WhatsApp

• A connected WhatsApp Business account in Invent
• At least one approved WhatsApp Template in your Meta Business Suite
• A broadcast created with an Audience configured

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Adding a WhatsApp Channel

1

Click WhatsApp in the Channels section

A dialog opens for configuring your WhatsApp broadcast.

2

Select your Connection

Choose the WhatsApp Business connection to send from. If you have multiple WhatsApp connections, pick the one you want to use.

3

Select your WhatsApp Phone Number

Choose which phone number to send from. The dropdown shows each number with its connection name. You can click the external link icon to manage the number.

4

Select a Template

Choose a WhatsApp Template from the searchable dropdown. Each template shows:

• The template name (e.g., “marketing_document”)
• A preview of the template content
• An icon indicating the template category

After selecting a template, a Template Preview appears showing exactly how the message will look, complete with any buttons, media, or formatting.

Click the link icon next to the template dropdown to manage your templates directly in Meta Business Suite.

5

Fill in Template Variables

If your template contains variables (like {{1}}, {{2}}), you need to map each one. For each variable, you can choose from:

• Contact Name: Automatically inserts the recipient’s name
• Phone: Automatically inserts the recipient’s phone number
• Custom properties: Any properties you’ve added to this broadcast (e.g., Coupon Code)
• Static value: Type a fixed value that will be the same for all recipients

The variable dropdown is searchable, so you can quickly find what you need.

6

Click Add Channel

Your WhatsApp channel is saved and appears in the Channels section showing the template name, recipient count, and Edit / x buttons.

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Next Steps