Marketing Bot - WhatsApp¶
Manage WhatsApp contacts, contact lists, segments, and broadcast campaigns for automated messaging.
Overview¶
The WhatsApp integration enables you to manage contacts, organize them into lists and segments, and broadcast messages to your WhatsApp audience. Leverage WhatsApp's business features for customer engagement and marketing automation.
WhatsApp Business API
Connect via WhatsApp Business API to unlock advanced features like automated messages, broadcast lists, and rich media support.
Contact Lists¶
Manage Contact Lists¶
Contact Lists View:
| ID | Name | Action |
|---|---|---|
| 1 | John Doe | ✕ |
| 2 | Jane Smith | ✕ |
| 3 | Mike Johnson | ✕ |
| 4 | Emily Davis | ✕ |
| 5 | Robert Wilson | ✕ |
| 6 | Laura Brown | ✕ |
List Information: - List ID and name - Number of contacts - Creation date - Last updated - Status (active/inactive)
List Actions: - Remove (✕): Delete contact list - Edit: Update list details - Export: Download contact data - Duplicate: Create copy of list - Merge: Combine with another list
Adding Contacts¶
Add New Contact¶
Manual Entry:
1. Click "+ Add Contact" button
2. Enter contact details:
- Name: [Contact Name]
- Phone: [+Country Code + Number]
- Email: [optional]
- Tags: [optional]
3. Assign to list or segment
4. Save contact
Bulk Import:
1. Prepare CSV file with columns:
- Name, Phone, Email, Tags
2. Click "Import Contacts"
3. Select CSV file
4. Map columns
5. Review and import
6. Verify imported contacts
CSV Format Example:
Name,Phone,Email,Tags
John Doe,+12035550101,john@example.com,VIP
Jane Smith,+442083661234,jane@example.com,Lead
Mike Johnson,+493012345678,mike@example.com,Customer
Contacts Management¶
View All Contacts¶
Contacts List View:
| ID | Name | Phone | Action |
|---|---|---|---|
| 1 | John Doe | +12035550101 | ✕ |
| 2 | Jane Smith | +442083661234 | ✕ |
| 3 | Mike Johnson | +493012345678 | ✕ |
| 4 | Emily Davis | +12035550123 | ✕ |
| 5 | Robert Wilson | +442071838750 | ✕ |
Contact Details: - Contact ID - Full name - Phone number (with country code) - Email address - Tags/segments - Join date - Last interaction - Message count
Contact Actions: - Remove (✕): Delete contact - Edit: Update contact information - Message: Send direct message - View History: See conversation history - Add to Segment: Organize contact - Block: Prevent messaging
Contact Segments¶
Organize Contacts into Segments¶
Segments List View:
| ID | Name | Action |
|---|---|---|
| 1 | VIP Customers | ✕ |
| 2 | New Leads | ✕ |
| 3 | Repeat Buyers | ✕ |
| 4 | Inactive Customers | ✕ |
| 5 | Webinar Participants | ✕ |
Segment Information: - Segment name - Number of contacts - Segment criteria - Creation date - Last updated
Segment Actions: - Remove (✕): Delete segment - Edit: Modify segment criteria - View Contacts: See segment members - Broadcast: Send campaign to segment - Export: Download segment data
Creating Segments¶
Build Custom Segments¶
Segment Criteria:
By Behavior:
Create segment based on:
├── Purchase history
├── Message engagement
├── Website visits
├── Cart abandonment
└── Email opens/clicks
By Demographics:
By Tags:
Dynamic Segments:
Auto-update based on:
├── Recent purchase (last 30 days)
├── Active users (messaged in last 7 days)
├── High spenders (>$500 total)
├── Inactive (no message in 90 days)
└── Birthday this month
Broadcasting to Contacts¶
Send Messages to WhatsApp Contacts¶
Broadcast Options:
Select Recipients:
Target Audience:
☐ All Contacts
☐ Specific List
☐ Segment
☐ Custom Selection
Selected Contacts: 156
Estimated Reach: 154 (98.7%)
Message Composition:
┌────────────────────────────────────┐
│ Message Text │
│ │
│ Flash Sale! 🔥 │
│ Get up to 50% off on all items. │
│ Limited time offer! │
│ │
│ Use code: FLASH50 │
│ Shop now: [Link] │
│ │
└────────────────────────────────────┘
[+ Add Media] [+ Add Template] [Send]
Media Types: - Images (JPG, PNG) - Videos (MP4, max 16MB) - Documents (PDF, DOC) - Audio files - Location - Contact cards
WhatsApp Templates¶
Message Templates¶
Pre-approved Templates:
WhatsApp requires pre-approved templates for business messages:
Template Categories: - Promotional offers - Order notifications - Appointment reminders - Shipping updates - Payment confirmations - Customer support
Creating Templates:
1. Navigate to Settings > Templates
2. Click "+ New Template"
3. Define template structure:
- Name: flash_sale_offer
- Category: Promotional
- Language: English
- Body: Your message text with {{variables}}
4. Submit for approval
5. Wait for WhatsApp approval (24-48 hours)
6. Use approved template in campaigns
Template Example:
Template Name: flash_sale_offer
Category: Promotional
Body:
Hello {{1}},
Flash Sale Alert! 🔥
Get {{2}}% off on all items.
Use code: {{3}}
Valid until: {{4}}
Shop now: {{5}}
Reply STOP to unsubscribe.
WhatsApp Business Features¶
Business Profile¶
Profile Settings:
Business Name: [Your Business]
Category: [Select Industry]
Description: [Business Description]
Address: [Business Address]
Website: [URL]
Email: [Contact Email]
Hours: [Business Hours]
Profile Photo: - Upload logo (640x640px recommended) - Displays in chats - Builds brand recognition
Catalog Integration: - Link product catalog - Share products in chat - Enable shopping features
Broadcast Lists¶
WhatsApp Broadcast Lists¶
List Limitations: - Maximum 256 contacts per list - Recipients must have your number saved - Messages appear as individual chats - Recipients don't see other members
Creating Broadcast List:
1. Select up to 256 contacts
2. Click "Create Broadcast List"
3. Name the list
4. Send message to list
5. Track delivery status
Auto-Split for Large Audiences:
Total Contacts: 512
Auto-creates:
├── Broadcast List 1: 256 contacts
└── Broadcast List 2: 256 contacts
Messages sent sequentially to both lists
WhatsApp Analytics¶
Performance Tracking¶
Message Metrics:
Campaign: Flash Offer - 50% Off Today
─────────────────────────────────────
Sent: 156 messages
Delivered: 154 (98.7%)
Read: 128 (82.1%)
Failed: 2 (1.3%)
Replied: 23 (14.7%)
Delivery Status: | Status | Count | Percentage | |--------|-------|------------| | Delivered | 154 | 98.7% | | Read | 128 | 82.1% | | Pending | 0 | 0% | | Failed | 2 | 1.3% |
Engagement Metrics: - Open rate: 82.1% - Reply rate: 14.7% - Click-through rate: 28.8% - Conversion rate: 5.1% - Average response time: 15 min
WhatsApp Automation¶
Automated Workflows¶
Auto-Responses:
Trigger: Customer message received
Response: Welcome message
Delay: Immediate
Trigger: Keyword "price"
Response: Send pricing information
Delay: 2 seconds
Trigger: Business hours end
Response: "We're offline, will reply tomorrow"
Delay: Immediate
Follow-up Sequences:
Day 1: Welcome message
Day 3: Product information
Day 7: Special offer
Day 14: Feedback request
Day 30: Re-engagement message
Event-Based Triggers: - Order placed → Confirmation message - Order shipped → Tracking details - Cart abandoned → Reminder message - Birthday → Birthday wishes + offer - Inactive 30 days → Re-engagement
Compliance and Best Practices¶
WhatsApp Policies¶
Message Guidelines: - ✅ Obtain explicit opt-in consent - ✅ Provide clear opt-out option - ✅ Send relevant, valuable content - ✅ Respect message frequency limits - ✅ Honor unsubscribe requests immediately
Restricted Content: - ❌ Spam or unsolicited messages - ❌ Misleading information - ❌ Promotional content without consent - ❌ Sensitive personal data - ❌ Illegal or harmful content
Rate Limits:
Business API Limits:
├── 1,000 messages/day (Tier 1)
├── 10,000 messages/day (Tier 2)
├── 100,000 messages/day (Tier 3)
└── Unlimited (Tier 4 - approved businesses)
WhatsApp API Settings¶
API Configuration¶
Connection Status:
WhatsApp Business API
Status: ✅ Connected
Phone Number: +1 (203) 555-0101
Last Sync: 2 hours ago
[Refresh Connection] [Settings]
API Credentials:
WhatsApp SID: **********
Token: **********
Phone ID: **********
Business Account ID: **********
[Show] [Regenerate]
Webhook Configuration:
Webhook URL:
https://demo.magicproject.ai/api/marketing-bot/whatsapp/1/webhook
Events:
☑ Messages
☑ Message Status
☑ Message Reads
☐ Customer Info Updates
[Test Webhook] [Save]
Troubleshooting¶
Common Issues¶
Messages Not Delivering: - Cause: Invalid phone number, recipient blocked you, API limit reached - Solution: Verify number format (+country code), check blocked contacts, review API limits
Contacts Not Syncing: - Cause: API connection issue, permission problem, cache delay - Solution: Refresh connection, verify API credentials, clear cache and retry
Template Not Approved: - Cause: Policy violation, unclear content, missing opt-out - Solution: Review WhatsApp policies, revise template, include unsubscribe option
Broadcast List Errors: - Cause: Exceeds 256 limit, contacts don't have your number saved - Solution: Split into multiple lists, ensure contacts saved your number
Next Steps¶
Previous: ← Telegram | Next: Settings →
Last Updated: December 2025