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. Integrate your business payments seamlessly! Discover practical methods for designing chat sequences that capture leads, answer questions, and guide users to the next step in your funnel.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Chatflow for Payment Integration

To begin using the NEW Payment Module in Pabbly Chatflow, first access your Pabbly Chatflow dashboard. From the dashboard, navigate to the ‘WhatsApp Payment’ section, which is a new feature added to facilitate payment processing.

Once in the WhatsApp Payment section, you will find options to configure payment gateways, order messages, payment notifications, and order history. Although setting up payment notifications and order history is optional, configuring the payment gateways and order messages is essential to utilize the payment feature effectively.

2. Setting Up the Payment Gateway in Pabbly Chatflow

In this step, you will set up the payment gateway in Pabbly Chatflow. Click on the ‘Add WhatsApp Payment’ button located at the top right corner of the page. Here, you will need to provide a unique name for your payment configuration, such as ‘AI Flow Payments’.

• Enter a unique name for your payment configuration.
• Select the payment method from your Meta account.
• Sync the payment configuration ID with Pabbly Chatflow.

After selecting and syncing your payment configuration ID, choose the payment gateway, currently limited to Razorpay. Ensure you set a custom prefix and starting number for your order sequence, which will help in tracking orders efficiently.

3. Creating an Order Message in Pabbly Chatflow

Next, you will create an order message within Pabbly Chatflow. This message serves as a template for sharing product details with customers. Start by naming your order message, for instance, ‘First Order Message’. You can choose from three types of order messages: custom product, catalog product, or WhatsApp cart.

For a custom product, you can manually input product details such as images, names, and prices. The order message will allow you to display multiple products with their respective details. If you opt for catalog products, ensure that your Meta catalog is synced with Pabbly Chatflow. You can select products directly from your catalog to include in the message.

• Choose the type of order message you want to create.
• Add product images, names, and prices for custom products.
• Sync your Meta catalog if using catalog products.

Once your order message is created, you can preview it to ensure all details are correct before sending it to customers through WhatsApp.

4. Managing Payment Notifications in Pabbly Chatflow

After setting up the order message, the next step is to manage payment notifications in Pabbly Chatflow. This feature allows you to send automatic notifications to customers upon successful or failed payments. To enable this, toggle the ‘Enable Payment Success Notification’ option and select the appropriate order message template that will be sent to customers.

You can also manage notifications for payment failures. By enabling this option, you can create a specific message that will be sent to customers if their payment does not go through. This ensures that customers are informed about their payment status, enhancing their experience.

Enable payment success notifications for order messages. Create a message template for failed payments. Customize notifications based on specific order messages.

By setting up these notifications, you can ensure that your customers receive timely updates regarding their payment statuses, which is crucial for maintaining customer satisfaction.

5. Managing Order History in Pabbly Chatflow

The final step involves managing order history in Pabbly Chatflow. This feature allows you to track all orders created through your WhatsApp chatbot. You can view the status of orders such as pending, successful, or expired. The order history is retained for 90 days, after which it is automatically deleted.

To view the order history, simply navigate to the order history section in Pabbly Chatflow. Here, you can filter orders by their status and view detailed information, including the order ID, invoice ID, and total amounts. This feature is essential for businesses to keep track of their transactions and ensure smooth operations.

To summarize, managing order history in Pabbly Chatflow is straightforward and provides valuable insights into your payment processing activities. This will allow you to maintain an organized record of all transactions and improve your business operations.

Conclusion

In conclusion, using the NEW Payment Module in Pabbly Chatflow allows businesses to streamline their payment processing directly through WhatsApp. By following the steps outlined in this tutorial, you can effectively set up payment gateways, create order messages, manage notifications, and track order history. This integration not only enhances customer experience but also drives business growth.