Shopify

This guide provides step-by-step instructions to connect your Shopify store with the Whautomate platform and automate experiences like abandoned carts, COD confirmations, Order confirmations, etc.

Step 1: Go to the Whautomate and select the Integrations menu.

Step 2: Select the Shopify connect button.

Step 3: Fill the required details by getting the shopify store URL and shopify AccessToken from your Shopify account

Step 4: Please follow the instructions as mentioned below pictures in your Shopify App to get the URL and Token

Step 5: Select the Apps and Sales channels menu and click the Develop apps in your top right corner as shown in the picture

Step 6: Enter the App name as Whautomate and click the "Create App" button in the right corner as shown in the picture

Step 7:Click Configure Admin API scopes

Step 8: Please select the following scopes:

• read_customers

• write_draft_orders

• read_draft_orders

• read_products

• read_fulfillments

• read_customer_events

• read_orders

• write_orders

Step 9: Click API Credentials and install the app. Then, copy the admin API access token by clicking Reveal Token once.

Step 10: Paste your shop URL (e.g., whautomate.myshopify.com) and Access the token on the Whautomate platform.

Step 11: Configure Shipping Address Phone Number and SMS / WhatsApp Notifications in Shopify

1. After successfully connecting your Shopify store to Whautomate, navigate back to your Shopify admin panel.

2. Go to Settings > Checkout.

1. Scroll down to the Customer Information section.

2. Ensure the "Shipping address phone number" field is set to Required.

1. Scroll down further to the Marketing Options section.

2. Check the SMS checkbox. This enables the system to send order updates to customers via SMS or WhatsApp.

3. Save your changes. 👇

Step 12: Place a Test Order

1. Place a test order on your Shopify store to verify that the shipping address and phone number are now mandatory during checkout.