Tutorial

Set up CODGuard in 5 minutes

Follow these six steps to install CODGuard and verify your first COD order. No developer needed.

~5 minutesNo code requiredBeginner friendly
  1. 1

    Install CODGuard from the Shopify App Store

    Open your CODGuard listing and click Install. Approve the requested permissions — CODGuard needs access to orders, customers, and checkout to verify and score COD orders.

    • You can review every requested scope before approving.
    • Installation does not change your theme or checkout until you enable a feature.
  2. 2

    Connect your SMS provider

    In Settings → Messaging, choose MSG91 or Twilio and paste your API credentials. CODGuard uses your provider account to send one-time passwords and notifications, so you keep control of sender IDs and cost.

    • MSG91: add your Auth Key, Sender ID, and OTP template ID.
    • Twilio: add your Account SID, Auth Token, and sending number.
    • Send a test OTP to your own phone to confirm delivery.
  3. 3

    Turn on OTP verification

    Enable OTP verification so customers confirm a 4-digit code before a COD order is placed. You can apply it to all COD orders or only the ones that match your rules.

    • Customize the OTP message and retry limits.
    • Genuine buyers verify in seconds — fake orders drop off.
  4. 4

    Configure your COD rules & risk thresholds

    In Rules, decide what happens for each risk level. Block COD above a risk score, restrict COD by pincode or cart value, or offer a prepaid discount to nudge risky orders toward prepaid.

    • Start with conservative thresholds and tighten as you learn.
    • Use prepaid nudges to recover orders you'd otherwise block.
  5. 5

    Enable customer notifications (optional)

    Switch on WhatsApp and SMS automations for order confirmations, dispatch alerts, and COD payment links to reduce 'where is my order' tickets.

    • Personalize templates with order details and tracking links.
  6. 6

    Go live & watch your dashboard

    Place a test order to see the full flow end to end, then go live. Track verified orders, blocked risk, OTP success rate, and revenue saved from the CODGuard dashboard.

    • Check the dashboard weekly to fine-tune your rules.

Want the full reference?

Dive into the documentation for advanced rules, APIs, and troubleshooting.

Read the docs