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Welcome to Loyalsnap's Help Center

WhatsApp Integration

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 Step 1: Loyalsnap

  1. Navigate to Settings > Integrations
  2. Click the WhatsApp tab
  3. A QR code will appear for you to scan on your WhatsApp app.

 

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 toggle
  3. Enter a message to send to the client
  4. Click Send Message

 

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 works by linking your WhatsApp account to Loyalsnap (similar to WhatsApp Web / a linked device). Keep WhatsApp active on your phone so the connection stays live.
  • You send free-form messages — there are no Meta pre-approved templates to set up or manage.
  • You connect from the Loyalsnap portal on desktop, and you need a WhatsApp account on a phone to link.
  • The studio user setting it up needs Admin permissions.
  • WhatsApp limits cold outreach: messages to people who haven't replied to you can be throttled or fail. Focus on conversations where clients reply. See WhatsApp Messaging Best Practices.
⚠️ Note:

WhatsApp is a paid Loyalsnap add-on, billed through Loyalsnap (not through Meta). If it isn't enabled for your studio, reach out to your Loyalsnap rep.

 

Additional Resources

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