Verify Shopify Cash-on-Delivery Orders via WhatsApp with BotSailor

Streamline your COD order processing by automatically verifying customer intent using WhatsApp with BotSailor.
If you're running a Shopify store that accepts Cash-on-Delivery (COD) payments, verifying orders is crucial to reduce fake or unconfirmed transactions. BotSailor helps you automate this process using personalized WhatsApp messages and interactive buttons, keeping your operations smooth and your delivery success rate high.

What is WhatsApp COD Verification for Shopify?

COD Verification is a feature inside BotSailor that lets you send automated WhatsApp messages to customers after they place a COD order. These messages include order details and interactive buttons like Confirm Order or Cancel Order, allowing the customer to respond instantly. This confirmation step ensures you're dispatching only verified orders, saving time and money.

Why Use BotSailor for COD Order Verification?

✅ Reduce COD Fraud: Verify buyer intent before processing risky cash-on-delivery orders.

✅ Automate Customer Interaction: Save support hours by letting BotSailor handle order confirmations via WhatsApp.

✅ Increase Fulfillment Accuracy: Only confirmed orders proceed to delivery.

✅ Works with Shopify and WooCommerce: This guide focuses on Shopify setup, but BotSailor supports both.

How to Set Up Shopify COD Verification in BotSailor

Follow these simple steps to configure the automation.

Method 1: Using Automation from Bot Manager

Step 1: Navigate to WC/Shopify Automation Panel

• Go to the Bot Manager under WhatsApp on your BotSailor dashboard.
• Select your bot (e.g., “Anni Solutions Chat”).
• Scroll down and click WC/Shopify Automation.
• Click the Create button on the top right.

Step 2: Create a Shopify COD Verification Campaign

You’ll now configure the campaign settings.

• Campaign Name – Give your campaign a clear title (e.g., Shopify cod verify).
• Store Type – Toggle to Shopify.
• Select Store API – Choose or add your connected Shopify API.
• Action – Set as COD Verification.
• Message Delay – Set the time delay (e.g., 1 minute after order placement).
• Message Template – Select a pre-approved WhatsApp template like system_cod_order_verification_new.
• Country Code – Choose your country, e.g., Bangladesh (+880).
• Button Actions – Define what happens on “Confirm Order” (e.g., update tag) and “Cancel Order.”

Once everything is filled in, click Save.

Method 2: Using through Webhooks Workflow

Step 1: Navigate to Webhook Workflow in BotSailor

1. Log in to your BotSailor dashboard.
2. Go to WhatsApp > Webhook Workflow.
3. Click on Create to start a new workflow.
4. Fill Workflow Details

• Workflow Name: Enter a descriptive name like “Shopify COD Notification”.
• WhatsApp Account: Choose your connected number.
• Message Template: Select a pre-approved template like system_cod_order_verification_new.

Step 2: Copy the Webhook URL

Once you click Create Workflow, a Webhook Callback URL will be generated. This is the unique URL Shopify will call during order events.

Step 3: Go to Shopify and Open Webhooks Settings

• Log in to your Shopify store admin.
• Navigate to Settings.

• Click on Notifications, then select Webhooks.

Step 4: Create Webhook for Order Creation

• Click Create Webhook.

• Set:

Event: Order creation

Format: JSON

URL: Paste the BotSailor webhook URL you copied earlier.

Version: Use “unstable” or latest API version.

• Save the webhook.

Step 5: Capture Webhook Response in BotSailor

• Go back to BotSailor.
• Click Capture Webhook Response.

• Now trigger a test webhook from Shopify (via “Send test” option).

Step 6: Map Webhook Data to WhatsApp Template Variables

Match fields like:

• Phone Number → customer>phone (Make sure to use formatter to remove "+" sign, using trim left)
• User Name → billing_address>name
• Product List → line_items>0>name
• Total Price → current_subtotal_price
• Address → billing_address>address1

Also assign WhatsApp buttons:

• Confirm Order → triggers Shopify API (order-tag-update)
• Cancel Order → triggers Shopify API (order-cancel)

Step 7: Optional Customizations & Save Workflow

• Add message delay (e.g., send 1 min after webhook triggers).
• Add conditions (e.g., only for orders where payment status = pending).
• Assign team member or conversation group.

Click Save Workflow to activate your WhatsApp-based order confirmation.

Customer Experience After Order

When a customer places a COD order, they’ll see the standard Shopify confirmation screen like this:

Shortly after, they’ll receive a personalized WhatsApp message from your connected BotSailor number, like:

The message includes:

• Customer name
• Product details
• Total price
• Address
• Two buttons: Confirm Order and Cancel Order

This allows them to quickly confirm the order, helping you reduce invalid or unintentional purchases.

Where to View Message Status

1. Go to Webhook Workflows from your WhatsApp section in the BotSailor dashboard.
2. Select your bot and then select Shopify COD workflow from the list.
3. On the right, you’ll find the Workflow Report panel with detailed metrics.

Tips for Best Results

• Use an engaging message template that builds trust while requesting confirmation.
• Set a short message delay (1–2 minutes) for real-time engagement.
• Regularly monitor order confirmations via BotSailor to evaluate performance.
• Pair with broadcast or tag-based automation to nurture customers who cancel orders.

FAQs

Do I need WhatsApp API access to use this?
Yes, you need an approved WhatsApp Business API connected with BotSailor.

Can I use this for prepaid orders?
No, this feature is specific to Cash-on-Delivery (COD) verification.

Can I customize the message template?
You can use any approved template with variables like name, product, and address.

What happens if a customer doesn’t click confirm or cancel?
You can manually follow up, or BotSailor can tag the user for future automation.

Does this work for multi-product orders?
Yes, the system dynamically pulls the order details from Shopify.

How quickly is the WhatsApp message sent after the order?
You control the delay, typically 1–2 minutes for best conversion.

Can I apply this to multiple Shopify stores?
Yes, BotSailor supports connecting and managing multiple Shopify stores.

What if the customer doesn’t have WhatsApp?
The automation only works if the provided phone number is WhatsApp-enabled.

How do I track the confirmation status?
BotSailor tags the user or shows the button click event in your automation flow.

Will this affect my Shopify checkout or theme?
No, this operates independently via API and does not interfere with your store design.

Can I use this for prepaid orders?
Yes, just adjust your Shopify conditions or template variables accordingly.

What happens if the customer doesn’t respond?
You can create a reminder workflow using BotSailor’s delay + condition system.

Can I trigger messages for order fulfillment?
Yes, just change the webhook event in Shopify to Order fulfillment.

Is WhatsApp template approval needed?
Yes, the message template must be approved by Meta before use.

Can I use this with other eCommerce platforms?
This guide focuses on Shopify, but the same webhook logic applies to WooCommerce and custom systems.

Can I include a product image in the WhatsApp message?
Yes, if your template supports media headers.

Does this work with multiple Shopify stores?
Yes, just create a separate workflow and webhook for each.

Is JSON format necessary?
Yes, BotSailor reads data from JSON payloads.

Can I add coupon codes in the message?
Yes, if included in your webhook data or static text in template.

What if the message isn't sent?
Check webhook logs, response capture, and verify that the WhatsApp number format is correct.

Conclusion

Verifying Cash-on-Delivery orders using BotSailor's Shopify automation is a game-changer for eCommerce brands that want to cut down on losses and streamline order processing. With automated WhatsApp engagement and smart buttons, you ensure customer intent while offering a modern, responsive experience.

Take control of your COD orders with BotSailor. Set it once, and let it verify automatically every time.