How to Use WhatsApp Conversation Rebilling

Introduction

This tutorial will guide you through using the WhatsApp Conversation Rebilling feature, a new functionality that allows you to set your own markup for WhatsApp services, rather than relying on a fixed percentage. This feature is particularly beneficial for agencies looking to maximize their profits while providing value to their clients.

Step 1: Set Up Your Markup

To begin using the WhatsApp Conversation Rebilling feature, you need to define your markup. Here’s how to do it:

1. Access Agency View:

   • Log into your HighLevel account and navigate to the agency view.

2. Locate Reselling Settings:

   • Find the section for reselling settings within the platform.

3. Adjust Your Markup:

   • You can choose a markup that suits your business model. For instance, if the base charge to customers is $29.99, you might set your markup to $19.99. This allows you to charge clients $49.98, ensuring a profit margin.

Step 2: Activate the Feature for Sub-Accounts

Once your markup is set, it’s essential to activate the feature for your sub-accounts:

1. Navigate to Sub-Account Settings:

   • In the agency view, go to the settings for each sub-account where you want to activate WhatsApp Rebilling.

2. Enable Rebilling Feature:

   • Locate the option to enable the WhatsApp Conversation Rebilling feature and toggle it on.

3. Confirm Settings:

   • Make sure that the markup settings are correctly applied to each sub-account.

Step 3: View from the Client’s Perspective

To ensure that your clients have a seamless experience, it’s helpful to understand how they will view the WhatsApp Rebilling feature:

1. Log into Client Account:

   • Switch to a client account to see the interface from their perspective.

2. Check Pricing:

   • Review the pricing structure that clients will see, ensuring it reflects the markup you’ve set.

3. Make Adjustments as Necessary:

   • If there are any discrepancies, return to the agency view to adjust the settings.

Step 4: Alternative Pricing Setup via SaaS Configurator

If you prefer to customize pricing further, you can use the SaaS configurator:

1. Access SaaS Configurator:

   • Within the agency view, find the SaaS configurator option.

2. Customize Pricing:

   • Here, you can set different pricing structures for various services, including WhatsApp.

3. Save Changes:

   • Ensure that all changes are saved so that clients can see the updated pricing.

Upcoming Features

Tina mentions several exciting upcoming features that will enhance your experience with WhatsApp Rebilling:

• Bulk WhatsApp Actions: This will allow you to manage multiple conversations simultaneously.
• Custom Call to Actions: You will soon be able to create personalized prompts for client interactions.
• Chat Widget Integration: A chat widget will be available for websites, facilitating direct communication with clients.
• Integration with Conversation AI: This will help automate interactions and improve customer service.
• Review Integration: Upcoming features will include functionalities for managing reviews through WhatsApp.

Conclusion

Utilizing the WhatsApp Conversation Rebilling feature can significantly impact your agency's profitability. By setting your markup, activating features for sub-accounts, and understanding client perspectives, you can provide better service while maximizing your revenue. Keep an eye out for upcoming features that will further enhance your capabilities. Start implementing these steps today to take full advantage of this powerful tool!