# 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](http://facebook.com/business/help/757569725593362)).
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.

{% embed url="<https://www.youtube.com/watch?feature=youtu.be&v=1HMLeGEeZbs>" %}

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

### Step 3: Configure Webhook (Required for Analytics)

Without this webhook connection, you can still create and send WhatsApp campaigns through Netmera. However, if you want to view **detailed WhatsApp message reports** in Netmera and export specific user data from those reports, you need to configure a webhook integration between your **Meta Business Profile** and **Netmera**.

Once the configuration is completed, you will see the following metrics in your reports:

* **Target Audience** – The number of users targeted in the campaign
* **Users** – The actual number of distinct users included
* **Sent** – Total messages successfully sent
* **Delivery** – Messages that were delivered to recipients’ devices
* **Read** – Messages that were opened and read by recipients

<figure><img src="https://1642824329-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FX6uilbEAw42gqsudlclY%2Fuploads%2FJTIcqpSAewwWI08blgwe%2FScreenshot%202025-09-16%20at%2011.09.17.png?alt=media&#x26;token=1a2ecf14-eef5-49ae-9b6c-43f39114e468" alt=""><figcaption></figcaption></figure>

#### Webhook Configuration in Meta Business Profile

{% embed url="<https://www.youtube.com/watch?v=Nlh_VrMAUqM>" %}

To enable reporting, you must configure the following details in your **Meta Business Profile > Webhooks** section:

**Callback URL**

`https://report.netmera.com/reporter/whatsapp/webhooks`

**Verify Token**

`ZOjDrXwwpPAEMofzIJ7wYxxrJ9g0PCqJTPIqVyyiCSI=`

<figure><img src="https://1642824329-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FX6uilbEAw42gqsudlclY%2Fuploads%2FEVBnFp37iwxDLRr6dEpt%2FScreenshot%202025-09-16%20at%2011.07.25.png?alt=media&#x26;token=e3c66a50-b51d-4f1e-86dc-12746a62f010" alt=""><figcaption></figcaption></figure>

### Step 4: Create WhatsApp Templates

{% hint style="info" %}
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.
{% endhint %}

**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.](https://developers.facebook.com/docs/whatsapp/message-templates/guidelines)

<figure><img src="https://1642824329-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FX6uilbEAw42gqsudlclY%2Fuploads%2FbaAqbuncWhOIRqeBpg0L%2Fimage.png?alt=media&#x26;token=d28b514e-dd5e-4529-93ae-668486688ffe" alt=""><figcaption></figcaption></figure>

#### 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.

{% columns %}
{% column width="41.66666666666667%" %}

#### 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.
  {% endcolumn %}

{% column width="58.33333333333333%" %}

<figure><img src="https://1642824329-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FX6uilbEAw42gqsudlclY%2Fuploads%2F6gRBTDZEOlHhZPYSYO4R%2Fimage.png?alt=media&#x26;token=1d09dc2e-e4b3-43b9-a507-87d6c7aa7152" alt="" width="375"><figcaption></figcaption></figure>

{% endcolumn %}
{% endcolumns %}

#### 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

<table><thead><tr><th>exid</th><th width="187.7376708984375">email</th><th>msisdn</th><th width="153.2137451171875">wpNumber</th><th width="124.59521484375">permission</th></tr></thead><tbody><tr><td>12345</td><td>test1@example.com</td><td>905301112233</td><td>+905301112233</td><td>1</td></tr><tr><td>34328</td><td>user2@example.co.uk</td><td>442071234567</td><td>+442071234567</td><td>0</td></tr><tr><td>78901</td><td>test1@example.com</td><td>905112345678</td><td>+905112345678</td><td>1</td></tr></tbody></table>

{% hint style="warning" %}

* 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.
  {% endhint %}

#### 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.