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WhatsApp Notifications & Messaging

Manage WhatsApp notifications and send custom messages to customers

Updated 2024-01-18
10 min read

WhatsApp Notifications & Messaging System

The WhatsApp notification system enables automatic communication with customers and provides tools for sending custom messages. This powerful feature enhances customer engagement and business communication.

Notification Overview Cards

🔔 Notification Features

  • Auto Notifications: Automated quotes, invoices, and order updates
  • Custom Messages: Personalized WhatsApp communication (Enterprise feature)
  • Message History: Complete tracking of all sent notifications
  • Template Management: Pre-configured message templates
  • Permission-Based Access: Role-controlled messaging capabilities

Notification Settings Tab

Configure your automatic notification preferences and view system statistics:

  • NotificationSettings Component: Configure which events trigger notifications
  • NotificationStats Component: View delivery statistics and success rates
  • Template Configuration: Customize default message templates
  • Business Information: Set organization details for messages
  • Delivery Preferences: Choose notification timing and frequency

Send Message Tab (Enterprise)

🚀 Enterprise Features

Custom messaging capabilities are available for Enterprise plan users only:

  • CustomMessageForm Component: Send personalized WhatsApp messages
  • Customer Targeting: Select specific customers for messaging
  • Template Variables: Use dynamic placeholders in messages
  • Media Support: Attach images and documents (up to 10MB)
  • Bulk Messaging: Send messages to multiple customers
  • Message Scheduling: Schedule messages for future delivery

Message History Tab

Track and review all sent notifications and custom messages:

  • MessageHistory Component: Complete log of all sent messages
  • Delivery Status: Track successful deliveries and failures
  • Message Content: Review sent message content and templates
  • Customer Details: See recipient information and contact details
  • Timestamp Tracking: Precise delivery times and dates
  • Filter Options: Sort by date, customer, or message type

Default Message Templates

📝 System Templates

Quote Generated Template:

"Hello [Customer Name], Your quote has been generated for ₹[Amount] by [Your Organization Name]. You can view it here: [Quote Link] The quote is valid until [Valid Until]. Please review and let us know if you have any questions."

Invoice Generated Template:

"Hello [Customer Name], Your invoice has been generated for order no. [Order ID] by [Your Organization Name]. You can view it here: [Invoice Link] Thank you for the Business!"

Order Status Update Template:

"Hello [Customer Name], Your order [Order ID] status has been updated from [Old Status] to [New Status] by [Your Organization Name]. Order total: ₹[Amount]. Thank you for your business!"

Custom Message Template (Enterprise):

"Hello [Customer Name], [Your Custom Message]"

Permission System

🔐 Access Control

  • whatsapp_custom_messaging: Required permission for sending custom messages
  • Enterprise Badge: Visual indicator for premium features
  • Tab Restrictions: Disabled tabs for users without permissions
  • Feature Limitations: Clear indication of plan requirements

Best Practices

💡 Notification Best Practices

  • Configure automatic notifications for key business events
  • Customize message templates to match your brand voice
  • Monitor delivery statistics to ensure message success
  • Use custom messaging sparingly to avoid customer fatigue
  • Keep messages concise and include clear call-to-action
  • Review message history regularly for customer communication insights
  • Ensure compliance with WhatsApp business messaging guidelines

Documentation

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