BotSailor now offers a simpler way to connect Shopify with WhatsApp automation. Merchants only need to enter their Shopify store subdomain, install the BotSailor app from the Shopify admin panel, and complete the connection in a few clicks.
After connecting the store, merchants must create and activate the required automation campaigns inside BotSailor. These campaigns can automate abandoned cart recovery, new order notifications, order status updates, and Cash on Delivery verification through WhatsApp.
Connecting your Shopify store with BotSailor allows you to automate important e-commerce interactions through WhatsApp.
The integration process is now much simpler. You no longer need to create a Shopify custom app, configure API permissions, or manually generate an Admin Access Token. You only need to enter your Shopify store subdomain and complete a few authorization steps to connect your store.
After the connection is complete, you must set up the required automation campaigns inside BotSailor. These campaigns determine which Shopify events trigger WhatsApp messages, such as abandoned cart reminders, order notifications, shipping updates, and Cash on Delivery verification messages. Once the campaigns are configured and activated, BotSailor can automatically communicate with customers throughout their purchasing journey.
What You Need Before Connecting Shopify
Before starting the integration, make sure you have:
- An active Shopify store
- Access to the Shopify store admin account
- A BotSailor account
- Your Shopify store subdomain
- A connected WhatsApp account inside BotSailor for sending automation messages
Your Shopify subdomain is the unique part of your Shopify store address.
Example of a Shopify Store URL: your-store.shopify.com
How to Connect Shopify With BotSailor
Follow the step-by-step instructions below to connect your Shopify store with BotSailor and prepare it for automated WhatsApp order notifications, abandoned cart recovery, and Cash on Delivery verification campaigns.
Step 1: Log In to BotSailor
Log in to your BotSailor account and it will take you to the BotSailor’s Dashboard.
Step 2: Open the Integration Section
From the left sidebar, click Connect Account. Find the Shopify Connect option and click on the “Connect Shopify” button.
Step 3: Enter the Shopify shop address / URL
Inside the Shopify store connection, put your Shopify shop address/ URL and click on the “Connect Store” button.[Make sure you are logged in to your Shopify admin account on the same browser]
Step 4: Install the BotSailor app in your Shopify admin panel
Once you click the Connect Store button, you will be redirected to your Shopify admin panel and prompted to install the BotSailor app. Click Install to authorize the connection.
After the installation is complete, you will be redirected back to your BotSailor account, where a success message will confirm that the integration has been completed. Your connected Shopify store will then appear in the store list below.
What to Do After Connecting Shopify
Connecting the store is the first step. You must also configure the WhatsApp automation you want BotSailor to perform.
Connect Your WhatsApp Account
Make sure an eligible WhatsApp account is connected to BotSailor and ready to send messages.
Prepare Your Message Templates
BotSailor provides ready-made system message templates for Shopify automation campaigns. These templates can be created with a single click, making it easy to set up abandoned cart reminders, order notifications, order update messages, and Cash on Delivery verification.
Merchants who prefer more control can also create custom WhatsApp message templates based on their brand voice, communication style, and campaign requirements. Custom templates may need to be submitted for WhatsApp approval before they can be used for business-initiated messages.
What Can You Automate With the Shopify Integration?
After integrating Shopify with BotSailor, you can create WhatsApp automation for several important customer interactions.
Abandoned Cart Recovery
When a customer adds products to their cart but does not complete the purchase, BotSailor can automatically send a WhatsApp recovery message. The message can remind the customer about the products left behind and encourage them to return to the store and complete the order.
This helps Shopify merchants recover potential sales that might otherwise be lost.
Order Notifications
BotSailor can send automated WhatsApp notifications when a new order is created. These messages keep customers informed.
Cash on Delivery Verification
Cash on Delivery orders can create operational challenges when customers place orders without confirming their purchase intention. With BotSailor, you can send an automated WhatsApp verification message after a COD order is placed. The customer can confirm or cancel the order directly through WhatsApp.
This helps merchants identify genuine orders, reduce fake or incomplete orders, and avoid unnecessary packaging and delivery costs.
Order Update Notifications
BotSailor can automatically notify customers through WhatsApp whenever the status of an order changes.
Depending on the automation campaign, customers can receive updates when an order is confirmed, processed, fulfilled, shipped, or delivered. These timely notifications keep customers informed throughout the order journey and reduce repetitive support inquiries about order status.
Benefits of Connecting Shopify With BotSailor
The integration helps Shopify merchants improve both customer communication and store operations.
Faster Customer Communication
WhatsApp messages can reach customers quickly on a channel they already use regularly. Customers do not need to repeatedly check their email or visit the store to find order information.
Improved Customer Experience
Automatic updates keep customers informed from the moment they place an order until the order is delivered. This creates a more transparent and reliable shopping experience.
More Recovered Sales
Automated abandoned cart reminders encourage interested shoppers to return and finish their purchases, helping merchants increase conversions without manually contacting each customer.
Fewer Unverified COD Orders
WhatsApp verification allows merchants to confirm COD orders before processing them. This can reduce fake orders, failed deliveries, return-to-origin costs, and unnecessary operational work.
Reduced Manual Work
Your team does not need to send every order update, cart reminder, or verification message manually. BotSailor runs the workflows automatically based on Shopify activity.
Best Practices for Shopify WhatsApp Automation
Keep Messages Clear
Customers should immediately understand why they are receiving the message and what action they need to take.
Include Useful Order Information
Where appropriate, include relevant details such as the customer’s name, order number, order status, product information, or tracking link.
Use Clear Calls to Action
For abandoned carts, provide a direct link to complete the purchase. For COD verification, use clear confirmation and cancellation options.
Avoid Sending Too Many Messages
Send messages when they provide genuine value. Too many unnecessary notifications can reduce engagement and create a poor customer experience.
Follow WhatsApp Messaging Rules
Use approved message templates where required and make sure your messaging practices comply with WhatsApp policies and customer consent requirements.
Monitor Automation Performance
Track message delivery, customer responses, cart recoveries, COD confirmations, and conversion results. Use this information to improve your message content and automation timing.
Integrating Shopify with BotSailor gives merchants a simple way to automate important customer interactions through WhatsApp.
The updated setup removes the complicated process of creating a custom Shopify app, selecting API permissions, and generating an Admin Access Token. Merchants can now connect their stores using a Shopify subdomain and complete the authorization in only a few clicks.
Once the store is connected, BotSailor can help recover abandoned carts, send real-time order notifications, verify COD orders, reduce manual work, and create a more responsive customer experience.
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How to Recover Shopify Abandoned Cart by WhatsApp with BotSailor
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