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Create a WhatsApp message create-whatsapp

With ÃÛ¶¹ÊÓÆµ Journey Optimizer, you can design and send engaging messages on WhatsApp. Simply add a WhatsApp action to your journey or campaign and craft your message content as detailed below. ÃÛ¶¹ÊÓÆµ Journey Optimizer also lets you test your WhatsApp messages before sending them, ensuring perfect rendering, accurate personalization, and proper configuration of all settings.

Note that only Outbound messages elements are supported in Journey Optimizer.

Learn more about supported message elements and calls to actions

The following message types are supported in WhatsApp:

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Message Feature Description
Headers Optional text that appears above the body of your message.
Text Supports dynamic content through parameters.
Images (JPEG, PNG) Must be in 8-bit RGB or RGBA format and under 5 MB in size.
Videos Must be 3GPP or MP4, under 16 MB, and hosted via URL.
Audio Only available for response messages. Must be AAC, AMR, MP3, MP4 audio, or OGG format, hosted on a URL, and under 16 MB.
Documents Must be under 100 MB, hosted on a URL, and in one of the following formats: .txt, .xls/.xlsx, .doc/.docx, .ppt/.pptx, or .pdf.
Body Text Supports dynamic content through parameters.
Footer Text Supports dynamic content through parameters.

The following call-to-action option is available for your WhatsApp messages:

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Call to actions Description
Visit website Only one button is permitted, with variable parameters included.
Call on WhatsApp Provides a button that opens a WhatsApp chat with the specified phone number directly from the message.
Call phone number Provides a button that initiates a phone call to the specified number when tapped by the user.

Add a WhatsApp message create-whatsapp-journey-campaign

Browse the tabs below to learn how to add a WhatsApp message in a campaign or a journey.

Add a WhatsApp message to a Journey
  1. Open your journey then drag and drop a WhatsApp activity from the Actions section of the palette.

  2. Provide basic information on your message (label, description, category), then choose the message configuration to use.

    For more information on how to configure a journey, refer to this page

    The configuration field is pre-filled, by default, with the last configuration used for that channel by the user.

You can now start designing the content of your WhatsApp message from the Edit content button, as detailed below.

Add a WhatsApp message to a Campaign
  1. Access the Campaigns menu, then click Create campaign.

  2. Select the Scheduled - Marketing campaign type.

  3. From the Properties section, edit your Campaign’s Title and Description.

  4. Click the Select audience button to define the audience to target from the list of available ÃÛ¶¹ÊÓÆµ Experience Platform audiences. Learn more.

  5. In the Identity namespace field, choose the namespace to use in order to identify the individuals from the selected audience. Learn more.

  6. In the Actions section, choose WhatsApp and select or create a new configuration.

    Learn more about WhatsApp configuration on this page.

  7. Click Create experiment to start configuring your content experiment and create treatments to measure their performance and identify the best option for your target audience. Learn more

  8. In the Actions tracking section, specify if you want to track clicks on links in your WhatsApp message.

  9. Campaigns are designed to be executed on a specific date or on a recurring frequency. Learn how to configure the Schedule of your campaign in this section.

  10. From the Action triggers menu, choose the Frequency of your WhatsApp message:

    • Once
    • Daily
    • Weekly
    • Month

You can now start designing the content of your WhatsApp message from the Edit content button, as detailed below.

Define your WhatsApp content whatsapp-content

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Before designing your WhatsApp message in Journey Optimizer, you first need to create and design your template in Meta.

Note that your WhatsApp template must first be approved by Meta before using it in Journey Optimizer. This process usually takes a few hours but may take up to 24 hours.

  1. From the journey or campaign configuration screen, click the Edit content button to configure the WhatsApp message content.

  2. Choose your Template category:

    • Marketing
    • Utility
    • Authentication

  3. From the WhatsApp template drop-down, select your previously created template designed in Meta.

  4. In the Image URL field, add media URLs to replace any placeholders in your template. Meta’s template media are only placeholders. To display images, audio, or video correctly, you must use external URLs from ÃÛ¶¹ÊÓÆµ Experience Manager or other sources.

  5. Use the personalization editor to add personalization to your template. You can use any attribute, such as the profile name or city for example.

    Browse through the following page to learn more about personalization.

  6. Use the Simulate content button to preview your WhatsApp message content, shortened URLs, and personalized content. Learn more

Once you have performed your tests and validated the content, you can send your WhatsApp message to your audience and monitor its performance through reporting.

How-to video video

The video below shows how to create a multi-step WhatsApp journey using ÃÛ¶¹ÊÓÆµ Journey Optimizer.

See video
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