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Google Assistant
Alexa
Intercom
JivoChat
You can easily build a chatbot in all the channels we support. And we believe that any business should serve its clients across all the social channels.
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Custom pricing checkout automation with Thrivecart:
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What’s the UChat partner program?
UChat partner program is to offer a full white label, customized option for digital marketing agencies.
They can build their business on top of our platform.
There are 3 important features of the UChat partner program.
Customized pricing: partners will be able to sell their plans & pricing, and keep 100% of the profit. More details below
Full white-label: You won’t see any UChat brand on the platform, and you will have the option to upgrade with your own brand.
Flexible customization: Partners will be able to customize the platform to have their own designed UI, login page, and even their own branded flow builder theme, more customization options will be offered in the future.
Our goal with the partner plan is to provide digital marketing agencies with a platform that they can rely on and build their business on!
Who is the partner program for:
The partner program is designed for anyone who is in the digital marketing space, no matter if you are already running a digital marketing agency or plan to start your own digital marketing agency.
The partner program is perfect for:
- Existing digital marketing agency:
Maybe you are only building a website or running paid campaigns for your client. It’s a good opportunity to add extra value/service to your existing clients.
- Existing chatbot marketing agencies using other platforms: Compared to other chatbot platforms, UChat provides more channels and more features, and you can seamlessly switch to the UChat platform.
- Anyone who wants to get into the digital marketing business: Building a chatbot conversation solution is an easy entry point but can provide huge value for the business. With all the training & template UChat is going to offer, you can easily sell your solutions to businesses.
- Anyone who wants to make money online: This is not a “make quick money online” option, It requires hard work, but you can really learn some marketing skills and then build a niche market solution, and then you will be able to start your online business with UChat’s partner program.
If you want to know more about our partner program, you can reach out to support or book a zoom call with us
👉 Book a zoom call:
https://calendly.com/uchat/uchat-partner
What are the benefits of a partner program:
With the UChat partner program, you will get the below benefits:
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- Your own dashboard to manage workspaces provide support:
Partners will have their own dashboard to manage the workspaces under their custom domain.
You can easily upgrade, or downgrade your customer’s workspace, and also you can add add-ons to any workspace.
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- Automate the purchase process with our partner API:
UChat offers various API endpoints for our partners so that our partners can automate the purchase/upgrade process, and also easily add extra add-ons automatically.
Also, a full training course will be provided for free for partners to set up their own custom pricing and automate the purchase process.
Free sandbox workspace account:
Partners will get access to a free sandbox account, you can test our partner API request, and build your automation without using the credits in your wallet.
If you need access to the sandbox account, send a support email or reach out to the UChat team.
- Automate onboarding with our webhooks:
Partners will get access to APIs to create users, and also receive webhook events like user_registered; workspace_created; workspace_deleted; plan_changed; plan_renewed, and overdue.
You can easily set up your own sales funnel to convert the free trial users to paying customers.
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- Priority support & training:
Feature requests from our partners will be of high priority, and also partners will get access to UChat team members directly for the training or technical help if it’s required.
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Multiple language support:
UChat supports the partner to select the default language for all workspace under their custom domain, currently Portuguese language is supported. If you want to help with the translation into your own language, reach out to support.
Here is the source code for your reference:
https://github.com/uchat-com-au/language
How to join the UChat partner program
Pricing of UChat partner program
To join our partner program, the pricing is $199 per month. If you have any questions about our partner program, you can book a zoom call with the UChat team or send an email to support(ticket@uchat.com.au)
Book a zoom call here:
https://calendly.com/uchat/uchat-partner
How to subscribe to the UChat partner program
In any of the workspaces, you can go to the billing option, and then select the partner plan, and subscribe to it.
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Also, you will have a main workspace with 5 bots, 5 members, and 10,000 bot users for free(valued at $99/month)
How does the UChat partner program work?
One of the biggest features of the UChat program is that you will be able to sell at your own pricing/plans and keep 100% of the profit.
Below is the cost price we provide to our partners:
Business plan: $10 per workspace: which includes 1bot(you can use this in Omnichannel), 1000 bot users & 5 members
We also offer flexible add-ons to our partners:
$5 per month for every extra bot, you can put this bot in any channel, only 1 omnichannel is available for every workspace
$5 per month for every extra member.
$5 per month for every 1000 bot users
$30 per month for every 10,000 bot users
You can come up with your own pricing plan based on our cost, and whatever the extra pricing you are selling to your customers, you will be able to keep 100% of that profit.
How can you profit from the UChat partner plan?
For example, if you have joined our partner program, and sold 20 workspaces of the basic business plan at $49 per month(you can decide the pricing point you want to sell).
Basic workspace plan detail:
1 bot, 1000 bot users, and 5 members, the cost for our partners is $10 per month.
So, you are getting $49/month x20=$980/month directly from your customer. This will be your revenue. Your customer pays you directly on your own checkout page.
The cost from UChat is: $199/month(partner monthly fee) + $10x20(workspace cost)=$399 per month.
So your profit will be $581 per month.
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What's your refund or cancellation policy?
UChat offers 14 days free trial, you can get access to all pro features. And everything about our partner program is documented in this help documentation.
So no refund will be offered if you join our partner program.
But you can cancel anytime right in your workspace. Upon cancellation, you won’t get access to the white label settings, and also you won’t be able to manage workspaces under your custom domain.
Any paid workspace under your custom domain will still work if you still have credit in your “wallet”.
The paid workspace will be downgraded to a free plan if no credit is available with 3 days' overdue notice.
What if my partner's payment fails, what will happen?
Sometimes, your credit card might expire, or no funds are available for the partner's monthly fee. The payment might fail.
If you want to update your credit card, you can do so by going to billing, and then selecting the Payment method.
Update your new credit card information below.
We offer a 7 days buffer, we will try to charge multiple times within 7 days, if the payment still can’t go through, then your main workspace will be downgraded to the free plan. Your partner plan will be canceled.
Also, you can reach out to support if you need to extend for more than 7 days.
Once your main workspace is downgraded to free plan, you won’t be able to manage your workspace or custom billing pages.
But as long as you still have credit in your wallet, your customers under your custom domain won’t be affected. If the credit is exhausted, your customer’s workspace will also be downgraded to free plan.
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You need to subscribe to our official pricing if you want to join the partner program again.
What happens to your existing customers if you cancel your partner subscription?
If you ever decide to cancel your partner subscription, we can offer to migrate your existing customers to UChat if they want to.
However, they need to subscribe to our official pricing. Reach out to support if you need help with this.
Can you offer a 30-day free trial for partners?
By default, UChat offers 14 days free trial for the pro plan.
This should be enough for most cases. If you want to offer a 30-day free trial, our cost for that is $5 per month for our partners. Please note this is only for the 1st month.
For the 2nd month, it will be $10/month for the basic business plan.
Also if you enabled this feature, this will be the default setting for any new workspaces under your custom domain.
If you need to set this up, reach out to support.
White label settings
UChat offers white-label options so that you can connect with your custom domain, and sell chatbot to your customer under your own brand and domain.
With these settings, you will be able to set up your custom domain, and customize the links on your workspace, hide the UChat branded docs & video, send up your email provider to send a welcome email, and receive slack notification of important events in your custom domain.
We will go through all these features one by one.
Check the below video for a quick overview:
https://www.youtube.com/watch?v=xKChAmIT328
Also you can check our free playlist on Youtube here:
https://www.youtube.com/playlist?list=PLYV-IhQ_GwTO8LbTR51nV7tK2-VDjeUZO
Set up basic information
Let’s start setting up your partner plan by filling out the title, logo, description & Favicon.
You can set up your own logo, favicon, title & description here, and it will change for all workspaces under your custom domain.
You can find more details in the video below:
Set up your custom domain
By default, UChat supports you to use a free Cloudflare account to set up your custom domain because Cloudflare offers free SSL you can use right away.
If you don’t want to use cloudflare to manage your custom domain, you need to reach out to support. We can help you set up ssl to your custom domain, but there will be extra charges to set this up.
If you plan to use Cloudflare to manage your domain, here is a tutorial for you to migrate your domain to their platform.
https://developers.cloudflare.com/registrar/get-started/transfer-domain-to-cloudflare/
After you migrate your domain to cloudflare, you need to go to the DNS settings, and add the A record as per the screenshot below
You need to add an A record. And also make sure you provide the name correctly.
For example, if your domain is http://abc.com , and you want your custom domain to point at chatbot.abc.com
Then you only need to type chatbot in the Name field.
Make sure you point this A record to the ip address 45.76,126,32, and also turn on the proxy settings.
Next, you need to go to the SSL/TLS settings, and you need to put your SSL encryption mode to Flexible
After all the settings, you need to wait for a few hours for the DNS to populate, and then you should be accessible to your custom domain with a free SSL certificate.
While you are waiting for the DNS to populate, you can check the status through the website below:
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Wait until you see all the green checks, and then your DNS has populated. Now if you visit your custom domain, you should be able to access your custom domain with ssl enabled.
You can also watch this youtube video to set up your custom domain.
Hide UChat brand
There is a setting where you can easily hide UChat brand in the dashboard, you can turn it off by setting up hide.
After you turn it off, you need to wait for 10 mins, and you will need to check this ONLY in your custom domain.
You or your customer won’t be able to see the UChat Youtube video in the dashboard & at the tooltip of your flow builder.
And also, all the demo videos for the pro feature will also be removed.
If you still see the UChat brand anywhere, you can reach out to support, we will fix it.
Customize dashboard links
In your own dashboard, you will have the option to customize these into your own links.
Just go to the below settings, and replace it with your own link. After that, the dashboard will redirect to your link.
And also the top right dropdown will also change to your own link.
One thing you need to know, if you leave these links empty, it will use the default UChat link.
Check the below video for more detail:
Set up welcome email & forgot password & team invites emails
In your main workspace, once you set up your email integration in SMTP profile, Gmail or Sendgrid are not supported. You can find the email integration in the Integrations in your main workspace
After you set up your email integration, you can select this email integration from the dropdown list below:
After you select your own email, then the below 3 types of email will send from your own email domain:
New user registration
Forgot password
Invite a new team member
You can test these using the free temporary email to test the new user registration, and also the forgot password function.
Here is the link:
Check the video below for more information:
Set up your own support
You can offer email support to your customer by providing your email address in the below settings.
After you set up your own email, anyone in your custom domain that clicks “the email us” from the top right dropdown as per below:
Their email will go straight to your email. Then you can help your client to manage the ticket they submit.
If it's a platform related bug issue, you can reach out to the contact manager from the UChat team.
Check the video below for more details:
Set up your own Terms of conditions
In your custom domain registration, the url will looks like:
https://yourcustomdomain.com/register
you can change the Terms of service in the screenshot below to your own links.
You need to set up your own URL In the below white label settings.
After you set this up, the terms of service will redirect to your website.
Check the video below for more details:
Receive slack notifications
In order to receive slack notifications, you need to first create incoming webhooks for Slack. Here are the detailed tutorials on how to do that:
https://slack.com/intl/en-au/help/articles/115005265063-Incoming-webhooks-for-Slack
You can set up slack to receive notifications about Workspace created, Workspace deleted, Plan subscribed, or Plan unsubscribed.
First, you need to go to integrations, and then go to Slack, and add a new incoming webhook.
After you set up your slack integration, you can select your slack integration, and then you will be able to receive these event notifications.
Please note that the plan subscribed & plan unsubscribed is only for our agency plan. Partners will have their webhook URL to receive more events.
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https://www.uchat.com.au/partner-api#/Partner%20Management/partnerSetWebhook
Check the video below for more details:
Manage Workspaces
You will have another separate tab, where you can check all the workspace registered under your custom domain.
14 days free trial workspaces
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If you have set up your custom domain, your sign up link should be something like:
https://yourcuustomdomain.com/register
Every workspace will start 14 days free trial, access to all pro features, and no credit card required.
The workspace will start with 200 bot users, 1 member and 1 bots. They can use this 1 bot in omni channels or other individual channels.
Also, free workspace under your custom domain will not be charged.
There isn't a limitation on how many workspaces you can create under your custom domain.
Manage your workspace
In the workspace tab, you can see all the workspaces under your custom domain, including free workspace and paid workspaces.
You can filter them by Free workspace, or paid workspace.
And also you can filter by the workspace name, workspace ID(which you can find your workspace ID in the workspace settings), and also owner email.
In the workspace listing, as screenshot below:
Point 1: You will be able to see clearly, which plan the workspace is on. If no plan is shown, then the workspace is on the free plan. Also, you will be able to see the current billing period under the name of the plan.
Point2: You will be able to see the limits of the bot users, members & bots the workspace currently has.
If there are any add-ons for the current workspace, you will see them in RED color below the regular plan.
As you can see in the above screenshot, the workspace ID 8284 has added an extra 1 member, so total of 6 members, added an extra 1 bot, so total 2 bots, added extra 10000 bot users, so total 11000 bot users.
Point 3: You can switch the workspace on or off auto renew. If the auto renew is on, at the end of the billing date, we will automatically charge for this workspace.
UChat will deduce the amount automatically from your credits/wallet.
If the auto renew is off, then 3 days after the end of the billing cycle, the workspace will be downgraded to free plan. If the bot user is more than 200(free plan limits), extra bot users will be deleted.
As a partner, you can set up a webhook to listen to the “overdue” event, and then send automation reminders to yourself and customers as well.
Details training on how to do this in the below section.
Point 4: You can upgrade to paid plan or downgrade to free plan. If you click upgrade, you will see the screenshot below:
It will show your own plan, you can customize up to 3 different plans for your customer under your custom domain.
Regarding custom pricing, please check the section of “How to set up your own pricing/plan”.
If you click the “Change plan” button for any paid workspace, you will see the screenshot below:
First of all, it will show what plan the current workspace is on, and then you can have the option to change plans or downgrade to a free plan.
Also you will be able to see the add on options below, you can add extra members, extra bots, extra bot users to the current workspace.
Our cost price for add on to our partners is:
$5 per month for every extra bot
$5 per month for every extra member
$5 per month for every extra 1000 bot users
$30 per month for every extra 10000 bot users
For the upgrade, and add an extra add-on, UChat will deduce the credit from your wallet(Prepaid credit).
Check the video below for more details:
Set up your own template store
Templates are a good way to offer ready-made, plug & play solutions for your customers. As partners, you will have the option to set up your own custom template store.
You will be able to:
Select/Activate the template you want from our official template store
Build out your own template store that is only available to the customers under your custom domain.
One important thing, If you don’t select or activate any templates, the template will show all the templates from UChat.
If you select/activate a few templates, and then every workspace under your custom domain will only see those templates.
Another important thing about template stores is that, any workspace under your custom domain can publish the template, but the templates published will only be available/shown under your template store.
You can find & build your own templates, from the My contents, and then My bot templates.
Check the video below for more details:
Set up your own mini app store
The mini app store is a great way to integrate with 3rd party systems. UChat also offers developers the options to build the mini app visually with our flow builder.
UChat's official mini app store has more than 30 mini-apps to integrate with 3rd party systems. And we are adding new mini apps every week.
As partners, you will have the option to select the mini app you want to show up in your own mini app store.
The settings are the same as the template store.
If you don’t select/activate any mini apps, your mini-app store will show UChat official mini apps.
If you select the mini-apps you want to show up under your custom domain, then only those mini-apps will show up under your custom domain for your customers.
Check the video below for more details:
Manage your credit/Wallet
All the updates of workspace or add-ons under your custom domain will use the credit in your wallet.
You can charge your credit, check your credit spending history and also predict usage in the next 7 days/30 days.
Add credit
UChat supports you to add credit through Stripe payment by default. If you want to charge through Paypal. You can reach out to support. We can add manually for you after the payment.
UChat also offers a different discount if you charge above $500. You will have the chance to get $10, $50, $150 extra credit for charges of $500, $1000, $2000 at one time.
You can find the details in the screenshot below.
After select the credit you want to add, click the “Add Credit” button, and then it will pop up in the window below, click “Pay now”
And then you will be redirected to the Stripe checkout page for the payment.
After successful payment, you will be redirected back to UChat, and your credit will be added to your wallet.
Also, you will have the option to download the invoice in the credit history.
If you want to add credit from Paypal, you need to reach out to the support to get the payment details. And after the payment, We will add the credit into your wallet manually.
This usually takes 2 working days.
Credit predict in the next 7/30 days
You will find the credit usage under the available credit information, we generate the estimated credit required for the next 7 days, and 30 days.
The credit estimate is based on if there is any paid workspace that has the auto renew on. We will calculate the basic plan and add-on(if there is any)
In this case, you will get an idea about how much credits are required for the coming 7/30 days.
Important note about credit
UChat doesn't offer a refund for the credit you charged. Make sure you charge the amount you need.
Check the video below for more details:
Customization
UChat wants to offer you the platform you can really build your business on. We offer the features & training that any agencies need.
At the same time, UChat wants to offer a platform that is flexible and customizable to our partners.
Here are a few customization options for our partners, and more options will be added in the future updates.
Please note, partners will get a non-UChat branded platform as the default, and that means you won't see anything under UChat brand name.
And also all the customization options are available to purchase to upgrade.
Ask support or your customer manager for the details of pricing.
Login page customization:
By default, the login/sign up page is a simple form. With this customization, you can have the option to add your own designs like the screenshot below:
Customize UI Design:
We understand that some of the partners want to have their own design of the UI, and UChat can customize the platform with the design you have.
The important rule is that, when you design your layout, make sure you don’t change the functionality of the module and keep the changes at the css level.
We will give you suggestions and feedback about the UI you provided.
One example of the UI would work for us, check screenshot below:
Also UChat will provide a couple of different themes for you to choose from, theme like below:
Reach out to support to get the quote for your own design and our theme design.
Dynamic Links under your custom domain:
In the UChat partner dashboard, there are a few places using urls, for example when you upload a file or generate a dynamic checkout link, or appointment link, by default, the link is under a non-UChat domain(http://dfktv2.com ).
If any partners want to switch this to their own domain, reach out to support for a quote to make it happen.
Customize onboarding videos:
UChat offers non-UChat branded videos(51+ more videos and increasing), it’s in english.
Partners will have the option to pay one time fee and we can customize and add your brand & logo to all the videos, you can switch the onboarding videos to your own branded videos.
A sample of where these video located, and how it looks like:
You can go to ecommerce under UChat, and then you will find the sample videos & looks from the screenshot above.
The whole playlist of the onboarding videos, you can find on our UChat youtube channel:
https://www.youtube.com/playlist?list=PLYV-IhQ_GwTPOCKx-n4Rk54L-zSlkimBI
Reach out to support the price of customized onboarding videos.
Your own apps to connect Facebook & Instagram:
By default, all the apps used to connect with 3rd party platforms are non-UChat branded apps.
For example, When you are connecting to your Facebook page and Instagram account, we are using a generic app to connect:
Our partner will have the chance to connect using their own branded app. We can help apply the app & get the app approved, and then connect in your custom domain.
Also you can apply your own app if you know how. We will help you connect using your own app.
Reach out to support the price options to upgrade.
Your own app to connect Gmail & Google sheet:
By default, we use the non-UChat branded app to connect to Gmail & Google Sheets.
We will offer to apply the app under your brand name and get it connected to your own custom domain.
Reach out to support the price to upgrade.
Your own app in Zapier/Make/Pabbly Connect:
By default, UChat partners use non-UChat branded apps in Zapier/Make/Bubbly Connect to integrate with 3rd party platforms.
The generic branded app is Chatbot App, see the screenshot below:
UChat partners will have the opportunity to connect to 3rd parties through their own branded app.
Reach out to support the price to upgrade.
Your own branded mobile app:
UChat has launched a mobile app that allows you to easily manage and reply to your customer on your phone.
By default, we offer a non-UChat branded app for our partner to use. If you want to launch your own branded mobile app to serve your client, you can reach out to support for the price to upgrade.
With mobile app, you can:
Assign the conversation to yourself or team members, build your ticketing system. Seamless integrates right in the flow builder with the “assign team member” action.
Easy to pause/resume automation, easy to switch between inbox & done folder, so that you can always keep track of the tickets
Re-engaged with your customer: you can send template messages or SMS & email to reach customers that are out of the 24 hour window.
Easy manage contacts: You can get all the contacts from different social channels at one place, you can filter the contacts based on tags, custom fields or channels, and even edit tags or user custom fields.
Push notifications: You can easily turn on or off the push notifications, and also select the ringtone you like, and always get in touch with your contacts.
Your own customized channel:
If you want to integrate with the channel UChat currently doesn't support yet, we offer this option to our partners.
We will first check your API documentation, if it’s suitable for the integrations, we will estimate the time required, and then send you a quote for the integration.
The quotation is based on different variables, reaching out to support to discuss the details.
Check more details through the video below:
How to set up your own pricing?
Basic cost price for UChat partners
We offer our partners to set up their own plans or pricing.
Because sometimes, they want to have different plans that offer more bots or more bot users, and partners can customize their pricing/plans based on our cost pricing to partners.
Business plan:
$10 per workspace: which includes 1bot(you can use this in Omnichannel), 1000 bot users & 5 members
We also offer flexible add-ons to our partners:
$5 per month for every extra bot, you can put this bot in any channel, and 1 omnichannel not available for every workspace
$5 per month for every extra member.
$5 per month for every 1000 bot users
$30 per month for every 10,000 bot users
How to calculate the cost of your own pricing/plan?
UChat offers 3 variables you can change for your new plans.
Number of bots
Number of bot users per month
Number of members
For example, if you want to offer another separate plan to your customer, the new plan looks like this:
Business plus plan: 5 bots, 5 members, 11000 bot users.
So how you calculate the cost of this plan is:
1, Start with a business plan which is $10 per month, which includes 1 bot, 5 members & 1000 bot users already.
You have offered 5 bots, so you will need 4 extra bots, which cost $20 per month.
Also you offered a total of 11000 bot users, and the cost for extra 10000 bot users is $30 per month.
So the cost of this pricing plan is $10+$20+$30= $60 per month.
Whatever the pricing you sell to your customers on top of $60 per month will be your profit.
How to enable or disable certain features for different plans?
As a partner, you might want to disable or enable certain features for different pricing plans, for example, your business plan to your customer doesn't have access to omni channel. And you can disable omni channels in your business plan, and only offer this at high pricing plans.
Please note that this setting is at the pricing plan level, not at individual workspace level.
Features you can enable & disable including:
Channels: All the channels UChat offers, omni channel, Facebook, Instagram, Telegram, WhatsApp Cloud, Slack, WeChat, WhatsApp, SMS, Voice, Google, Line, Viber
Analytics
Integrations
Template store
Mini-Apps
Ecommerce
Integrations: Phone numbers, Stripe, Paypal, Cloudinary, Shopify, Facebook Business, Calendly, Slack Webhook, Dialogflow, Google sheet, Data Store, Twilio, SignalWire, Message Media, SMTP Profile, Gmail, Sendgrid, Mailchimp, Freshchat(Live agent), Front(Live agent), JivoChat(Live agent), Intercom(Live agent), Drift(Live agent), Slack Agent(Live agent), Zapier, Make, Pabbly Connect, Integrately, VideoSDK
You can find more information from the screenshot below:
How to set up your own pricing plan?
Once you finalized your new pricing plan, reach out to support UChat team members, they will help you set up at the backend.
Usually, it will take 2 working days to set it all up.
After that, you will be able to find your own pricing plan at your white label settings, and go to workspaces, click the “upgrade” buttons on the list, and you will be able to see your own plan & pricing.
Please note, that this is the cost pricing from UChat to our partners, your customers won’t see this pricing & plan.
Your customers will redirect to your own billing page, and they will see your own checkout page & your selling price.
This is only for the partner to manually upgrade.
We offer Only one time to set up your own pricing, reach out to support or your sales contact about the details of your plan, and we will add it within 2 working days.
Customize billing & Sell at your own pricing:
Set up your own checkout page:
You will find the billing URL setting in your white label settings, only available to monthly partner subscription plans now.
You can put your own checkout page URL or even chatbot ref URL to take the payment directly from your customer.
UChat offers 2 training courses to show you how to set up & automate your own pricing checkout with Thrivecart & chatbot.
You can find the demo videos below:
Demo:
Custom pricing checkout automation with chatbot:
https://www.youtube.com/watch?v=o3SlD_ic08k
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You can enroll the free training course here:
https://checkout.uchat.com.au/partner-chatbot/
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Custom pricing checkout automation with Thrivecart:
https://www.youtube.com/watch?v=G6VA0OcIMlw
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More details & training in the following section.
When your customer will redirect to your checkout page
If your customer signed up directly under your custom domain from the signup page, usually the url will look like this:
https://yourcustomdomain.com/register
Or your customer creates a new workspace under their existing account.
Every new workspace under your own custom domain will get 14 days free trial, and here is what they are going to see during the 14 days free trial:
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If your customer decided to upgrade out of the 14 days free trial, they will see the dashboard below:
Because they are out of a 14 days free trial window, So their plan will be automatically downgraded to free plan, if they clicked “Upgrade plan” anytime, they will redirect to your own checkout page.
After the customer purchases from you directly, you have the options to upgrade their workspace manually or automatically through our partner API.
Upgrade customer’s workspace
Collect workspace ID on checkout page
In this section, we will show you how to upgrade customers’ workspace after your customer pays directly to you.
One of the benefits of the UChat partner program is that you can charge the price you want and get 100% of the profit.
In order to upgrade your customer's workspace after the payment, you will need to ask for a workspace ID from your customers.
They can find the workspace ID in their workspace settings. You can also include where to find the workspace ID at your checkout page if you want.
Make sure you ask or make this field mandatory on your checkout pages if you want to use our partner API to upgrade automatically for them.
Manually upgrade customer’s workspace
After you collect the payment from your customer, you will also have their workspace ID. and then you can go to your white label settings under your custom domain or under the UChat domain.
You can search the workspace ID, and then upgrade customers’ workspace or add extra add-ons.
If you haven’t collected workspace ID, you can also search by owner’s email address and workspace name.
...
Upgrade customer’s workspace automatically
UChat offers a partner APi for our partners. You will find more details here:
https://www.uchat.com.au/partner-api#/
UChat offer different endpoint for our partners, you can easily:
Pull more information about the workspace, your plans options, your addon options.
Upgrade or downgrade plans
Add or remove add ons
Enable or disable auto renew
Using this partner API, you can automate the sales, refund or cancellation process under your custom domain.
UChat will offer a training course to show you how to set it up step by step. More details in the below section.
Get your API keys
In order to use our partner APIs, you will need first to get your API keys.
In your main workspace(the workspace has the white-label settings), you can go to the top right corner of your dashboard, and then click the API keys.
And then you can give the API key a name, and then select any of the flow in your main workspace:
And then copy the API keys generated. You will need this API key to connect with our partner API.
Authorize with your partner API
After you get your API keys, you can test with our partner APIs. Go to the URL below:
https://www.uchat.com.au/partner-api#/
And click the authorization button, and paste your API keys:
Now you have authorized successfully, you can test the endpoints we have for our partners now.
You can find more details in the below section.
Get all workspaces under your custom domain
You can use the /partner/workspaces to pull all the workspaces under your custom domain.
This endpoint will return an array of all the workspace under your custom domain.
Get all the plans under your custom domain.
UChat offers a business plan by default, which comes with 1 bot, 1000 bot users, and 5 members at $10 per month.
But partners will have the option to set up their own pricing/plans according to our basic plan and also add on pricing.
All the custom plans will show up in this API endpoint.
You can get the plan name to use in the change plan endpoints.
Get all add-on pricings
You can use the /partner/addons endpoint to pull all the add-on pricing under your custom domain.
Currently, we have 4 add ons offered by default.
Extra bot
Extra member
Extra 1000 bot user
Extra 10,000 bot user
Upgrade or downgrade plans
You can use /partner/workspace/{workspaceId}/change-plan endpoint to upgrade or downgrade the plan.
You will need the workspace ID to upgrade to any of your paid plans or downgrade to the free plan.
Please note, that if you use this API endpoint to downgrade the workspace to the free plan, it will be downgraded to the free plan immediately.
If you want your customer still using it until the end of the current billing cycle. You can use another API endpoint to turn the auto-renew off.
In this case, when the current billing cycle ends, we will not charge them for the next month, after 3 days of overdue notifications, their workspace will be downgraded into a free plan.
Add extra bots, members or bot users.
UChat offers flexible add ons so that your customers can add an extra bot, member or bot users. You can use below API endpoint to do so:
/partner/workspace/{workspaceId}/add-addon
If your clients cancel the add on subscription, you can call the below endpoint to remove the add on they purchased.
/partner/workspace/{workspaceId}/remove-addon
Enable or disable auto-renew
You can easily turn on or off auto-renew manually or through partner API. We will charge only the paid workspace that has auto-renew on.
Also, a free plan workspace under your custom domain won’t incur extra charges.
The best practice if the user chooses to cancel the subscription is to turn off the auto-renew.
Then the user still gets access to the paid plan until the end of the billing cycle. If you want to automate the cancellation process, what you need to do is after receiving the subscription cancellation event from your payment gateway, and then identify the user’s workspace ID(you might need to maintain a separate database for the purchase & their workspace ID), and then call the disable auto-renew API endpoint.
If the auto-renew is set to off, your client will still have access to their workspace until the end of the current billing cycle.
If the workspace is not set to auto-renew within 3 days, then the workspace will be downgraded to a free plan.(Free plan won’t add extra charges to partners)
If the auto-renew is off, and you have set up your webhook under your partner API.
it will trigger overdue at the end of the billing cycle. We will trigger this event for 3 days, 1 day each time.
You can set up reminders by using the owner's email and workspace information to your customers.
After the 3 days reminder, if the workspace is still not turning on auto-renew, the workspace will downgrade to the free plan. If there are extra bot users(more than 200), the extra bot user will be deleted.
...
What if your customer buys extra add ons during the current billing cycle?
In this case, for example, your customer's current billing is $49/month from 1st May to 30th May, and then your customer buys an extra 1 member on 15th May at $10/month.
So we will calculate the actual cost of the add ons in the first month, and then sync the fixed cost from the 2nd month.
So the first month, the cost for extra 1 member is $10*15/30 = $5 per month. So the cost for the first month will be $49+$5=$54/month.
And the 2nd month's billing will be $49+$10=$59 per month.
Hope this is clear to you.
UChat partner custom pricing checkout automation with Thrivecart
UChat partners have the option to set up their own checkout pages, and in this section, you will be able to follow an example to set up the full automation.
You will be able to automate the purchase, no matter whether the user is purchasing the main plan or add on. The workspace of your customer will automatically be updated right after the purchase.
Also if your customer wants to cancel the subscription, you will be able to set up automation to downgrade their plan or remove the add on they purchased.
At last, you can also set up the rebill failed automation, if the customer subscription fails, you will be able to downgrade their workspace or remove their add on automatically.
In this section, we show the step by step tutorials on how to set all these automation with Thrivecart. But you can do the same with the checkout options you have as long as they support triggers that you can use.
Also, you can enroll into the training course here for FREE!
https://checkout.uchat.com.au/partner-thrivecart/
Also you can check our free playlist on Youtube here:
https://www.youtube.com/playlist?list=PLYV-IhQ_GwTOY-leVqSpEQH4KxdlYyVK-
Demo
In this video, you will see the full customer checkout experience under your partner plan.
The user will be able to subscribe to your pricing plan, and you can keep 100% of the profit, and also at the same time automate the whole purchase, cancellation & rebill failure process.
Check the videos for a quick demo.
Overview
The goal of this overview is to help UChat partners, and they can set up their own pricing & checkout page with Thrivecart.
And also they can set up the whole purchase & cancellation automation.
The important thing to automate the process is to collect the workspace ID on the checkout page, and then you can use our partner API to automate the process.
Check more details here in the video below:
Checklist
Let’s first talk about what’s required to set up all these automations.
First of all, you need to join our partner program, which allows you to set up your own checkout page, and keep 100% of the profit. Plus you will have a full white label and much more customization.
Our partner program pricing is $199 per month.
You will also need a checkout solution, in this section, we are using thrivecart as the checkout platform, If you don’t have a thrivecart account yet, click the link below to purchase a lifetime deal:
https://miao--checkout.thrivecart.com/thrivecart-standard-account/
Thrivecart supports Stripe & Paypal accounts, and supports more than 130+ currencies, and also you can easily set up the one click upsell & downsells.
You also need a sandbox account, so that you can test without using the credits in your wallet. Reach out to support our UChat team for the access.
You can check the below video for more details:
https://www.youtube.com/watch?v=6K18RHG4KOY
Set up Thrivecart Checkout pages
Set up your own pricing & plans
In the following section, we will set up the thrivecart checkout pages, but first, let’s talk about how to set up your own pricing.
For partners, UChat offer below basic price to our partners:
$10 per month for the business plan, which comes with 1 bot(you can use it in omnichannel), 5 members & 1000 bot users.
$5 per month for every extra 1 bot
$5 per month for every extra 1 member
$5 per month for every extra 1000 bot users
$30 per month for every extra 10000 bot users
For partners, if you want to set up your own pricing & plans. You can customize and design your different plans based on:
Number of bots
Number of members
Number of bot users
For example, you want to set up a new plan, which contains 5 bots, 5 members & 11000 bot users. Start with a $10 per month basic business plan, which already includes 1 bot, 5 members & 1000 bot users.
Now, with the new plan, you want to add 4 more bots, the cost for that is $5 per month x4 = $20 per month; and also you added extra 10000 bot users, the cost for that is $30 per month, so the total cost for the new plan is $10/month + $20 per month + $30 per month = $60 per month.
Now, you can contact support to set this new pricing plan at the backend for your partner plan.
Check the below video for more details:
https://www.youtube.com/watch?v=U8nUqZZgLIM
Set up your checkout page
In this section, you will learn how to set up your thrivecart checkout page, and in order to set up automation in the following steps, you will also learn how to find the productID, and also don’t forget to add the finished checkout page to your billing URL in your partner white label settings.
Check the video below for more details:
https://www.youtube.com/watch?v=w_ryQw94Sto
Set up Make & Thrivecart
In this section, we will briefly talk about make, which is the platform we are going to use for all the automation we are going to build. If you still don’t have an account, you can registrate from the link below:
https://www.make.com/en/register?pc=uchatcomau
You need to create a webhook in make, see the screenshot below:
and then connect this webhook with your thrivecart settings, you need to go to API & webhooks.
And then you can click webhooks & notifications to set up the webhook from make
Check the video below for more details
https://youtu.be/zuzzK3aL420
Set up PayPal IPN URL
If you are selling subscriptions using Paypal, you need to know that your customer has the option to cancel directly from their Paypal account.
So you need to set up the IPN URL to capture the cancellation and refund request. More details you can find here:
https://support.thrivecart.com/help/paypal-setting-up-your-integration/
Please find more details here about how to set it up.
https://www.youtube.com/watch?v=o7J-aYSZiUc
Test UChat partner API
In this section, we will start testing the UChat partner API, you will first need to generate an API key from your main workspace(the workspace has the white label settings), please note this is only for our partner plan.
If you want to join our partner program, you can go to the billing section of your workspace, and subscribe to our partner plan.
Test UChat partner API with swagger
In the section, you will learn how to use UChat partner swagger to test the below API:
Test change plan API
Test add add-on API
Test enable auto-renew API
Check the below video for more details:
Test UChat partner API in make
In the section, you will learn how to use UChat partner swagger in make:
Test change plan API
Test add add-on API
Test enable auto-renew API
Check the below video for more details:
https://www.youtube.com/watch?v=AKLYGNlBzPE
Set up automation
In this section, we will start building the automation for purchase, cancellation & rebill fails. Watch the video tutorials to set up your own automations.
Automate purchase of the main plan
In the section, you will learn how to set up the automation when the user purchases your main plan, and you can also sync the purchase details to your Google sheet for future reference.
In this automation, you will also learn to send customers first welcome emails.
Check the below for more details:
https://www.youtube.com/watch?v=0nY-z-rJCkg
Automate purchase of the add on
In the section, you will learn how to set up the automation when the user purchases your add-on plan, and you can also sync the purchase details to your Google sheet for future reference.
You will learn to set up the filter and then the automation to upgrade the workspace for the extra add-ons.
Check the below for more details:
Automate cancellation
If you are using Paypal to collect subscriptions from your customer, remember to set up your Paypal IPN url, otherwise, you might miss a lot of refund, cancellation requests initiated directly from your customer’s paypal account.
There are 2 different ways to handle the cancellation, you can downgrade the customer’s workspace directly to a free plan, or you can turn off the auto-renew to off.
The first option, your customer will immediately downgrade to a free plan, and the second option, they will still get access to the workspace until the end of the current billing cycle.
Check the below video tutorials for more details:
https://www.youtube.com/watch?v=m0B6lrnvflg
Automate the rebill fails
Set up the rebill fails automation is very important, you can find more Thrivecart events here:
https://support.thrivecart.com/help/using-webhook-notifications/
You can do the same automation like purchase cancellation or you can set up the reminder and then follow up with your customer manually.
Check the below video tutorials for more details:
UChat partner custom pricing checkout automation with Chatbot
UChat partners have the option to set up their own checkout pages, and in this section, you will be able to redirect the customer to your chatbot.
You will be able to automate the purchase, no matter whether the user is purchasing the main plan or add on. The workspace of your customer will automatically be updated right after the purchase.
Also if your customer wants to cancel the subscription, you will be able to set up automation to downgrade their plan or remove the add on they purchased.
At last, you can also set up the rebill failed automation, if the customer subscription fails, you will be able to downgrade their workspace or remove their add on automatically.
In this section, we show the step by step tutorials on how to set all these automation right inside of your UChat chatbot.
Also you can enroll in the training course we have FOR FREE!
https://checkout.uchat.com.au/partner-chatbot/
Also you can check our free playlist on Youtube here:
https://www.youtube.com/playlist?list=PLYV-IhQ_GwTO4QlR97Hef0t68bulxbs64
Demo
Check the demo video below, it shows the whole end-user purchase experience under your custom domain.
Since UChat partners have the option to set up your own billing page, you can redirect them when they click “subscribe” under your custom domain.
Then they will redirect to your chatbot, after they purchase, either your main plan or add-on, their workspace will be upgraded immediately.
Also, If the user asks for cancellation, their workspace will be immediately downgraded or removing the add-on they purchased.
Check the below video for the whole demo:
https://www.youtube.com/watch?v=o3SlD_ic08k
Checklist
In order to make it work, Here is a list of things you need:
Stripe account
UChat account
Sandbox workspace account
you only need to have a Stripe & UChat account. Since we are building a chatbot in the messenger channel, you will need to create a page to connect to the messenger bot.
You also need a sandbox account, so that you can test without using the credits in your wallet.
Reach out to support our UChat team for the access.
That’s all you need to make it work.
Check the video for more details:
https://www.youtube.com/watch?v=ygR3pyD3_8o
Collect payment in Chatbot
In this section, we will start with connecting your Stripe account in UChat and then create a subscription in your Stripe account.
Then you will learn how to collect the subscription payment right in the Chatbot.
Set up Stripe & Create a subscription product
If you haven’t connected your Stripe account with UChat, then you can follow the video below to get it done. Also you need to create the subscription product in advance in your Stripe account.
You can create the subscription of your main product & add-ons.
Check more details in the video below:
https://www.youtube.com/watch?v=tIvtfvM9ODU
Collect the subscription payment in chatbot
After you create the subscription product in Stripe, you can easily use the built-in action in UChat to create the subscription payment.
Check the below video to see how to set it up:
https://youtu.be/LfGo97C-tPM
Test UChat partner API
In the section, you will learn how to use UChat partner swagger to test the below API:
Test change plan API
Test add add-on API
Test enable auto-renew API
Check the below video for more details:
Set up the purchase automation
In the section, you will learn how to set up the purchase automation of the main plan or add-on. We will show you how to do this right in the chatbot, and also sync the purchase data into your Google sheet.
Build a function flow in UChat
In this video course, you will learn how to build a function flow for a subscription plan right in the chatbot. Function is a reusable flow that you can use and refer to at multiple locations of your choice.
You will learn how to use the external request built in UChat to connect with the UChat partner API.
Check the video for more details:
https://www.youtube.com/watch?v=rhUOyNEPGNA
Sync the data into Google sheet
You can keep track of all your purchases by sending the data into your own Google sheet. You can connect to your Google account, and collect the data points you want.
Check the video for more details:
https://www.youtube.com/watch?v=Opmo8iWYybI
Build a function flow for purchasing of add-on
After you have built the automation of the main plan, you can follow the same process, and do the same for all the 4 add-ons we have for our partners.
The cost pricing for our partners is:
$5 per month for every extra 1 bot
$5 per month for every extra 1 member
$5 per month for every 1000 bot users
$30 per month for every 10,000 bot users
You can sell at your pricing point based on our cost, and keep 100% of the profit.
Check the below video for details:
https://www.youtube.com/watch?v=p7ratRDP0Ko
Set up the cancellation automation
In order to set up cancellation automation with Stripe, you need to set up the webhook in your Stripe account to listen for the cancellation event.
You can use the built-in Inbound webhook of UChat to set this up.
Also there is another important element we need to automate the cancellation process, we need the workspace ID of the customer.
You won’t find this parameter in the webhooks, so you need to maintain a database to keep track of the workspace ID & subscriptionID(which is unique value for each subscription)
So, this automation might take some time to set up. Let’s get started right now.
Set up inbound webhook for cancellation
Usually you can set this up with a platform like Zapier/Make/Pabbly connect, but since all the subscription purchases generated from the chatbot have the meta data sent over to Stripe. So you can set up an inbound webhook right with UChat.
In this video, you will learn how to trigger the cancellation event, and how to find the JSON path of the userNS, and then you can pull the information from the webhook event.
Check the below video for more details:
Build cancellation of the main plan
In this video, we will build the cancellation automation of the main plan, after the plan got canceled, we will turn off the auto-renew.
The customer will still get access to the paid plan until the end of the current billing cycle.
Check the below video for more details:
https://www.youtube.com/watch?v=cqej3uBxUzE
Update Google sheet with subscription ID
In the previous video, we found the need to capture the subscription ID when the user subscribed successfully.
This value is the key element that we can use to search & identify the workspace we need to automate with.
So check the details video below to see how to update the purchase with the subscription ID.
Update cancellation inbound webhook
In the previous video, we already collect the subscription ID when the customer subscribes, and now we can make updates to the cancellation inbound webhook we have built before.
We will search the Google sheet we received for the cancellation event, and then if we can find the purchase record, we will save the workspace ID to use in the next step.
Check the below video for more details:
Update the cancellation flow
In the previous video, we can already get the workspace ID in the cancellation events, and now we can update the cancellation flow, and add the conditional checks and make sure our functions flow to cancel the main plan or add-on works properly.
Check the below video for more details:
https://www.youtube.com/watch?v=sYW002cE3h8
Debug purchase & cancellation automation
Now, we have finished building the purchase and canceled the automation. It’s time for us to test and debug these automation.
Check the below video for more details:
Set up rebill fails automation
It’s not easy to trigger the rebill failure event. Luckily Stripe provides the demo card that can help. You can learn how to simulate the failed transaction, and also create an inbound webhook to listen to the correct recurring failed payment.
Check the video below for more details:
Push it live
All the tests we have done are under Stripe sandbox mode. If you have done all the tests, and all is working well in the sandbox mode.
It’s time to push the custom pricing billing in chatbot live to all your customers.
Below are the checklist you can go through to make sure it works in the live environment:
Create inbound webhook in live production in Stripe
Create the same product in live production in Stripe
Switch the Stripe integration from sandbox to live
Connect the buy button with the live products
Delete the test bot users(because it’s already bonded to the sandbox from previous testing)
Check the below two videos for more information:
Bonus
This is the bonus section that you can improve and complete the custom billing options. Check the video below for more details:
Improving on the collecting workspaceID information:
To avoid the missing information when upgrade the purchase, you can move the collection of workspace ID to the in the late stage
Check the video below for more details:
Add the other function flow for the other 3 add-ons
In this video, you can add the purchase of the other 3 add-ons with new function flow.
Check the video below for more details:
Add all add-ons to the chatbot:
Now you can add more options in the chatbot for your customer to purchase the more add-ons.
Check the video below for more details:
Add all add on cancellation function flow:
Since we added the purchases of the add-ons, now it’s time for you to make improvements on the cancellation of the add-ons.
Check the video below for more details:
Set up sales funnels for your partner program(with training videos)
In this section, you will learn how to set up the automation to bring new leads, and convert them into paying customers with UChat partner API.
You will be able to set up below automations:
Create new free trial account in your chatbot, any form that support webhook
Set up the onboarding automation
Get notification when the user subscribed to your paid plan
Set up win-back campaign automation when the user downgrade to free plan
Send notification to you & customer when their workspace plan auto-renewed
Send an auto reminder when the user’s workspace about to downgrade to a free plan
Send auto reminder if the credit in your wallet is too low
Also, you can enroll into the training course here for FREE!
https://checkout.uchat.com.au/partner-sales-funnel/
Also you can check our free playlist on Youtube here:
https://www.youtube.com/playlist?list=PLYV-IhQ_GwTMbHvYKo7Cvb0oNC6_GsmS0
Checklist
In order to set up the automation, you will need:
UChat partner plan
Zapier or Make or Pabbly connect, etc
...
You will learn how to set up these automations with Integromat/make & UChat Partner API, If you don’t have make account, you can registrate a free account by click the link below:
https://www.make.com/en/register?pc=uchatcomau
You will get 10k free operation if you subscribe to any of make’s paid plan in the first month.
Outline of the training
Here is the overview of the full training plan:
Overview
Here is a brief overview of what’s going to be covered in the following training. Also, you will get a brief overview of UChat partner plan API.
UChat partner API:
https://www.uchat.com.au/partner-api#/
Check out the video below for more information
https://www.youtube.com/watch?v=trVTLpIZ0F0
Create new user automatically through API
For your information, every new workspace created under your custom domain will get 14 days free trial, access to all the pro features, no credit card required.
You will need to use the /partner/workspace/create to create the 14 days free trials,
With UChat partner API, you can easily create a new user in your chatbot, or through any web form on your website or landing page. As long as the web form supports webhook, you can make it work.
Test the create user API
In order to use our partner APIs, you will need first to get your API keys.
In your main workspace(the workspace has the white label settings), you can go to the top right corner of your dashboard, and then click the API keys.
And then you can give the API key a name, and then select any of the flow in your main workspace:
Authorize with your partner API
After you get your API keys, you can test with our partner APIs. Go to the URL below:
https://www.uchat.com.au/partner-api#/
And click the authorization button, and paste your API keys:
Check this video for more details about how to test with this API.
Create a free trial account from chatbot
After you tested the create workspace API, now in this video, you will learn how to set up the same process right in your chatbot.
Create a free trial account after form submit
If you are using any forms on your wordpress or your landing page, as long as the form submits a webhook(you can send the leads to the webhook), you create a free trial for the user right after the form submit.
Check the video below for more details
Set up webhook & testing event
Depending on what platform you are using, you can create the webhook with Zapier, Integromat or Pabbly Connect.
Set up webhook URL
In this video, we will talk about how to set up a webhook, and how to view & remove the webhook.
After you get your webhook url, you can call set-webhook API to set up the URl to your own webhook.
After you set up your webhook URL, you can receive the below events:
User_registered: This will trigger every time when there is a new user registered under your custom domain.
Workspace_created: In UChat, one user can create multiple workspaces or join the other user’s workspace. So this will trigger every time someone creates a new workspace.
Workspace_deleted: you will receive a notification every time you delete the workspace.
Plan_Changed: This will trigger when the user upgrades to a paid plan or downgrades to the free plan. You need to filter or use the condition of the planID to identify which actions are taken.
Plan_renewed: This will trigger every time any workspace gets renewed.
Overdue: There will be 2 scenarios when this will be triggered. The importance is the auto-renew status.
If the auto renew is 0, when this event got triggered, then it means that the current workspace is at the end of the billing cycle, but the auto renew is set to off. So the overdue event will be sent 3 times, 1 time each day.
After 3 days, the current workspace will be downgraded into the free plan.
As the partner, you can set up the automation to send the reminders to the owner & yourself. Because once the workspace is downgraded to the free plan, extra bot users will be deleted, there is no way to get them back.
If the overdue event is triggered with auto renew is 1, it means that you have a workspace on the auto-renew, and are able to charge credits from your wallet, but you don’t have enough credit in your wallet.
It might be a good reminder to yourself to set up this automation, otherwise, you might risk downgrading your customer’s workspace by mistake.
The overdue event will be triggered 3 times in total, 1 time each day. After that, If there isn’t enough credit in your partner's wallet, the current workspace will be downgraded into the free plan.
Test webhook event - Part 1
In this video, we will test all the events that can be received to the webhook you have set up.
user_registered
workspace_created
workspace_deleted
plan_changed
More details you can find in the video below.
Test webhook event - part 2
For an event like plan_renew & overdue, it's hard to trigger the event. So you can use the demo data below to trigger the request, and set up your automation in the following lessons.
Plan_changed demo data:
{
"event":"plan_changed",
"data":{
"workspace_id":123,
"plan_id":"business",
"owner_id":234,
"owner_email":"email@gmail.com",
"auto_renew":0,
"start_at":"2022-04-26",
"end_at":"2022-05-26",
"note":"plan_changed"
}
}
Overdue demo data:
{
"event":"overdue",
"data":{
"workspace_id":123,
"plan_id":"business",
"owner_id":234,
"owner_email":"email@gmail.com",
"auto_renew":0,
"start_at":"2022-04-26",
"end_at":"2022-05-26",
"note":"overdue"
}
}
Check the video below for more details.
Set up sales funnel automation
Set up new user onboarding automation
In this video, you will learn how to set up the automation in http://make.com .
You can do the same in Zapier or Pabbly Connect if you want, the logic is the same.
You can connect the new user with the email platform you are using through Zapier/Make/Pabbly Connect.
We are using encharge as an example in this video, but you can set up the same automation in your email platform.
Set up purchase automation
In this video, we will use the plan_changed event to set up the purchase automation.
And also you will learn how to improve your onboarding automation.
Use the condition checks, without sending the discount email when the user already subscribed to your paid plan.
Set up a win back automation
If the user downgrades to a free plan for whatever reason, it's time for you to set up a "Win back" automation.
You can ask questions about why they are canceling the subscription, or offer a zoom call to help them on a particular topic.
Also, you can offer discounts to get them back to your paying customers.
Set up auto-renew automation
In this video, you will learn how to send notifications to yourself or to your customer about the auto-renew of the workspace.
https://youtu.be/8qHtEDghtcA
Set up overdue automation
There are 2 scenarios when the overdue events got triggered.
If the auto-renew =1, then it means that there is a workspace that needs to auto-renew, but if you don't have enough credits in your wallet, you need to put more money into your wallet.
If the auto-renew=0, it means that the workspace is about to be downgraded into the free plan. Since the auto-renew is off, these events will be triggered 3 times in 3 days. After that, If the auto-renew is still off, the workspace will be downgraded to a free plan.
If there are extra bot users(more than 200), extra bot users will be deleted, and there is no way to get them back.
You can set up your automation based on the information above.
FAQ
In this section, we will update with the most asked questions about our partner program. If you can’t find the answer here, reach out to support or post in our Facebook group.