How to Integrate Shopify for WhatsApp Automation
Connect Shopify, configure four WhatsApp automation campaigns, and verify customer notifications.
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
Guide Scope
This walkthrough uses the MineCraft Shopify store and the Bikroy Shop WhatsApp account. The connection method shown is app installation and authorization. Create and activate each campaign separately after connecting the store.
Reader Journey:
Before You Begin
- 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.myshopify.com
In this walkthrough: cdch9b-e1.myshopify.com. Find your store address in Shopify → Settings → Domains.
Before sending your test messages
Use an approved message template and confirm that the connected WhatsApp account can send it. If a delivery report identifies missing WhatsApp currency or a payment method, complete that account’s billing setup and test again.
Part 01: How to Connect Shopify With BotSailor
Find your Shopify store address
Sign in to your MineCraft Shopify admin. Open Settings → Domains and copy the address ending in .myshopify.com.
Screenshot 01: Find the MineCraft store address in Shopify Settings → Domains.
Open Connect Shopify
Log in to your BotSailor account, and it will take you to the BotSailor’s Dashboard. From the left sidebar, click Connect Account. Find the Shopify Connect option and click on the “Connect Shopify” button. And put the store URL cdch9b-e1.myshopify.com at “Shopify shop address ” and click to connect the store
Screenshot 02: Open Connect Account and choose Connect Shopify in BotSailor.
Enter the address and install the app
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]
Enter cdch9b-e1.myshopify.com and click Connect Store. Shopify will open the installation page shown, where you review the permissions and click Install.
Screenshot 03: Review access requested by BotSailor by Xerone IT and click Install.
Select the intended store
The supplied installation screenshot shows “My Store.” For this walkthrough, confirm that you are authorizing MineCraft before clicking Install. The screenshot illustrates the app installation screen.
Confirm 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.
Screenshot 04: MineCraft appears in Connected Stores with Active status.
Connection check
Confirm MineCraft appears in Connected Stores with Status set to Active. This confirms the store connection; configure the automation campaigns below to send messages.
Part 02: Prepare Your WhatsApp Account and Message Templates
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 and system variables to get faster result and 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.
Some one who need more freedom in there whatsapp message they can cusomize their own message
Screenshot 05: Check message template approval status for the selected WhatsApp account.
Templates and variables
Select a template with Approved status before using it. Both system templates and custom templates need approval. System variables populate customer, cart, and order information; they simplify configuration and do not establish a faster delivery time. Configure custom variables to supply the intended values.
What Can You Automate With the Shopify Integration?
Part 03: Order Notifications
Follow these steps to create and test an Order Notification campaign for your MineCraft store:
Select the WhatsApp account
Open Chatbot Manager and select the WhatsApp account you want to use. In this example, select “Bikroy Shop.”
Create a new campaign
Go to Commerce → Store Automation and click “+ Create.”
Name the campaign
Enter “MineCraft Order Notifications” in the Campaign Name field.
Choose Shopify, MineCraft, and Order Notification
Select Shopify as the Store Type, MineCraft as the Store API, and Order Notification as the Action.
Set the delay and message template
Set Message Delay to 0 minutes. Select the approved order notification template. In this example, use “system_order_success_notification_new_local.”
Screenshot 06: Configure the Shopify Order Notification campaign and approved template.
Review country code and optional assignments
Leave Country Code blank if customer phone numbers already include their country code. Otherwise, select the appropriate country code. Leave Assign Label and Assign Sequence blank for this initial test.
Save and activate
Click Save. Confirm that the new campaign appears in the list and its Status toggle is green.
Open the MineCraft storefront
Open the MineCraft storefront and select a product.
Choose a product and Buy it now
Choose the product options and quantity, then click “Buy it now.”
Complete the customer details
On the Checkout page, enter the customer’s name, delivery address, and WhatsApp phone number, including the country code.
Screenshot 07: Choose a product and enter customer details at checkout.
Complete checkout
Select an available payment method and complete checkout. Confirm that Shopify has created the order.
Check WhatsApp
Open WhatsApp on the phone associated with the customer’s number and check for the order notification.
Verification
Verify that the notification contains the correct customer name, product, total price, and delivery address. The test is complete when the notification arrives with details matching the Shopify order.
Part 04: Cash on Delivery Verification
Follow these steps to create and test a Cash on Delivery Verification campaign for your MineCraft store:
Select Bikroy Shop
Open Chatbot Manager and select Bikroy Shop .
Create a new campaign
Go to Commerce → Store Automation and click + Create .
Name the campaign
Enter MineCraft COD Verification in the Campaign Name field.
Choose Shopify, MineCraft, and COD Verification
Select Shopify as the Store Type, MineCraft as the Store API, and COD Verification as the Action.
Set the delay and message template
Set Message Delay to 0 minutes to send the verification request immediately. Select the approved system_cod_order_verification_new_local message template.
Review country code and optional assignments
Leave Country Code blank if customer phone numbers already include their country code. Otherwise, select the appropriate country code. Leave Assign Label and Assign Sequence blank for this initial test.
Configure Confirm Order and Cancel Order
Under Confirm Order , select Update Tag and enter order-confirmed as the Note/Tag Text. Under Cancel Order , select the Cancel Order action.
Screenshot 08: Configure COD Verification, the confirmation tag, and the cancellation action.
Set the test delay before saving
This form screenshot shows Message Delay at 15 minutes and Select Store API awaiting a selection. The written test uses 0 minutes and MineCraft. Complete those values, enter the campaign name, and select an approved template before saving.
Save and activate
Click Save . Confirm that the campaign appears in the list with its Status toggle green.
Choose a product
Open the MineCraft storefront and select a product. Choose its options and quantity, then click Buy it now .
Complete the customer details
On the Checkout page, enter the customer’s contact information, delivery address, and WhatsApp phone number, including the country code.
Place a Cash on Delivery order
Select Cash on Delivery (COD) as the payment method and click Complete order . Confirm that Shopify has created the order.
Screenshot 09: Select Cash on Delivery (COD), then complete the order.
Check the verification message
Open the customer’s WhatsApp and check for the COD verification message. Verify that the customer name, product, total price, and delivery address match the Shopify order.
Confirm the order and verify its tag
Tap Confirm Order . Check that the confirmation reply arrives, then open the order in Shopify and verify that the order-confirmed tag has been added.
Test cancellation with a separate order
To test cancellation, create a separate COD order and tap Cancel Order in its WhatsApp verification message. Check the order in Shopify to verify that cancellation succeeded.
Verification
The test is complete when the verification message arrives with matching order details and each button performs its configured action.
Part 05: Abandoned Cart Recovery
Follow these steps to create and test an Abandoned Cart Recovery campaign for your MineCraft store:
Select Bikroy Shop
Open Chatbot Manager and select Bikroy Shop .
Create a new campaign
Go to Commerce → Store Automation and click + Create .
Name the campaign
Enter MineCraft Abandoned Cart Recovery in the Campaign Name field.
Choose Shopify, MineCraft, and Abandoned Cart Recovery
Select Shopify as the Store Type, MineCraft as the Store API, and Abandoned Cart Recovery as the Action.
Set the reminder delay and template
Set Message Delay to the number of minutes you want to wait before sending the recovery reminder. Select an approved abandoned cart recovery message template.
Preserve the recovery message variables
Keep the template’s system variables so the message includes the customer’s name, product list, total price, and checkout recovery link.
Screenshot 10: Configure the Abandoned Cart Recovery campaign and its message template.
Check the recovery campaign before saving
The updated screenshot shows MineCraft, a campaign name, a recovery template, and a 0-minute test delay. Confirm that the selected template is approved, preserve its recovery variables, and choose the delay you want before saving. If using a media template, supply media suitable for your store.
Review country code and optional assignments
Leave Country Code blank if customer phone numbers already include their country code. Otherwise, select the appropriate country code. Leave Assign Label and Assign Sequence blank for this initial test.
Save and activate
Click Save . Confirm that the campaign appears in the list with its Status toggle green.
Choose a product
Open the MineCraft storefront and select a product. Choose its options and quantity, then click Buy it now .
Leave checkout unfinished
On the Checkout page, enter the customer’s contact information, delivery address, and WhatsApp phone number, including the country code. Allow the checkout information to save, then leave the page without clicking Complete order .
Screenshot 11: Enter checkout details and leave without completing the order.
Wait for the abandoned checkout
Wait for Shopify to register the abandoned checkout and for the configured message delay to pass.
Screenshot 12: Review the abandoned checkout in Shopify before testing recovery.
Check the recovery reminder
Open the customer’s WhatsApp and check for the recovery reminder. Verify that the customer’s name, product list, and total price match the abandoned checkout.
Test the recovery link
Tap the Checkout now recovery link in the message. Confirm that it opens the customer’s checkout with the correct products and details.
Complete checkout and verify the order
Complete checkout using an available payment method. Open Shopify → Orders and verify that the corresponding order has been created.
Verification
The test is complete when the recovery reminder arrives with matching cart details, its link restores the correct checkout, and completing that checkout creates the corresponding Shopify order.
Part 06: Order Update Notifications
Follow these steps to create and test an Order Update Notifications campaign for your MineCraft store:
Select Bikroy Shop
Open Chatbot Manager and select Bikroy Shop .
Create a new campaign
Go to Commerce → Store Automation and click + Create .
Name the campaign
Enter MineCraft Order Update Notifications in the Campaign Name field.
Choose Shopify, MineCraft, and Order Update Notification
Select Shopify as the Store Type, MineCraft as the Store API, and Order Update Notification as the Action.
Set the delay and an order-update template
Set Message Delay to 0 minutes for the initial test. Select an approved message template intended for order updates.
Preserve the order and status variables
Keep the template’s system variables so each message uses the corresponding customer and order information. Where included, check that the order number, fulfillment status, payment status, product list, total price, and delivery address use the appropriate variables.
Screenshot 13: Choose the Order Update Notification action and review the template selection.
Choose an order-update template
The screenshot’s selected template is system_order_success_notification_new_local, which is used for new order notifications earlier in this guide. For this action, select an approved order-update template containing the intended order and status variables. Select MineCraft and fill the campaign name before saving.
Review country code and optional assignments
Leave Country Code blank if customer phone numbers already include their country code. Otherwise, select the appropriate country code. Leave Assign Label and Assign Sequence blank for this initial test.
Save and activate
Click Save . Confirm that the campaign appears in the list with its Status toggle green.
Choose a product
Open the MineCraft storefront and select a product. Choose its options and quantity, then click Buy it now .
Complete a new test order
On the Checkout page, enter the customer’s name, delivery address, and WhatsApp phone number, including the country code. Select an available payment method and complete checkout.
Screenshot 14: Create the test order from the MineCraft checkout.
Locate the order in Shopify
Open Shopify → Orders and locate the newly created test order. Record its order number and current fulfillment status.
Mark the test order as fulfilled
For a test order that you fulfill manually, click Mark as fulfilled in its Unfulfilled section, then confirm the action. Check that its fulfillment status changes to Fulfilled .
Screenshot 15: Open the test order in Shopify and check its fulfillment status.
Check the WhatsApp update
Wait for the configured message delay and processing time, then open the customer’s WhatsApp to check for the order update notification.
Review the campaign delivery report
Return to BotSailor → Commerce → Store Automation and open the campaign report using its eye icon. Check the delivery result. If the message failed, review the Response column.
Verification
Verify that the notification belongs to the same Shopify order and that any status information displayed matches the updated order. The test is complete when the supported order update triggers a delivered WhatsApp message with accurate details.
Part 07: Review the End-user Notifications
The conversation below shows the customer receiving Order Notifications, Cash on Delivery Verification, Abandoned Cart Recovery, and Order Update Notifications. Scroll inside the phone to read the messages.
Customer-side example: order details, COD confirmation, a recovery reminder, and an order update.
Read the notification examples with their test records
The supplied messages show Handcrafted Leather Wallet and BDT 1,351.75. Some checkout screenshots show different totals or addresses. These are examples from different test records; verify each received message against its own Shopify order or abandoned checkout.
Tracking link in the supplied example
The last notification contains an example.com tracking address and visible Markdown link syntax. Its text is preserved in this transcript. Configure your production template with a real order-status or tracking URL and check the rendered link before sending it.
View the original end-user notification screenshot
Screenshot 16: Original WhatsApp end-user notification screenshot supplied in the draft.
Verification: How Do You Know the Shopify Automation Is Working?
- The intended Shopify store appears as Active in BotSailor.
- Each campaign has the correct store, action, approved message template, message delay, and active status.
- The order notification arrives with details matching the same Shopify order.
- COD confirmation adds the configured
order-confirmedtag in Shopify. Cancellation is checked using a separate COD test order. - The recovery reminder matches the abandoned checkout, its link restores that checkout, and completing it creates the corresponding order.
- A supported order update produces a delivered WhatsApp message whose displayed statuses match the updated Shopify order.
- The campaign report confirms delivery. Any failed row is reviewed using its Response field.
What the supplied notification screenshot establishes
It shows received notification messages and the customer’s COD confirmation exchange. Check Shopify and the campaign report separately to verify the resulting tag, cancellation action, recovered order, fulfillment status, and delivery record.
Common Troubleshooting
Key Takeaways for Shopify WhatsApp Automation
- Connect Shopify through the BotSailor app authorization flow, then configure each automation campaign separately.
- Use approved templates and retain the appropriate system variables for customer, cart, order, and status information.
- Treat Order Notifications, COD Verification, Abandoned Cart Recovery, and Order Update Notifications as separate actions with their own tests.
- Check both the customer’s WhatsApp message and the corresponding Shopify record or campaign report.
- Match each verification result to the exact order or abandoned checkout that triggered it.
Next Steps
After the initial tests, review your message wording, variable mapping, links, and campaign delay for each automation. Repeat the tests after changing templates or campaign settings, and use the delivery reports to investigate failures.
Success
Your setup is ready for the tested workflows when each intended Shopify event produces the correct WhatsApp message, each customer action performs its configured task, and the matching Shopify records and campaign reports confirm the result.
Related Resources
BotSailor: How to Integrate Shopify for WhatsApp Automation
Shopify Help Center: Domains
