How to Trigger WhatsApp Catalogue Products Using Bot Flow

BotSailor allows you to seamlessly trigger WhatsApp Catalogue products through Bot Flows and enable purchases directly within WhatsApp conversations. This functionality is ideal for businesses looking to sell products directly from WhatsApp, offering a streamlined, conversational shopping experience for customers.

In this documentation, we’ll guide you through the necessary steps to trigger WhatsApp Catalogue products using Bot Flows and enable purchases.

Steps to Trigger WhatsApp Catalogue Products Using Bot Flow and Make Purchases

Step 1: Ensure WhatsApp Catalogue is Set Up

Before proceeding, ensure that your WhatsApp Catalogue is properly set up in BotSailor. The catalogue should contain all your products with their images, descriptions, and prices.

For assistance please follow the article here ( how to setup catalogue link )

Step 2: Create a Bot Flow in BotSailor

Next, create a Bot Flow that will trigger your WhatsApp Catalogue products.

Go to Bot Manager:
- Navigate to Bot Manager > WhatsApp Bot > Flows.
- Click on Create New Flow.
Design the Bot Flow:
- Use the Start Bot Flow action to begin the flow.
- Add an Interactive from the flow elements.
- Select ecommerce from the interactive
- Then double click on catalog section
- Select a existing catalogue
- Select products for each products ID

For more details you can explore ( how to create bot flow blog )

Step 3: Testing the Flow

Once the flow is set up and connected, it’s crucial to test the end-to-end process:

Trigger the whatsapp catalogue with the trigger words

Tap on view items and select a item from there
Then tap on view cart and place order
From the purchase link continue process

Benefits of Using WhatsApp Catalogue with Bot Flow

Seamless Shopping Experience: Customers can browse and purchase directly within WhatsApp, making it easy for them to complete the transaction.
Instant Engagement: Engage customers immediately with product displays and purchase options, boosting sales and conversions.
Easy Setup: Set up and configure product displays and purchases without the need for any technical knowledge.
Integration with Payment Gateways: Enable online payment options like Razorpay or PayPal, or stick to traditional methods like COD.
Increase Customer Reach: Leverage WhatsApp’s broad reach to communicate with and sell to customers directly.

Key Takeaways

By following these simple steps, you can integrate WhatsApp Catalogue products into your Bot Flow, allowing customers to browse, select, and purchase directly through WhatsApp. Whether you’re selling products or offering services, WhatsApp makes the process smoother, enhancing customer engagement and increasing sales.

FAQ

What is WhatsApp Catalogue in BotSailor?WhatsApp Catalogue in BotSailor is a feature that allows businesses to display and manage their products directly within WhatsApp. You can add product names, images, prices, and descriptions, making it easy for customers to browse and purchase items through a seamless conversational flow.

Do I need to set up a WhatsApp Catalogue before triggering products in Bot Flow?

Yes, you need to ensure that your WhatsApp Catalogue is properly set up before you can trigger the products through Bot Flow. The catalogue must contain product details such as names, prices, images, and descriptions. Once set up, you can integrate it into your Bot Flow.

How do I create a Bot Flow to trigger WhatsApp Catalogue products?

To create a Bot Flow:

Go to Bot Manager > WhatsApp Bot > Flows.
Click Create New Flow.
Use the Start Bot Flow action to begin.
Add an Interactive Element and select E-commerce.
Double-click on the Catalogue Section and select your existing catalogue.
Choose the product IDs for each item you want to display in the flow.

For detailed guidance, refer to the blog on creating a bot flow.

How can I test the Bot Flow once it is set up?

Once the Bot Flow is set up, you can test it by triggering the WhatsApp catalogue using trigger words or actions in the flow. Then:

Tap on View Items to see the products.
Select a product.
Tap on View Cart and proceed to place the order.
Continue the process through the provided purchase link.

Ensure everything is working correctly by completing a test transaction.

Can I add payment options in the WhatsApp Catalogue Bot Flow?

Yes, you can integrate payment gateways like Razorpay or PayPal for online payments. Alternatively, you can use Cash on Delivery (COD) as a payment option for customers who prefer not to pay online.

How can I use WhatsApp for selling services, not just products?

In addition to products, you can also offer services via the WhatsApp catalogue by setting up your services as catalogue items. Use the Bot Flow to guide customers through the selection and booking process, enabling an interactive experience directly in WhatsApp.

Do I need technical knowledge to set up WhatsApp Catalogue with Bot Flow?

No, setting up and configuring the WhatsApp catalogue and Bot Flow is easy and doesn’t require any technical knowledge. With BotSailor's intuitive visual flow builder, you can create product displays, manage purchases, and integrate payment options without any coding.

Can customers place orders directly within WhatsApp?

Yes, customers can view products, select them, and place orders directly through WhatsApp. The entire process is automated within the Bot Flow, offering a seamless shopping experience.

Can I track customer orders through the Bot Flow?

Yes, you can track customer orders and manage order status directly in the Bot Flow. BotSailor allows you to integrate order management with Google Sheets, CRM systems, or your preferred tools to ensure you stay updated on each order.

How does WhatsApp Catalogue improve my sales?

By enabling WhatsApp Catalogue integration with Bot Flow, you provide a seamless, mobile-friendly shopping experience. The integration allows you to engage customers instantly with product displays, order placement, and real-time payments, all within WhatsApp, leading to increased conversions and higher sales.