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How to Use WhatsApp Notifications

Learn how to set up WhatsApp notifications in CleanCloud to send automatic order updates, manage templates, and purchase credits.

Rafael avatar
Written by Rafael
Updated this week

CleanCloud integrates with WhatsApp to send automatic order updates to customers. We currently offer templates in English, Spanish, and Portuguese. You can also set WhatsApp as your store’s default notification method.

For this to work, your customers must have WhatsApp installed on their devices, and the phone number associated with their CRM profile must match their WhatsApp account.


Availability and Fees

You can verify if WhatsApp is available in your country and view applicable message fees by going to Settings → Admin → Notifications → WhatsApp.

If WhatsApp isn’t visible in your Notifications settings, it may not be available in your country. Please contact our Support Team for confirmation.

📌 Note: WhatsApp credits are deducted for both sent and received messages, with rates varying by country.


How to Activate WhatsApp

To set up WhatsApp, provide a phone number that is not linked to any existing WhatsApp business account. Be aware that this number will be disconnected from the app, and all previous data will be deleted.

📌 Note: You will no longer be able to make WhatsApp calls with this number. If using an existing number, you’ll need to cancel the current account and migrate it to a business account.


Steps to Activate WhatsApp

1. Contact Support

  1. Provide an active phone number (including the country code) that is not linked to any WhatsApp business account. This number must be able to receive SMS or call verification.

  2. Specify the WhatsApp Business Profile Display Name.

  3. Provide your local timezone in GMT.

2. Verification

  1. Meta will send a 6-digit verification code via SMS or call. Provide this code to our support team.

  2. Allow up to 72 hours for Meta to approve the templates and finalize the setup.


Setting WhatsApp as the Default Notification Method

  1. Go to Settings → Admin → Notifications → General Settings.

  2. Under Default Notify By Method, select Notify by WhatsApp.

  3. Click Submit to save your changes.


How to View WhatsApp Messages

You can view and reply to customer messages by accessing their CRM profile. Under the Messages tab, filter by WhatsApp to see the message history and send new messages.


Message Templates

Order updates will be sent automatically based on your default settings (e.g., when an order is created or ready). Currently, templates are available in English, Spanish, and Portuguese.


Replying Without Templates

You can reply manually to a customer’s message without using a template if the customer has replied to an order update within the last 24 hours. After 24 hours, you can only send order update templates.


How to Buy WhatsApp Credits

You can buy packages of 1,000 or 5,000 credits to ensure enough credits for message notifications.

  1. Go to Settings → Admin → Notifications → WhatsApp → Buy WhatsApp Credits.

  2. Verify your remaining credits or purchase new ones.


🗒️ Additional Notes

  • Push Notifications vs WhatsApp: If a customer has enabled Push notifications, WhatsApp messages will not be sent, as the system defaults to Push notifications.

  • Using a Custom Phone Number: If you prefer a dedicated phone number for WhatsApp, contact us to arrange this. Refer to this article for details and associated costs.

  • Multi-store Setup: If you operate multiple stores, we can set the same WhatsApp number across all stores. However, WhatsApp credits must be purchased separately for each store.


🛟 Need more help?

Explore our Help Center articles for answers. Contact us for further assistance.

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