OTP Verification

OTP (One-Time Password) Verification is a security and validation layer that confirms the authenticity of a customer’s order by verifying their mobile number using a one-time code sent via SMS or WhatsApp.

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What is OTP Verification ?

OTP Verification is a process where customers receive a unique, time-sensitive code on their mobile number, which they must enter to confirm their identity and order. This ensures that:

• The phone number is valid and reachable
• The customer genuinely intends to place the order
• Fake or spam orders are reduced

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Why OTP Verification is Needed ?

For COD businesses, unverified orders can directly impact profitability and operations. OTP verification helps solve these key challenges:

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Countries Where OTP Verification Works Best

OTP verification is highly effective in regions where COD is widely used and order fraud rates are higher: 🇵🇭 Philippines (PH) 🇵🇰 Pakistan (PK) 🇮🇳 India (IN) 🇸🇦 Saudi Arabia (SA) 🇦🇪 United Arab Emirates (UAE) 🇺🇦 Ukraine (UA) 🇪🇬 Egypt (EG)

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OTP Verification Placements

COD King allows flexible placement of OTP verification based on your business needs let us understand them step by step for each plcaement:

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1. Pre-Order Verification Step by Step Guide :

Pre-order OTP in the COD King app is a security feature that verifies a customer’s mobile number via a One-Time Password (OTP) before the Cash on Delivery (COD) order is placed. DEMO VIDEO FOR REFERENCE The purpose of Pre-Order OTP in the COD King app is to ensure order authenticity and reduce return-to-origin (RTO) losses for Cash on Delivery (COD) orders, Now let’s understand this step by step :

1. Open your COD King Dashboard and click on Features

Select the OTP Verification and Click on Manage

2. Select the OTP in Product /Pre Order OTP

3. Enable Theme Integration in order to proceed further, now click Open Theme Editor
   
   • A new page will appear make sure to enable the extension and hit save button

4. Once done go back to the previous tab and select step 2 to Activate OTP Verification

• Select the checkbox for Enable Prefilled Shipping Address (Only for India)

• Go to UI customization and update the URL link of the image logo to appear in the OTP verification dialog box 

5. Open your Store and add a product to the cart to check for the OTP Verification

6. You can see the checkout page open and see a pop up to enter your number for OTP Verification

• Under Advanced settings, if Hide the COD Shipping Method is giving the customer will be directed to Check out page with COD option
• OTP pop-up will be shown only in selected countries based on customer IP. Shows everywhere if no countries are selected.
• We can also Blacklist the phone number, once done save the changes

• Go back to previous tab and check the OTP verification option under COD King Features it will be Enabled as below

• Now if you go to the online store and Buy a product a dialog box will appear to enter the phone number to verify with the OTP to proceed further
• Once the phone number is given and click Send Code button an OTP will be sent to the respective Phone number provided

• Only after entering OTP the checkout page will be redirected

• Test the Flow
  • Place a test COD order.
  • Confirm that the OTP is triggered before checkout and must be verified to proceed
• Monitor Performance
  • Use the dashboard to track:
  • OTP success rates
  • RTO reduction
  • Verified customer data

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One Pass Verification

One Pass Verification streamlines the order confirmation process by verifying customers in a single, seamless step—reducing friction while maintaining strong security.

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Step 1: Enable One Pass Verification

Go to your dashboard and navigate to Verification Settings. Select One Pass Verification as your preferred method.

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Step 2: Choose Verification Channel

Select the channel for sending verification (SMS or WhatsApp) based on your customer preference and reach.

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Step 3: Configure Trigger Conditions

Set when One Pass Verification should be applied—such as for all orders, COD orders, or specific risk-based scenarios.

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Step 4: Customize the Verification Message

Create a clear and concise message that includes your brand name and verification intent to build trust.

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Step 5: Activate Auto-Verification Logic

Enable automatic verification so that once the customer completes the action (e.g., clicking the link or confirming), the order is instantly marked as verified.

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Step 6: Save & Enable

Save your settings and turn on One Pass Verification.

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Step 7: Test the Flow

Place a test order to ensure the verification process works smoothly and completes in a single step.

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2. Checkout Page (Shopify plus) Verification

Checkout page verification (Shopify Plus) acts as a real-time trust checkpoint, ensuring only genuine customers proceed with their orders.

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Step-by-Step Guide :

Step 1: Access Shopify Admin
Log in to your Shopify Plus admin panel and navigate to Settings → Checkout. Step 2: Open Checkout Customization
Click on Customize Checkout to access the checkout editor powered by Shopify Plus extensions. Step 3: Add OTP Verification Extension
From the extensions panel, add your OTP verification app (e.g., COD verification app) to the checkout flow. Step 4: Configure Placement
Place the OTP verification block at the desired step (typically before payment or order confirmation). Step 5: Set Verification Rules
Define when OTP should trigger—such as for all users, COD orders, or high-risk transactions. Step 6: Customize Verification Flow
Edit messaging, branding, and user prompts to ensure a smooth and consistent checkout experience. Step 7: Save & Publish
Save your changes and publish the checkout to make OTP verification live. Step 8: Test the Checkout Flow
Run a test order to ensure OTP is sent, verified, and the checkout completes without issues.

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3. Post-Order Verification Step by Step Guide :

Post-order OTP verification acts as a final security checkpoint, ensuring the right customer receives the order. DEMO VIDEO FOR REFERENCE By requiring a one-time password at delivery, it confirms buyer intent, prevents fake COD orders, and safeguards transactions from unauthorized handovers, Now let’s understand this step by step :

1. Install COD King App
2. Go to the Shopify App Store and install the COD King – Verify COD Orders app.
3. Enable Post Order OTP
4. Navigate to Features –>OTP Verification–>Manage

• Now select the “Post Order OTP” section and click Set Post Order OTP

• Toggle the switch to activate this feature

5. Activate in Theme

• Open  Thank You Page settings,
• Click on Add block and select the otp-cod-king-thankyou and save
• Thank You page OTP preview

• Click on Add block and select the otp-cod-king-order status and save     
• Go back to previous settings and Open Order Status Page Settings

Order Status Page OTP Preview

• Customize OTP Settings
  • Choose the OTP method: SMS, WhatsApp, or both.
  • Set the OTP Auto cancel time (e.g., 5 minutes), if the order is not verified it automatically cancels the order after the time expires
• We can also Notify the customer when order is auto cancelled
• We can also delete the order from Shopify store itself without any trace left
• Save the changes without fail

• Test the Flow
  • Place a test COD order on your store.
  • After order placement, the customer receives an OTP.
  • The customer enters the OTP to confirm the order.
  • Verified orders are marked as “OTP verified” in Shopify.
• Monitor Verified Orders
  • Use the COD King dashboard to track:
  • Verified vs. unverified orders
  • OTP delivery success rate
  • RTO reduction metrics

For any inquiries or support, please email us at support@notifiktech.com. We’ll make sure to get back to you as soon as possible.

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Shopify Plus Extension for OTP Verification

For Shopify Plus merchants, COD King offers a native checkout extension in order to ensure the following :

• Real-time verification at checkout: Add OTP authentication directly within Shopify Plus checkout to validate customers instantly.
• Smart fraud prevention: Filters out fake or high-risk orders before they are placed, reducing RTO and losses.
• Seamless integration: Built using Shopify Plus checkout extensions, ensuring zero disruption to the native checkout flow.
• Flexible control: Trigger OTP verification for all orders or selectively (e.g., Cash on Delivery).
• Frictionless experience: Fast, user-friendly verification that maintains a smooth buying journey.
• Build trust & reliability: Ensure only genuine customers complete purchases, improving order success rates.

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WhatsApp Verification for COD Orders

COD King also supports OTP verification via WhatsApp:

• Higher open and response rates compared to SMS
• Faster delivery of OTP codes
• Better customer engagement
• Ideal for regions with strong WhatsApp usage

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Step by Step Guide :

Follow these simple steps to enable WhatsApp OTP verification for your Cash on Delivery (COD) orders:

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Step 1: Access Your Dashboard

Log in to your admin panel and navigate to the OTP Verification or Order Verification settings.

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Step 2: Select Verification Mode

Choose WhatsApp OTP as your preferred verification method for COD orders.

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Step 3: Configure Trigger Settings

Decide when the OTP should be sent—immediately after order placement or based on specific conditions (e.g., high-value orders, new customers).

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Step 4: Customize Message Template

Edit your WhatsApp message template to include a clear OTP message along with your brand name for better recognition and trust.

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Step 5: Enable COD-Specific Rules

Apply verification specifically to COD orders to reduce fake bookings and improve delivery success rates.

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Step 6: Activate the Feature

Save your settings and turn on WhatsApp OTP verification.

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Step 7: Test the Flow

Place a test COD order to ensure the OTP is sent and verified smoothly.

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