How to Send WhatsApp Payment Reminders for Razorpay Abandoned Checkouts Using Pabbly Connect

Learn how to automate WhatsApp payment reminders for Razorpay abandoned checkouts using Pabbly Connect. Follow our detailed tutorial for seamless integration. Discover how to seamlessly connect your essential tools through accessible instructions that make powerful automation available to professionals at every skill level.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Automation

To start sending WhatsApp payment reminders for Razorpay abandoned checkouts, first access Pabbly Connect. This platform enables seamless integration between Razorpay and WhatsApp, allowing you to automate reminder messages effectively.

Visit the Pabbly Connect website by entering Pabbly.com/connect in your browser. If you are a new user, click on ‘Sign Up for Free’. Existing users can click ‘Sign In’ to access their accounts. Once logged in, you can create a new workflow by clicking on the ‘Create Workflow’ button.

2. Creating a Workflow in Pabbly Connect

After logging into Pabbly Connect, you can create a new workflow to manage your WhatsApp payment reminders. Click on the ‘Create Workflow’ option and select the ‘New Beta Version’ for a modern experience.

• Name your workflow: ‘Send WhatsApp Payment Reminders for Razorpay Abandoned Checkouts’.
• Choose a folder for better organization.
• Click on ‘Create’ to finalize the workflow setup.

Your workflow is now created, and you will be redirected to the workflow interface where you can set up triggers and actions.

3. Setting Up the Trigger for Razorpay

The next step in Pabbly Connect is to set up a trigger that will initiate the workflow when a Razorpay payment fails. Click on the trigger module and select Razorpay as the application.

Choose the event as ‘Payment Failed’. This event triggers the workflow whenever a payment is marked as failed. After selecting the event, you will be prompted to connect your Razorpay account by providing a webhook URL.

• Log into your Razorpay account and navigate to settings.
• Find the ‘Webhooks’ section under account settings.
• Add a new webhook by pasting the URL provided by Pabbly Connect.

Once the webhook is set up, return to Pabbly Connect and capture the webhook response to ensure the integration is working correctly.

4. Setting Up the Action with WhatsApp Cloud API

After successfully capturing the webhook response, the next step in Pabbly Connect is to set up the action that sends WhatsApp messages. Click on the plus icon to add an action step and select WhatsApp Cloud API as the application.

Choose the event ‘Send Template’ to configure how the message will be sent. You will need to connect your WhatsApp Cloud API account by providing the necessary credentials such as token, phone number ID, and WhatsApp business account ID.

Visit the Meta for Developers page to generate your access token. Copy the token and fill in the required fields in Pabbly Connect. Ensure all required fields are filled correctly to establish the connection.

Once the connection is established, you can proceed to map the data fields from Razorpay to WhatsApp for sending personalized messages.

5. Mapping Data and Sending WhatsApp Messages

The final step involves mapping the data collected from Razorpay to the WhatsApp message template. In Pabbly Connect, select the template you created for payment reminders.

Map the variables such as customer name, phone number, and amount to personalize the message. Ensure that you select the correct language code and specify whether your template has a header.

Click on ‘Save and Send Test Request’ to test the integration. If successful, you will see the message appear in your WhatsApp, confirming that the automation is working as intended.

Conclusion

By following these steps, you can automate WhatsApp payment reminders for Razorpay abandoned checkouts using Pabbly Connect. This integration not only saves time but also enhances customer engagement by sending timely reminders. Start using Pabbly Connect today to streamline your payment processes and improve customer satisfaction.