In addition to SMS and email notifications, improve your customer communication even further with Outvio by sending order updates directly via WhatsApp.
Below we would like to guide you through the Meta onboarding process for WhatsApp.
Step 1: Add WhatsApp credit to your Outvio account
In order to start the onboarding process with the service provider 'Meta', you will need to add a minimum of 100€ of Whatsapp credit to Outvio.
Go to Settings > Branding > Notifications and click on "Set Up Whatsapp"
To start the onboarding process with Meta, you need to add a minimum of €100 of WhatsApp credit to Outvio.
You will see the following message:
Clicking on "Add Credit" will direct you to the Billing Data tab. Enter the amount you wish to add (with a minimum of €100 to get started) and choose a payment method. Then, click "Confirm and Pay."
Tip for future top-ups: tick When credit falls below 10% add the same amount as the previous time
This means that If you add €100 of credit to WhatsApp and it has dropped below 10% by the time you top-up, Outvio will automatically recharge €100 as this is the optimal amount for your usage. You will only need to choose the credit card and confirm the payment.
You can review the balance and add more credit if needed at any time, simply go to Settings > Billing Data:
You can read about Meta pricing on the link HERE
2. Step: Fill in a contact form for Meta
Once you have confirmed your first payment, you will be prompted to fill in a form with your store information. This data is forwarded to Meta for setting up the WhatsApp notifications.
If you can't find the form, go back to Settings > Branding > Notifications and click on Set up WhatsApp
The form that opens is the following:
Make sure to carefully fill in your Company Information. Once you are certain the form is filled, click on Submit.
❗️ Please note the following:
The brand name field is where you assign the sender name your clients will see when they receive your WhatsApp notifications.
The brand name cannot be changed once it has been approved
If you are not sure if your name would be approved, click on the "WhatsApp's Display Name guidelines" to make sure your name will match with Meta's requirements
After the onboarding process is finished, the Brand name is shown in Outvio > Settings > Branding > Notifications > WhatsApp sender details
Step 3: Open a support ticket and wait for Meta's review
After adding credit and completing the form with your company information, go to the Help Tab on your account and open a ticket with our Support Team.
While the process is underway, you will see a "Pending Review" message in the Notifications tab.
Please wait for our team to contact you via email. We will provide you with the next steps.
Step 4: Create your notification templates
Once you receive a confirmation from us, you are ready to set up your notification templates for WhatsApp!
Go to Settings > Branding > Notifications and scroll down to Default Notifications.
Similarly to Email and SMS notifications, you can enable, edit, and view WhatsApp notifications.
The column has a small WhatsApp icon on top:
To create your notifications, click on Edit next to each notification.
Then click WHATSAPP and type your template into the Active message box.
Once you are finished, click "Save" in the top right corner. A new window will open for WhatsApp submission. Each template must be reviewed and approved by Meta before it can be used.
If you are satisfied with the template you created, agree to Meta's Terms and Conditions, and then click "Submit".
❗️IMPORTANT: Each modification you make to the templates in the future requires a new review from Meta.
After submitting each template, it will move to the "Pending Approval" box until it has been approved by Meta.
Once the templates are approved, your clients will start receiving order updates via WhatsApp.
If you need any assistance with this process, please submit a ticket with our Support Team HERE.