In this section we will explain how to install WhatsApp for Businesses in your payever account and start selling via WhatsApp. You will learn how to:
1. Create a payever account
2. Import or create products so you can sell through multiple sales channels
3. Set up WhatsApp
4. Set up payment options and your Checkout
5. Set up channels and target your customers
6. Start a chat and sell your products via WhatsApp
7. Which functions can I use with WhatsApp that will benefit my business and communication with customers?
Step 1: Create a payever account
In order to use WhatsApp and sell products, you will need a free payever account which you can create here, or login in case you already have one. In addition, you will need to have a Business Facebook Account and connect your payever account with it as described under section 3.
Step 2: Create a product that you can sell in multiple sales channels
1. Create a product
Read here, to find out more about how to create producs in the Products App.
2. How to import my products from different channels / to different channels
You can also import existing products from other sales channels, so you will not need to create them each manually in your payever account. You can import products from multiple channels:
- Google Shopping
- payever Products API
- CVS Import
- and of course with your online store via our plugins and integrations to:
3. Synchronize my products with different channels
Read here to find out more about how to connect your products with multiple sales channels.
Step 3: Set up Facebook and WhatsApp in payever
You can immediately start selling your products using WhatsApp without installing Facebook. However if you want to synchronize products from your Facebook Marketplace to payever Products, you will need to include this step. If you don't want to synchronize products from Facebook you can skip this part and continue with 2. Install WhatsApp.
1. Install Facebook
To integrate Facebook, you first need to open the Connect App. To do this, either click on the Connect icon (+) in the Business Apps tile, or also on Open further down in the Connect tile.
Select the Products tab from the left navigation list and install Facebook by clicking Install.
Then click on Open. After clicking on Connect, you will need to enter your login data and connect your merchant account with your payever account. If you do not have a merchant account yet, you can also create one under "create a new account".
It is important that you give full access to catalogs and to the selected account. If you have successfully connected your account, confirm the full synchronization access by setting the switch to active.
2. Install WhatsApp
Go again to the payever Connect App and select the Communication tab from the left navigation list and install WhatsApp by clicking Install.
Then click on Open. To link your WhatsApp with payever, you will also need a Facebook Business Account. Click on Connect and enter your Facebook login details if not already logged in.
Step 4: Set up payment options and your Checkout
You can read here on how to install payment options and set up your Checkout.
Step 5: Set up channels and target your customers
In this section you will learn how to set up channels for WhatsApp in order to communicate via payever Message and WhatsApp to your customers. This will include:
- Set up a new channel
- Set up a message bubble in your Online-Shop
- Choose the message box style
- Chat with your customers directly
- Send your customers products with payment links
You first need to open the Message App. To do this, click on Message in the Business Apps tile.
Set up a new Channel
Setting up a channel is the first step you will need to take in order to make customers aware of your messaging tool. After setting up a new channel you can generate a code that will implement a notification bubble/box into your Webshop. This is how it works: There are 3 different channels, a live channel, a public channel and a visitor channel.
With the private and public channel you can directly communicate with your employees or staff members that also use your payever Account. When you set up a private channel you will be the only one who can send messages to the chat. There will be no one who can reply. When you create a public channel you will be able to directly communicate with one of your chosen members.
The integration channel is the main and most important channel. When setting up a integration channel, you make sure that the chat channel is connected to a specific Webshop. Customers who are visiting your Webshop will be able to access a message bubble/box and redirected to WhatsApp and shown the chat that you previously set up.
This is how you do it:
Click on the + Symbol in the channel tab on the bottom and select Channel.
Then give your new channel a name. You can optionally add a photo or logo of your Webshop.
Choose Integration channel and click on Next.
Set up a message bubble in your Online-Shop
This function allows you to place an interactive contact bubble in your Online-Shop that customers can click on. They will then be redirected to the communication channel that you chose and where they can send you questions. These communication channels can for example be Facebook Messenger or WhatsApp. This tool comes in handy especially when customers have questions concerning product details and do not want to send an e-mail inquiry.
In order to install the tool, you will need to first choose the Style of bubble and afterwards generate the code for a chosen channel/number and implement this code into your shopsystem backend.
1. Choose the style of bubble you want to place on your Webshop
This is the box style bubble that your customers will see on their Website. In order to implement this message bubble, you will need to click on the + symbol in the bottom right and click on Apps.
You cannot see the Apps? - Make sure that your apps are activated and connected. To do this click to the message symbol on the top right and choose Connect Apps. Then switch on your channels.
Now click on WhatsApp and choose the Design you want to be displayed on your Webshop.
2. Generate a code
In order to show this message bubble on your Webshop you will need to generate a code that needs to be implemented in your shopsystem backend. Please be aware that depending on your specific shopsystem, there will be different actions to perform. Basic programming skills are needed for this procedure.
Click the message symbol on the top right navigation bar. Then choose Setup Communication and select bubble.
For the text bubble you can select between payever branding and customized branding. With customized branding you can edit text and layout additional to background color and text color.
When you scroll down to the Embed tab you will find the Channel field and the code that needs to be implemented in your shopsystem backend. In the field Channel you can choose the chat channel that the button on your website will ultimately be connected to.
Once you have selected your channel, copy the code and click on done. You will need to implement the code into your shopsystem. This will require some basic programming skills.
After you have successfully implemented the code, you will be able to see the quick access message bubble on your webpage.
The customer can now click on the bubble and the bubble styles you chose earlier will be displayed. From payever Message and the subsequent channel, you can write any text message and it will be displayed here.
Step 6: Start a chat and sell your products
Open the Message App. To do this, click on the Message icon in the Business Apps tile.
You will now see an overview of all your chats and folders in the left navigation bar. You can create as many folders as you want and also manage them via this tool. In payever Message you can communicate via WhatsApp, Instagram Messenger as well as via Facebook Messenger. You can identify the channel by the icon that appears in the name field on the right. If it is the typical phone in the speech balloon - it is a WhatsApp chat. If it is the lightning bolt icon that you know from Facebook - it is a Facebook Messenger chat. If it is the Camera Logo - it will be an Instagram Messenger chat. Tap on a chat and start your conversation.
Chat with your customers
There are two different ways the customer can get in contact with you.
1. When the customer access your website on his mobile phone and clicks on the message bubble - he can tab on it and he can choose the communication channel WhatsApp.
When he tabs on the WhatsApp button, he will be redirected to the WhatsApp App on his phone. A chat will automatically open.
2. When he access your website via a laptop - the customer will also see the message bubble.
With click on the bubble, a new chat will open and the WhatsApp box that you implemented earlier, will show.
The customer can now click on the button and he will be redirected to either WhatsApp Web or if not installed yet a new window tab, showing the support number he can contact.
Start communicating with your customers
On the left you see the customer view, on the right the chat you see is the payever Message App from where you can manage and edit all channels, tools & chats.
Start selling via WhatsApp
In the chat you can directly send products that are linked to an individual payment link to your Checkout. Just click on the + Symbol in the bottom right corner. Then click on Product.
Then click the product that the customer wants to buy and on press on Add.
The customer will now receive a payment link via the chat. How this looks from the perspective of a customer, you can see below on the left. He can simply click on this link and will then be redirected to the Checkout you created before. Make sure to check if you have installed all payment methods that you want to offer your customers. Here you can check out our payment methods collections and the subsequent manuals.
Let your customers pay in your Checkout via the payment link
The customer can now click on the link and he will be redirected to the checkout. This is especially handy for customers that prefer to pay via their mobile phone. Here you can see the Checkout that we modified earlier in Step 4.
Which functions can I use with WhatsApp that will benefit my business and communication with customers?
With the help of the WhatsApp Messenger app, you can easily get in touch with your customers and introduce products and services. One of the advantages is that you can get in touch with your customers in a very familiar and fast way. WhatsApp is used by many millions of people for everyday communication interaction. When customers chat with their friends on WhatsApp, you can also communicate with them in this familiar environment and answer questions throughout the shopping experience.
In addition to these messaging tools, you can also cluster your contacts and chats and assign them to so-called labels. This makes it easier to assign and find specific customers and customer groups again (continue reading here on the WhatsApp help page).
Another advantage is the ability to create automated responses. In addition to welcome messages and follow-up messages for requested products, you can also send automated out-of-office messages that inform customers when they can expect a response.
You can also send individual Coupons for selected customers and start customer loyalty programs.
Other features include sending coded images and photos or videos and setting up multiple communication channels.
Through payever Message, you can decide how your customer should contact you. We have implemented the features of the message bubble for this.