Cod to Prepaid (sms)

Converting Cash-on-Delivery (COD) orders to prepaid orders is a powerful strategy in e-commerce to reduce Return-to-Origin (RTO) rates and increase prepaid revenue. With ConvertWay’s automation, you can seamlessly encourage customers to prepay after placing a COD order—ensuring better margins and customer commitment.

Why Convert COD Orders to Prepaid?

Reduce RTOs: Prepaid orders have a significantly lower return rate compared to COD orders, helping you save on reverse logistics costs.

Boost Revenue: Offer discounts or cashback on prepaid conversions to increase prepaid adoption and overall profitability.

How to Enable COD to Prepaid Automation?

ConvertWay provides an COD to Prepaid Flow, enabling you to automatically send WhatsApp or SMS messages to customers with secure payment links. Based on the customer’s action, the order status is updated, and a tag is added to your Shopify dashboard.

Steps to Activate:-

Step 1) Navigate to: Flows > > COD to Prepaid ( Sms )

Trigger Options:

COD to Prepaid (Order Placed):

Triggered automatically when a new COD order is created.

OR

COD Confirmed via COD Flow:

Triggered when a customer clicks “Confirm Order” in the existing COD & Address Flow.

Step 2) Configure flow setting:

• While saving trigger, grant Permission "write order edits" to convertway.
• Razorpay payment configuration need to be done to receive the payment link.
• Trigger Delay: When to send the followup messages after the order is placed.

((We recommend keeping this delay shorter than your usual order fulfillment time.

For example: If your team typically ships or dispatches orders within 24 hours, set the follow-up delay to something less than 24 hours to ensure the message reaches the customer in time.)

• Link Expiry Time: How long the payment link remains valid.

(The expiry countdown starts from the moment the message is sent to the customer.)

• Order Tagging: On prepaid conversation “TCW COD to Prepaid” tag updated in your Shopify dashboard.

✅Condition check before sending the 2nd followup :-

The follow-up message is sent only if the order is unpaid and unfulfilled. Before triggering the flow, we check the order status — if the order is already fulfilled or paid, the message will not be sent.

Step 3) Steps to create template for "COD to prepaid" :-

Templates--> "Sms or whatsapp template --> Flows {category} ---> Cod to prepaid {Subcategory}

The created templates will be shown in the respective template section.

Step 4) Navigate to analytics :-

Flows > COD to Prepaid > Analytics

Keypoint to Remember:-

• Before triggering any followup, we are checking the order status — if the order is already fulfilled, the message will not be sent.

Start Converting COD to Prepaid & Increase Profits with ConvertWay!

Protect your business from unnecessary RTOs and boost your margins using our seamless COD to Prepaid SMS flow.

→ Enable it today from your ConvertWay Dashboard!

Updated on: 29/07/2025