To start using WhatsApp Messaging on MoEngage, configure the WhatsApp channel.
Navigate to the MoEngage Dashboard > Settings -> Channels -> WhatsApp.
Steps to configure WhatsApp
To configure WhatsApp, you must configure the sender profile, add the information about pre-approved templates, update the opt-in information, and configure delivery controls.
Step 1: Configure your Sender profile
It is mandatory to configure details about your WhatsApp BSP/WSP. MoEngage currently supports Infobip, Gupshup, Karix, and Kaleyra as native WhatsApp Service Providers. If you want to use any other provider, use MoEngage Connectors.
Step 2: Add templates that are approved by WhatsApp already
For information about template approval and configuring the template details in MoEngage, refer to WhatsApp Templates.
Step 3: Update WhatsApp Opt-in on MoEngage
We recommend that you update the opt-in status in MoEngage.
- Navigate to the MoEngage Dashboard -> Settings -> Channels -> WhatsApp -> General Settings.
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You can configure the fields that store WhatsApp numbers and WhatsApp Opt-in statuses of end users here.
Field Description Select the attribute in which user's WhatsApp mobile number is stored This field denotes the attribute that would be storing the WhatsApp mobile number in MoEngage. Select Mobile Number from the dropdown. Select the attribute in which user's WhatsApp Opt-In is stored This field denotes the attribute that would be storing the WhatsApp opt-in status in MoEngage. Select WhatsApp Subscription Status from the drop-down. - You can also set the mobile number format for the application. Click the Set the mobile number format link. You are taken to the Mobile number management page. For more information, refer to Mobile Number Standardization.
- You can configure the WhatsApp Lead & Message using the following toggles:
info Information
You cannot turn on the following toggles if PII tokenized sending is enabled for you.
Toggles Description Create a new profile if message is received from new number Formerly, MoEngage discarded WhatsApp messages received from users without an existing user profile. With this toggle turned on, MoEngage automatically generates user profiles for new users upon receipt of messages, thereby guaranteeing the preservation of these communications.
Store all incoming messages from all customers Formerly, MoEngage retained incoming messages directly associated with campaigns, such as quick replies. With this toggle turned on, MoEngage stores all the incoming messages from all existing users.
Note:
If the Create a new profile if message is received from new number toggle is turned on along with this toggle, MoEngage stores all incoming messages and tracks them under an event named WhatsApp Message Received, encompassing those from both existing and newly created users.
- Click Save to save the configuration.
Step 4: Configure Delivery Control Settings (Optional)
Configure Frequency Capping (FC) and Do Not Disturb (DND) to ensure that you are sending the optimum number of messages to your users and not during DND hours.
Step 5: Whitelist IPs (Optional)
MoEngage uses dynamic IPs for sending messages, if your WhatsApp BSP/WSP requires static IPs, refer to this doc to know more.
Next Steps: