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Before starting the integration, you can read about WhatsApp in Architect.
Before starting to use WhatsApp as a channel in your journeys:
- You must pass users' phone numbers, GDPR opt-in, and WhatsApp opt-in information to Insider. Otherwise, users cannot be matched with the user ID initially assigned by Insider. For further details, refer to WhatsApp Integration.
- You need your WhatsApp business account and a pre-approved message template, as listed in Getting Started with WhatsApp.
If your company obtains your users' consent in compliance with the local regulations, pass the GDPR opt-in field to Insider. If you want to stop collecting and processing the data of an identified user, the GDPR opt-in field should have the false value. Insider cannot be held liable if these obligations are not fulfilled and reserves the right to seek compensation from your company.
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If you are already using Insider's WhatsApp product, you do not need to make any additional integration to use WhatsApp in your journeys.
Capabilities and integrations
See the table below for the capabilities that would require additional integrations:
| Requirement | Basic WhatsApp | Dynamic custom content | Cross-Channel (App & Web) | Omni-Channel Segmentation (App & Web & CRM) | Unification |
|---|---|---|---|---|---|
| Insider Tag | Yes | Yes | Yes | Yes | Yes |
| Mobile SDK | No | No | Yes | Yes | Yes |
| Insider Object | No | Yes | Yes | Yes | Yes |
| Upsert User Data API | Conditional | Conditional | No | Yes | Conditional |
| Note: Conditional status is attributed as an alternative data ingestion method according to your needs and applications. | |||||
Frequently asked questions
Q: What type of dynamic content can I use in the message?
A: You can use default and custom attributes and event parameters, coupon codes, and recommendations.