Sell Digital Products on WhatsApp Catalog

TOC — Jump to:
1) Who this is for & the promised outcome · 2) Core transformation · 3) Step-by-step implementation · 4) Structure & templates · 5) Formats & compatibility · 6) Packaging & delivery · 7) Pricing & tiers (INR) · 8) Marketing plan · 9) SEO checklist · 10) Legal, licensing, and refunds · 11) Metrics that matter · 12) Common mistakes & fast fixes · 13) 7-day production & launch plan · 14) FAQs · 15) Internal resources · 16) CTA

Who this is for & the promised outcome

You’re a creator, coach, teacher, freelancer, or small brand who wants to sell digital products—without launching a full e-commerce site. This playbook shows you how to set up a WhatsApp Business Catalog that takes UPI/Razorpay + cards, delivers files securely, and starts generating sales in 7–14 days.

Core transformation

You’ll move from scattered DMs to a repeatable, catalog-driven WhatsApp sales system. You will configure the Business profile, build a shoppable catalog with collections, connect payment links, automate replies, and deliver purchases with secure links and a simple license.

Primary formats you’ll sell: PDFs (fillable and print-ready), Notion templates, Google Sheets/Docs, audio MP3s, short MP4s, font files, zipped toolkits, and hyperlinked planners.

ANGLE:
For Indian creators and small teams who struggle with low website traffic, a WhatsApp catalog + automation flow helps you convert chats into paid downloads in 7–14 days without a full store build or paid developers.

Step-by-step implementation (tools, setup, workflow)

0) Decide the use-case and promise

Pick one product line for launch: planners, study notes, brand kits, audio lessons, presets, font families, or mini toolkits. Write a one-line promise tied to a time-bound outcome: “Plan your week in 10 minutes with a hyperlinked PDF you can use today.”

1) Set up WhatsApp Business the right way

Install WhatsApp Business. Add your Business name, category, about, working hours, and address if relevant. Upload a clear logo. Create Catalog and Collections (e.g., Planners, Fonts, Audio). Add Short Links (wa.me/…) and generate a QR for offline and web placements. Turn on Away Message and Greeting with helpful links.

2) Build a clean product catalog

For each product, add title, 1–4 crisp images (watermarked previews only), a short outcome-first description, and price in INR. Use Item code/SKU to connect to your internal inventory or Drive folder. Pin your bestsellers to the top. Group with Collections so browsing feels like a store.

3) Wire payments that actually clear

Offer UPI/Razorpay + cards. Easiest path: Razorpay Payment Links or Payment Pages per product/tier. Add the payment link inside your Quick Reply and in the product description as “Buy link.” Optional: enable WhatsApp UPI if it suits your flow, but always keep a Razorpay fallback for cards.

4) Create a secure delivery workflow

Never attach paid files directly in chat. Deliver via an expiring download page after payment. Options: a private page on your site, Payhip/Gumroad fulfillment links, or a Drive link behind an access page that changes token monthly. Auto-reply with the Start-Here instructions and the unique link after you verify payment.

5) Automate replies and labels

Set Quick Replies for: Product info, Payment link, Payment received, Delivery, Failed payment, License summary, Refund policy, Support hours. Use Labels (Enquiry, Payment Pending, Paid, Delivered, Support) to track pipeline. Keep response time under 2 minutes during launch weekend.

6) Write outcome-first catalog copy

Short, plain English. Outcome first, then what’s inside, then how it works. Include a one-line license note and the payment modes.

F → B → So-that bullets
Hyperlinked PDF → tap between months → so you plan faster
Fillable fields → type directly → so you start today
Notion/Sheets version → duplicate and edit → so your system scales
Watermarked previews → see before buying → so you purchase with confidence
Re-download promise → access updates → so you never lose files

7) Run your QA checklist

Open every payment link on iOS/Android/desktop. Test the delivery link on 4G. Keep each PDF ≤ 15 MB where possible (compress images). Ensure alt text on preview images for accessibility and better screen reader support on your product page (if you use one). Print a page if you advertise print-friendly.

8) Prepare service rails

Write your Refunds and License in plain English. Promise 24–48 hour reply times (Mon–Sat). Add a sticky message with “How to buy,” “Payments,” “Delivery,” and “Support hours.” Save an FAQ Quick Reply. Keep a Changelog so buyers see care and updates over time.

Quick Start (3 steps)

1. Publish 3–6 products in your Catalog with outcome-first copy and watermarked previews.

2. Add Razorpay Payment Links and Quick Replies for buy, delivery, and refunds.

3. Share your wa.me link and QR on your site, Instagram bio, and Status; go live this week.

Structure & templates (repeatable outline & scripts)

Your WhatsApp product structure

Cover image with brand mark. Outcome line. What’s included (formats and minutes/pages/counts). How it works (pay → receive link → personalize). License summary. Payments: UPI/Razorpay + cards. Support and re-download promise.

Scripts you can paste into Quick Replies

Welcome
“Hi! You’ll find our digital products in the Catalog. Each is an instant download after payment (UPI/Razorpay + cards). Tell me the item code if you need help.”

Buy link
“Here’s the secure payment link for [Product]. After payment, reply ‘PAID’ with the last 4 digits of your UPI/Ref ID. I’ll send your download page immediately.”

Payment received
“Payment received — thank you! Here’s your Start-Here link: [short private URL]. Open it to personalize and download your files. If anything fails to open, reply here.”

Delivery reminder
“You have lifetime re-downloads from your receipt link. Keep this chat pinned; I can resend anytime.”

Failed payment
“It looks like the payment didn’t go through. Try the link again or choose UPI/card at checkout. If you still face an issue, I’ll send a fresh link.”

License note
“Personal use unless you upgrade to Pro. No redistribution or posting the files publicly. For client use, ask about our Pro License.”

Refunds
“We offer a 7-day refund if a file is not as described or won’t open on your device. Reply with your order ID and device; we’ll resolve it within 3–5 business days.”

Formats & compatibility (what to ship, files/sizes, accessibility, mobile/print notes)

No tables — here’s a clean, line-broken spec you can copy.

Hyperlinked digital planner (PDF). Export ≤ 15 MB. Works with GoodNotes/Notability/Xodo and desktop readers. Large tap targets; home icon on every page.

Fillable PDF. Export ≤ 15 MB. Works with Adobe Reader, Mac Preview, and Xodo. Logical tab order, checkboxes, date pickers.

Print-ready PDF (A4/A5). 300 DPI. Margins 10–12 mm. Greyscale-friendly version for home printers.

Notion template. Read-only preview link + duplicate link for buyers. Editable database properties.

Google Sheets/Docs. Under 5 MB. Protected ranges for formulas. Clear “copy to drive” instructions in Start-Here.

Audio MP3. 128 kbps for spoken word; 192 kbps if music-heavy. Keep files under 150 MB each.

Video MP4. 1080p, under 200–400 MB for short lessons. Compress for mobile playback.

Fonts. OTF/TTF for desktop; WOFF2 for web (Pro tier). Plain-English EULA in the ZIP.

Accessibility & UX. Body 16–18 px on screen and 11–12 pt for print, line height 1.4–1.6, contrast ≥ 4.5:1. Alt text on preview graphics. Tap targets ≥ 40 px on mobile.

Packaging & delivery (ZIP layout or access model; Quick Start doc; support & SLAs)

Use a predictable, trust-building layout:

Product_[Name][YourBrand]/
01-Start-Here.pdf
02-Main-File_Screen.pdf
03-Print-Ready.pdf (if applicable)
04-Notion_Link.txt (or) 04-Editable_Sheets/
05-Extras(MP3/MP4)/
License.pdf
Changelog.txt

Start-Here explains how to open and personalize files, where to find the Pro License, and how to reach support. Promise re-downloads and state reply times (24–48 hours, Mon–Sat). Previews on the Catalog are watermarked lightly; purchased files are clean.

Pricing & tiers (INR) with anchors and license notes

Keep three tiers so buyers self-select fast.

Good — Personal. Core file(s) with personal use license. ₹199–₹699. Best for first-time buyers and students.

Better — Toolkit. Personal plus editable versions (Notion/Sheets), minor updates for 12 months. ₹899–₹1,999. Best for professionals who customize.

Best — Pro/Client License. Everything in Toolkit plus client-use rights for up to 20 deliveries, brandable cover, and priority support. ₹2,499–₹5,999. Best for freelancers and agencies.

Anchors that frame value. Done-for-you customization (logo/colors) at ₹3,999–₹9,999. Private 60-minute consult at ₹4,999.

Plain-English license notes. Personal = your own use; no redistribution. Toolkit = personal + small team (up to 5 seats); no resale. Pro = permitted in client projects as part of your service; not for reselling the files as templates or posting the source files publicly. Payments: UPI/Razorpay + cards. Show GSTIN on invoices if you charge GST.

Marketing plan (organic + partnerships + simple paid tests)

Organic inside WhatsApp

Use Status daily with one problem → one outcome → one product. Share Catalog items into chats and groups where you’re allowed. Pin a Featured Message with “How to buy” and your bestsellers. Create a Broadcast List for opted-in customers; send one educational tip and one soft offer per week. Add your wa.me link and QR to your Instagram/Facebook bios and story highlights.

Partnerships that actually move products

Give creators in your niche a 30% affiliate on first sale. Send a swipe kit: 2 posts, 1 story, 1 short script, 3 preview images, and a UPI-friendly buy link. Offer time-boxed coupons for their audience. Reward top partners publicly.

Simple paid tests you can control

Run Click-to-WhatsApp ads with one promise, one product, one CTA. Start small: ₹400–₹800/day for 5–7 days. Target interests that mirror your product outcomes. On Google, bid exact match for “download [product] India” and route to a short landing page that hands off to WhatsApp for questions.

Three-post Status sequence

Post 1 — The pain, in buyer words.
Post 2 — A 10-second micro-win (before/after screenshot).
Post 3 — The offer with UPI checkout and a deadline (“price rises Sunday 8 pm IST”).

SEO checklist (titles, meta ≤165 chars, alt text, tags, internal links)

Even if WhatsApp converts the sale, your landing page should rank and pre-sell.

Titles. Outcome + format + audience + “India” if relevant.
Meta. ≤ 165 characters; lead with the promise and mention UPI/Razorpay.
Headings. Verb-first subheads: plan, track, customize, download.
Alt text. Describe the preview and mention the key term once.
Internal links. Link from relevant blog posts to the landing page and to your WhatsApp short link.
Schema. Product schema with name, description, INR price, availability, and image.
Speed. Compress images and keep preview PDF light so mobile visitors don’t bounce.

Legal, licensing, and refunds (India-friendly, ethical claims, privacy basics)

Ethical claims only. Say “can help” or “designed to,” not guarantees of income or health outcomes.
Consent. Only message people who opt in; offer a simple “STOP to opt out” line for Broadcasts.
Privacy. Collect only what you need (email, payment ID). Store securely. Offer unsubscribe in post-purchase emails.
Refunds. 7-day “not as described / file won’t open” refund. Ask for order ID and device; resolve in 3–5 business days to the original method.
Copyright. Use only original or licensed assets. State license summary on the page and include License.pdf in downloads.
GST. If registered, show GSTIN and price inclusions.
Anti-piracy. Light watermark on previews; purchased files clean. Disable public link indexing; rotate delivery tokens monthly.

Metrics that matter (what to track weekly; target ranges)

Catalog view → chat start rate: 20–40% when traffic is warm.
Chat start → payment click rate: 40–60% with clear Quick Replies.
Payment success rate: 85–95% with UPI + card options.
First response time: < 2 minutes during launch windows.
Refund rate: < 3% with Start-Here and previews.
Repeat purchase (30–60 days): 10–20% with bundles and seasonal drops.
Broadcast CTR: 15–30% when you lead with one tip + one product.

Common mistakes & fast fixes (5–8 pairs)

Listing files directly in chat → Deliver via expiring download pages → protect value and reduce leaks.
Vague catalog copy → Lead with outcome + minutes/pages → convert skimmers.
One payment mode only → Add UPI/Razorpay + cards → fewer drop-offs.
No Quick Replies → Create scripts for buy, deliver, refund → faster conversions.
Heavy PDFs → Compress and keep under 15 MB → mobile friendly.
No license clarity → Add a one-line summary + License.pdf → fewer support pings.
Slow replies → Use Labels and alerts → stay under 2 minutes in launch windows.
No re-download → Keep receipt links active → higher trust, lower churn.

7-day production & launch plan (daily checklist)

Day 1 — Choose one product line and write the one-line promise. Collect previews, write outcome-first copy.
Day 2 — Set up WhatsApp Business profile, Catalog, Collections, and Short Link/QR.
Day 3 — Create Razorpay Payment Links and Quick Replies (welcome, buy, deliver, refund, license).
Day 4 — Build Start-Here, License, and the expiring download page. Compress files.
Day 5 — QA payments and delivery on mobile/desktop; fix friction; set Labels and notifications.
Day 6 — Publish Status sequence, update bios with wa.me/ link and QR, and ping 5 warm prospects.
Day 7 — Go live. Post a 24-hour launch offer. Answer within 2 minutes. Collect FAQs and turn them into Quick Replies.

FAQs (4–6)

Can I deliver files inside WhatsApp?
Don’t. Send a private download page after payment. It’s safer, trackable, and easier to update.

What if buyers want a different format?
Add the most requested format in a v2. Email or DM previous buyers with a free update link during your stated update window.

Is WhatsApp UPI required?
No. Use Razorpay Payment Links for UPI + cards. Keep WhatsApp UPI only if it’s reliable for your audience.

How do I handle large files?
Split videos into parts, compress with two-pass export, and keep PDFs under 15 MB. Host replays or big files on a private page; avoid attaching in chat.

Can I sell to groups?
Yes, if they’re opted-in and rules allow promotions. Use a short Status + Catalog share + buy link. Never spam unrelated groups.

How do I issue invoices/GST?
Generate an invoice from your payment processor or accounting tool. If GST-registered, show GSTIN and tax split.

Internal resources

Free Planner Templates — https://www.sankulahub.com/free-planner-templates
Logo Design Services — https://www.sankulahub.com/logo-design-services

Clear CTA to take the next step today

Publish 3–6 products in your WhatsApp Catalog, wire UPI/Razorpay + cards, and switch on Quick Replies. Go live with a 3-post Status sequence this week and turn chats into paid downloads.

Meta description
Launch a WhatsApp Business Catalog that sells digital downloads in 7–14 days. Set up payments, secure delivery, licenses, and a repeatable chat-to-checkout flow for India.

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