View this demo and lear about how we can help you to get payments using our solution.
https://www.youtube.com/watch?v=-SB4FtOi–4
Link a Stripe Account
- Go to the “Payments” section in the Chatwith platform.
- Select the option to link your Stripe account (refer to a linked video for detailed instructions).
- Ensure your Stripe account is connected to enable payment processing.
Create a Checkout with Dynamic Pricing
- Navigate to the checkout creation section.
- Set up a checkout with dynamic pricing (not fixed).
- Configure the payment percentage (e.g., 100% for full payment or 20% for order confirmation).
- Add required user fields (e.g., name, phone number).
- Include a currency, description, and thank-you message.
- Save and activate the checkout with Stripe.
Build the Calculator Widget
- Go to the “Widgets” section and create a new widget.
- Select the “Calculator” type and go to the form settings.
- Add basic fields:
- Name and phone number for user information.
- A dropdown menu with price options (e.g., €10, €20, €50, €100) labeled as desired (e.g., “Basic,” “Pro,” “Top”).
- Enable the “Show Price” option to display prices clearly.
- Add a multiplier option to allow users to input custom amounts (e.g., €20 × 3 = €60).
- Optionally, include add-ons (e.g., €100 for a t-shirt) or fixed fees (e.g., €20 donation fee) using checkboxes or help text with prices.
- Ensure all elements contribute to the total amount displayed in the widget.
Link the Widget to the Checkout
- In the widget settings, select the “Send to Payment” option.
- Choose the checkout created in Step 2 (e.g., “Donation for Netwing”).
- Add a confirmation button (e.g., “Confirm Donation”).
- Enable the option to display the total amount in the widget for transparency.
Test and Save the Widget
- Test the widget to ensure calculations (e.g., €50 × 4 = €200) and add-ons (e.g., €20 fee) work correctly.
- Save the widget configuration.
Integrate with CRM for Lead Management
- Monitor submissions in the CRM, where user data (name, phone number, donation amount) is stored.
- Check for “pending payment” labels to identify incomplete transactions.
- Use the provided checkout link to send payment reminders to users (e.g., “Please confirm your payment here”).
Embed the Widget on Your Website
- Copy the widget embed code and add it to your website.
- Ensure the widget is user-friendly and visually appealing (e.g., using buttons for dropdowns).
Track and Follow Up
- Use the CRM to track donor or customer activity and payment statuses.
- Recover pending payments by sending personalized messages with the checkout link.