How to Use - Faster COD Forms

D Dashboard

The Dashboard is your home screen after opening the app. It gives you a quick overview of your store's COD performance.

What you'll see

Welcome banner: Appears on first install with quick-start steps. Dismiss it once you're set up.
App embed status: Shows whether the COD form is enabled on your theme. If it says "Not enabled", click the button to open your theme editor and toggle it on.
Quick stats: Total orders, revenue, and form opens at a glance.
Preview product: A link to see the COD form live on one of your products.
Affiliate program: Register an affiliate code to earn referral commissions. Share the referral link with other merchants.

The first thing you should do after installing is enable the app embed. Without it, the COD button will not appear on your store.

F Order Form Builder

This is where you design and customize the COD order form that your customers see.

Form Fields

The form builder shows all available fields in a drag-and-drop interface. You can:

Add fields: Click "Add Field" to add custom fields like notes, quantity selectors, or dropdowns.
Reorder fields: Drag and drop fields to change their order on the form.
Edit fields: Click on any field to change its label, placeholder text, and whether it's required or optional.
Remove fields: Click the delete icon to remove a field from the form.

Default Fields

Field	Purpose	Required?
Full Name	Customer's name for the order	Yes
Phone	Contact number for delivery	Yes
Email	Order confirmation email	Optional
Address	Shipping address line 1	Yes
Address 2	Apartment, suite, etc.	Optional
City	City name	Yes
State / Province	State or region	Yes
Zip / Postal Code	Postal or PIN code	Yes
Country	Country selector	Yes

Form Appearance

Colors: Customize the button color, text color, and form background.
Button text: Change the COD button label (e.g., "Order Now", "Buy with COD").
Form layout: Choose between popup or embedded form style.
Success message: Customize what the customer sees after placing an order.

Always preview your form on mobile after making changes. Most COD orders come from mobile devices.

S Shipping Rates

Configure shipping costs that apply to orders placed through the COD form.

How to set up shipping rates

Go to Order Form Builder → Shipping Rates tab.
Click Add Shipping Rate.
Set a name (e.g., "Standard Delivery"), price, and conditions.
Save your changes.

Rate conditions

By order value: Set free shipping above a certain amount (e.g., free shipping for orders over ₹500).
By product/collection: Different rates for different product categories.
By region: Charge more for remote areas or different states.
By quantity: Flat rate per item or tiered pricing.

If you don't add any shipping rates, orders will have zero shipping cost. Make sure to configure rates if you charge for delivery.

P Order Protection — User Blocking

Protect your store from fake, duplicate, and fraudulent COD orders.

Blocking Rules

Block by phone number: Add specific phone numbers to the blocklist. Orders from these numbers will be rejected.
Block by email: Block orders from specific email addresses.
Block by IP address: Block repeated orders from the same IP address.
Block by pincode/zip: Prevent orders from specific postal codes or areas you don't deliver to.

Duplicate Order Limits

Set how many orders a single customer can place within a time window:

Max orders per phone: Limit orders from the same phone number (e.g., max 3 per day).
Max orders per email: Limit orders from the same email.
Max orders per IP: Limit orders from the same IP address.
Time window: Set the period for the limit (e.g., 24 hours, 7 days).

IP Location Validation

When enabled, the app checks if the customer's IP address location matches their shipping address state/city. If there's a mismatch, the order can be flagged or blocked. This helps prevent orders placed with fake addresses.

IP validation is approximate. Customers using VPNs or mobile networks may have IP locations that don't match their actual address. Consider using it as a warning rather than a hard block.

V Order Protection — OTP Verification

Require customers to verify their phone number with a one-time password before placing an order.

How it works

Customer fills in the COD form and enters their phone number.
They click "Verify" and receive an OTP code via SMS or WhatsApp.
They enter the code in the form to verify their identity.
Only after verification can they submit the order.

SMS Provider Setup

You need an account with one of these providers to send OTP messages:

Provider	What you need	Best for
Twilio	Account SID, Auth Token, Phone Number	International stores
MSG91	API Key, Template ID, Sender ID	Indian stores

Configuration

OTP length: Choose 4 or 6 digit codes.
Expiry time: How long the code stays valid (default: 5 minutes).
Message template: Customize the SMS text. Use {otp_cod} as the placeholder for the code.

OTP verification is one of the most effective ways to reduce fake COD orders. Even a simple 4-digit SMS code eliminates most prank orders.

$ Order Protection — Partial Payments

Require customers to pay a small advance amount online before placing their COD order. This significantly reduces fake orders because customers have financial commitment.

How it works

Set a partial payment amount (fixed or percentage of order total).
Customer pays the advance amount online during the COD form submission.
The remaining balance is collected on delivery (cash on delivery).

Settings

Payment type: Fixed amount (e.g., ₹50) or percentage (e.g., 10% of order).
Minimum order value: Only require partial payment for orders above a certain amount.

A Post-Purchase — Address Validation

Improve delivery success rates by validating customer addresses at the time of order.

Google Address Autocomplete

Enable Google Places Autocomplete on the address field so customers can search and select their address from Google's database. This:

Reduces typos and incomplete addresses.
Auto-fills city, state, and zip code.
Speeds up form completion (customers type less).

Setup

Get a Google Maps API key from the Google Cloud Console.
Enable the "Places API" for your key.
Paste the API key in the Google Autocomplete section.
Optionally restrict autocomplete to specific countries.

Pincode Validation (India)

For Indian stores, the app can auto-fill city and state when a customer enters their 6-digit pincode. This uses India's postal code database for accurate address resolution.

Place the address field before city, state, and zip in your form builder. This way, autocomplete fills the other fields automatically.

M Post-Purchase — SMS & WhatsApp

Send automated notifications to customers when their order is confirmed or shipped.

Notification Types

Notification	When it's sent	Template variables
Order Confirmation	When a COD order is placed	`{store_name}`, `{order_url}`, `{order_total}`
Shipping Confirmation	When the order is fulfilled/shipped	`{store_name}`, `{tracking_url}`, `{order_total}`

SMS Provider Setup

Same providers as OTP (Twilio or MSG91). Configure your provider credentials in this section.

Message Templates

Customize the message text for each notification type. Use the template variables listed above to personalize messages. For example:

Thank you for your purchase at {store_name}! Check your order here: {order_url}

Balance & Notifications

The app shows your SMS balance and sends you alerts when your balance is low. Enter your email and WhatsApp number to receive these alerts.

R Recovery (Abandoned Orders)

Track customers who opened the COD form but didn't complete their order, and recover lost sales.

What counts as abandoned?

An order is marked as "abandoned" when a customer opens the COD form and fills in at least one field (like phone or email) but doesn't submit the order.

What you can see

Total abandoned: Number of forms that were started but not completed.
Recovered: Abandoned orders that were later completed.
Recovery rate: Percentage of abandoned orders that converted.
Revenue recovered: Total value of recovered orders.

Abandoned order details

For each abandoned order, you can see:

Customer phone number and/or email (if they entered it).
Product they were trying to order.
Time the form was opened and abandoned.
Whether the customer later completed the order.

Use the phone numbers from abandoned orders to send manual follow-up messages via WhatsApp or SMS. Even a simple "Did you have any questions about your order?" can recover sales.

C Conversion Tools

Increase your average order value (AOV) and conversion rate with upsells, offers, and testing tools.

Quantity Offers

Encourage customers to buy more by showing volume discounts directly in the form:

"Buy 2, get 10% off"
"Buy 3, get 20% off"
Configurable tiers with custom discount percentages.

Upsells (Tick Upsells)

Show checkbox upsell offers inside the COD form. Customers can add recommended products with a single tick. Configure:

Which products to recommend.
Discount percentage on the upsell item.
Upsell title and description text.

Click Upsells

After the customer submits the form, show a one-click upsell popup. The customer can add the upsell product to their order without re-entering any details.

Downsells

If the customer declines the upsell, show a downsell offer with a bigger discount or a different product.

Post-Purchase Upsells

Show upsell offers on the order confirmation/thank-you page. Customers who just placed an order are highly likely to add more items.

A/B Testing

Test different upsell offers to see which converts better. The app splits traffic between variants and shows you conversion rates for each.

A Analytics

View detailed reports on your COD form performance.

Dashboard Charts

Orders over time: Daily order count chart for the selected period.
Form opens over time: How many times the COD form was opened each day.
Conversion rate: Percentage of form opens that resulted in completed orders.

UTM Tracking

The app automatically captures UTM parameters from the URL when a customer opens the form. This lets you see which marketing campaigns drive the most COD orders:

Parameter	Purpose	Example
`utm_source`	Traffic source	facebook, google, instagram
`utm_medium`	Marketing medium	cpc, social, email
`utm_campaign`	Campaign name	summer_sale, black_friday
`utm_content`	Ad/content variant	banner_v1, video_ad

Date Range

Filter analytics by date range: today, last 7 days, last 30 days, or custom range.

O Orders

View and manage all orders placed through the COD form.

Order List

All COD form orders are displayed in a table with:

Order number and date.
Customer name, phone, and email.
Order total and payment status.
Fulfillment status (unfulfilled, fulfilled, delivered).

Order Details

Click on any order to see full details including:

All line items (products, quantities, prices).
Shipping address.
Order notes and tags.
Timeline of order events.

Orders created through the COD form are also visible in your Shopify admin under Orders. They are tagged with "FasterCodForms" and "COD" for easy filtering.

V Settings — Visibility

Control where the COD form button appears on your store.

Visibility Options

Enable/Disable: Turn the entire COD form on or off for your store.
Show on all products: The COD button appears on every product page.
Show only on specific collections: Select which collections show the COD button.
Hide on specific collections: Show on all products except those in selected collections.

How to configure

Go to Settings → Visibility.
Choose your visibility mode.
If using collection-based rules, click "Add collections" to select which ones.
Changes save automatically.

Remember: the app embed must also be enabled in your theme for the COD button to appear. Visibility settings only control which products show the button — the embed controls whether it loads at all.

G Settings — General

Configure general app behavior and defaults.

Available Settings

Default country: Pre-select a country in the form for your main market.
Currency display: How prices appear in the form.
Order note prefix: Add a prefix to order notes for easy identification.
Discount codes: Enable or disable discount code field in the form.

T Settings — Pixels & Tracking

Track form events and conversions across advertising platforms.

Supported Pixels

Platform	Events tracked
Facebook Pixel	InitiateCheckout, Purchase
Facebook Conversions API	Purchase (server-side)
Google Analytics (GA4)	begin_checkout, purchase
Google Ads	Conversion tracking
TikTok Pixel	InitiateCheckout, PlaceAnOrder, CompletePayment
TikTok Events API	PlaceAnOrder, CompletePayment (server-side)
Snapchat Pixel	START_CHECKOUT, PURCHASE
Pinterest Tag	Checkout
ShareChat Tag	Initiate checkout, Purchase
Taboola Tag	start_checkout, make_purchase
Kwai Tag	purchase

How to add a pixel

Go to Settings → Pixels.
Click Add item.
Select the pixel type from the dropdown.
Enter your Pixel ID.
For Conversions API / Events API, expand the row and enter your Access Token.
Settings save automatically.

If you already have pixels configured in Shopify's native settings, you don't need to add them here too. The app sends events through Shopify's built-in pixels automatically. Only add pixels here if you have additional ones not configured in Shopify.

G Settings — Google Sheets

Automatically sync every COD order to a Google Spreadsheet.

Setup Steps

Go to Settings → Google Sheets.
Click Sign in with Google.
Select your Google account and grant the required permissions (2 checkboxes).
Enter your Spreadsheet ID (found in the Google Sheets URL).
Optionally specify a sheet name (defaults to "Sheet1").
Save. New orders will now automatically appear as rows in your spreadsheet.

What gets synced

Each order row includes: order number, date, customer name, phone, email, address, products, quantities, total, payment status, and fulfillment status.

I Settings — Partners & Integrations

Connect with third-party marketing and CRM tools.

Klaviyo

Send COD order events to Klaviyo for email/SMS automation. Every order triggers a "Placed COD Order" event with full order data. Use this to build segments, trigger flows, and track COD revenue in Klaviyo.

Setup: Enter your Klaviyo Private API Key (from Klaviyo → Settings → API Keys) and optionally a List ID to subscribe customers.

Omnisend

Sync COD orders to Omnisend for automated email and SMS campaigns. Orders are sent as events and customers are added as contacts.

Setup: Enter your Omnisend API Key (from Omnisend → Account Settings → Integrations → API Keys).

Page Builder Integrations

Use the COD form on landing pages built with:

GemPages: Add the FasterCOD app block from GemPages' element panel.
PageFly: Insert the FasterCOD block via the Third Party elements.
Zipify Pages: Add the FasterCOD app block from the Apps category.

Enable each builder's toggle and click "View setup guide" for step-by-step instructions.

B Billing Plans

Choose the plan that fits your order volume.

Plan	Orders/month	Price
Free	Up to 60	Free
Premium	Up to 420	$9.99/month
Enterprise	Up to 10,000	$29.99/month
Unlimited	Unlimited	$69.99/month

All plans include all features. The only difference is the monthly order limit. You can upgrade or downgrade at any time from the Billing Plans page.

Start with the Free plan. You can upgrade anytime when your order volume grows.

? Help & Support

Get help with any questions or issues.

In-App Support

Click the chat button (bottom-right corner) on any page in the app, or go to Help & Support in the navigation. Fill in your message and we'll respond as soon as possible.

Contact Us

Email: itoozesolution@gmail.com

We typically respond within 24 hours on business days.

How to Use Faster COD Forms

Contents

D Dashboard

What you'll see

F Order Form Builder

Form Fields

Default Fields

Form Appearance

S Shipping Rates

How to set up shipping rates

Rate conditions

P Order Protection — User Blocking

Blocking Rules

Duplicate Order Limits

IP Location Validation

V Order Protection — OTP Verification

How it works

SMS Provider Setup

Configuration

$ Order Protection — Partial Payments

How it works

Settings

A Post-Purchase — Address Validation

Google Address Autocomplete

Setup

Pincode Validation (India)

M Post-Purchase — SMS & WhatsApp

Notification Types

SMS Provider Setup

Message Templates

Balance & Notifications

R Recovery (Abandoned Orders)

What counts as abandoned?

What you can see

Abandoned order details

C Conversion Tools

Quantity Offers

Upsells (Tick Upsells)

Click Upsells

Downsells

Post-Purchase Upsells

A/B Testing

A Analytics

Dashboard Charts

UTM Tracking

Date Range

O Orders

Order List

Order Details

V Settings — Visibility

Visibility Options

How to configure

G Settings — General

Available Settings

T Settings — Pixels & Tracking

Supported Pixels

How to add a pixel

G Settings — Google Sheets

Setup Steps

What gets synced

I Settings — Partners & Integrations

Klaviyo

Omnisend

Page Builder Integrations

B Billing Plans

? Help & Support

In-App Support

Contact Us