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B2C Bundle Guide

You signed up for ChatGenie, welcome onboard! Now, it’s time to create your Mini App online store. We know it can get a bit overwhelming, but don’t fret. Consider this article as the ultimate ChatGenie setup guide containing all the information you need to know to create your very own Mini App online store.

So, how can you launch your online store?

Well, there are two easy options: you can either do it yourself or ask one of our ChatGenie Experts to do it for you!

Option A:
Self-Onboarding - If you want to set up your Mini App online store yourself, it’s pretty simple. To make it even easier, we’ve created a video to guide you through the process. Watch it now to find out everything you need to know about launching your own Mini App. You can start by signing in here: https://chatgenie.ph/login. Keep reading to find our comprehensive step-by-step guide to creating your own online store.

Option B:
Hire a ChatGenie Expert - If you’re short on time and can’t set up your Mini App yourself, you can reach out to any of our accredited ChatGenie Sales Partners here. Trust our ChatGenie Partners to help build and grow your business with a Mini App online store. With skills in marketing, design, and development, our ChatGenie Sales Partners are here to help you succeed.

HOW TO CREATE YOUR MINI APP


1. SIGN IN AND CREATE YOUR MINI APP

First, go to ChatGenie and click on the SIGN UP FOR FREE button. You can sign in using your email or sign in with Facebook. After signing in, choose what Facebook Page you want to connect with your ChatGenie Mini App.

chatgenie.ph  home page

ChatGenie log-in page

After connecting your Facebook Page, click on the MY MINI APPS Dashboard and click the CREATE MINI APP button. You can choose between two product bundles: the eCommerce B2C Bundle or the Shopify Bundle.

Choose Service Bundle

If you already have a Shopify store, choose the Shopify Bundle so you can instantly migrate your Shopify store content and start selling on Facebook Messenger, Instagram, Viber, GCash, and more. Read more about migrating your Shopify Online Store to your ChatGenie Mini account with the Shopify Bundle Guide here.

If you don’t have a Shopify store, choose the eCommerce B2C Bundle and continue the steps here to create your Mini App Online Store.

After choosing the eCommerce B2C Bundle, you will be asked to
Customize Your Mini App. You can use this portion to personalize your Mini App as you please. You can change your App Name, Greeting, and Welcome Message here.


2. CREATE CATEGORIES AND PRODUCTS

After customizing your Mini App, you can start adding categories and creating products. Differentiating your Categories can organize your products and help customers find exactly what they want to buy without having to browse through all your offerings. You can either create categories and upload products while creating your Mini App now or later on, through your ChatGenie Dashboard.

To do this, simply go to CATEGORIES AND PRODUCTS to add, edit, or manage your details. Start by creating your first Category here. Click ADD IMAGE and choose what photo to use as the banner photo of your category. After, add and edit the name and descriptions of the category. Once you’re done adding an image, category name, and description, you can continue to create your products for that category. Just click NEXT to add a product and input its details.

Add a product and provide a product image, name, and description. You can also add more product details by using the PRODUCT VARIANCE feature portion to indicate information like price, size, color, and more. Choose one that applies to your product on the option name, write the specific values beside it. Below you need to fill out the prices on each value, the price difference between the base price and the actual option value should be added. For example, if the base price is P20 and the medium size is P30 pesos, please input P10 in the field for the medium size as an additional price.

You will also have an option to require the products to be added upon check out by ticking the “Add this to cart every transaction” as shown on the screenshot below. You can also indicate if products are limited or unavailable right on your dashboard. All you need to do is turn the product off and on as you please. You can continue to add more categories and products on your ChatGenie Dashboard. Click on CATEGORIES AND PRODUCTS and choose between Categories and Products to edit and add them as well as add more details in the Add-ons/Upsell portion. Upsell other services or products like gift boxes, sauces (for F&B), and the like with this feature.

Once your Mini App is launched, your customers will be able to browse through a live catalog of the products and categories you’ve added here.


3. CONFIGURE YOUR CART SETTINGS AND DELIVERY AREAS

After adding categories and products, go straight to configuring your Cart Settings and Delivery Areas. Managing the cart settings will help you designate your delivery area, adjust your shipping fees, and set your minimum transaction amounts. To do this, go to the Cart Settings page to enter your chosen details. You can limit the delivery coverage of your business, set Delivery Fees, and even offer Free Shipping with certain amounts spent here. If you’re selling digital products, simply click YES so customers won’t need to input their delivery details.

Continue to set up your Delivery Areas. Go to your dashboard, click on Cart Settings, and choose Delivery Areas. The Delivery Areas setting, by default, is blank for nationwide delivery. To limit your Delivery Area, click ADD, specify your chosen region and city, and enter your desired Delivery Fee. If your store chooses to offer Free Delivery and other promos, just add them in the Cart Promo under this setting as well. You can also add the amount and choose Promo Type here. You can also choose to activate third-party delivery options like Grab Express in this portion by checking the box for Customer Initiated Shipping.


4.  PROMOS

For promos, go to the Coupon Codes portion of your ChatGenie Dashboard. Make your own promo codes by simply clicking ADD to create your promo code. Input the promo value or amount, usage limit, start and end date, as well as the start time, and end time. Once your code is created, you can instantly start sharing it anywhere. You can also track all your promo code data on your ChatGenie Dashboard.


5. CHOOSE YOUR PAYMENT OPTIONS

You can now select from our wide range of Payment Options here. Manage your payment options here and activate your chosen payment options:

1. Manual Payments via mobile bank apps - This means that the customer will have to leave your Mini App, go to their respective bank apps to make a payment, then send you a screenshot or proof of payment to confirm the payment.

2. Online payments - With this option, the customer will no longer have to transfer apps to pay for their order. Instead, they will be redirected to the bank apps or GCash app just like with other shopping apps. This means that ChatGenie will collect payments for you and will be disbursed to your bank account. For disbursement details, kindly fill up the registration form on the page.

3. Payment Gateway - You can also use your PayMongo details directly by syncing your account in this option. By choosing the Payment Gateway, you will no longer need to get disbursements with our weekly cycles but get them via PayMongo directly.

Note that the Cash on Delivery payment option is only available for the Manual Delivery option.


6. ADD TEAM MEMBERS

We’re nearly done. Now, you can select team members to help you manage your Mini App Online Store. Go to the General Store Manager and assign team members to help you manage your Mini App. Make sure that your chosen managers are already admins of your chosen Facebook Page and add their respective email addresses. Don’t forget to use the email addresses registered to their accounts. They will soon receive an email inviting them to be an admin to your Mini App. Once accepted, they will get a confirmation email that they have successfully registered and are now ready to manage the Mini App.


7. LAUNCH YOUR MINI APP

After you’ve set all your Mini App configurations, you can finally click Launch Your Mini App. Your Mini App Online Store is ready! Easily add, delete, or edit any of your online store configurations or products on your ChatGenie Dashboard. You can also use your ChatGenie Dashboard to track all your real-time sales, transactions, and data throughout any sales channel.



Congratulations! Your ChatGenie Mini App Online Store is good to go. Good luck!

Still have questions? Reach out to us at m.me/ChatGenie and we’ll fill you in on anything else you’d like to know. You’ll be a ChatGenie master in no time!

Shopify Bundle Guide

If you already have a Shopify store, choose the Shopify Bundle to instantly migrate your store content and start selling on Facebook Messenger, Instagram, Viber, GCash, and more. With the Shopify Bundle, you can transport all your current products to your ChatGenie account and widen your sales channels on the Super Apps of your choice and track them all on one easy dashboard. No need to upload all your products and details manually! Keep reading to learn how you can launch your ChatGenie Online Store with the Shopify Bundle in 4 easy steps.

HOW TO CREATE YOUR CHATGENIE MINI APP WITH THE SHOPIFY BUNDLE

1. SIGN IN

First, simply go to ChatGenie and click on the SIGN UP FOR FREE button. You can sign in using your email or sign in with Facebook. After signing in, choose what Facebook Page you want to connect with your ChatGenie Mini App. After connecting your Facebook Page, click on the MY MINI APPS Dashboard and click the CREATE MINI APP button.

chatgenie.ph  home page

ChatGenie log-in page

2. CUSTOMIZE YOUR MINI APP

After choosing the Shopify Bundle, you will be asked to Customize Your Mini App. You can use this portion to personalize your Mini App as you please. You can change your App Name, Greeting, and Welcome Message here.

3. CONFIGURE YOUR SHOPIFY SETTINGS

Once you’re done with customizing your Mini App Online Store, you need to configure your Shopify Settings. Visit your Shopify account to get the details needed for the Shopify Settings section. On your Shopify dashboard, click on Apps, scroll down and look for Manage Private Apps, and click Create New Private App. Enter Private App Name, we suggest that you use the same App Name as the one you used in your ChatGenie Dashboard. Input your business email for Emergency developer email. Then expand/show the inactive Admin API and Storefront API permissions. Kindly follow the instructions on your ChatGenie dashboard on which permissions to enable. Once you’ve successfully set your API permissions, an API Key and Password will generate. Kindly copy and paste this to your ChatGenie Dashboard. You will also need the Webhook API version, which can be found before the Storefront API permissions. Kindly copy the numeric version to your ChatGenie Dashboard. For example, in Shopify, its 2022-01 (Latest), only copy “2022-01” to your ChatGenie Dashboard.

Once you’ve configured these settings, your Shopify store will be instantly migrated into your ChatGenie Mini App Online Store.

ChatGenie Dashboard

Shopify Dashboard

4. CONFIGURE YOUR CART SETTINGS AND DELIVERY AREAS

After adding categories and products, go straight to configuring your Cart Settings and Delivery Areas. Managing the cart settings will help you designate your delivery area, adjust your shipping fees, and set your minimum transaction amounts. To do this, go to the Cart Settings page to enter your chosen details. You can limit the delivery coverage of your business, set Delivery Fees, and even offer Free Shipping with certain amounts spent here. If you’re selling digital products, simply click YES so customers won’t need to input their delivery details.


Continue to set up your Delivery Areas. Go to your dashboard, click on Cart Settings, and choose Delivery Areas. The Delivery Areas setting, by default, is blank for nationwide delivery. To limit your Delivery Area, click ADD, specify your chosen region and city, and enter your desired Delivery Fee. If your store chooses to offer Free Delivery and other promos, just add them in the Cart Promo under this setting as well. You can also add the amount and choose Promo Type here. You can also choose to activate third-party delivery options like Grab Express in this portion by checking the box for Customer Initiated Shipping.

5. PROMOS

For promos, go to the Coupon Codes portion of your ChatGenie Dashboard. Make your own promo codes by simply clicking ADD to create your promo code. Input the promo value or amount, usage limit, start and end date, and as the start time, and end time. Once your code is created, you can instantly start sharing it anywhere. You can also track all your promo code data on your ChatGenie Dashboard.

6. CHOOSE YOUR PAYMENT OPTIONS

You can now select from our wide range of Payment Options here. Activate the Manual Payment option for Cash on delivery or bank deposits. You can also activate online payment options such as GCash, BPI Online Banking, and PayMongo. After that, go to the Payment Manager and configure your details for your chosen online payment options.Note that the Cash on Delivery payment option is only available for the Manual Delivery option.

7. ADD TEAM MEMBERS

We’re nearly done. Now, you can select team members to help you manage your Mini App Online Store. Go to the General Store Manager and assign team members to help you manage your Mini App. Make sure that your chosen managers are already admins of your chosen Facebook Page and add their respective email addresses. Don’t forget to use the email addresses registered to their accounts. They will soon receive an email inviting them to be an admin to your Mini App. Once accepted, they will get a confirmation email that they have successfully registered and are now ready to manage the Mini App.

8. LAUNCH YOUR MINI APP

After you’ve set all your Mini App configurations, you can finally click Launch Your Mini App. Your Mini App Online Store is ready! Easily add, delete, or edit any of your online store configurations or products on your ChatGenie Dashboard. You can also use your ChatGenie Dashboard to track all your real-time sales, transactions, and data throughout any sales channel.

Congratulations! Your ChatGenie Mini App Online Store is ready. You can now start selling inside Facebook, Instagram, Viber, and GCash - and track them all on your Shopify Dashboard!


Did we miss anything? Message us any other comments and questions at m.me/ChatGenie and we’d be glad to help you out!

Dashboard Guide

The ChatGenie Dashboard can get a little overwhelming, we get it. After all, you control every aspect of your online store right here: from adding categories and products to adjusting payment options and delivery settings to even tracking all your transaction data. The ChatGenie Dashboard also lets you track all your transaction data across all your sales channels, from Facebook and Instagram to Viber and GCash! There are plenty of features for you to explore here. Let us walk you through the ChatGenie Dashboard with this detailed guide and let you know exactly how to use all our special features to truly maximize your ChatGenie Mini App online store!

Categories and Products
You can create your store categories, add products, and manage them all here. First, create Categories and add their corresponding photos and descriptions.  Next, create your Products and upload their photos, descriptions, and variants. You can also customize and specify your products with their exact details. Enter a Base Price here to show the product’s default price or add premiums for special items. Indicate your limited inventory easily here by ticking the Limited box. You can also specify particular product colors, sizes, and more with Product Variance and increase their respective prices.

Cart Settings
Adjust and customize your cart settings according to your business needs here. Use this feature to configure delivery areas, offer limited coverage, free shipping, or minimum amount spent here. We created the limited coverage feature for small business owners who only want to cater to a specific area. If you offer digital products, you can specify here to customize your order forms.

Shipping Manager
Use the Shipping Manager to set your chosen logistics arrangements. Work with our platform integration partners like Grab Express for Automated Delivery or choose other options like Manual Delivery. For seamless online ordering, you may allow pickups by your customers by checking the Customer Initiated Shipping box.

Payment Manager
Choose between flexible payment options and select your payment options in the Payment Manager. In this portion, simply select which options you want to activate for your online mini store. Use the Manual Payment option for Cash on delivery or bank deposits. You can also activate online payment options such as GCash, BPI Online Banking, and PayMongo. Note: Cash on Delivery is only available for the Manual Delivery option.

Marketing Tools
Use this portion to manage your online marketing. Under here, you’ll find the Customer Segment feature and the Broadcast Manager. Use the Customer Segment feature to create specific customer segments based on different data points of your choice. Use the Broadcast Manager to reach out to your customers who have messaged you within 24 hours.

Customer Segment
Create Customer Segments from different data points such as selected payment modes, shipping options, and delivery locations to create specific Customer Segments to learn more about your customers and increase your Customer Lifetime Value. You can also target specific Customer Segments with custom audience ads here.

Broadcast Manager
Connect with your customers instantly on Facebook Messenger with the Broadcast Manager. Use this feature to reach out, notify, and check with clients who have reached out within 24 hours.

Notification Manager
Edit, change, and review your notifications anytime. You may also change the default notification messages as you please here.

Referral Manager
Manage referral codes, coupons, and promo codes here. View your Referral data with this feature and easily track link clicks, link-related sales, and more.

Billing Manager
Keep track of your transaction data here. Get real-time reports about all your data including sales, refunds, and fees.

General Store Manager
Use the General Store Manager to assign team members to help you manage your Mini App. Make sure your chosen team members are admins of your Facebook page and add the respective email addresses connected to their personal Facebook accounts. After submitting their email confirmation to manage your Mini App, they will get a confirmation email shortly to finalize their registration.

Congratulations! After reading this comprehensive guide, you’re basically a ChatGenie Dashboard expert. If you have any more comments, thoughts, or questions for us, feel free to message us anytime at m.me/ChatGenie!

Payment Guide

Wondering how payments work when selling with ChatGenie? We make it simple. To let you focus on growing your online business, we created the ChatGenie Dashboard to streamline all your transactions and keep all your data in one place. Helping you offer secure, flexible payment options while keeping collection sweat-free are just some of the things we do to help you sell better and smarter online. Keep reading to learn everything you need to know about payments, collections, refunds, and more when using ChatGenie!

How do I get my payments from transactions made using ChatGenie?

Like the rest of our platform, we make the payment process easy and worry-free. We send out your disbursements at regular schedules depending on your chosen payment option. You’ll find all your transaction data and billing right on your dashboard. Find out more about our Disbursement Schedules below:

Disbursements are made every Monday while cut-offs per cycle are Fridays at 6 pm. If you’re using the default settings, kindly make sure that you fill up the registration form.

How do I track my transactions?

You can track all your transactions (yes, all transactions from all sales channels!) on the ChatGenie Dashboard.

Can orders be canceled on my Mini App Online Store? How do I manage them?

Yes BUT all orders are subject to your (the merchant) approval. Once you confirm the cancellation, you can message us to edit the process. However, if orders are still pending, you can cancel on the Order Manager in the ChatGenie Dashboard yourself. All payments will be charged only if the transaction is completed, so cancellations are easy!

A confirmed and paid order needs to be canceled. Is there a way for my customer to refund the payment?

Yes, you can make refunds to orders already paid for - with the GCash payment option. Go to your ChatGenie Dashboard and cancel the order that you want to order. Once it’s been successfully canceled, you will find the refund button at the bottom of the order details. Simply click this and it will display a success message if the refund has been successful. However, for other online payments, merchants are responsible for manually processing refunds based on their return and refund policy.

Note that: cancellations can only be made before the rider's arrival. Delivery fees cannot be refunded either once the rider has arrived.

How long does a customer have to wait for a refund when a paid, confirmed order needs to be canceled?

For GCash transactions, successful refunds will happen in real-time. Any other type of refund will be up to your (the merchant’s) discretion.

How can I pay the collected convenience fees to ChatGenie?

At the start of the month, all Merchants will receive their billing for the previous month. Details of the monthly billing are sent to the Mini App Admin email address(es) and can be found on Billing Manager on ChatGenie CMS and Dashboard. Accumulated convenience fees are also shown in real-time on the widget on the upper right of the ChatGenie CMS and Dashboard pages.

How do I check my Subscription Billing Statements?

We send out Billing Statements every start of the month. You can also see your monthly billing statement any time on the Billing Manager on your ChatGenie Dashboard.  

I’m curious, how does ChatGenie earn when merchants are using the Free Plan?

Under the Free Plan, we just add P10 to every successful transaction as a convenience fee, no matter what the purchase amount. The fee is automatically charged to the buyer but merchants can also send us an email at [email protected] if they’d rather take care of it themselves.


Want to know more about ChatGenie? Message us at m.me/ChatGenie to learn more about our Payment FAQs and we’ll answer all your questions!

Troubleshooting Guide

Have issues with your ChatGenie Mini App Online Store? Don’t worry, we’ll be able to sort them out in no time! Keep reading to learn exactly how you can troubleshoot those problems in an instant. Don’t be intimidated! With this easy guide, you’ll master your ChatGenie Mini App and your online store will be ready in a flash.

Every time I launch my Mini App, it always asks me to allow Facebook Page Required Permission. How do I fix that?

To solve this, just log out from the ChatGenie CMS and Dashboard and re-login. When logging in again, click the Business Settings on the Facebook Log In Pop Up and then allow all required permissions to let ChatGenie create a Mini App on your Facebook Page.

I have chosen at least 2 shipping options but they’re not available on my Mini App Online Store. How do I fix that?

This happens when your Cart Settings - Delivery Area Scope is configured to Custom. By default, your Shipping Fee is configured from the city details entered in the Delivery Areas Manager. To allow your customers to select from your chosen shipping options instead, choose the Shipping Option Fee instead of the Delivery Area Fee configured in your Cart Settings. Once done, don't forget to click the SUBMIT button to apply the changes.

The Shop Now button on the menu is missing, how do I bring it back?

This usually happens after editing your Frequently Asked Questions Editor on the Facebook Page Manager. To fix this issue, simply reset the menu entries. Go to Settings Manager > Mini App Settings Tab and click RESET MENU.

How can I customize my Mini App link Messenger URL?

You can customize your Messenger URL by going to your Facebook Page Manager > Profile > About > then click Create Page URL.

This URL can be used as such: Messenger <PageURL> Sending this link will automatically redirect its recipients to your messenger profile. From there, they can access your ChatGenie Messenger storefront.

My Mini App is deactivated, what should I do to activate it again?

If two consecutive ChatGenie Mini App billings are not paid, your Mini App account will be deactivated. To reactivate, simply pay your ChatGenie Mini App Billing immediately on the Billing Manager on your ChatGenie Dashboard. To extend payment and activate your Mini App immediately, you can also use the Extend Payment option on your Billing Page. You are given a 10 day grace period to settle your billing after activating the Extend Payment feature to keep your Mini App activated.

My Mini App is inactive, what should I do?

To re-activate your Mini App Online Store, just log out from the ChatGenie CMS and Dashboard and log in again. Due to Facebook's strict implementation of security tokens, the Facebook App security token gets updated every time you change your Facebook password or your account gets flagged. Once any changes are detected, we automatically send you an email to let you know and log in again to re-activate your Mini App.

How can I temporarily disable my Mini App?

The easiest way to disable your Mini App temporarily is to activate the Maintenance Mode feature. While the Maintenance Mode is activated, customers will just be redirected to a Maintenance Mode Page. To activate the Maintenance Mode feature, go to the Settings Manager > Maintenance Tab. Just turn on the Maintenance Mode switch to activate it. Once activated, you can edit your Mini App  Welcome Message accordingly to let customers know.

How do I remove my ChatGenie Mini App from my Facebook Page?

Before you do this, remember that this is an irreversible action. Once you remove your current Mini App Online Store, all your data will be erased and if you reconnect your Mini App, all your information will no longer be in sync. To properly remove ChatGenie Mini App from your Facebook Page, you have to disconnect ChatGenie from your Facebook Page. To do this, go to the Settings Manager > Page Subscription > and click the DISCONNECT button.



Did we miss anything? Tell us about your concern at m.me/ChatGenie and we’d be glad to sort it out for you!

Shipping Guide

How can I pay the delivery fee?

Our delivery partner, GrabExpress, requires merchants to top up a minimum amount of 1,000php. This will ensure a smoother delivery experience both for you and your customer!

Can I still cancel my GrabExpress booking?

Yes, you can cancel orders on the Order Manager in the ChatGenie Dashboard yourself. All payments will be charged only if the transaction is completed, so cancellations are easy!

I cannot book a GrabExpress, is there any other option?

You can cancel the delivery through your ChatGenie dashboard and manually book for another delivery courier.

Can customers book for their deliveries instead?

Yes! As long as you were able to set up the Customer Initiated Shipping option in your dashboard, this should be visible on your customer’s end!


Did we miss anything? Feel free to reach out to us anytime at m.me/ChatGenie and we’d be glad to help you out!

ChatGenie Refund Guide

If your customer is in need of a refund, you’ve come to the right place. Follow the steps below to initiate refunds within 3 to 5 business days once requests are submitted. Here is a quick guide to getting refunds with ChatGenie:


1. ‍For payments made with the automated GCash payment option using the ChatGenie MID (merchant ID), simply trigger the real-time refund directly from your ChatGenie Dashboard. Once an order is canceled, it will be subject to a full refund once you click the Refund button.


2. For payments made with the automated BPI payment option using the ChatGenie MID, refunds have to be made manually (from the merchant to the customer). However, the payment made will still be received during the next disbursement schedule, as it would if the transaction was not canceled.


3. For payments made through the integrated PayMongo option using a ChatGenie MID, kindly message us at m.me/ChatGenie and present the details below to get a refund minus PayMongo’s respective fees:

  • Order Reference Number
  • Date and Time of transaction
  • Proof of Transaction (preferably screenshot)


4. Lastly, for payments made manually via bank deposit or GCash transfer, then merchants are free to set their own refund policies and customer coordination.

Any more questions? Message us at Submit a request – ChatGenie  anytime and we’d be happy to assist you!

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