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