How to Use the NEW Payment Module in Pabbly Chatflow | Step-by-Step

Learn how to set up and use the NEW Payment Module in Pabbly Chatflow with this detailed step-by-step tutorial. Streamline your payment process now! This detailed guide shows you how to build powerful chat automation that engages visitors and converts prospects—without any coding required.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Chatflow for Payment Integration

To start using the NEW Payment Module in Pabbly Chatflow, first, log into your Pabbly Chatflow account. Once on the dashboard, navigate to the ‘WhatsApp Payment’ section located in the left panel. This is where you will set up your payment configurations.

After accessing the WhatsApp Payment section, you will see an option labeled ‘Add WhatsApp Payment’ at the top right corner. Click on this button to begin configuring your payment settings. You will need to fill out specific sections to complete the setup process, including payment gateways and order messages.

2. Setting Up the Payment Gateway in Pabbly Chatflow

In this step, you will configure the payment gateway for your WhatsApp payments using Pabbly Chatflow. Start by naming your payment configuration uniquely, for example, ‘AI Flow Payments’. This name will help you identify the payment setup later.

• Click on the ‘Add Direct Payment Method’ to sync with your Meta account.
• Select the Razorpay method for the payment configuration.
• Set a custom order prefix and starting number for your order IDs.

After completing these fields, ensure you sync the payment configuration in Pabbly Chatflow. This will enable the payment method to be used in your WhatsApp messages.

3. Creating Order Messages in Pabbly Chatflow

Next, you will create your order messages in Pabbly Chatflow. This involves naming your order message, selecting the message type, and adding product details. For instance, you can choose between custom products, catalog products, or WhatsApp cart options. For this tutorial, we will use the custom product type.

• Add product images, names, and prices accordingly.
• Set the order format and footer for your messages.
• Define the payment expiration time, which can range from 5 to 30 minutes.

Upon completing this setup, you will have created a functional order message that can be sent to customers via WhatsApp, providing them with the necessary payment details.

4. Configuring Payment Notifications in Pabbly Chatflow

To enhance customer experience, configuring payment notifications in Pabbly Chatflow is essential. This allows you to send automatic messages upon successful or failed payment transactions. Navigate to the payment notifications section within your WhatsApp payment configuration.

Enable payment success notifications and select the appropriate order message template. Set up payment failure notifications with a custom message template.

By setting these notifications, you ensure that customers are kept informed about their payment statuses, thus improving overall satisfaction with your service.

5. Managing Order History in Pabbly Chatflow

Finally, managing your order history is crucial for tracking payments and customer interactions through Pabbly Chatflow. You can view all orders created within the last 90 days, including their statuses such as pending, successful, or failed.

Utilize this section to monitor all transactions and manage customer inquiries effectively. You can filter orders based on their status, providing a streamlined approach to handling payments.

With these tools, Pabbly Chatflow not only simplifies payment processing but also enhances your business’s operational efficiency, allowing for better customer service.

Conclusion

By following this guide, you can effectively set up and use the NEW Payment Module in Pabbly Chatflow. This setup allows for seamless integration of payment processes, enhancing customer interactions and streamlining your business operations.