Personalized order status messages

Personalized order status messages

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RU

UA

US

RU

1. Introduction

Definition

Personalized order status messages — a feature of an offer in the Leeloo.AI platform that lets you set custom texts for automated messages for each order status individually per offer — independently of the global templates configured in AI Support. The feature operates at the Manage and Convert stages — where the client places an order, pays, or receives a refund.

Personalized messages do not exist on their own — they are tied to an offer, order statuses (Order, Successful Payment, Transaction Failed, Refund), and to partial and recurring payment statuses. These messages are sent to the client automatically through the connected communication channel at the moment the order status changes.

The B2B operator (business owner, marketer, or content manager) enables the feature in the settings of a specific offer and fills each status with the required text via the Message Constructor: adds variables {name}, {order_title}, {order_number}, attaches product-access instructions, payment links, and templates for each messenger.

The B2C client (subscriber) receives the relevant message in Telegram, Facebook, WhatsApp, Viber, SMS, or Email — depending on the channel through which the request arrived — and does not see that this offer uses individual templates instead of the global ones.

In the Client's Card, the following is recorded: each order's status (created / successful payment / transaction failed / refund), the fact that a personalized message was sent, and the order's communication history.

After reading this you will understand:

  • what personalized order status messages are and how they differ from the global templates in AI Support;

  • which order statuses are available for customization (Order, Successful Payment, Transaction Failed, Refund, partial and recurring payments);

  • how to enable the feature in a specific offer's settings and fill each status with content;

  • how the feature interacts with Offers and AI Support;

  • why enabling personalization disables the global messages for the remaining statuses of the same offer.

Purpose

Personalized order status messages are a fine-grained communication tool at the level of a specific offer. They let you drop a single platform-wide template and speak to the client in the language of the specific product: with the correct name, access details, bonuses, and instructions. The exact function depends on the lifecycle stage.

Manage — immediately after the order is placed, the client receives a custom message with the Order status: payment details, payment instructions, a link to a manager. The business tells the client exactly what is needed for this product, not in generic boilerplate. Job — shorten the time from request to payment and reduce manager workload through precise automated communication.

Convert — at the moment the payment status changes, the client receives a relevant message: on Successful Payment — product access and onboarding; on Transaction Failed — a retry payment link and a manager contact; on Refund — confirmation and terms. Job — close conversion for each specific offer and rescue failed payments with individual context rather than an impersonal template.

2. Feature overview

Personalized messages are enabled inside an offer card in the Offers section. Open the desired offer to access its settings — the feature appears as a toggle and an expandable list of statuses.

2.1. Enabling the feature and selecting a status

To enable the feature and fill in texts for the needed statuses:

  1. Enable the toggle to the right of "Personalized Order Status Messages".

  2. Expand the menu — a list of order statuses will appear.

  3. Select the order status message you want to add.

  4. Click the "Edit" button — the Message Constructor will open.

Message Constructor — a unified editor for all message types in the platform: text, images, video, buttons, variables, and per-messenger templates. See the "Related guides" section for details.

2.2. Filling in and saving the message

In the Message Constructor, add elements for each messenger (Telegram, Facebook, WhatsApp, Viber, SMS, Email). After creating a message for one channel, be sure to export it to the other messengers (or enable synchronization mode) and save it.

You can add a message for each stage of a regular order: Order, Successful Payment, Transaction Failed, Refund, and also for partial and recurring payment statuses.

Order status messages can be configured globally for all offers in the AI Support section. Personalized messages override the global ones only for the specific offer.

Important: if you enable personalized messages and add text for only one status (e.g., "Successful"), leaving the other statuses empty — when a payment fails, the global message from AI Support will not be sent. In other words, the "Personalized Order Status Messages" toggle fully disables the global messages for that offer. Fill in every status your scenario requires.

Related guides

Guide

Purpose

Guide

Purpose

Offers

Offers — the main module whose offer card hosts the toggle and stores the personalized message settings.

AI Support

AI Support — section with global automation message templates; personalized texts override them for a single offer.

Orders and Sales

Orders & Sales — section where all client orders and their statuses are visible; personalized messages are sent based on these status changes.

Recurring payments

Recurring payments — separate statuses for which personalized messages can also be configured.

Partial payments

Partial payments — partial-payment statuses with their own set of personalized messages.

Manual Payments

Manual payments — settings and statuses for offers with manual payment confirmation.

Key terms

Term

Meaning

Term

Meaning

Personalized order status messages

An offer feature that lets you set custom automated message texts for each order status individually per offer, replacing global templates from AI Support.

Offer

A product or service card in Leeloo.AI with payment, delivery, and automation settings.

Order status

The state of a client's order: Order, Successful Payment, Transaction Failed, Refund, plus intermediate statuses for partial and recurring payments.

AI Support

Platform section with global automated message templates, including the standard order status messages used by default across all offers.

Message Constructor

The editor where the personalized text for each status is built: content elements, template variables, and per-messenger templates.

Global messages

Universal order-status templates from AI Support applied by default to every offer that does not have personalized messages enabled.

Client's Card

The centralized subscriber profile in Leeloo.AI where all orders, statuses, and automated-message events are recorded.