Skip to main content

Search

Welcome to Loyalsnap's Help Center

WhatsApp Integration *Beta*

Loyalsnap now offers integration with WhatsApp, enabling you to communicate with clients through this popular messaging platform. 

Loyalsnap's integration with WhatsApp provides you with a seamless, cost-effective, and scalable solution for engaging with clients worldwide. By leveraging WhatsApp, you can connect with customers in regions where SMS is less common, offering a more natural and personal messaging experience. The integration includes a verified checkmark to establish trust and legitimacy, ensuring that your clients recognize official business communications. Additionally, it offers a lower-cost alternative to SMS campaigns, making messaging more budget-friendly!

Connect to WhatsApp

  1. Navigate to Settings.

  2. Click the WhatsApp Business Account tab.

  3. Click Connect to WhatsApp.
    CleanShot 2025-02-11 at 13.54.42.png

A new window will open prompting you to connect to your Meta/Facebook account. You must have Admin access to the Facebook Business Account.

  1. Click Get Started.
    CleanShot 2025-02-11 at 13.55.10.png

  2. Select your studio’s Business portfolio and click Next.
    CleanShot 2025-02-11 at 13.55.32.png

  3. Choose a WhatsApp Business Account from the drop-down and click Next.
    CleanShot 2025-02-11 at 13.55.58.png

  4. If you do not have a Business Account, click Create a new WhatsApp Business profile and enter a WhatsApp Business display name.

    • To resubmit or change your WhatsApp display name, click here.
    • To see display name guidelines, click here
    • Choose medical and health for the category
      CleanShot 2025-02-11 at 13.56.48.png

     

  5. Click Get a free WhatsApp number and then Next.
    CleanShot 2025-02-11 at 13.57.03.png

  6. Click Continue, then Finish.
    CleanShot 2025-02-11 at 13.58.15.png

  7. You will then see that WhatsApp is connected to Loyalsnap and the status of the Display Name approval.
    CleanShot 2025-02-24 at 10.17.50.png

Send Messages

Once WhatsApp is connected to Loyalsnap and the Display Name is approved, you can begin using WhatsApp to communicate with clients.

  1. Navigate to the Inbox or Client Details page.

  2. Click on the WhatsApp tab.

  3. If you are initiating a conversation, you can only send a pre-approved WhatsApp templates that you create directly in Meta Business Suite.

  4. Click on the WhatsApp template Call to Action and select a pre-approved template to send.
    CleanShot 2025-02-25 at 09.44.26.png

  5. Click Send Message.
    CleanShot 2025-02-25 at 09.46.27.png

Note: You cannot edit the pre-approved template or send free-form messages until the client responds.

Disconnect WhatsApp from Loyalsnap

To disconnect WhatsApp from Loyalsnap, you must do so through Meta Business Suite directly.

  1. Navigate to Meta Business Suite.

  2. Click on the Settings icon.

  3. Click Integrations > Connected Apps.

  4. Click Loyalsnap Messaging > Remove App.

  5. Click Remove.

Compliance and Best Practices

Ensure that your use of WhatsApp messaging complies with relevant regulations and best practices:

  • Obtain Consent: Make sure you have explicit consent from clients to communicate via WhatsApp.
  • Provide Opt-Out Options: Allow clients to opt out of WhatsApp communications easily.
  • Monitor Message Content: Ensure that all messages adhere to WhatsApp's business communication policies and are relevant to the client.

FAQ/Important Information

  • WhatsApp is currently only available on Desktop.

  • A Business WhatsApp account is required.

  • The studio user needs Admin Permissions.

  • The business display name must be approved before you can start sending messages.

  • If the conversation is initiated by your studio, you can only send pre-approved templates that are created in Meta Business to the client. Once the client responds, you can send free-form messages for up to 24 hours.

  • If the conversation is initiated by the client, you have 24 hours to free-form respond to the client.

  • You are charged for WhatsApp directly through Meta.

Additional Resources

For further assistance or questions regarding the WhatsApp integration, please contact our support team at support@loyalsnap.com.