CareNetSolutions
Shopify WhatsApp Integration
Merchant setup guide, troubleshooting, and Shopify App Store publish checklist for the CareNetSolutions WhatsApp app.
1. App Overview
Purpose: Add a floating WhatsApp chat button to the storefront so customers can start a conversation with one click.
What merchants get
- A floating WhatsApp button on all store pages
- Central control from the app dashboard (number, message, label, on/off)
- Country code picker with country name (e.g.
+91 India) - Custom default message pre-filled when WhatsApp opens
- Button color customization in the theme editor
What the app does not do
- Does not send automated WhatsApp messages
- Does not read customer WhatsApp chats
- Does not replace WhatsApp Business API / official WhatsApp marketing tools
2. Features
| Feature | Description |
|---|---|
| Global floating button | Shows on all pages when App embed is enabled |
| Country + phone fields | Separate country code and local phone number |
| Default message | Pre-filled text when customer opens WhatsApp |
| Button label | Accessibility label for the floating button |
| Enable / disable toggle | Show or hide button without uninstalling the app |
| Theme colors | Button and icon colors from Theme → App embeds |
| Dashboard-only settings | Phone, message, and visibility managed in the app |
3. Merchant Setup Guide
Step 1 — Install the app
- Open the Shopify App Store or install link from the developer.
- Click Install app and approve permissions.
- Open the app from Apps in Shopify Admin.
Step 2 — Configure WhatsApp settings
In the app dashboard:
- Country — Select your country (e.g.
+91 India). - Phone number — Enter the number without country code (e.g.
7741092638). - Default message — Message that opens in WhatsApp (e.g.
Hi, I need help.). - Button label — Label for accessibility (e.g.
Chat on WhatsApp). - Keep WhatsApp button enabled — Check to show the button on the store.
- Click Save settings.
Example: Country +91 India + phone 7741092638 → WhatsApp link uses +91 7741092638.
Step 3 — Enable on the storefront (required, one time)
- Go to Online Store → Themes → Customize.
- If a WhatsApp Button block was added inside a home page section, remove it.
- In the left sidebar, open App embeds (puzzle icon).
- Turn WhatsApp Floating Button ON.
- Optional: change Button color and Text color.
- Click Save.
Step 4 — Verify
- Open your live storefront (home, product, collection, contact pages).
- Confirm the green WhatsApp button appears bottom-right on all pages.
- Click the button and confirm WhatsApp opens with the correct number and message.
4. Troubleshooting
Button only shows on home page
Cause: A WhatsApp block was added to a single page section instead of using App embeds.
Fix:
- Theme → Customize → remove any WhatsApp block from page sections.
- Enable WhatsApp Floating Button under App embeds.
- Save the theme.
Button does not show anywhere
Check:
- Keep WhatsApp button enabled is checked in the app dashboard.
- Country and phone number are saved.
- WhatsApp Floating Button is ON under App embeds.
- Theme is saved after enabling the embed.
- Hard-refresh the storefront (Ctrl+F5 / Cmd+Shift+R).
Wrong phone number on WhatsApp
- Open the app dashboard.
- Update Country and Phone number.
- Click Save settings.
- Do not change the number in Theme Customize (only colors are used there).
Enable / disable toggle not working
- Uncheck or check Keep WhatsApp button enabled.
- Click Save settings.
- Refresh the storefront.
- Ensure the latest app version is deployed (
npm run deployfor developers).
Button shows but wrong message
Update Default message in the app dashboard and click Save settings.
5. Data & Privacy
Use this as a basis for your privacy policy and App Store data disclosure.
Data collected
- Shop session data — Required for app authentication (stored in app database).
- App settings — WhatsApp number, default message, button label, enabled state (stored as app installation metafields).
Data not collected
- Customer personal data from the storefront
- WhatsApp chat content
- Order or payment data (unless added in future versions)
Third-party services
- WhatsApp (Meta) — When a customer clicks the button, they are redirected to WhatsApp. Meta's terms and privacy policy apply.
Merchant responsibility
- Merchants must use a WhatsApp number they own or are authorized to use.
- Merchants are responsible for compliance with local laws and WhatsApp/Meta policies.
6. Developer — Pre-publish Checklist
Complete these before submitting to the Shopify App Store.
App configuration
- Update app name in Partner Dashboard (avoid placeholder names like
whatsapp intif publishing publicly). - Set production Application URL (replace
https://example.cominshopify.app.toml). - Set production Redirect URLs for OAuth.
- Review API scopes — remove unused scopes if not needed.
- Remove or replace demo template metafields/metaobjects in
shopify.app.tomlif not used.
Hosting & database
- Deploy app to production hosting (Fly.io, Render, Google Cloud Run, etc.).
- Replace SQLite with PostgreSQL for session storage.
- Set environment variables:
SHOPIFY_API_KEY,SHOPIFY_API_SECRET,SCOPES,SHOPIFY_APP_URL,DATABASE_URL,NODE_ENV=production - Run database migrations:
npm run setup
Extension
- Deploy extension:
npm run deploy - Test App embed on a development store with Online Store 2.0 theme.
- Test on mobile and desktop.
App Store listing assets
- App icon (1200×1200 px)
- Feature media / screenshots (desktop + mobile)
- Short description (max ~100 characters)
- Long description (features + setup summary)
- Privacy policy URL (required)
- Support email or support URL
- Pricing plan (free or paid)
- App review instructions for Shopify reviewers
Suggested app review instructions
Copy into the Testing instructions field in the submission:
1. Install the app on the review development store.
2. Open the app and set:
- Country: +91 India (or any valid country)
- Phone number: a valid WhatsApp number without country code
- Default message: Hi, I need help.
- Keep WhatsApp button enabled: ON
3. Click Save settings.
4. Go to Online Store → Themes → Customize.
5. Open App embeds (puzzle icon) and enable "WhatsApp Floating Button".
6. Save the theme.
7. View the storefront — the WhatsApp button should appear on all pages.
8. Click the button to verify WhatsApp opens with the saved number and message.
9. In the app, uncheck "Keep WhatsApp button enabled", save, and confirm the button disappears on the storefront.
7. Deployment Commands
Local development
npm install
npm run dev
Production build
npm run build
Deploy app + extension to Shopify
npm run deploy
Start production server (after build)
npm run setup
npm run start
8. App Store Listing Copy
Use and edit for Partner Dashboard → App listing.
App name (suggestion)
WhatsApp Chat Button
Tagline (short description)
Long description (draft)
WhatsApp Chat Button helps Shopify merchants connect with customers instantly through WhatsApp.
Features:
- Floating WhatsApp button on all store pages
- Easy setup from the app dashboard
- Country code picker with country names
- Custom default message when customers open WhatsApp
- Show or hide the button anytime
- Customize button colors in the theme editor
Setup in minutes:
- Install the app and enter your WhatsApp number.
- Enable the WhatsApp Floating Button in Theme → App embeds.
- Save and start receiving customer messages on WhatsApp.
Perfect for small businesses, D2C brands, and stores that want a simple way to offer WhatsApp support without complex integrations.
Key benefits
- One-click WhatsApp chat from any page
- No coding required
- Central dashboard for all settings
- Works with Online Store 2.0 themes
- Mobile-friendly floating button
Search keywords
WhatsApp, chat button, customer support, floating button, WhatsApp widget, contact button, live chat alternative
9. Technical Architecture
| Component | Path / technology |
|---|---|
| App backend | React Router + @shopify/shopify-app-react-router |
| Admin UI | app/routes/app._index.jsx |
| Session storage | Prisma + SQLite (dev) — use PostgreSQL in production |
| Theme extension | extensions/whatsapp-button/blocks/whatsapp-floating-embed.liquid |
| Settings storage | App installation metafields (whatsapp namespace) |
| Webhooks | app/uninstalled, app/scopes_update |
Metafields used
| Key | Purpose |
|---|---|
settings (JSON) |
Full settings including isEnabled, country, phone |
phone_number |
Combined WhatsApp number for storefront |
default_message |
Pre-filled WhatsApp message |
button_label |
Accessibility label |
enabled |
Legacy enabled flag (string) |
10. Support Templates
Use for merchant support replies.
Installation help
After installing, open the app, save your WhatsApp number and message, then go to Online Store → Themes → Customize → App embeds → enable "WhatsApp Floating Button" → Save.
Button not on all pages
Please use App embeds, not a block inside a page section. Remove any WhatsApp block from the home page section and enable the App embed instead.
Disable button temporarily
Uncheck "Keep WhatsApp button enabled" in the app dashboard and click Save settings.
11. Version & Contact
| Item | Value |
|---|---|
| App version | 1.0.0 (update before publish) |
| Shopify API version | 2026-07 (webhooks) / October25 (app package) |
| Support email | Add your support email |
| Privacy policy URL | Add your privacy policy URL |
| Developer / company | Add your company name |
12. Publish Flow Summary
- Build & host the app in production with a real database.
- Configure Partner Dashboard app URLs and OAuth redirects.
- Deploy with
npm run deploy. - Test full merchant flow on a development store.
- Create privacy policy and support page.
- Prepare listing assets (icon, screenshots, descriptions).
- Submit for App Store review in Partner Dashboard.
- Respond to reviewer feedback if any.