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# How to use SMS / WhatsApp OTP?

# How OTP Verification Works?

You can use **EasySell SMS/WhatsApp OTP** to verify your customers’ phone numbers through a verification code sent via SMS or WhatsApp. This feature helps **reduce false orders** and **prevent delivery issues** by ensuring that each customer’s phone number is **valid and up to date**.

When a customer fills out the form and submits their order, EasySell immediately creates the order in Shopify. At the same time, an OTP (One-Time Password) popup appears, asking the customer to verify their phone number.

* If the customer **successfully verifies** their phone, EasySell automatically **adds a tag** to the Shopify order: **✅ EASYSELL_VERIFIED**.
* If the customer **does not verify** their phone, **no tag** is added.

By default, EasySell creates the order **before** verification. This ensures that even if the customer doesn’t have access to their phone or their phone is turned off, you can still recover the order later.

If you prefer to **create the order only after verification**, you can enable this option:** Integrations & Messaging > SMS & WhatsApp Messages > Phone Number Verification (OTP) > Ask for OTP verification before creating the order.**

![](https://storage.crisp.chat/users/helpdesk/website/-/4/b/1/5/4b154ca9ad47c000/image_1fy002a.png)

# 1- Access SMS OTP feature

* Go to **Integrations & Messaging > SMS & WhatsApp Messages**
* Scroll down to **Phone number Verification (OTP)** feature
* Click on **Activate**

![](https://storage.crisp.chat/users/helpdesk/website/-/4/b/1/5/4b154ca9ad47c000/cleanshot-2025-10-10-at-201400_isa8od.png)

# 2- Personalize OTP Message text

![](https://storage.crisp.chat/users/helpdesk/website/-/4/b/1/5/4b154ca9ad47c000/image_1u7mmwe.png)

* `{otp}` to insert the verification code (**required**).

# 3- Personalize OTP Pop-up text

Those are the Pop-up fields that will be shown to the customer, to enter the verification code sent earlier.


![](https://storage.crisp.chat/users/helpdesk/website/-/4/b/1/5/4b154ca9ad47c000/cleanshot-2025-10-10-at-201905_eqhebj.png)

# 4- Maximum number of attempts

Here you can define the maximum number of unsuccessful OTP attempts, Choose from 1 to 5.

![](https://storage.crisp.chat/users/helpdesk/website/-/4/b/1/5/4b154ca9ad47c000/cleanshot-2025-10-10-at-202134_1a8r9me.png)

| ℹ️ If need any further information or you need any kind of help, please do not hesitate to contact us via chat or WhatsApp from the app 😎