Send email and show button on thank you page based on order status
You can configure Filemonk to allow downloads only when order matches a specific status, ensuring customers can only access their digital products when orders meet your business requirements. This feature helps you control access based on payment status, fulfillment status, or shipment status, preventing downloads for unpaid, cancelled, or problematic orders.
Enabling Order Status Filtering
The order status filtering feature provides comprehensive control over when customers can access their downloads based on their order's current status in Shopify.
Basic Order Status Check Setting
To enable order status filtering for downloads:
- Navigate to Settings > Orders in your Filemonk dashboard
- Locate the "Order status check" section in the order settings
- Enable the "Check order status" toggle to activate status-based access control
- Choose a specific like "any", "payment status" or "fulfilment status" and then select the status the order should be matched to from the dropdown
- Save your settings to apply the order status filtering
When this setting is enabled, Filemonk will verify that orders match your specified status requirements before allowing downloads or sending email notifications.
Disable Access on Status Mismatch
For enhanced security and control, you can completely block access when orders don't meet status requirements:
- Enable the "Block access to downloads if status does not match" option below the main status check setting
- Save your settings to enforce strict status-based access control
This option ensures that customers cannot access downloads at all when their order status doesn't match your requirements, rather than just preventing new email notifications.
Order Status Types and Options
Filemonk supports three different types of order status filtering to match various business needs and workflows.
Financial Status Filtering
Control downloads based on payment and financial status of orders:
- Fully Paid: Only allow downloads when orders are fully paid
- Partially paid: Allow downloads for orders with partial payments
- Pending: Allow downloads for orders with pending payment status
Financial status filtering is the most common configuration, ensuring customers can only download products they've actually paid for.
Fulfillment Status Filtering
Control downloads based on order fulfillment status in your Shopify store:
- Fulfilled: Only allow downloads when orders are marked as fulfilled
- Partially fulfilled: Allow downloads when some items in the order are fulfilled
Fulfillment status filtering is useful when you want to coordinate digital downloads with physical product shipments or manual approval processes.
Common Use Cases for Order Status Filtering
Payment Verification Workflows
Ensure customers have actually paid before accessing digital products:
- Credit card verification: Wait for payment authorization before allowing downloads
- Bank transfer confirmation: Require manual payment confirmation for bank transfers
- Subscription payment validation: Ensure recurring payments are current
- Fraud prevention: Block downloads for high-risk or disputed payments
Approval-Based Digital Products
For products requiring manual review or approval:
- Content review: Use fulfillment status to gate access until content is approved
- License verification: Require manual license validation before download access
- Custom product completion: Wait for personalized products to be completed
- Quality assurance: Ensure products pass quality checks before customer access
Mixed Physical and Digital Orders
Coordinate delivery of physical and digital products:
- Bundle management: Ensure complete order fulfillment before digital access
- Return prevention: Block digital downloads if physical items are returned
- Customer service coordination: Manage access during order modifications
Troubleshooting
Symptom | Likely Cause | Fix |
|---|---|---|
Downloads blocked for paid orders | Order status check enabled but status doesn't match requirements | Verify order status in Shopify matches configured requirements |
Emails not sending for new orders | Status requirements not met at time of order creation | Check if orders meet financial/fulfillment/shipment requirements |
Inconsistent access for same order | Order status changing between validation attempts | Review order status history in Shopify for recent changes |
Customers can't access after partial refund | Refund handling blocking access incorrectly | Check partial refund settings and order financial status |
FAQs
Q: What happens if I enable order status filtering after customers already have access?
A: Existing customers will lose access if their orders don't meet the new status requirements. The system validates status on every download attempt.
Q: Can I use different status requirements for different products?
A: Currently, status requirements apply to all digital products. You cannot set different status rules for individual products or collections.
Q: How quickly does the system detect order status changes?
A: Status changes are detected through Shopify webhooks and typically update within a few minutes, though manual validation occurs on every download attempt.
Q: What do customers see when their order status doesn't allow downloads?
A: Customers see a clear message explaining that downloads aren't available and what status requirements need to be met for access.
Q: Can I manually override status requirements for specific orders?
A: Yes, administrators can manually grant access or send emails for orders that don't meet automatic status requirements through the order management interface.
Updated on: 19/08/2025
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