πŸ—“οΈ Payment Reminders

For this use case, we will provide clear instructions and insights into:

  • System Processing: Trigger workflow for payment reminders through your system
  • Send a payment message: Once processed, your customers will receive a message about their payment reminder

Before getting started make sure you have the below to start with the building journey:

  1. WhatsApp template created - you will need to create a template for the different payment updates you need to deliver to your customers as explained here

After the required WhatsApp templates are created, you can now start building your Payment reminder journey:

  1. Go to Flow Studio and click Create New Flow
  2. Select Webhook as an entry point
  3. Select the Webhook trigger inside the Flow Studio Canvas:
    1. In the Variables section of the Webhook trigger properties, add the variables that will be sent from the external system via API. Any variable is supported and one variable will be required which is the phone number.
    2. For each variable define its path; The Path of the variable is based on the payload that is received and it is dot (.) separated in case it is a nested JSON object
  4. Add a WhatsApp Message widget and click on it to configure its parameters:
    1. Choose your Application ID
    2. In Destination Number type brackets ” {{ β€œ, then it will show all the variables of the flow, and select the one that carries the phone number (Defined in step 3-i)
    3. Choose your Message Template; in this example it's payment updates
    4. Set your Message Variables based on the variables defined in the template for which the values are retrieved in step 3 (e.g customer name, due date, payment value)
    5. Click Save
  5. Click Save Draft and then Publish the flow
  6. Configure your system workflow to trigger this API when a customer needs to get a payment reminder.