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 number associated with their CRM profiles must correspond with their WhatsApp accounts.
Availability and Fees
You can verify if WhatsApp is available in your country and what message fees apply by going to Settings → Admin → Notifications → WhatsApp.
If WhatsApp isn't visible under 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 for your business, provide a phone number that is not currently linked to any WhatsApp business account. Be aware that this number will be disconnected from the WhatsApp app, and any previous data associated with it will be deleted.
Note: You will no longer be able to make WhatsApp calls with this number. If you want to use an existing WhatsApp number, you'll need to cancel your current account and migrate the number to a business account.
If you agree to these terms, follow these steps:
Step 1: Contact Support
Provide an active phone number, including the country code, not linked to a WhatsApp business account. This number must be able to receive an SMS or call for a verification code and does not need a data plan.
Specify the WhatsApp Business Profile Display Name.
Indicate your local timezone in GMT.
Step 2: Verification
We will link the number to Meta, which will send a 6-digit code via SMS or call.
Provide the code to our support team to complete the integration.
Please allow up to 72 hours for Meta to approve the templates and finalise the setup.
Setting Default Notifications for WhatsApp
Once set up, you can make WhatsApp the default notification method:
Go to Settings → Admin → Notifications → General Settings → Default Notify By Method → Notify by WhatsApp.
Click the Submit button to save your changes.
How to View WhatsApp Messages
View history and reply to customer messages by going to the customer CRM profile. Under the Messages tab, filter by WhatsApp to access all exchanged messages and send new messages to your customers.
Message Templates
Order updates will be sent according to your default settings (e.g., when an order is created or ready).
Currently, only English, Spanish, and Portuguese templates are available.
Replying to Messages Without Templates
You can reply to a customer message without using a template if the customer has replied to any order updates within 24 hours of their last message. After 24 hours, you cannot send manual messages via the CRM, only order update templates.
How to Buy WhatsApp Credits
Ensure you have enough credits for message notifications. Currently, you can buy packages of 1,000 or 5,000 credits.
Verify your remaining credits or buy new credits under Settings → Admin → Notifications → WhatsApp → Buy WhatsApp Credits.
🗒️ Notes:
Receiving Push Notifications Instead of WhatsApp: If a customer has enabled Push notifications in the app, 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, we can arrange this for you. Refer to this article for more details and associated costs.
💡 Need more help?
Explore our Help Center articles for answers. Contact us for further assistance.