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The Orders section in the HoopAI Platform centralizes all e-commerce orders generated through your online stores, funnels, and order forms. You can fulfill orders, print shipping labels, sync Shopify orders, and recover abandoned checkouts — all from one place. Navigate to Payments → Orders to get started.

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Orders overview

The orders dashboard shows all transactions placed through your HoopAI Platform stores and order forms. Key information displayed for each order:
ColumnDescription
CustomerContact name — click to open the contact card
SourceThe funnel or store page where the purchase was completed
ItemsTotal items in the order
Order dateDate and time placed (in your timezone)
AmountTotal order value
StatusCurrent order status (processing, completed, refunded, etc.)
Use the Search bar to find an order by order ID, source, or customer name. Use the Filter button to filter by status, source, or payment details. Click the Export icon (downward arrow) to download orders as a CSV file.

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Fulfilling an order

1

Open the order

Go to Payments → Orders and click on the order you want to fulfill.
2

Review the order details

Confirm the items, quantities, shipping address, and customer information before proceeding.
3

Mark as fulfilled

Click Fulfill order. You can add a tracking number and carrier so the customer can track their shipment.
4

Notify the customer

Toggle on the option to send the customer a fulfillment confirmation email with the tracking information.

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Printing shipping labels and packing slips

1

Open the order

Navigate to the specific order in Payments → Orders.
2

Print label or packing slip

Click the Print option and select either Shipping label or Packing slip. The document will open in a print dialog.
Print packing slips for all items in a batch at once to speed up your warehouse or shipping workflow.

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Abandoned checkout recovery

When a customer adds items to their cart but does not complete the purchase, the HoopAI Platform captures the incomplete checkout. You can follow up automatically to recover the sale.
1

View abandoned checkouts

Go to Payments → Orders and click Abandoned Cart from the dropdown to see all incomplete cart sessions.
2

Review abandoned sessions

The abandoned checkout dashboard shows:
  • Placed by — customer name or email if the name is unavailable
  • Date — when the cart was abandoned
  • Items — quantity of items in the cart
  • Amount — total value of the abandoned cart
  • Email status — whether an automated recovery email was sent
  • Recovery status — whether the customer completed the purchase after abandonment (marked “Recovered”)
3

Recover with automation

Configure automated abandoned cart emails under Payments → Payment Settings → Notifications, or set up a workflow in Automation → Workflows.
For abandoned checkout emails to work, the customer must have entered their email address before abandoning the cart. The checkout link sent in the recovery email remains functional across different browsers, devices, and sessions.
If a customer completes their purchase before the abandoned cart email sends, the system automatically cancels the email to avoid unnecessary reminders.

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Syncing Shopify orders

If you run a Shopify store alongside your HoopAI Platform, you can sync Shopify orders into the Orders tab for unified order management.
1

Connect Shopify

Go to Settings → Integrations and connect your Shopify store using your store URL and API credentials.
2

Enable order sync

In the Shopify integration settings, toggle on Sync orders to pull Shopify orders into the HoopAI Platform Orders tab.
3

View synced orders

Once connected, Shopify orders appear in Payments → Orders alongside your native orders. The source (Shopify) is indicated on each order.

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Importing orders

If you have historical order data from another system, you can import it via CSV.
1

Prepare your CSV

Download the Sample CSV template from the import dialog to use as a formatting guide. Fill in your order data following the column structure provided.
2

Upload and preview

Go to Payments → Orders and click the Import as CSV option. Upload your CSV file and click Upload & Preview to review the data before importing.
3

Import

Once satisfied with the preview, click Import Orders to complete the process.
All imported orders are automatically marked as Completed and a linked transaction record is created. Imported orders can be edited after the import if needed.

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Frequently asked questions

Yes. When fulfilling, you can select specific items from a multi-item order to fulfill, leaving the rest as unfulfilled until they are ready to ship.
Refunds are processed from Payments → Transactions. Locate the transaction tied to the order and use the refund option there.
Yes. When a customer purchases a digital product (such as a downloadable file or course access), the HoopAI Platform marks the order as fulfilled and delivers the product automatically.
Yes. Use the filter options in the Orders tab to filter by source, date range, status, or product.
Last modified on March 4, 2026