HelpWhatsAppWhatsApp, start to finish: a walkthrough

WhatsApp, start to finish: a walkthrough

Follow one café through WhatsApp, from paying for the first pack to the next one being bought. At every stage you see what you do, what the visitor does and where to look.

Owner & Manager Where: Billing · Messaging · the visitor’s tracking page 3 min read
Read it once from top to bottom. Afterwards, each stage links to the page that explains it in full.

What it is

This is the whole WhatsApp story on one page: you switch it on, a visitor opts in with one tap and one Send, two messages go out, and packs are bought as they run low. Every stage uses the same words as the screens, so you can follow along with the app open.

How to check it in turnda

Where to look at each stage

StageWhere to lookWhat you should see
1 · Switch on Billing → Visitor updates → Switch on WhatsAppThree steps: zone, monthly limit, check and pay. Then “WhatsApp is on”.
2 · The button A visitor’s tracking page (use your own phone)The button Get WhatsApp updates.
3 · The opt-in Messaging → ConversationsA new conversation, after the visitor presses Send.
4 · The two messages Messaging → Conversations, and the QueueTicks on message 1 and message 2. No Not told — call them flag.
5 · The count Billing → WhatsApp messages cardMessages left goes down by one for each message sent.
6 · The next pack Billing → Money activity, Billing historyA new pack bought at 10% left, with its invoice.

A real example

Ravi’s café is in Singapore. On Monday morning he opens Billing and switches on WhatsApp: Zone 3, a limit of 3 packs, $30 for the first pack. At lunch Mei joins by QR, taps Get WhatsApp updates and presses Send. Message 1 reaches her at once, message 2 at 12:32. By Thursday the WhatsApp card says 100 messages left, so the next pack is bought on its own. Ravi gets an email and an invoice and does nothing.

What happens in the system

  1. 11 · You choose a zone and a monthly limit
    Billing → Switch on WhatsApp
  2. 22 · You tick the permission box and pay
    The first pack of 1,000 messages is yours
  3. 33 · Visitors are offered the button
    On every line that uses WhatsApp
  4. 44 · Messages are used as they are sent
    Messages left goes down
Your side: from payment to the next pack.
  1. 1Joins on the web page
    Free. Nothing used
  2. 2Taps Get WhatsApp updates, presses Send
    Nothing used. Their own message opens the window
  3. 3Message 1: you are in the line
    One message used
  4. 4Message 2: almost your turn
    One message used
The visitor’s side, with the money moments.
Mei Popular Dan Aisha
What they do Taps the button and presses Send Joins and watches the TV Taps the button; her number is from a country outside your zone
Messages used Two None None
What they have WhatsApp, link and TV Link and TV Link and TV, and email if she left one
Three visitors in one lunchtime.

What you need to do

  1. Switch WhatsApp on. See Switching WhatsApp on. Owner only, on a paid package.
  2. Open your own tracking page on your phone and check the button shows. Press it, press Send, and watch the Conversations tab on the Messaging page. That proves it works before a real visitor tries.
  3. Tell your team the one-line instruction: tap the button, then press Send. Staff can say it at the counter.
  4. Look at Billing once in the first week to see Messages left and Next pack. After that, the banners tell you when something needs you.
  5. If a visitor says nothing came, go to A visitor did not get a WhatsApp message. Their place is safe meanwhile.

What turnda does not cover

  • Whether the visitor taps and sends. That is their choice.
  • The visitor’s phone, network and WhatsApp account.
  • WhatsApp’s own rules and timing (set by Meta).
  • Your bank. Cards can be declined or ask you to confirm.

Common questions

QuestionAnswer
How long does this take to set up? A few minutes for the three steps. Visitors can use it straight away.
What if I do nothing after switching on? Packs are bought on their own as they run low, up to your limit. You get an email each time.
Where is the list of “what happens if…”? WhatsApp: what happens if…

Related: How WhatsApp works for your visitors · Zones and packs