This article we will guide you through setting up payment acceptance and verification.
First of all, make sure that you have enabled the system to accept payments.
Here's how to do it:
Go to Project settings.
Open the Integrations section.
Ensure that the integration with the required service is currently active.
If you don’t have any active integrations yet, you can find out how to set up the required integration in this section.
Once the integration is set up, you can proceed with payment acceptance and verification within your chatbots.
Important! Some payment systems may require the buyer’s contact information, such as their email or phone number. To avoid errors when generating a payment link, be sure to request the client’s information using Client data collection action and save it in the system variable {{ email }} or {{ phone }} before sending the payment link.
Payment acceptance
Go to the Automation section, create a new automation, or select an existing one where you want to add payment integration:
Set up the automation scenarios, fill in the text for the sales message, and create a button (a quick reply if this is an automation for a Telegram bot).
In the button settings menu, select the action 'Continue to Payment'.
In the action settings, select the product that the user can pay for using this button:
If you haven’t created a product yet, use the "New" button to do so:
In the pop-up window, specify:
1) The name of your product.
2) The price of the product.
3) The currency the user needs to pay in.
Then click the "Create product" button to save your product:
Done! You can now select your new product from the product list.
Product discount
If needed, you can apply a discount to your product. Enter the percentage or discount amount, and you will see the final price of your product.
Once the product and its price are set, make sure you have selected the correct payment system if you have multiple integrations connected:
Click on an empty space in the workspace to save the button settings. After that, a card icon will appear in the left corner of your button, indicating that it is set up for payment acceptance.
Well done!
You have successfully set up payment acceptance in your chatbot. 🔥
If needed, you can configure a follow-up message for cases where a user clicks the payment button but does not complete the payment.
Simply configure the "Delay" action from the payment button and specify the time allowed for the user to complete the payment.
Then, set the "Paid products" condition from the 'Delay' action.
In the settings of this condition, select the "Paid products" parameter, then choose the product that the user must have paid for:
Add a new sales or follow-up message and connect it to the "Condition" block with a link arrow, selecting the "Don't match any conditions" option.
Done! In this scenario, if the user proceeds to payment but does not complete it within 1 hour, your chatbot will send a new message to the client.
Granting access to a product after successful payment
To give the client access to the product right away after payment, you need to set up a separate automation that starts automatically once the payment is completed.
Go to the Automation section and create a new automation.
To make it easier, use your product name for the automation.
Set up the automation scenario and include your product or a link to it in the message:
Then create a new condition:
In the “Paid products“ condition, select your product:
Set the condition as the starting block by clicking the arrow icon above the block:
Connect the condition to the rest of the scenario:
If needed, add a tag to the client using the "Add tags" action:
This way, you can add a tag verification to your other sales automations using the “Assigned tags” condition and avoid offering the product to clients who have already purchased it.
After the automation script is ready, click on the “Set start triggers” button in the upper-right corner.
And select "Successful Payment" as the trigger.
This automation will automatically launch and send the scenario to the user as soon as they complete the payment for your product. If needed, you can set a restriction on repeated launches, ensuring that this automation runs only once.
Make sure your automation is enabled:
You can set up multiple automations with the 'Successful payment' trigger.
Once the client completes the payment, the system will launch all automations with this trigger. The user will receive a response from the automation where the 'Paid Products' condition is met, including the product you have selected.