How to Send WhatsApp Messages for Payments in Pabbly Subscription Billing

Learn how to automate WhatsApp messages for payments using Pabbly Subscription Billing and Pabbly Subscription Billing. Follow our step-by-step tutorial for seamless integration. Explore how to create custom checkout pages, manage multiple pricing tiers, and automate subscription renewals without any development expertise.

Watch Step By Step Video Tutorial Below

1. Setting Up Pabbly Subscription Billing for WhatsApp Payments

To send WhatsApp messages for payments in Pabbly Subscription Billing, the first step is to access your Pabbly account. If you do not have an account, you can sign up for free. Once logged in, navigate to the dashboard where you can see all the applications offered by Pabbly.

For this integration, you need to click on Pabbly Connect to set up the workflow. Here, you can create a new workflow by clicking on the ‘Create Workflow’ button. Name your workflow based on your objective, such as ‘Send WhatsApp Message for Payments in Pabbly Subscription Billing’ and select the folder where you want to save this workflow.

2. Creating a Trigger in Pabbly Connect

Now that you have set up your workflow in Pabbly Subscription Billing, the next step is to create a trigger. The trigger application will be Pabbly Subscription Billing, and the event you need to select is ‘Successful Payment.’ This event will initiate the workflow whenever a payment is successfully processed.

• Select ‘Pabbly Subscription Billing’ as the trigger application.
• Choose the trigger event as ‘Successful Payment’ from the dropdown.
• Copy the webhook URL provided by Pabbly Connect.

After copying the webhook URL, navigate back to Pabbly Subscription Billing and go to the settings. Here, you will find the ‘Webhook Settings’ option. Click on this, and add a new webhook by naming it (for example, ‘Testing’), selecting your product, and pasting the webhook URL you copied earlier.

3. Testing the Webhook Connection

Once you have added the webhook in Pabbly Subscription Billing, it’s time to test the connection. To do this, you need to make a test payment through the checkout page of your product. Fill in dummy details and complete the payment process.

After the test payment is made, go back to Pabbly Connect and click on ‘Recapture Webhook Response.’ This will fetch the response from Pabbly Subscription Billing regarding the successful payment. Ensure that you see the details of the payment response, including customer information.

Once you confirm that the response has been received, you can proceed to set up the action step for sending WhatsApp messages. This step will utilize the information captured from the payment details to send a notification to the customer.

4. Setting Up the Action to Send WhatsApp Messages

Now that you have captured the payment details, the next step involves setting up the action in Pabbly Connect. Here, you will choose the action application as WATI, which is used for sending WhatsApp messages. The action event will be ‘Send Template Message.’ This will allow you to send a predefined message to the customer.

• Select ‘WATI’ as the action application.
• Choose ‘Send Template Message’ as the action event.
• Connect WATI with Pabbly Connect by providing the API endpoint and access token.

After establishing the connection, you will need to map the WhatsApp number from the payment response. This mapping will dynamically insert the customer’s details into the message template. Select the appropriate template that you created in WATI, ensuring it contains the necessary fields such as the customer’s name and payment confirmation.

5. Finalizing and Testing the Integration

With all the details mapped, it’s time to finalize the integration. Click on the ‘Save and Test Request’ button in Pabbly Connect. This will send the WhatsApp message to the customer using the details you provided. You should see a confirmation that the message has been sent successfully.

To verify, check the WhatsApp account associated with the customer’s number. The message should read something like, ‘Hello [Customer Name], we have received your payment, and you will get your order very soon. Thank you for connecting with us!’ This confirms that the integration between Pabbly Subscription Billing and WhatsApp via WATI is working correctly.

In summary, you have successfully set up an automated system to send WhatsApp messages for payments using Pabbly Subscription Billing and Pabbly Connect. This integration enhances customer communication and ensures timely notifications for payments received.

Conclusion

In this tutorial, we detailed how to send WhatsApp messages for payments using Pabbly Subscription Billing and Pabbly Connect. By following the steps outlined, you can automate payment notifications effectively and enhance customer engagement.