WhatsApp Integration

Before setting up the integration, make sure you read the following requirements:

• Content rules: All messages must follow WhatsApp and Meta's content policies.

• Compliance: You must comply with all applicable Meta policies and regulations.

• Businesses can only start a conversation using an approved message template.

Requirements

Requirement	Description
Meta Business Manager account	A Meta Business account is required to manage WhatsApp Business and templates.
WhatsApp Business account	Needed to connect and send messages via the WhatsApp Business API.
WhatsApp phone number	You must acquire a phone number that meets WhatsApp’s requirements.

Integration Steps

Step 1: WhatsApp Business Setup

1. Create or select a Meta Business account (if your company already has one, select the appropriate account).

2. Create or select a WhatsApp Business account under your Meta Business Manager.

3. Set up your WhatsApp Business profile, including display name and business information (ensure it follows Meta’s display name guidelines).

4. Verify your WhatsApp Business number through Meta.

Step 2: Connect WhatsApp to Netmera

• In the Netmera panel, navigate to Integrations > Messaging Provider > WhatsApp.

• Follow the guided setup flow to connect your Meta Business Manager account.

• Select the WhatsApp Business account you want to use.

• Assign the phone number that will be used for sending campaigns.

Once completed, your WhatsApp account will be connected to Netmera for campaign management.

Step 3: Create WhatsApp Templates

Only approved templates can be used to start WhatsApp campaigns with your customers. You can see the status of your templates on Netmera Panel as well.

To create a template on Meta:

1. Log into Meta Business Manager.

2. Under Account Tools, select Message Templates > Marketing.

3. Click Create Template and design your message following Meta’s guidelines.

Editing the Template

When creating your message template, you can define:

• Header (optional): Text or media (image, video, document).

• Body (required): Main text of your message.

• Footer (optional): Additional supporting text.

• Buttons (optional): Add up to two Call-to-Action buttons (e.g., Visit Website, Call Phone).

A live preview of your message will display in the panel as you build it.

Using Variables

You can insert variables into your template by selecting + Add Variable.

• These placeholders (e.g., {{1}}, {{2}}) can later be mapped to Netmera Profile Attributes.

• Example: Hello {{1}} → becomes Hello Sarah when personalized through Netmera.

Submit for Approval

• Submit the template to Meta for review.

• Approval may take up to 24 hours.

Your templates are automatically synced into Netmera, where you can further personalize them and use them in your campaigns. Once approved, you can start sending campaigns directly using Create WhatsApp Campaign in the Netmera panel.

WhatsApp Number File Import

The WhatsApp Number File Import allows you to upload and manage user consent records for WhatsApp campaigns through bulk files. This section explains the requirements, validation logic, and behavior of the system during import.

File Requirements

Mandatory Fields

• Only WhatsApp number (wpNumber) and consent status (permission) are required in the file.

• For permissions use 1 (opt_in) and 2 (opt_out) in your files.

• Other identifiers such as External ID (ExID), email, or MSISDN are optional.

Number Format

• All WhatsApp numbers must include the country code (as required by Meta).

• During upload, a format validation check ensures that the number structure complies with international standards.

How to Upload WhatsApp Users to Netmera

• Go to Panel → Targeting → Contact Upload

• Select your file and click Upload.

• The system automatically validates numbers and formats.

Sample Format

exid	email	msisdn	wpNumber	permission
12345	[email protected]	905301112233	[phone]	1
34328	[email protected]	442071234567	[phone]	0
78901	[email protected]	905112345678	[phone]	1

• Always include + and country code in wpNumber.

• Use 1 (opt_in) and 0 (opt_out) in your files. for permission values.

• wpNumber and permission is mandatory. email, msisdn and exid is optional.

User Matching Logic

When the file is processed, the system checks whether the user already exists. This check follows a priority sequence:

1. ExID (if provided)

2. Email (if provided)

3. MSISDN (if provided)

4. WhatsApp Number (wpNumber)

• If a user is found at any step in this sequence, that user record is used.

• If no matching user is found, a new user profile is created with the provided details.

Consent Updates

If a matching user exists:

• Only the WhatsApp consent field is updated.

• Other profile information (e.g., ExID, email, MSISDN) is not changed.

If a new user is created:

• All provided information in the file (ExID, email, MSISDN, wpNumber, etc.) is added to the new profile.

Number Deduplication

• A WhatsApp number can only belong to one user profile at a time.

• If the same number is found under multiple user profiles:

  • The system automatically removes the number from other users.

  • The profile from the most recently imported file becomes the master record for that number.