WhatsApp Settings

The WhatsApp settings allow you to configure and manage WhatsApp notifications for your delivery drivers and customers.

WhatsApp Provider

To enable WhatsApp messaging, select your provider. Currently, the plugin supports Twilio.

How to Set Up Twilio

1. Create a Twilio account by visiting Twilio Signup.
2. Fill out the registration form and verify your email address.
3. Access the Twilio Console to retrieve the following:
   • API SID: Found in your Twilio dashboard.
   • API Auth Token: Found in the Twilio console.
   • WhatsApp Phone Number: This is the Twilio-provided phone number for sending WhatsApp messages. Format: +(country code)(area code)(phone number) (e.g., +15024658206).

Approval for Production

For production use:

• Submit your Twilio number(s) for WhatsApp Business API approval click here.
• Approval may take 1-2 weeks.

WhatsApp Notifications

The plugin supports sending automated WhatsApp messages for key events in your workflow. You can configure notifications separately for drivers and customers.

WhatsApp to the Driver

This feature allows sending WhatsApp messages to delivery drivers when new orders are assigned.

• Content Template SID: Enter the unique SID for your Twilio-approved WhatsApp template.
• Template Variables: Customize the message by inserting dynamic data using template variables.
  • Example: Use {{1}} for Order ID, {{2}} for Delivery Driver Name, etc.
  • Add variables by entering text or selecting a predefined tag from the list below the input field.

WhatsApp to the Customer

Enable WhatsApp notifications for customers at the following stages:

1. Out for Delivery: Notify the customer when their order is out for delivery.
2. Delivery Started: Inform the customer when the driver starts the delivery.
3. Delivery Confirmed: Notify the customer upon driver confirmation of successful delivery.
4. Non-Delivery Notification: Inform the customer if the driver marks the delivery as unsuccessful.

For each enabled notification:

• Use your Content Template SID for the message template.
• Customize the message using dynamic tags, similar to driver notifications.

WhatsApp Sandbox for Testing

For testing purposes, you can use Twilio’s WhatsApp Sandbox:

1. Log in to your Twilio account and navigate to Messaging > WhatsApp Sandbox.
2. Follow the steps to configure the sandbox and obtain the sandbox number.
3. Add the sandbox phone number and test your messages directly from the plugin.

Limitations of the Sandbox

• You can only send template messages with one of the three pre-approved templates.
• Custom templates and live phone numbers require production approval.

Tips for Using WhatsApp Templates

• Templates must be pre-approved by Twilio for production use.
• Use the provided tags to insert dynamic information such as the driver’s name, order details, or customer information.
• Always test your templates in the sandbox environment before moving to production.

Save Changes

Once all fields are configured, click Save Changes to apply the settings.