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Confirm COD orders

Send a WhatsApp confirmation request when a pending-payment cash-on-delivery (COD) order is created in Shopify. You can track the customer’s quick reply during the tracking period you set.

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Before you start

  • Connect your Shopify store to YCloud.
  • Select the WhatsApp Business phone number that will send the confirmation.
  • Prepare an approved WhatsApp template with at least one quick-reply button.

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Configure the workflow

  1. In YCloud, go to Integrations > Shopify > Shopify Journey. Open the COD order confirmation workflow and select Edit.
Shopify Journey page showing the COD Order confirmation workflow
  1. Choose the WhatsApp Business phone number that will send the request.
COD Order confirmation workflow settings with the sender selector
  1. Choose the confirmation template. If the template contains variables, map the supported Shopify information to them.
WhatsApp template selector for the COD Order confirmation workflow
  1. Configure the quick-reply options that customers can use to submit a confirmation or cancellation response.
COD Order confirmation workflow with confirmation and cancellation quick-reply selectors
  1. Set when to send the request after the COD order is created, then set the tracking period for customer replies.
COD Order confirmation workflow timing and reply tracking settings
  1. Select Save, then activate the workflow.

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Review activity

Open Logs to review delivery and reply records.
Shopify Journey page with the Logs action highlighted for the COD Order confirmation workflow

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Recommendations

  • Send the confirmation promptly enough for the buyer to recognize the order.
  • Use unambiguous quick-reply labels so buyers know how to respond.
  • Set a tracking period that matches how long your team can act on a response.

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Frequently Asked Questions

The workflow processes newly created Shopify orders with pending payment status.
The workflow uses quick replies to recognize the customer’s confirmation or cancellation response during the tracking period.