Enable order verification

In this step you’ll enable WhatsApp Order Confirmation. As soon as a customer completes checkout, Cartsaver sends them a confirmation message on the channel you chose in the previous step. The order is held in Unverified state until the customer taps to confirm.

1. Open the verification settings

• From Shopify admin, go to Apps → Cartsaver.
• In the Cartsaver side menu, click Settings.
• Open the OTP Verification tab.

2. Pick WhatsApp Order Confirmation

The OTP Verification panel offers two modes. Pick the right-hand option, WhatsApp Order Confirmation, so customers confirm after completing checkout.

3. Flip the main switch

• Turn the master toggle on.
• A group of options appears:
  • Default channel — should match what you picked in the previous step.
  • Maximum attempts — leave at 3 for most stores.
  • Code expiry — default is 10 minutes; suitable for most cases. (SMS only — on WhatsApp the customer taps Confirm, so there’s no code to expire.)
  • Pending Order Action — leave on Mark as High Risk for your first week. You can switch to Auto Cancel later, once you’ve reviewed a handful of unverified orders.

4. Customize the message

Under Message template, pick a ready-made template or edit it to match your brand voice. Keep the merge fields exactly as they are — Cartsaver fills them in automatically.

SMS and WhatsApp use different templates because they’re different UX flows:

SMS template (with code)

The customer receives a numeric verification code by text and types it into the thank-you page after checkout.

Hi {name}, your verification code for order {order number} from {store} is {code}. Valid for 10 minutes.

WhatsApp template (tap-to-confirm)

The customer receives a WhatsApp message with the order summary and Confirm / Cancel buttons. They tap Confirm — no code is typed anywhere.

{store} Hi {name}, Order #{order number} requires confirmation before shipping. Delivery Address: {delivery address} Number of Items: {item count} Order Total: {order total} Please review your Order Details, then tap Confirm or Cancel.

5. Save your settings

Click Save at the top of the screen. You’ll see a green “Saved successfully” banner.

What’s next

Time to put it all together: Place a test order.

Verify it works

• In Settings → OTP Verification, the right-hand WhatsApp Order Confirmation card is the highlighted option and the master toggle shows Enabled (green).
• The selected channel name appears next to “Default channel”.
• No red error states appear under “Message template”.