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Tutorial for Shopify App for WhatsApp Notification: Easy Setup & Integration Guide
Chat ON Desk makes online shopping safer and easier for Shopify stores. It offers OTP-based login and checkout verification to stop fake orders and reduce fraud. By confirming each order with a one-time password, businesses can avoid unnecessary return-to-origin (RTO) losses that happen with cash on delivery (COD).
The platform also provides COD order confirmation through WhatsApp. Customers receive an instant message to confirm their order, and their response is directly synced with the Shopify admin panel. This ensures that only genuine COD orders are processed, saving time and money for the store.
Another powerful feature is COD to prepaid conversion. When customers place a COD order, they can be encouraged to switch to prepaid payment with a secure WhatsApp link. This reduces COD dependency, improves cash flow, and lowers the risk of order returns.
Why Use Chat ON Desk?
- Built for Mobile & COD Stores — Tailored for markets where cash-on-delivery and mobile-first shopping are dominant.
- Boosts Conversions & Security — Utilize OTP authentication for safer logins and checkouts.
- Automated Cart Recovery — Sends pre-built WhatsApp flows to bring back abandoned shoppers.
- Instant Order Alerts via WhatsApp — Keep customers informed with real-time updates on orders, shipping, and refunds.
- Quick & No-Code Setup — Go live in as little as 3 minutes without developer resources.
- Localized for India — Offers INR billing, GST support, and dedicated WhatsApp customer support.
Step-by-Step Guide
Integrating Chat ON Desk with Shopify
Step 1: Install the App
- Go to Shopify App Store → Search for Chat ON Desk.
- Click Add App → Install → Grant permissions.
Step 2: Connect Chat ON Desk
- Open the Chat ON Desk dashboard.
- Log in with your account (or sign up).
- Connect Shopify store by entering your Shopify domain.
Step 3: Select WhatsApp Template
How to select a template:
- Go to Templates inside Chat ON Desk admin panel.
- Choose from Business Templates (pre-approved) or Custom Templates.
- Select language, category.
- Submit for WhatsApp approval if you create a new one.
- Once approved → assign to automation.
Step 4: Configure Admin Notifications
This ensures you (store owner/admin) get notified when customers interact.
In Chat ON Desk Dashboard → go to Notification Settings.
- In Chat ON Desk Dashboard → go to Notification Settings.
- Enable Admin Notifications.
- Choose where to receive alerts:
- WhatsApp message to admin number
- Email alerts
- In-app dashboard alerts
- Example use cases:
- New order received → admin gets instant WhatsApp ping
- Customer replies → admin notified
- Failed payment → alert sent
Step 5: Test the Setup
- Use pre-set flows like:
- Order Confirmation
- Shipping Notification
- Abandoned Cart Reminder
- Feedback Request
- Link each trigger to the right template.
Step 6: Test the Setup
- Place a test order on Shopify.
- Check if:
- Customer receives WhatsApp message with the selected template.
- Admin receives a notification instantly.