CleanCloud integrates with WhatsApp to send automatic order updates to customers. Templates are available in English, Spanish, and Portuguese, and you can set WhatsApp as your store’s default notification method.
Requirements:
Customers must have WhatsApp installed on their devices.
The phone number in the customer's CRM profile must match their WhatsApp account.
1. Availability and Fees
Check if WhatsApp is available in your country and view message fees:
Go to Settings → Admin → Notifications → WhatsApp.
If WhatsApp isn’t available in your settings, contact our Support Team for confirmation.
📌 Note: WhatsApp credits are used for both sent and received messages, with rates varying by country.
2. How to Activate WhatsApp
To set up WhatsApp, you need a phone number not linked to any existing WhatsApp Business account. This number will no longer work in the WhatsApp app, and all previous data on it will be deleted.
⚠️ Important: You won’t be able to make WhatsApp calls with this number. If you're using an existing number, you’ll need to cancel the account and convert it to a business account.
Activation Steps
1. Contact Support:
Provide an active phone number (with country code) not linked to an existing WhatsApp Business account. This number must be able to receive SMS or call verification.
Specify your preferred WhatsApp Business Profile Display Name.
Provide your local timezone in GMT.
2. Verification:
Meta will send a 6-digit verification code via SMS or call. Provide this code to Support.
Allow up to 72 hours for Meta to approve templates and complete setup.
3. Setting WhatsApp as the Default Notification Method
To make WhatsApp the primary notification method:
Go to Settings → Admin → Notifications → General Settings.
Under Default Notify By Method, select Notify by WhatsApp.
Click Submit to save your changes.
4. Viewing and Replying to WhatsApp Messages
You can view and reply to customer messages via their CRM profile.
Access the Messages tab and filter by WhatsApp to see message history.
Reply manually to customer messages if they responded to an update within the last 24 hours. After this, only order update templates can be sent.
5. Message Templates
Automatic order updates are sent based on your default notification settings (e.g., order created or ready). Templates are available in English, Spanish, and Portuguese.
6. Buying WhatsApp Credits
Ensure you have enough credits for WhatsApp notifications by purchasing credit packages.
Go to Settings → Admin → Notifications → WhatsApp → Buy WhatsApp Credits.
Purchase 1,000 or 5,000 credits as needed.
🗒️ Notes:
Push Notifications vs WhatsApp: If a customer has Push notifications enabled, WhatsApp messages will not be sent since the system defaults to Push notifications.
Using a Custom Phone Number: Contact us if you’d like a dedicated WhatsApp phone number. Refer to this article for details and costs.
Multi-store Setup: For multiple stores, the same WhatsApp number can be used across all stores, but WhatsApp credits must be bought separately for each location.
🛟 Need more help?
Explore our Help Center articles for answers. Contact us for further assistance.