EasySell Setup Guide: Get Started in 15 Minutes (2026)

You installed EasySell and now you're staring at the dashboard. Tabs for forms, upsells, verification, tracking, and about a dozen settings you've never seen before. This EasySell setup guide covers exactly where to start — and how to get your first order form live in 15 minutes.

Most merchants spend their first hour clicking around, toggling random settings, previewing a half-configured form, and then putting it off until tomorrow. That's a wasted day of orders running through Shopify's default checkout — which wasn't built for COD stores and doesn't include upsells, phone verification, or quantity discounts out of the box.

This guide walks you through the exact steps to go from fresh install to a live, conversion-optimized order form. No code. No theme editing. Fifteen minutes if you follow along without detours.

What Do You Need Before Starting the EasySell Setup?

Before touching the EasySell dashboard, make sure you have three things ready:

1. At least one published product in your Shopify store. EasySell's form replaces the buying flow on your product pages, so you need a product page to attach it to.
2. Your shipping zones configured in Shopify Settings → Shipping. EasySell pulls shipping information from your existing Shopify setup — it doesn't replace it.
3. Your payment methods enabled. If you're running COD, make sure "Cash on Delivery" is active under Settings → Payments → Manual payment methods. EasySell works with both COD and prepaid, but your Shopify payment settings need to match what you want to offer.

If those three are set, you're ready. Open the EasySell app from your Shopify admin and let's go.

Step 1: Pick a Form Template

When you open EasySell for the first time, you'll see a library of pre-built form templates. Don't overthink this. The templates control layout, not functionality — you can change colors, fields, and features after you pick one.

Here's how to choose:

• Single-product stores or simple catalogs: Use the one-page form template. Customer sees the product, fills in their details, and submits. Minimal friction.
• Stores with variants or options: Use a multi-step form template. Step one picks the product/variant, step two collects customer info, step three confirms. It feels faster to the customer because each step is short.
• Stores selling bundles or high-AOV items: Use a template that shows quantity offers and upsells inline. You want the discount tiers visible before the customer commits.

Select a template, give your form a name (something like "Main COD Form" — you can always rename it), and click create. You'll land in the form editor.

Step 2: Configure Your Form Fields

The form editor shows every field your customers will fill out. By default, EasySell includes name, phone number, address, and city. For COD stores, this is usually enough. For prepaid stores, you might add email.

Three rules for form fields:

Remove anything you don't need. Every extra field drops completion rates. If you don't use the customer's email for anything, don't ask for it. If your courier doesn't need a "company name" field, delete it.

Make phone number required. For COD stores, the phone number is your lifeline — it's how couriers contact the customer, how you verify orders, and how you follow up on failed deliveries. Mark it as required and turn on phone number validation so customers can't submit gibberish.

Match your courier's address format. If your courier needs a postal code, make it required. If they need a state/province dropdown, add one. If you're selling in a market without standardized street addresses (parts of MENA, West Africa, Southeast Asia), add a "delivery notes" or "landmark" field instead of forcing a street address format that doesn't match reality.

Once your fields are set, click save and move to the design tab.

Step 3: Match Your Store's Look

The design tab controls colors, fonts, button text, and layout. EasySell auto-detects your theme's primary colors, but you'll want to verify a few things:

• Button color and text: Make your submit button stand out. Use your store's accent color and clear text like "Place Order" or "Order Now" — not "Submit" (too generic) or "Buy" (too aggressive for COD buyers who haven't paid yet).
• Form width: On desktop, a form that's too wide looks empty. On mobile, it should fill the screen. The default responsive settings usually work, but preview both.
• Font: Match your theme's font. If EasySell defaults to a different font family, change it in the design settings. Mismatched fonts make the form look like a third-party popup instead of part of your store.

Don't spend more than two minutes here. You can refine the design after you've confirmed the form works. Getting live matters more than getting pixel-perfect.

Step 4: Add Your First Upsell

This is where EasySell starts paying for itself. Upsells are optional — your form works without them — but skipping this step leaves money on the table.

Start with one upsell. Just one. You can add more later once you see what converts.

Best first upsell for most stores: a quantity discount. "Buy 2, get 10% off" or "Buy 3, get 15% off." Quantity offers work because they don't require the customer to evaluate a new product — they just buy more of what they already want. EasySell lets you set discount tiers directly in the form so customers see the savings before they decide.

If quantity discounts don't fit your product (you sell one-of-a-kind items, or your product isn't something people buy multiples of), add a one-click add-on instead. Think: gift wrapping, priority shipping, an extended warranty, or a small complementary product. These show up as a checkbox inside the form — one tap to add, no disruption to the buying flow.

Configure your upsell, set the discount amount or add-on price, and save.

How Do You Enable OTP Verification for COD Orders?

If you're running COD, this step is non-negotiable. Fake orders from bots, competitors, or bored teenagers will eat your shipping budget and wreck your courier relationship. OTP verification is the single fastest way to filter them out.

In EasySell's settings, go to the verification section. You have two options:

• SMS OTP: Customer enters their phone number, receives a one-time code via SMS, and types it into the form. Works everywhere but costs per message (you'll connect your SMS provider — Twilio, MSG91, or similar).
• WhatsApp OTP: Same flow, but the code arrives on WhatsApp. Free or cheaper than SMS in most markets, and open rates are higher. If your customers are in MENA, South Asia, or Latin America, WhatsApp is usually the better choice.

Enable one of them. Set it to trigger on every order, or only on orders above a certain value (some merchants skip verification on small orders to reduce friction). You can also layer in IP blocking and phone number blocklists from the fraud prevention settings — but OTP alone stops the majority of fake orders.

Step 6: Set Up Tracking Pixels

If you're running paid ads, you need this step. EasySell supports Facebook (Meta) Pixel, TikTok Pixel, Snapchat Pixel, and Google Analytics — and it lets you add multiple pixels for the same platform, which is useful if you're running ads from different accounts or for different product lines.

Go to the tracking section in EasySell settings. Paste your pixel IDs. EasySell fires standard events (ViewContent, AddToCart, Purchase) so your ad platforms can track conversions from the order form.

One thing to check: if you already have pixels installed through your Shopify theme or another app, you might get duplicate events. Either remove the other pixel installation or use EasySell as your only pixel source for the order form pages. Duplicate purchase events will inflate your reported ROAS and confuse your ad platform's optimization.

Step 7: Go Live and Test

You've configured fields, design, an upsell, verification, and tracking. Time to publish.

In EasySell's settings, choose which products or collections should use the order form. You can apply it to your entire store or start with specific products. If you're cautious, enable it on one product first, test everything, then expand.

Before you announce anything, run through this checklist on your phone (not desktop — most of your customers are on mobile):

1. Load a product page. Does the EasySell form appear? Does it match your store's design?
2. Fill out the form. Are all required fields working? Does phone validation catch bad numbers?
3. Trigger OTP. Does the code arrive? Can you complete verification?
4. Test the upsell. Does the quantity discount or add-on appear? Does the price update correctly?
5. Submit a test order. Does it appear in your Shopify Orders? Are all customer details captured?
6. Check your pixel. Open Meta Events Manager (or your ad platform's equivalent) and verify the purchase event fired.

If all six checks pass, you're live. The whole process — from opening the app to a verified test order — takes about 15 minutes.

What to Set Up Next (After Your First 10 Orders)

Don't configure everything on day one. Get your first real orders flowing, then come back for these:

• Google Sheets integration: Auto-export orders to a spreadsheet for courier handoff, accounting, or custom reporting. Useful if your fulfillment process lives outside Shopify.
• Post-purchase upsells: After the customer submits their order, show a second offer. These convert well because the buying decision is already made — the customer just adds to their existing order.
• Partial payments: For high-ticket items or markets with high RTO, let customers pay a deposit upfront and the rest on delivery. This filters out impulse orders that would never convert to cash.
• Multi-language support: If you're selling in multiple countries, configure your form in each customer's language. EasySell supports multiple languages out of the box.

Each of these takes five minutes to enable. But they're optimizations — they work best once you have real order data to measure against.

Your first priority is getting the form live, collecting real orders, and fixing any friction your actual customers run into. Start with the seven steps above, review your first batch of orders, and then layer in the advanced features that match your specific workflow. The form is live. The hard part — deciding to start — is already behind you.