COD Form & Upsells Documentation
Everything you need to install, configure and get the most out of your Cash on Delivery order form.
Overview
COD Form & Upsells replaces the standard Shopify checkout with a customizable Cash on Delivery order form. It captures orders directly on your product or cart page, raises average order value with offers, protects you from fraud, and syncs everything back to Shopify.
A branded, multi-language order form embedded in your theme.
Upsells, downsells, bundles and quantity discounts.
OTP verification and fraud rules to keep orders real.
Notifications, ad pixels and Google Sheets export.
Getting started
You can be live in a few minutes. The app creates a default form on install, so you only need to customize and place it.
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1
Install the app
Add COD Form & Upsells from the Shopify App Store and open it from your Shopify admin.
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2
Review your default form
A starter form with name, phone, address and a submit button is created automatically.
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3
Customize fields & style
Use the drag-and-drop builder to add fields and match your branding.
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4
Add the block to your theme
In the theme editor, add the COD form block to your product and/or cart page.
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5
Place a test order
Submit a test order to confirm it appears in your dashboard and in Shopify.
Form builder
Build the exact form your market needs with 16+ field types and full control over styling and layout.
Text, phone, email, address, dropdowns, checkboxes, order summary, cart items, discount code, headings, images and a WhatsApp button.
Toggle any field as required or optional, per form.
Control colors, fonts, borders, spacing and corner radius to match your store.
Show the form inline on the page or as a popup triggered by a floating button.
Choose from 29+ languages with full right-to-left support for Arabic.
Changes are saved per form and synced to your storefront automatically — no theme edits required.
Upsells, bundles & discounts
Create multiple offers and control the order in which they appear. Each offer can target all customers or only those who added specific products.
A pre- or post-purchase offer shown as a card or modal, with an optional countdown timer.
An add-on checkbox shown inside the form before submit.
A fallback offer shown when a customer declines an upsell.
Tiered "buy more, save more" pricing displayed on the form.
Let customers build a bundle from products you choose.
Fraud prevention
Reduce fake and duplicate cash-on-delivery orders with verification and rules. Enable only what you need.
Require a one-time SMS or WhatsApp code before an order is accepted, with configurable validity and resend limits.
Block or allow by IP address, phone number, email or postal code.
Limit how many orders one customer can place in a time window.
Reject orders above a maximum quantity.
OTP and SMS/WhatsApp features require Twilio credentials, which you add in the app settings.
Abandoned-cart recovery
Capture customers who start the form but do not finish, then bring them back automatically.
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1
Enable capture
Turn on abandoned-cart capture in settings to start saving half-filled forms.
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2
Choose a recovery method
Recover via WhatsApp, a draft-order link, or email through Omnisend or Klaviyo.
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3
Track recovery
Follow each cart from pending to recovered in your dashboard.
Notifications & tracking
Keep customers informed and feed accurate conversion data to your ad platforms.
Send automated, templated order confirmations through Twilio.
Send server-side events to Facebook, TikTok, Snapchat, Pinterest, GA4 and GTM with deduplication.
Connect a Google account to auto-export every order to a spreadsheet.
View orders, revenue and average order value over any date range.
Troubleshooting & FAQ
Quick answers to the most common setup questions.
Make sure the COD form block is added and enabled in your theme editor on the right page.
Check that your Twilio Account SID, Auth Token and sender number are correct in settings.
Confirm whether orders are set to create as drafts, and check your order status filter in Shopify.
Contact our support team from the link in the sidebar — we typically reply within minutes.
Start collecting clean COD orders today
Everything you need to install, configure and get the most out of your Cash on Delivery order form.
Add to Shopify