# Instagram Payment Link & Tracking Guide

This document provides a complete step-by-step guide to:

* Sending payment links via Instagram chat
* Configuring Razorpay payment integration
* Enabling UPI payment links
* Tracking payment transactions inside Ownchat
* Viewing customer-level payment details

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### Overview &#x20;

With this feature, you can:

* Send payment links directly inside Instagram conversations
* Accept payments via Razorpay integration
* Track payment status (**Created → Paid**)
* Monitor payment performance across channels
* Access detailed transaction history

### Step 1: Access Chat  <br>

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1. Click the **Chat** icon in the left sidebar
2. Open the messaging dashboard

📌 The chat module allows direct customer interaction and payment sharing.

### &#x20;Step 2: Select Customer Conversation  <br>

{% embed url="<https://app.supademo.com/demo/cmnx31n2g0710y80jhppaneou?utm_source=link>" %}

1. Choose a customer chat (e.g., **Dheva**)
2. Open the conversation window

* You can now interact directly with the customer
* Payment links can be shared within this chat

📌 The chat screen displays customer details and conversation history alongside payment options.

### Step 3: Add Payment Link  <br>

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1. Click the **Dollar ($) icon** in the chat input area
2. This opens the **Send Payment Link dialog**

### &#x20;Step 4: Configure Payment Link &#x20;

#### 🔹 Select Payment App &#x20;

1. Click **Select App** dropdown
2. Choose **Razorpay**

#### 🔹 Select Connection &#x20;

1. Click **Select Connection** dropdown
2. Choose your **Ownchat Account**

#### 🔹 Enter Payment Details &#x20;

1. Enter **Amount**
2. Enter **Description**

#### 🔹 Enable UPI Link &#x20;

1. Toggle the **UPI Link switch** to enable it

### 🔹 Send Payment Link  <br>

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1. Click **Send**

📌 The payment link is instantly generated and shared in the chat interface.

### &#x20;Step 5: Verify Payment Link Sent  <br>

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* The payment link appears inside the customer chat
* You can confirm successful delivery

📌 The chat preview shows the payment message along with a **“Pay Now”** option.

### Step 6: Automation Support &#x20;

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* Payments can also be configured through automation chatbot flows
* You can track payments initiated via bot interactions

📌 Supports both **manual chat payments** and **automated workflows.**

### &#x20; Step 7: Access Payment Dashboard &#x20;

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1. Click the **Payment** menu icon in the left sidebar
2. Open the payment management dashboard

### &#x20;Step 8: Filter by Channel  <br>

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1. Click the **Channel dropdown**
2. Select **Instagram**

* This filters payment links created via Instagram

📌 The dashboard supports filtering across multiple channels.

### Step 9: View Transactions &#x20;

{% embed url="<https://app.supademo.com/demo/cmnx4eddm00epz70kcqrotnvq?utm_source=link>" %}

1. Click the **All Transaction** tab
2. View complete payment records

#### Available Details &#x20;

* Customer Name
* Amount
* Description
* Source
* Created At
* Status
* From
* Payment Link ID
* Reference ID

#### Additional Details &#x20;

* You can check the **Source field** to identify the payment provider or origin
* Once a payment link is generated, it appears under **Created** status
* After successful payment, the status updates automatically to **Paid**
* Use the **Customer Reference ID** to access detailed transaction history

### Step 10: Analyze Transaction Data &#x20;

{% embed url="<https://app.supademo.com/demo/cmnx4bebk00ejz70k7ieb6gd3?utm_source=link>" %}

#### 🔹 Source Tracking &#x20;

Identify how the payment was triggered:

* Chat
* Bot
* Workflow

📌 Helps measure performance of manual vs automated payment flows.

#### 🔹 Status Tracking &#x20;

* **Created** → Payment link generated
* **Paid** → Payment completed

📌 Status updates automatically upon successful payment.

### &#x20;Step 11: View Customer-Level Details  <br>

{% embed url="<https://app.supademo.com/demo/cmnx4g5pv07ebz80ioq5t70wr?utm_source=link>" %}

1. Click on a customer name (e.g., **Dheva**)
2. You will be redirected to the chat screen

* View complete conversation history
* Access payment interaction context

📌 Enables seamless transition between payments and customer communication.

### Workflow Summary &#x20;

| **Component**      | **Description**   |
| ------------------ | ----------------- |
| Channel            | Instagram         |
| Payment Provider   | Razorpay          |
| Trigger            | Manual Chat / Bot |
| Payment Mode       | UPI Link Enabled  |
| Tracking Dashboard | Payment Module    |
| Status Tracking    | Created → Paid    |

### Key Outcome &#x20;

After completing this process:

* Payments can be collected directly via Instagram
* Payment links are generated instantly
* Transactions are fully trackable
* Customer communication remains centralized
* Conversion tracking becomes easier and more actionable


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