Introduction

In this detailed overview, we explore how to efficiently collect payments after a WhatsApp order trigger is activated, focusing on integrating Stripe and PayPal.

This guide is designed to help users understand the step-by-step process of setting up payment collection, generating checkout links, and managing successful transactions within a WhatsApp automation system.

Whether you're a developer or a business owner, this summary provides clear instructions, best practices, and essential tips to streamline your payment workflows.

Step-by-Step Process for Payment Collection

1. Integrating Payment Gateways (Stripe & PayPal)

• Access Integrations:

  • Navigate to the integrations section within your platform.

  • Select Stripe and PayPal options.

• API Key Setup:

  • Enter your API keys for each service.

  • For detailed guidance, refer to the platform's tutorials available on their YouTube channel.

• Important: Proper API integration is crucial for secure and seamless transactions.

2. Configuring WhatsApp Trigger for Checkout

• Trigger Setup:

  • Use a trigger such as "generate checkout link without template message".

  • This trigger sends a direct link in the message, allowing customers to proceed with payment.

• Trigger Activation:

  • The flow activates when a WhatsApp order is received and the trigger is active.

3. Saving the Order ID

• Identify the System Field:

  • Locate the system field called "order".

• Save into Custom Fields:

  • Save the order ID into a custom field, not the order number.

  • Example: Save as "WhatsApp Order ID".

• Purpose:

  • This ID is essential for updating the order after payment confirmation.

4. Generating the Checkout Link

• Stripe & PayPal Actions:

  • Use e-commerce actions to generate checkout URLs.

  • For Stripe:

    • Select Stripe in the actions menu.

    • Use "create checkout URL".

    • Save the URL into a custom variable, e.g., "Stripe Checkout URL".

  • For PayPal:

    • Similar process, save the checkout URL into a variable like "PayPal Checkout URL".

• Creating Products:

  • Use custom products to generate specific checkout links tied to order details.

• Dynamic Variables:

  • Incorporate variables such as:

    • Order total price

    • Order ID

    • Product images

    • Order description

5. Configuring Payment Confirmation & Next Steps

• Post-Payment Actions:

  • When a customer completes payment, trigger a confirmation message.

  • Use "payment succeeded" events to proceed.

• Sending Confirmation:

  • Send an image or message confirming the order completion.

  • Example: "Your payment has been received successfully."

6. Handling Payment Success & Failure

• Automation:

  • Connect the "payment succeeded" event to subsequent messages or workflows.

  • For example, send an order confirmation, delivery details, or next steps.

7. Designing the Payment Message Template

• Order Details:

  • Include:

    • Order ID

    • Number of items

    • Total price

    • Currency

    • Subtotal, delivery costs (if applicable)

• Buttons for Checkout:

  • Use "Open Website" actions linked to checkout URLs.

  • When clicked, customers are directed to complete their payment securely.

8. Using Buttons & Links Effectively

• Button Setup:

  • Embed checkout URLs into buttons labeled, e.g., "Pay with Stripe" or "Pay with PayPal".

• Link Behavior:

  • Clicking the button opens the checkout page in the browser.

  • After payment, the system detects success and triggers the next message.

9. Ensuring Smooth User Experience

• Clear Instructions:

  • Guide customers through the process with concise messages.

• Visual Aids:

  • Use images or icons to enhance clarity.

• Confirmation Messages:

  • Confirm successful transactions promptly to build trust.

10. Additional Tips & Best Practices

• Test thoroughly before going live.

• Secure API keys and sensitive data.

• Monitor transactions regularly for issues.

• Update checkout links if product details change.

• Provide support contact info in case of payment issues.

Final Thoughts and Next Steps

In summary, integrating Stripe and PayPal with your WhatsApp order system allows for seamless payment collection. By following the outlined steps—setting up integrations, saving order IDs, generating checkout links, and automating confirmation messages—you can create an efficient, user-friendly checkout experience. Remember to test each step thoroughly, ensure secure handling of data, and keep your customers informed throughout the process.

In future tutorials, you'll learn about Razorpay integration and advanced customization options to further enhance your payment workflows. Stay tuned for more updates, and don't hesitate to explore the platform's resources for detailed guidance.