How to send WhatsApp message in CDP 365?

STEP 1 - Create WhatsApp destination

1. Log in to CDP 365. Hover your mouse over Settings. Choose Channel Integration.

2. Click + button and select WhatsApp

3. Choose the Destination Catalog: Antsomi WhatsApp.

4. Then fill in the necessary information for the destination

General Information

• Destination Name

• Description

NOTE: You can add another language if you want by clicking

• Method:

The WhatsApp destination offers two available methods for you to choose from, each governed by specific settings that determine the content you can send via this destination.

1. Send Text Message: In CDP 365, you can configure the content of your WhatsApp message, limited to text-only format.

2. Send Templates Message: Alternatively, you can input your customized WhatsApp template into CDP 365, allowing for more structured and predefined message formats.

Configure fields

The configuration of the WhatsApp destination has required these fields:

• Access Token

• Phone Number ID

• Country Code

• Phone Number

How to get your Access Token?

To obtain the access token, please navigate to the Meta for Developers and API section and follow the appropriate steps outlined in the provided documentation.

Access Token

Note: The 'Access token' has a validity period of 24 hours. If you wish to make it permanent, please refer to the provided document for instructions and guidelines on how to achieve this.

Phone Number ID

Phone Number ID is the phone number of the sender.

To obtain the access token, please navigate to the Meta for Developers and API section and follow the appropriate steps outlined in the provided documentation.

Phone Number ID

Country Code

Its the country code of the receiver's phone number which can be formatted 84 for the Vietnam country code.

NOTE:

• No "+" before the code, for example, +84. If there is +84, the destination is wrong and can not send the message.

• Only one country code for a destination.

• Limit by 255 characters.

Phone Number

The phone number of receivers that you can use data available in CDP 365 to set the configuration of the receiver.

NOTE:

• Limit by 150 characters.

You click the icon to add Personalization.

• Personalization type: Visitor/Customer Attribute

• Personalization attribute: List of attributes in Visitor/customer that you selected before

• Default value: The default phone number that will be used if a customer does not have a phone number.

Example: The receiver phone number is the phone number in the Visitor Business Object. NOTE: You should add personalization so your receiver's phone number could be dynamic in the journey. If not, the journey could only send Whatsapp

messages to the phone number you put in here.

General Setting

Frequency Capping

Frequency Capping settings allows users to limit the times an audiences receiving an email

Option	Description
Ignore duplicate messages for the scheduled journey	One audience just receive one email in an iteration of journey schedule
Limit frequency for the journey (3 months duration)	Limit allocation frequency to 1 audience in a journey for 3 months (Ex: 2 times/person)
Limit frequency for destination	Limit allocation frequency to 1 audience per unit of time (hour, day, etc.) (Ex: 3 times/month, 1 times/day)

Delivered rate

Delivered rate setting allows users to limit the number of email sent per second

Option	Description
As fast as possible	The maximum number of email sent per second will depend on the system possibility.
Limit send rate {x} time(s) per second	The number of email sent per second will be set by user. (Ex: The value you set is 100. That means only 100 emails will be sent in 1 second)

5. Click Save

STEP 2 - Create a Customer Journey

1. Log into CDP 365 system. Hover your mouse over Marketing and go to All Channels menu.

2. Choose a Channel

We have 2 channels that supporting to send WhatsApp messages:

• WhatsApp

• Orchestration

3. Click + button to create a Journey

4. Add and configure Destination node

Add Destination node -> Choose Antsomi WhatsApp

Choose the method to design the message

• Select the WhatsApp destination that you have created in Step 1

• Fill out necessary information

Note: The setting mentioned in Step 2 is dependent on the specific Method you selected during the creation of this destination. The method you choose will determine the configuration and options available for the setting in question.

• If the Method is Send Text Message

• If the Method is Send Templates Message

5. Save and activate the Journey

• Click Save to save the Journey

• Click Activate to start running the Journey and sending WhatsApp message to customers