How to set up Cash on Delivery (COD) in Shopify

Sophia Updated by Sophia

What is Cash on Delivery?

Cash on delivery (COD) is a feature that we have introduced with Shopify; whereby when you have a payment option as "Cash on Delivery" set up in your Shopify store. Once a user selects to pay via "Cash on Delivery" it will trigger a notification message onto their Whatsapp to confirm or cancel the order.

How do I set this up?

There are a few requisites you must have set up.

  • Make phone number collection compulsory
  • Have COD selected as a payment option

I am an existing Shopify WATI user - how can I use this feature?

You will be prompted to accept our updated permissions; make sure to accept them.

What does Each function support?

Message Setup Page:

Section Name

Feature Functionality

Countries

Countries you wish to send your COD message to - by default it will be set to all countries

WhatsApp confirmation message template

Use our default template "shopify_default_cod_confirm_order" to send the COD message. Paid users can customize this template message.

If user want to create new confirmation message for COD, user can go to Broadcast --> Template Messages and get some fixed variables of Shopify in here: https://support.wati.io/l/en/article/fiic01psja-what-are-fix-variables-for-shopify-integration

Activate WhatsApp follow up

Follow up - one additional follow up message can be sent up to 55 minutes after the first message.

Cancellation Status

If an order is cancelled, automatically cancel the order in Shopify - will cancel the order.

If an order has no response, automatically cancel the order in Shopify - will be marked as unconfirmed after 24 hours.

Tag your COD orders

This section will allow you to customize the tag comment, by default it will be set to by WATI

Orders Page:

Section Name

Feature Functionality

Search Bar

Search by orders, customer name

Confirm Order

After orders get tagged as unconfirmed, they can be updated to tagged as "confirmed"

Cancel Order

After orders get tagged as unconfirmed, they can be updated to tagged as "cancelled"

All

Filter by states "unconfirmed", "confirmed", "cancelled", "nil"

Date

Filter by date the order was placed

All

Filter by Whatsapp message delivery status - "successful", "unsuccessful"

What do the analytics mean?

Total Revenue

Total revenue of the confirmed orders

Total Orders

Total number of orders (includes unconfirmed, confirmed and cancelled)

Confirmed Orders

Total number of confirmed orders

Unconfirmed Orders

Total number of unconfirmed orders

Cancelled Orders

Total number of cancelled orders

Delivered

Total number of delivered Whatsapp messages

Failed

Total number of failed Whatsapp messages

How did we do?

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