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. Start by watching a Video Walkthrough of WhatsApp!

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

Connect to WhatsApp Step 1: Loyalsnap

  1. Navigate to Settings
  2. Click the WhatsApp Business Account tab
  3. Click Link Device

CleanShot 2025-05-13 at 15.02.33.png

 

A QR code will appear for you to scan on your WhatsApp app.

CleanShot 2025-05-13 at 15.04.04.png

Connect to WhatsApp Step 2: WhatsApp (iPhone)

  1. Login to WhatsApp on your mobile device

  2. Click Settings

  3. Click Linked Devices

  4. Click Link device
    image (5).png

  5. Scan the QR code found in Loyalsnap

When your device is linked, you will see the linked device as “Firefox (ubuntu)”

image (6).png

Connect to WhatsApp Step 2: WhatsApp (Android)

  1. Login to WhatsApp on your mobile device

  2. Click the three dots menu

  3. Click Linked Devices

  4. Click Link device

  5. Scan the QR code found in Loyalsnap

When your device is linked, you will see the linked device as “Firefox (ubuntu)”

Send Messages

Once WhatsApp is connected to Loyalsnap, you can begin to use WhatsApp to communicate with clients.

  1. Navigate to the Inbox or Client Details page
  2. Click on the WhatsApp tab
  3. Enter a message to send to the client
  4. Click Send Message

CleanShot 2025-02-25 at 09.46.27 (1).png

Disconnect WhatsApp from Loyalsnap

  1. Navigate to Settings
  2. Click the WhatsApp Business Account tab
  3. Click Disconnect

OR

  1. Login to WhatsApp on your mobile device
  2. Click Settings
  3. Click Linked Devices
  4. Click Firefox (ubuntu)
  5. Click Log Out

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.