Sending Shopify COD Confirmation Messages on WhatsApp

Sending Shopify COD Confirmation Messages on WhatsApp

Cash on Delivery (COD) orders are convenient for customers, but they can also lead to fake or unconfirmed purchases that waste time and shipping costs. With BotBee, you can automatically verify COD orders through WhatsApp before processing them.

There are two effective ways to verify Shopify Cash on Delivery (COD) orders using BotBee.

The first method uses BotBee’s built-in Shopify automation system, making it quick and easy to set up COD verification through WhatsApp. The second method uses webhooks, which provides more flexibility and advanced customization options for businesses with specific workflow requirements.

In this article, we’ll explore both methods step by step so you can choose the one that best fits your Shopify store and business needs.

Method 1: Using Default Templates:

Step 1: Integrate Shopify with BotBee:

Before creating the automation, make sure your Shopify store is connected to BotBee.

Open your BotBee dashboard
Navigate to Settings under Control Panel.
Click on E-commerce then Create.
Connect your Shopify store using API credentials

If you haven’t completed this step yet, make sure your store is fully integrated before proceeding. Here is a reference article: Integrating Shopify Store with BotBee

Once connected successfully, your store will appear inside BotBee automation settings.

Step 2: Create WhatsApp Message Templates:

Go to WhatsApp Bot Manager
Open Message Template

You can either:

Create custom templates or Use the Create Default option to generate ready-made templates automatically
Click on Create then Default Templates.

BotBee will generate standard templates including the COD verification template with: Confirm button and Cancel button.

After submission, wait until the template status becomes Approved.

Step 3: Create the Automation Campaign:

In the Bot Manager, Scroll down and click on “WC/Shopify Automation”
Click Create to start a new automation campaign.

Fill in the required information:

You will need to configure several fields:

Campaign Name: Enter a name for your campaign so it’s easy to identify later.
Store Type & API: Choose Shopify and choose the corresponding API.
Action: From the dropdown menu, select COD Verification.
Message Delay: Set how long BotBee should wait before sending the WhatsApp message.
The default is 15 minutes, but you can adjust it depending on your workflow.
Template Selection: BotBee automatically selects the appropriate template for COD verification. This message contains two buttons:

Important:

Make sure both buttons in the COD verification template are connected to the bot flow. This ensures the conversation continues properly after the customer clicks a button.

Confirm Order: When the customer clicks this button, the bot should send a confirmation message such as “Your order has been successfully confirmed. We will start processing it shortly.”
Cancel Order: When the customer clicks this button, the bot should send a message like “Your order has been cancelled.” and the order status in your WooCommerce or Shopify store will automatically update to Cancelled.

Update Note & Note/Tag Text

Update Note: Select this option for the Confirm Order button to automatically add a note to the order when the customer confirms it on WhatsApp.
Note/Tag Text: In this field, enter a tag like order-confirmed.

Assign Labels (Optional): You can assign labels or sequences to customers based on their interaction.

After filling in the details, click Save to activate the automation campaign.

Step 5: Save and Test the Automation:

Place a test COD order on your Shopify store

Wait for the configured delay time
Check the WhatsApp message delivery
When you click the Confirm button:

The order should update automatically in Shopify
The assigned verification tag should appear in the order details.

This confirms your automation is working correctly.

Method 2: Using Custom Templates with Webhook Integration:

Step 1: Create custom message template:

Go to Bot Manager → Message Template.
Click Create and enter a name for your template.
Write the message body and include variables for dynamic data.
Common variables include: Order ID, Order Price.
Add two Custom Buttons: Confirm , Cancel Order.
Click Save and wait for the template to be approved by WhatsApp.

Step 2: Create Postbacks for Buttons:

These define what happens when a user clicks a button.
Go to Bot Manager → Bot Reply
Click on Create.
Write the message you want to send after someone clicks on Confirm/Cancel.
You can also use system action buttons.

Step 3: Set Up the Webhook Workflow in BotBee:

Go to Webhook Workflow under WhatsApp and click Create.
Enter a workflow name.
Select the message template you created earlier.
Choose the WhatsApp account that will send the message.
Click Create Workflow.

BotBee will generate a unique Webhook URL.
Copy this URL, as it will be required in WooCommerce.

Step 4: Connect Shopify to BotBee:

Open your Shopify dashboard
Go to Settings → Notifications
Scroll down to Webhooks
Click Create Webhook

Configure it like this:

Event: Order Creation
Format: JSON
URL: Paste the BotBee Webhook Callback URL
Save the webhook.

Step 5: Map Shopify Data Fields:

In BotBee, click Capture Webhook Response

Place a test order using dummy details.

Now map and format key fields:

Phone Number: Map the customer’s phone number field. (From Raw data)
Use a formatter to clean the number (remove “+”, or dash) so WhatsApp can process it correctly.

Username: Map customer’s first name. Use a formatter concat right to add last name.
Add Product List: To show multiple products in one message, Use Formatter, Action: Concat List Items.

You will have to map all the data in this manner.

Select post backs for the custom buttons that we have used on the message template. We have already created two different chatbots for buttons. Let's select the postback for each of the custom buttons so when the user clicks on the button they will get a reply.

Also we need to confirm or cancel the order according to the button they click, for that we will use Callback APIs.
Now we will set up the API for confirming or cancelling the order.
Click on the New button.

Give a name to the Callback API.
Select the API action, here we will select Shopify order Note update.
Select your Store API.
Put a note here that you want to add to the order for confirmation.
Click on save Callback API.

Make a new Callback API for cancellation button too.
Now select the Callback API which we have just created for the respective buttons.

Step 6: Set Sending Conditions (COD Only):

To avoid sending messages to prepaid orders we will set a condition so that this message will be sent only to those who placed an order with cash on delivery.