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Set up WhatsApp (through Twilio)

WhatsApp goes through Twilio — Yahiv's account (Yahiv sets up the sender for you) or your own. You turn on "Send by WhatsApp too" and add a WhatsApp sender number and one approved message template, once.

Who does this: Owners & admins6 steps
Sign in to Yahiv

Before you start

  • Owner (only the Owner can save these).
  • Either Yahiv's Twilio account (ask Yahiv support for a WhatsApp sender number and template), or your own Twilio account with WhatsApp turned on for a number (Twilio: Messaging → Senders → WhatsApp senders) — chosen under "Text messages" on the same page.
  1. 1

    Open Email, SMS & WhatsApp

    Settings → "Email, SMS & WhatsApp" → the "WhatsApp" box. Tick "Send by WhatsApp too" — the boxes and steps appear. (If it can't be ticked, Yahiv's Twilio account isn't set up for WhatsApp: choose "Use my own Twilio account" under "Text messages" first.)

    The WhatsApp box.
  2. 2

    Your WhatsApp sender number

    Type the number in "Your WhatsApp sender number", e.g. +17325550123.

    The WhatsApp sender number.
  3. 3

    Point Twilio at Yahiv (your own Twilio only)

    In your Twilio account, set the number's "When a message comes in" webhook to the address shown in the box (the same one as texts). On Yahiv's account, Yahiv does this.

  4. 4

    Make the template

    With your own Twilio: create a template with two blanks, e.g. "Message from {{1}}: {{2}}", and get it approved by WhatsApp. Paste its Content SID (starts with HX) into "Approved template Content SID". On Yahiv's account, paste the one Yahiv gives you.

  5. 5

    Save

    Press "Save" at the bottom of the form.

    The approved template's Content SID.
  6. 6

    Test

    Tick "OK to WhatsApp" on your own profile and press "WhatsApp receipt" on a gift of yours.

Tips

  • People who wrote to you in the last 24 hours get a normal message; otherwise the approved template is used (WhatsApp's rule).
  • WhatsApp approval of a template can take a day — set it up before you need it.

If something isn't working

"Only the owner can change how email, texts and WhatsApp are sent."

Ask the Owner to fill in and save this box.

Turning off "Send by WhatsApp too" says the sender will be removed.

That's right — saving with it off removes the WhatsApp number and template. Turn it back on and fill them in again to start again.

Replies don't show in Messages.

The number's incoming webhook in Twilio isn't pointed at the address shown in the box. Fix it in Twilio.

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Set up WhatsApp (through Twilio) · Yahiv help · Yahiv