• COD VERIFICATION & AVAILABILITY • SETUP GUIDE

How to Configure WhatsApp OTP Verification for COD Orders

How to Configure WhatsApp OTP Verification for COD Orders

In many mobile-first international markets—including India, the Middle East, Latin America, and Southeast Asia—shoppers check WhatsApp far more frequently than email. Offering WhatsApp OTP verification ensures instant code delivery, higher checkout conversion rates, and guaranteed mobile number ownership before a Cash on Delivery order is placed.

With Rivio COD & Partial Payments, you can enable WhatsApp verification alongside or as an alternative to email verification in just a few clicks.

In this guide, you will learn how to turn on WhatsApp verification, understand how message delivery rates work, and test the customer verification flow using your own phone.


Before You Begin

Before setting up WhatsApp OTP verification, ensure that:

  • Rivio COD & Partial Payments is installed and the theme app embed is active.
  • You have reviewed the per-delivered WhatsApp message rate for your store's country.

Step-by-Step Instructions

  1. From your Shopify admin, open Apps → Rivio COD & Partial Payments.
  2. Go to Features → COD verification (or navigate to Features and click Manage on the COD verification card).
  3. Scroll down to the Verification section.
  4. Under Verification channel, check the box labeled WhatsApp.
📸 SCREENSHOT PLACEHOLDER: SC-COD-017

Rivio COD verification settings showing the WhatsApp verification channel checkbox enabled

Rivio COD verification settings showing the WhatsApp verification channel checkbox enabled

You can keep both Email and WhatsApp checked. In this dual configuration, Rivio provides an intuitive channel toggle so customers can pick their preferred verification method.

  1. *(Optional)* In the Verified order tag field, confirm your tag (default: verified).
  2. Scroll down and click Save in the top-right corner.

Step 2: Approving Message Usage Charges in Shopify

Because WhatsApp messages are dispatched over Meta's official WhatsApp Business Platform, message charges are billed directly through Shopify App Usage Charges:

  1. In the navigation sidebar, click Pricing (or go to Customer messages).
  2. Under Message charges, click the button labeled Approve message charges.
📸 SCREENSHOT PLACEHOLDER: SC-COD-018

Rivio COD message charges card highlighting the Approve message charges button

Rivio COD message charges card highlighting the Approve message charges button
  1. Shopify’s standard billing approval screen will appear. Confirm the monthly usage ceiling (capped at $2,000 to protect your store).
  2. Click Approve.

Step 3: Test with the Phone Simulator

  1. Navigate to Customer messages in your app navigation.
  2. Scroll down to the card titled See it on your phone.
  3. Enter your personal mobile number including the international country code (for example: +1 for USA, +91 for India, +44 for UK).
  4. Click Send sample message.
  5. Check your WhatsApp app to see the official verified template delivered in real time!

Configuration Settings & Options

Setting Default Description Best Practice Recommendation
WhatsApp Verification Unchecked Enables WhatsApp OTP delivery on the storefront popup. Turn On in high WhatsApp adoption markets.
Email Verification Checked Enables email OTP delivery. Keep both enabled to offer customer choice.
Shop country selector Auto-detected Displays the exact per-message delivery charge in your currency. Review under Pricing to calculate message ROI.
Usage charge ceiling $2,000.00 Maximum monthly usage charge buffer approved via Shopify. Protects store owners from unexpected overages.

Example Scenario

Slashing RTO Returns by 45% in the UAE

An electronics merchant based in Dubai experienced a 30% return rate on Cash on Delivery orders, with couriers frequently reporting "customer unreachable" or "wrong phone number." By enabling WhatsApp OTP verification, buyers verified their active WhatsApp number prior to checkout. Delivery drivers were able to message buyers directly on delivery day, slashing return rates from 30% down to under 12%.


Important Notes & Limitations

Messages that fail to deliver (e.g. invalid numbers or disconnected phones) and test simulator samples are never charged to your bill. You are only billed when a message is successfully delivered.

WhatsApp verification templates are pre-approved by Meta for transactional security. The message displays *RivioApps* as the sender service until custom enterprise sender integration is released.


Troubleshooting

Customers do not receive the WhatsApp OTP code

  • Possible Cause: The customer forgot to include their international country dial code, or your monthly Shopify usage ceiling was reached.
  • How to Fix:
  1. The Rivio popup automatically pre-fills the country code based on the shopper's location; verify that the flag icon matches their region.
  2. Check Pricing in your admin to confirm that message charges have been approved in Shopify.

Related Guides


Need Help?

Have questions about WhatsApp OTP setup or country delivery rates? Contact our specialists!