WhatsApp Policies
WhatsApp has strict policies about what messages you are allowed to send. Please read the "policies" section carefully.
# Policies
WhatsApp has policies which can be broadly summarized as follows:
# Outbound Messages
If you want to initiate a conversation, you must pre-register the message through the Twilio console (opens new window). WhatsApp will generally only approve transactional messages.
# 24 Hour Window
When a customer messages you (whether it's a response or new conversation) - you have 24 hours when you can send any message you like.
# Unauthorized Messages Will Fail
If you try to send a message which isn't pre-approved, the message will fail.
Testing WhatsApp
You can authorize your number to receive non-approved messages for 24 hours by sending the message join hearing-round to +14155238886 on Whatsapp.
You will receive a reply confirming you're authorized. Now non pre-approved messages will succeed.
# Configuring WhatsApp
# Column Name: Phone
Markeing OS uses specific column names to avoid needing a configuration step.
To use WhatsApp (or SMS) please make sure your board has a field called Phone which contains an international-format phone number, e.g. +441234567890 in the UK.
# Configuration
WhatsApp Configuration looks like this:
- The main message box is where you type your message. You can click the icon next to it to insert a field merge or URL merge.
- Click the "+" next to the main box to add a split test
- Click "Test" to create a test send.
# Settings
In the settings, WhatsApp can be configured under the "SMS/WhatsApp" tab. It needs the following settings:
- Twilio User
- Twilio Key
- From number/name
In demo mode these are pre-set for you 😃.