Set up the WhatsApp channel
This tutorial walks you through setting up the WhatsApp channel in ÃÛ¶¹ÊÓÆµ Journey Optimizer to enable real-time business messaging.
What you will learn:
- Add and configure WhatsApp API credentials and business account details.
- Set up webhooks for inbound message handling, including opt-in/opt-out keywords.
- Create a channel configuration to finalize your WhatsApp setup.
Perfect for marketers and developers looking to activate WhatsApp messaging within their customer journeys.
Hi, I’m Travis Jordan from the ÃÛ¶¹ÊÓÆµ product team. Today, I will show you step by step how to set up the WhatsApp channel and send messages using ÃÛ¶¹ÊÓÆµ Journey Optimizer. For this demo, I will show how Luma Cruises, a fictitious travel brand, is leveraging WhatsApp business messaging through Journey Optimizer to elevate their guest experience and drive incremental value. To get started, let’s walk through how to set up the integration in Journey Optimizer by adding your API credentials and setting up webhooks for real-time message delivery. First, let’s go to Channels in the left navigation. Under WhatsApp settings, click WhatsApp credentials, then Create WhatsApp API credentials. Let’s go and add a name for our credentials. Now, let’s add the already configured API token and enter the business account ID. Let’s go and click Continue, and Journey Optimizer will fetch your account information. Go ahead and select your desired WhatsApp business account, and select the sender name or phone number. As you can see here, after doing that, we bring in additional metadata that can help you. Go ahead and click Submit to continue.
Now, we’ll go ahead and create a webhook and configure inbound settings for WhatsApp. Under WhatsApp settings, click WhatsApp webhooks, then Create webhook. Let’s go ahead and add a name. Here, we’ll select the API credential that was created in WhatsApp to ensure that your custom SMS credentials are associated with your webhook. Next, you can add custom opt-in, opt-out, and even help keywords and replies. Journey Optimizer will then listen to those keywords and messages accordingly. I’ll go ahead and add opt-in keywords and replies. Now, I’ll go ahead and add opt-out keywords and replies. Now, go ahead and click Submit. Once submitted, you will need to copy your verified token here and add it to Meta’s app dashboard to finalize the configuration of your webhook. Lastly, you can also access and copy and paste your webhook here. After creating the API credential webhook, you’ll need to create a channel configuration. To do this, let’s go ahead and close out of here and click Channels. Under General Settings, click Channel configurations and Create channel configuration. Let’s enter a name and select the WhatsApp channel. You can also add marketing actions or also a description for your configuration. Next, we’ll select the already configured WhatsApp API credential generated in the previous step. Lastly, enter the sender name or phone number that was entered in the WhatsApp configuration. Now, we’re all ready. Go ahead and click Submit to save, and now we’ve wrapped up our configurations.