Turn WhatsApp Leads into Paying Customers: A Step-by-Step Guide to Using WhatsApp Widget with Stripe

Tired of losing potential sales after your customers contact you on WhatsApp? ToChat.be offers a powerful solution: a WhatsApp widget that seamlessly integrates with Stripe, allowing you to take payments directly after a lead engages with your widget. This means no more back-and-forth about pricing or invoices – customers can pay on the spot!

View the video tutorial here: https://www.youtube.com/watch?v=elF0d-i7YQA

This tutorial will walk you through the process of setting up and using this feature, whether you sell pizzas, painting services, or anything in between.

What You’ll Need

  • A Chatwi account (presumably you have one).
  • A Stripe account (and that is connected to a payment method).

Step 1: Connect Your Stripe Account to Chatwi

  1. Log into your Chatwi account. This is your control panel where you manage your widgets.
  2. Navigate to the “Payments” section. This may be a tab or a menu option on your dashboard.
  3. Find the “Connect Stripe” option. This button or link will begin the Stripe connection process.
  4. Follow the prompts. You’ll be redirected to Stripe to log into your account and grant Chatwi permission to manage payments. Once completed, you’ll be redirected back to Chatwi and see a “connected” message.

Step 2: Create a Dynamic Price Product in Stripe

  1. Go to your Stripe dashboard. (This is done in the Stripe’s Website)
  2. Navigate to “Products”.
  3. Create a new product. It is essential to understand that a product in Stripe is more like a “Service” offered by you (or a good) and not directly like “pizza” or “painting”.
  4. Name your product something descriptive, like “Dynamic Order” or “Custom Service.” This is an internal title.
  5. Crucially, select the option for “Dynamic Pricing.” This is the key to making this integration work. The price won’t be fixed in Stripe; it will be calculated by the widget.
  6. Configure the “Checkout Information” you want to collect on the Stripe page (not in the WhatsApp Widget). For instance, you will be able to collect the billing data from your users here.

Important: Stripe can also handle fixed-price products if you need them, however, dynamic price is more useful to be used with the WhatsApp Widget.

Step 3: Configure Your Chatwi Widget

  1. Go back to your Chatwi control panel.
  2. Find the widget you wish to use. If you do not have it yet, create a new one.
  3. Access the “Form” settings of your desired widget.
  4. Change the “send data to” option. Instead of sending the data to WhatsApp, select the “checkout” option.
  5. Choose your dynamic payment service. Select the dynamic product you created in the previous step from the list of available products.
  6. Customise the “Pay for this service” text. You can customize the text the button that will redirect your customers to the checkout.
  7. Configure the widget’s options to define product and quantities. This section will need some configuration if you are intending on getting dynamic pricing based on the customer’s choice. The next step is for that.

Step 4: Create Dynamic Price Options

  1. Choose the “Dropdown with Price” element from the widget elements.
  2. Add your product or service options. For example, if you are selling pizzas, you may add options like:
    • Small Pizza: $10
    • Medium Pizza: $15
    • Large Pizza: $20
    • Extra Cheese: $2
    • Pepperoni: $3
    • Coke: $2
    • Fanta: $2
  3. Important: Enable the “Can Multiply” option (optional, but very common). This allows customers to select multiple quantities of the same item (like two Cokes, for example).
  4. Set Minimum and Maximum values for the quantities: (Optional). This is especially useful when it comes to real products to not let users select excessive quantities.
  5. Choose the currency.
  6. Enable “Show price in the widget” if you want the prices to be shown while the user is building the order, before reaching the check out page.

Important Considerations

  • Multiply option: Use this when users can select multiple quantities of the same item. If they can only pick one of a specific option, it’s not necessary. If the customer has, for example, to choose only the size of their pizza, the multiply option is not necessary, but if they can order multiple pizzas at once, then it is.
  • Minimum and Maximum: Setting these can help prevent errors in the ordering process.
  • Flexibility: This setup is extremely flexible. You can create simple menus with a few options or more complex configurations that can adapt to your business needs.

How It Works in Practice

  1. Customer Interaction: The customer interacts with your WhatsApp widget and selects options to place an order or build a service budget.
  2. Dynamic Calculation: Based on their choices, the widget calculates the total cost, if the prices are configured and the option to “Show prices in widget” is enabled.
  3. Checkout: Instead of being redirected to WhatsApp (as with a standard setup), the customer is sent to a Stripe checkout page dynamically loaded by the widget.
  4. Payment: They complete their payment on Stripe.
  5. Lead Tracking: Even if they don’t complete the payment, you’ll still capture their contact information, but you also can follow up if they already paid the order or not.

Benefits of This Approach

  • Seamless Sales Process: Customers can order and pay in a few clicks, reducing friction and improving the likelihood of a sale.
  • Dynamic Pricing: Charge based on user selections, ideal for complex products and services.
  • Increased Efficiency: Save time by automating pricing and payment collection.
  • Lead Generation: Collect user data regardless of whether they complete a payment.

Conclusion

Chatwi’s WhatsApp widget with Stripe integration offers a powerful way to convert WhatsApp leads into paying customers. This step-by-step tutorial helps you set up the feature correctly and leverage its full potential for your business, letting you configure prices in real time and dynamically charge your customers for their orders. Remember to explore the different settings to find the best configuration for your business needs.

Need Help?

If you have any questions or need assistance setting up your payment integration, feel free to contact Chatwi support. We’re here to help you succeed!

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