Configure WhatsApp

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.

  1. Navigate to the MoEngage Dashboard -> Settings -> Channels -> WhatsApp -> General Settings.
  2. 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.
  3. 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.
  4. Click Save to save the configuration.

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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:

 

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