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Send a WhatsApp after payment

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Send a WhatsApp after payment (0:33)

To WhatsApp every customer when their payment succeeds, connect a WhatsApp provider once, then turn on an automation made from the Wabot Payment Notification template. This guide uses Wabot; the same steps work with Wasapbot or Nakwasap and their own Send step.

WasapBOM is no longer supported. If you used it, connect Wabot, Wasapbot or Nakwasap instead and move your messages into an automation.

Connect Wabot

Section titled “Connect Wabot”

First, at Wabot:

  1. Sign up at Wabot.
  2. Connect your WhatsApp number in the Wabot dashboard.
  3. Copy your Access Token and Instance ID from the dashboard.

Then in BCL:

  1. In the sidebar, go to Platform Setup → Integrations.

    The Platform Setup menu in the BCL sidebar, with Integrations highlighted

  2. Click Connect on the Wabot card. Click WhatsApp at the top right if you want to see only the WhatsApp cards.

    The WhatsApp cards on the Integrations page, with Connect highlighted on the Wabot card

  3. In the panel, under API Credentials, turn on Enable Wabot integration.

  4. Paste the Access Token and Instance ID, then click Verify Connection above the Access Token field to check them.

    The API Credentials of the Wabot panel, with Enable Wabot integration highlighted

  5. Click Save Wabot.

    The Save Wabot button highlighted under the Admin phone number field

The Admin phone number in the same panel is the default number for WhatsApp alerts to you from your forms. Every WhatsApp provider shares it.

Create the automation from the template

Section titled “Create the automation from the template”

With Wabot connected, the template does most of the work.

  1. Go to Automations and click Templates.

  2. On Wabot Payment Notification, click Use template.

    The Wabot Payment Notification template card with Use template highlighted

  3. BCL creates the automation with a Payment Success trigger joined to a Send Wabot node, and opens it under Edit Workflow. To give it your own name, click the name under the heading and type a new one.

  4. Double-click the Send Wabot node to open Wabot Action Settings. Receiver Phone is set to {phone}, the phone number the customer entered at checkout. The Wabot Message is a sample in Malay with the order number, amount and receipt link.

    The Wabot Action Settings with the Receiver Phone field highlighted and the sample message below

  5. Change the message to your own words, up to 4,096 characters. Click Variables to insert details such as {name}, {order_number}, {amount} or {receipt_url}. Preview message shows how it will look.

  6. Under Send a test, enter your own number as 601XXXXXXXXX in Phone Number and click Send to see the message as a customer would. This section only appears once Wabot is connected.

  7. Click Save Wabot.

  8. To limit it to some forms, double-click the Payment Success trigger, choose a Payment Source Type and pick the forms under Specific Form, then click Save Trigger.

  9. Click Update Automation, then turn on the Inactive switch next to it. It then says Active.

    The Inactive switch next to Update Automation at the top of the automation

Using Wasapbot or Nakwasap? Build the same workflow with a Send Wasapbot or Send Nakwasap node: click Add Node and pick it under WhatsApp. See Create an automation.

Tips

Section titled “Tips”

WhatsApp is personal, so keep it short and useful:

  • Send the receipt link. {receipt_url} lets the customer open their receipt straight from WhatsApp.
  • Use the number format your provider expects. For a fixed number, such as your own, type it with the country code, like 601XXXXXXXXX.
  • Check the history after the first sale. See whether each message was sent in Check an automation’s history.
  • Prefer the per-form switch? Payment, event, booking and lead forms can also send WhatsApp through Wabot, Wasapbot or Nakwasap from their own notification settings. See WhatsApp notifications.

Common issues

How do I send customers a WhatsApp automatically after they pay?

Go to Platform Setup → Integrations, click Connect on the Wabot card, add your credentials and click Save Wabot. Then go to Automations → Templates, click Use template on Wabot Payment Notification, edit the message, click Update Automation and turn on the switch next to it.

The Wabot Payment Notification template card with Use template highlightedSee it in the steps
My Send Wabot node says Wabot not configured. What is missing?

Wabot is not connected yet. On the Wabot card under Platform Setup → Integrations, check that Enable Wabot integration is on, that the Access Token and Instance ID are saved, and that Verify Connection succeeds. Then reload the automation page: it reads the connection when the page opens.

The API Credentials of the Wabot panel, with Enable Wabot integration highlightedSee it in the steps
Can I test the message on my own number before customers get it?

Yes. Once Wabot is connected, the Send Wabot node has a Send a test section. Enter your number as 601XXXXXXXXX in Phone Number and click Send. Variables are filled with sample data.

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