How to Set Up WhatsApp Ordering on Shopify

EasySell
2026-04-12T21:24:53+01:00

Setting up WhatsApp ordering on Shopify lets you sell where your customers already spend their time — and the numbers explain why it works. WhatsApp messages have a 98% open rate. Email sits around 20%. If you're running a COD store in MENA, South Asia, or Latin America, your customers would rather order through a chat than fill out a checkout form on a website they've never visited.

WhatsApp commerce hit $18.2 billion in Latin America alone last year, with 72% of conversational commerce in the region flowing through the platform. Globally, WhatsApp-driven sales are projected to reach $45 billion in 2026. This isn't a trend to watch. It's a channel you're late to if you haven't set it up yet.

The problem is that most Shopify merchants have no idea how to connect WhatsApp ordering to their actual store operations. They end up taking orders in chat, manually entering them into Shopify, and losing track of inventory along the way. This guide fixes that — step by step.

Which WhatsApp Account Type Do You Need?

Before anything else, you need to understand the two versions of WhatsApp for business.

The WhatsApp Business App is free. It supports a product catalog, quick replies, and labels for organizing chats. It works fine if you're handling fewer than 100 conversations per month and don't need automation.

The WhatsApp Business API is the professional tier. It supports automated messages, broadcast campaigns, multi-agent access, and direct integrations with Shopify. You access it through a Business Solution Provider (BSP) like Zoko, WATI, AiSensy, or DelightChat — not through Meta directly.

If you're processing more than 100 orders per month or want automated order confirmations and cart recovery, the API is the only viable option. The free app doesn't scale.

For most COD merchants reading this, start with the free app to test the channel. Upgrade to the API once WhatsApp orders hit 15-20% of your total volume.

Set Up Your WhatsApp Product Catalog

A WhatsApp catalog is a mini storefront inside the chat. Customers browse products, add items to a cart, and send the cart as an order message — all without leaving WhatsApp.

To create one:

1. Open WhatsApp Business and go to Settings → Business Tools → Catalog.

2. Tap Add New Item and upload product photos (up to 10 images per product).

3. Enter the product name, price, description, and an optional link to your Shopify product page.

4. Organize products into Collections — group them by category, price range, or popularity (e.g., "Bestsellers," "Under ₹999," "New Arrivals").

5. Submit for review. WhatsApp approves catalog items within a few hours.

You can list up to 500 products. For stores with larger catalogs, prioritize your top sellers and highest-margin items. Not every SKU needs to be in WhatsApp — just the ones that drive orders.

One practical tip: use short product videos (15-30 seconds) for items that need demonstration. WhatsApp now supports video in catalogs, and it's especially effective for fashion, electronics, and kitchen products where customers want to see the item in action.

Connect WhatsApp Ordering to Your Shopify Store

The catalog gets customers browsing. The integration gets orders into Shopify without manual data entry.

There are three approaches, ranked by complexity:

Option 1: Manual entry (no integration)

Customer sends a cart via WhatsApp. You create a draft order in Shopify manually. This works at very low volume but breaks down fast. Skip this if you're doing more than 5-10 WhatsApp orders per day.

Option 2: Shopify app integration

Apps like Meta's official WhatsApp app for Shopify, WhatFlow, or Zoko connect your WhatsApp Business account to your store. They sync order data, trigger automated messages based on Shopify events (order placed, shipped, delivered), and let you manage conversations from a single dashboard.

Setup typically takes under an hour:

1. Install the WhatsApp integration app from the Shopify App Store.

2. Connect your WhatsApp Business account (you'll need a verified Facebook Business Page).

3. Configure message templates for order confirmations, shipping updates, and delivery notifications.

4. Map your Shopify order events to WhatsApp triggers.

Option 3: WhatsApp Business API via a BSP

For high-volume stores, a BSP like WATI, AiSensy, or DelightChat provides the full API integration. This gives you automated order creation, broadcast campaigns, multi-agent support, and advanced analytics. Pricing typically starts at $30-50/month plus per-conversation fees.

Automate COD Order Confirmation via WhatsApp

This is where WhatsApp ordering gets especially powerful for COD merchants.

The biggest problem with cash on delivery isn't the payment method — it's fake orders. Someone places an order with a random phone number, the courier attempts delivery, nobody's home, and you eat the shipping cost both ways.

WhatsApp confirmation solves this by sending an automated message immediately after order placement. The customer taps "Confirm" or replies "Yes" to verify the order is real. If they don't respond within a set window, the order gets flagged or cancelled before it ships.

Apps like ConfirmBot report that automated WhatsApp COD verification reduces fake orders by up to 40%. That's a direct cut to your return-to-origin rate and wasted shipping spend.

If you're using EasySell for your COD order form, it includes built-in WhatsApp integration for order confirmations and OTP verification — so the verification step is already part of the ordering flow, not a separate tool you need to bolt on.

Build a WhatsApp Order Flow That Actually Works

Taking orders via WhatsApp without a defined flow creates chaos. Messages pile up, orders get missed, and your team spends more time organizing chats than fulfilling orders.

A working flow looks like this:

1. Browse: Customer opens your catalog and sends a cart or types what they want.

2. Capture: Auto-reply collects items, quantities, delivery address, and payment method (COD or prepaid).

3. Create: Order is pushed into Shopify automatically via API or entered manually for low-volume stores.

4. Confirm: Confirmation message sends the order summary, estimated delivery, and tracking link.

5. Update: Delivery notifications fire at each stage — dispatched, out for delivery, delivered.

The key is pre-approved message templates. WhatsApp's API only allows templated messages for outbound communication (you can't just send freeform messages to customers). Write templates for each stage, submit them to Meta for approval, and map them to your Shopify order events.

Keep templates short. Customers don't read paragraphs in chat. A good order confirmation is three lines: what they ordered, when it arrives, and how to reach you if something's wrong.

Use WhatsApp for Cart Recovery (Not Just Orders)

WhatsApp cart recovery messages recover 20-30% of abandoned carts, compared to 5-8% for email. The reason is simple: people see the message. An email sits unopened in a promotions tab. A WhatsApp message gets read within 5 minutes.

If you're using the WhatsApp Business API, set up an abandoned cart flow:

1. Trigger a WhatsApp message 10-15 minutes after a customer adds items to cart but doesn't complete the order.

2. Include the product name, image, and a direct link back to the cart.

3. Keep the tone conversational — "Still thinking about the [product]? It's still in your cart" beats "Complete your purchase now."

For COD stores, this is especially valuable. Many COD customers browse on mobile, get distracted, and forget. A WhatsApp nudge brings them back at the exact moment they're most likely to buy.

How Do You Track WhatsApp Ordering Performance?

WhatsApp ordering without measurement is guesswork. Track these numbers weekly:

WhatsApp orders as % of total orders — this tells you if the channel is growing.

Confirmation rate — what percentage of WhatsApp COD orders get confirmed? If it's below 70%, your verification flow needs work.

Cart recovery rate — how many abandoned carts convert after a WhatsApp message?

Response time — customers expect replies within minutes on WhatsApp, not hours. If your average response time exceeds 15 minutes during business hours, you need more agents or better automation.

Most BSPs include an analytics dashboard. If you're on the free WhatsApp Business app, track manually in a spreadsheet until volume justifies the API upgrade.

Shopify WhatsApp ordering works because it meets customers where they already spend their time. The setup isn't complicated — a catalog, an integration app, and a few message templates get you started. The merchants who win on this channel treat it like a real sales channel. Defined flows. Tracked metrics. Not just another inbox to check when you remember.