Description: Allows automating the sending of notifications and personalized messages to customers via WhatsApp, also integrating the management of incoming conversations directly within the system.
What is it for? (Practical examples)
This tool is essential for those who want to communicate directly and immediately with their customers through the WhatsApp channel.
- Automated Marketing: Use it to send personalized messages to customers who perform specific actions (e.g., after a purchase, a registration, or cart abandonment).
- Notifications and Reminders: Automatically send order confirmations, shipping alerts, or appointment reminders.
- Centralized Support: Manage incoming WhatsApp conversations directly from the system's message area, allowing your staff to respond quickly.
Main Features
1. Message Creation and Management
The module allows defining the content and structure of WhatsApp messages to be sent.
- Reusable Templates: It is possible to create and save standardized message templates (Template) for frequent use.
- Customization (Shortcode): Each message can be personalized by inserting dynamic variables (shortcodes) such as the customer's name, email, or other campaign-specific data.
- Multimedia Attachments: Up to 3 files can be attached per message. Supported formats include images (JPEG, PNG) and documents (PDF).
- Maximum Length: The textual content of the message cannot exceed 1530 characters.
2. Bulk Sending and Queue
To ensure service stability, messages are not sent instantly but are placed in a processing queue managed automatically by the system.
> Warning: Bulk sending of messages may result in temporary or permanent blocks by WhatsApp. It is recommended to consult WhatsApp's official guidelines before starting high-volume campaigns.
3. Incoming Conversation Management
When a customer sends a WhatsApp message, the system automatically manages the conversation:
- Centralized Conversations: Received messages are displayed in the system's Message Area, allowing your staff to respond directly.
- Automatic Registration: If the sender is not yet in the database, they are automatically registered as a new customer.
- Tagging: Customers who started the conversation via WhatsApp are automatically tagged as "WhatsApp" for easy identification and segmentation.
- Staff Replies: Personnel can reply to WhatsApp conversations directly from the system's messaging interface.
How to Configure
To activate Whats2b, you need to connect the module to the external WhatsApp API service.
1. Access the module's Settings section.
2. Copy the provided API Rest URL and Token.
3. These data must be entered into the external service control panel (Whats2B) to establish the connection and start sending messages.
Automatic Integrations
Whats2b deeply integrates with the system's automation and communication features.
1. Actions in Marketing Automations
You can add the "Send WhatsApp message" action within any marketing campaign or funnel.
Action Configuration:
When creating the WhatsApp action in a campaign, you can define:
| Option | Description |
|---|---|
| Message Title | Internal name of the action (e.g., "WhatsApp Appointment Reminder"). |
| Recipient | Select whether to send to the customer's Default number (present in their profile) or to a Custom number (useful for sending to landlines or multiple numbers). |
| Message | The message content, with the possibility to use shortcodes. |
| Attachments | Up to 3 files to send along with the message. |
2. System Templates
Whats2b hooks into the system's template manager, allowing the definition of specific message templates for WhatsApp (parallel to email templates).
3. Message Management
The module adds "Whatsapp (Whats2b)" as an official communication channel, enabling bidirectional management of conversation flows (incoming messages and staff replies).
