issue with their payment. Not to mention that creating such an email will increase your conversions in most cases.
You might say that WooCommerce has such emails and you will be right. But, have you ever tried to customize it? You can go and try and… most likely you will be installing ShopMagic 🙂 Even in its free version, ShopMagic has quite a list of features.
Send working WooCommerce order on hold emails
Although this particular article is about WooCommerce on hold order email, let’s not forget that ShopMagic is capable of sending automated emails for every WooCommerce order statuses. If you want to find out more about it, check out our other guides.
Clicking this link ↓, will move you directly to the full list of guides.
ShopMagic
Free Follow-Up Emails & Marketing Automation for WooCommerce
Download for free or Go to WordPress.orgCustomize every WooCommerce email with ShopMagic
Our marketing automation plugin for WooCommerce will help you in almost every situation, which requires notifying customers. Actually, we have a bunch of guides, which describes various examples. Here’s a useful list:
- New Order
- Pending Order
- Processing Order
- Cancelled Order
- Completed Order
- Failed Order
- On-Hold Order (this guide)
- Refunded Order
Alrighty. Introduction done. We can move to our guide, wherein we will be creating a WooCommerce on hold order email.
Step 1: How to install and activate ShopMagic
Installation of our plugin is a very simple and straightforward process. You can download it from WordPress.org or install right from the plugins section in your WordPress dashboard.
Step 2: How to create an automation for WooCommerce on hold order status
ShopMagic installed, so we can move on to adding a new automation. Find ShopMagic in your WordPress menu and click on the Add New button. You will see a new window, wherein we will create our new automation.
Starting from the top, add a title for your automation. It is important to add an easy to distinctive name. Using such a name will make your automation easier to find e.g. on the list of Outcomes.
As you can see, in my example it is “WooCommerce On Hold order email”. From the Event dropdown menu, we are choosing Order On Hold. Rechecking the order status before our automation will run is a good idea, so I selected the checkbox.
Step 3: Assigning a filter to the ShopMagic automation (optional)
In our example we will omit this field, however I want to pause for a minute and explain how it works. Assigning a filter to your automation will cause that such an automation will fire for specified products only. You can say that it’s an introduction to customer segmentation. You can extend this feature with the Advanced Filters add-on, available in ShopMagic PRO.
Step 4: How to create an action and send email for on hold orders
Now is the time to finish our automation and create an Action. First, take a moment and look at the screenshot below. You will see, how your order on hold automation will look like, when we finish:
We need to select a type of an action, which in our case will be Send Email. Right after that, we will write a “name” for our action. Similar to the automation’s description, it’s for your reference only. I chose “WooCommerce On Hold order email”.
The Delay field is available for the ShopMagic PRO users only, you can read more about it on a dedicated webpage. We won’t be using this feature in our example.
Field To, as its name says is to add a recipient. By default, it will use one of the placeholders {{ customer.email }}.
Two next one fields are Subject and Heading. You can use them to gain the attention of your customers.
Field Template, has a default setting also. It is a WooCommerce template. We won’t be modifying it in our guide.
The last field is for the Message. Here you can customize your information for the customer. You can make use of placeholders in the message field if you want. Feel free to use any of the prepared or create your own placeholder for your automation.
Under the message field is the unsubscribe checkbox. It is connected with the marketing communication issue. You can read more about it in our other blog post.
We did it! WooCommerce On Hold order email ready to use
It wasn’t that hard don’t you think? If you want to preview how it might look like, check mine:
Let us know what you think and how your message for the WooCommerce on hold order email will look.
If you have any other questions, do not hesitate and contact us.
