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Webengage – WhatsApp Integration
WebEngage is an advanced customer data platform and marketing automation suite designed to streamline user engagement and boost customer retention for both consumer tech enterprises and small to medium-sized businesses (SMBs).
Features of Webengage WhatsApp Integration
- Template Messages – Use pre-approved WhatsApp templates for notifications and alerts.
- Media Sharing – Share product catalogs, brochures, images, and payment links.
- Analytics & Tracking – Measure open rates, response times, and campaign performance.
Step-by-Step Guide
Set Up Webengage – WhatsApp Integration
1. Go to your WebEngage dashboard
2. Go to integrations
3. Configure your WhatsApp channel
4. Select a private WhatsApp integration and configure it
5. On the configuration page, select private WSP, enter configuration name and your whatsapp business number
How to get WSP URL?
1. Login to Chat ON Desk dashboard
2. Go to Menu >> Integrations >> Add Integration >> Select Webengage
3. Select server and enter your webengage Auth Token
4. Click on submit button
5. Here, you can see Whatsapp url in right side.
How to get API KEY?
1. Login to Chat ON Desk dashboard
2. Go to Menu >> Developers >> API Keys >> Add Api Key
3. Here click generate api key
4. Copy api key
How to get Webenage Auth Token?
You will have to drop in a message at [email protected] to get your Auth Token
WhatsApp Templates
WhatsApp templates must be submitted for Facebook approval from your Chat ON Desk user account. The templates need to be reviewed by WhatsApp to ensure that they do not violate any of their policies.
Once your templates are approved, you can add them to your LeadSquared account.
To add a WhatsApp template, perform the following steps:
1. Click on the Plus icon next to WhatsApp Templates to get started.
2. Select chatondesk from the drop-down menu to send the campaign.
- Enter the following details a. Name – Template name obtained from your Chat ON Desk account Templates section. b. Namespace – leave blank c. Content – Message content that is approved on Chat ON Desk.
- On the Add/Modify Template page. Toggle the slider against Media Template. The Image, Video, Document, and Text Header And Footer option is enabled.
- To attach an image, click Image. Format supported is image/jpeg, image/png, and the size is 5 MB.
- To attach a Video file, click Video. Format supported is video/mp4, video/3gpp, and the size is 16 MB.
- To attach a document file, click Document. Format supported is video/mp4, video/3gpp, and the size is 16 MB.
- To attach a Text Header And Footer file, click Text Header And Footer.
- Image Details (Default Value) – You can insert the file into the template by entering the file URL in the Image Details field. Alternatively, you can attach the file from your desktop by clicking the attachment icon to upload it.
- Video Details (Default Value) – Click the attachment icon and choose a video/mp4 file to specify a URL or upload an attachment.
- Document Details (Default Value) – Click the attachment icon and choose a file to specify a URL or upload an attachment. If the field you specify is null (if there is no URL contained in the specified field), this attachment will be sent in the WhatsApp message.
- Toggle the Button Template to enable the button types.
- Select Button Type from the radio button. The options available are Static and Dynamic.
- Static – Select Static radio button.
- Dynamic – Select the Dynamic radio button and enter the following details: Default file name (applicable only to document type template) – Enter the default file name of the attachment. Object – Select the object from the drop-down list. The options available are Lead and Activity. Field – Select the field from the drop-down list.
- Click Save to save the file.
- Click Cancel to cancel the application and return to the Manage WhatsApp Templates page.
- Use the action buttons to Edit or Delete an existing template.
FAQs
It’s a feature that allows businesses to connect WhatsApp Business API with Webengage CRM for automated and real-time customer communication.
Yes, you must have an official WhatsApp Business API account to integrate with Webengage.
Yes, you can send bulk campaign messages using approved templates while staying compliant with WhatsApp policies.
Yes, all chats are synced and stored in Webengage, ensuring better tracking and lead management.
You must submit your message templates to WhatsApp via your API provider for approval before using them in Webengage.
Absolutely. You can set up workflows to send personalized WhatsApp messages at every stage of the customer journey.
Yes, the integration is secure and GDPR-compliant, ensuring customer data privacy.