WhatsApp Compliance
Background WhatsApp restricts businesses from initiating contact with customers outside a 24-hour window following the customer's last message. To communicate outside this window, businesses must use a WhatsApp-approved template. This policy necessitates syncing the first message of your ChatForm with such a template, ensuring compliance and enabling outreach to your users anytime.
Step-by-Step Guide to WhatsApp Compliance
1. Selecting the First Input
- Your form's first Input is pivotal. Choose an input type that is compatible with WhatsApp. Avoid types like Message, Webhook, Human Takeover, Logic Branch, List, Product List, or Payment Input.
2. Crafting Your Message
- Write the message for your first Input. This will be the initial point of contact with your users via WhatsApp.
3. Applying for Template Approval
- Once your Input is ready, use the 'Apply for Template' button to submit it for approval. This button becomes active after you enter your Input message.
4. Awaiting Approval
- After applying, your form's status will be 'pending', awaiting WhatsApp's review. During this period, the Input is locked to prevent edits.
5. Managing Post-Approval Changes
- You have the flexibility to unlock, edit, and reapply your Input even while it's pending approval. Use the 'Unlock' button to make edits and the 'Reapply' button to resubmit the Input.
- Refrain from using "Conditions" on this Input since that may cause it to be hidden leaving your Form without an approved Template.
Editing anything besides the Inputs "Message" (including media) or "Buttons", won't affect your template status, so feel free to unlock the Input and edit those freely (e.g. the Input "Title" is safe to edit anytime).
6. Dealing with Rejections
- If WhatsApp rejects your template, you can freely edit and resubmit it until it meets the required standards.
Conclusion By following these steps, you ensure your ChatForm adheres to WhatsApp's messaging guidelines, allowing seamless and compliant communication with your users.