Automation to Hide Cash on Delivery for Blacklisted Customers ❌

Hide the Cash on Delivery (COD) option for customers who have repeatedly not picked up their orders through easy automation. Those who frequently make COD purchases and still do not collect their shipments can be a significant burden for your Shopify e-shop.

In this article, you will learn:

• Effective customer identification. Familiarize yourself with the process of successfully identifying unwanted customers using the Shopify Flow tool.
• Automatic hiding of cash on delivery payment. Learn how to use the identification performed through Shopify Flow to automatically hide the Cash on delivery payment option for these customers during purchase.
• Additional useful tips. Concealing payment methods based on various other conditions

Automatic Identification of Customers who do not Collect Cash on Delivery Orders

This automation monitors whether an order has been completed through cash on delivery payment. After 3 weeks, it checks if the order has been fully paid. If the order is successfully paid, it means the customer has successfully picked it up, and the situation is closed.

However, if the order is not paid even after three weeks, it indicates that the customer did not collect the shipment, and it has likely been returned to your warehouse. In such cases, the last step of this automation assigns the label 'Unclaimed COD 1x' to the customer. Using this label, you can then create a rule to automatically hide the cash on delivery payment option.

Setting up automation in the Shopify Flow app

1. Save time and download the automation we created here
2. Upload it to the Shopify Flow app. If you don't have it installed yet, use this link to download
3. Customize the waiting period and label name according to your specific requirements
4. Activate the automation and watch it run effortlessly

Want to give your customers two or more chances?

If you want to be more considerate and forgive your customers for the first missed pickup, simply duplicate the above automation and add a new condition at the beginning. This second automation would then apply only to customers who already have the 'Unclaimed COD 1x' label assigned.

Finally, in the last step, change the name of the new label, for example, to 'Unclaimed COD 2x'. For your convenience, you can also download this second automation directly from us.

How to Hide Cash on Delivery for Selected Customers

Now that we have automatically identified specific customers using labels, we can move on to the last step. We will set a simple condition to hide the cash on delivery payment option in the Payflow app, which you can easily download directly from the Shopify App Store. The overall setup, including installation, should take no more than one or two minutes.

Setup procedure in Payflow

1. Install the Payflow app from the Shopify App Store
2. Go to Payment Customization > Hide and open the tool to create a condition
3. Freely name the new setting, for example, 'Hide COD by Customer Tags'
4. Select 'Customer tag' and leave the field next to the name set to 'is one of'
5. In the bottom field, enter the name of the tag to which this operation should apply. In our case, we will use 'Unclaimed COD 1x'.
6. Choose the corresponding payment method you want to hide. You can choose from predefined options, e.g., 'Cash on Delivery (COD)'. If your COD has a different name, you can use 'Contains text' and specify the keyword
7. Save the settings, and you're done!

More Useful Tips with the Payflow App 🙌

While setting up in the Payflow app, you may notice that a similar method can be used to configure many other useful features. Among the most common is, for example, setting up cash on delivery with a fee. Learn how to easily set up a charged cash on delivery in our next article.

Specific common cases that Payflow will solve for you:

• Hiding cash on delivery by delivery country (often for international shipments)
• Allow selection of a payment method only if the total weight of the cart is under a certain amount and does not contain selected items
• Show 'Bank Transfer' only for B2B customers
• Hiding payment methods above a certain order value
• Renaming payment or shipping methods
• Manual or automatic sorting of payment and shipping methods
• And much more!