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WhatsApp Setup Guide for Stack

Table of Contents​

Setting Up WhatsApp​

To start using WhatsApp with Stack, you can choose to integrate with Stripe for automated billing or deploy manually if Stripe isn't an option.

Connect Your Stripe Account​

To set up automated billing for WhatsApp, connect your Stripe account. This will allow you to collect subscription payments directly from your clients.

Setting Your WhatsApp Pricing​

To configure your WhatsApp pricing across all clients:

  1. Navigate to the Agency Dashboard.
  2. Select the Reselling Tab.
  3. Adjust your pricing settings as needed.

Personalizing WhatsApp Pricing​

If you wish to offer customized pricing for specific clients, follow these steps:

  1. Go to the Sub-Account List.
  2. Search for the client and click the three dots next to their name.
  3. Select Manage Clients.
  4. In the Reselling Section, update the WhatsApp pricing.
  5. Click Save.

Disabling WhatsApp for Specific Clients​

To disable WhatsApp for certain clients:

  1. Access the Sub-Account List.
  2. Search for the client, click the three dots, and choose Manage Clients.
  3. Scroll to the Reselling Section, toggle WhatsApp Off, and click Save.

Note: This option is only available before a client has purchased WhatsApp. If a subscription is already active, contact support for cancellation.

Manual WhatsApp Deployment​

If you prefer to deploy WhatsApp manually without using Stripe:

  1. Go to the Sub-Account List.
  2. Search for the client, click the three dots, and select Manage Clients.
  3. Scroll to the Reselling Section, accept the Deploy WA Directly T&C, and click Pay Now.

Important: The WhatsApp tab will not be visible until this manual deployment is completed. No subscription will be created between the agency and the location.

Client Experience with WhatsApp​

Discovering WhatsApp​

Clients can find the WhatsApp feature by navigating to Sub-Account → Settings → WhatsApp.

Completing the Purchase​

After discovering the WhatsApp feature, clients can purchase it by:

  1. Entering their payment details.
  2. Clicking Confirm.

The system will automatically process the payment and set up the necessary subscriptions. Clients will then be redirected to the WhatsApp signup page to integrate their account.

Billing and Charges​

How Billing Works​

When a client purchases WhatsApp, two subscriptions are created:

  • Client’s Card and Your Stripe Account: Allows you to collect payments from clients.
  • Stack and Your Stripe Account: You pay a monthly fee per location.

Message Charges​

  • Free Messages: Inbound and outbound messages are free within a 24-hour window, which resets with each message.
  • Charged Messages: If no message is sent within 24 hours, a charged outbound campaign/template message is required.

Charges depend on:

  • The recipient's country.
  • The type of template used (Marketing, Utility, Authentication, or Service).

Frequently Asked Questions​

  1. Can I set different WhatsApp pricing for specific clients? Yes, customize pricing in the Manage Clients section under the Reselling Section.

  2. How do I disable WhatsApp for certain clients? Disable it in the Manage Clients section before a purchase is made.

  3. Can I deploy WhatsApp without Stripe or Auto-Reselling? Yes, you can manually deploy WhatsApp by accepting the terms in the Reselling Section and clicking Pay Now.

  4. How do clients discover the WhatsApp feature? Clients can find it in Sub-Account → Settings → WhatsApp.

  5. How does WhatsApp billing work? Billing involves two subscriptions: one between the client and your Stripe account, and another between Stack and your Stripe account. Message charges apply based on usage.