Place a test order

The final step before exposing OTP verification to real customers is testing the flow yourself. Five minutes of testing catches every missed setting before a customer ever notices.

Note

This walkthrough shows the WhatsApp tap-to-confirm flow. If you picked SMS in Choose a verification channel, the message you receive will be a numeric code instead — type it into the Cartsaver verification block on your order’s thank-you page and click Verify. Everything after that (the verification tags in Shopify, the dashboard counters) is identical.

1. Prepare a test number

Use your own phone number (one that receives WhatsApp or SMS) so you can verify the message arrives.

2. Create a test order

Open your store in a regular browser window. Add any product to the cart and check out as a customer would. Select Cash on Delivery at checkout — the tap-to-confirm flow only runs on COD orders.

Caution

Don’t cancel the test order in Shopify before verification completes — you want to confirm the verification flow ends with Shopify being updated correctly.

3. Watch for the WhatsApp confirmation message

• The message should arrive on WhatsApp in under 5 seconds.
• If it takes longer, head to Customer didn’t receive the OTP.

4. Tap Confirm from WhatsApp

Once you place the order, you’ll receive a WhatsApp message from your store. Tap Confirm in that message to confirm your Cash on Delivery order. Once you do, the order’s status in Shopify changes to Verified.

Note

This tap-to-confirm flow is for Cash on Delivery orders only. Pre-paid orders don’t go through this verification step.

5. Confirm the verification tags in Shopify

Open the order in your Shopify admin (Orders → All orders → your test order). Two tags are now attached: ✅ Contact verified by OTP and a channel tag matching the method the customer used — ✅ Verified via WhatsApp in this walkthrough, or ✅ Verified via SMS / ✅ Verified via Email if you picked one of those channels. Together they mark that Cartsaver has confirmed the order with the customer. Check the Tags section on the right sidebar of the order page to see them.

Congratulations 🎉

Cartsaver is ready to handle real customer orders. Optional next steps:

• Fine-tune behaviour in Configuration.
• Enable extras like WhatsApp cross-sell and Abandoned cart recovery.
• If anything goes wrong with a real order later, head to Troubleshooting & FAQ. For OTP-specific failures, see code expired or rejected and OTP not received.

Verify it works

• The test order in Shopify → Orders carries both ✅ Contact verified by OTP and a channel tag (e.g. ✅ Verified via WhatsApp).
• Cartsaver adds a new risk assessment on the order set to None. Any prior Shopify risk assessment remains visible alongside it.