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The reminder lands in the chat your client actually opens.

With your WhatsApp Business account, your workflows send each client your approved template: the quote about to expire, the invoice due today or the payment link. Messages go out from your number.

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WITH YOUR APPROVED TEMPLATE

Cord does not offer you a field Meta will reject.

Meta does not allow starting a conversation with free text, only with an approved template. That is why the Send the client a WhatsApp action uses your template name and fills its variables with event data ({{cliente}}, {{folio}}, {{total}}, {{vence}}) instead of offering a free message that would never be sent.

  • Your template, its language and its variables
  • Event data in every variable
  • Test with your own number from Settings
How a message goes out
CordWhatsApp Business
A workflowYour approved templateEach step variable fills {{1}}, {{2}}… in order
The document's clientTheir phone with country codeNever a number typed into the step
Your WhatsApp Business numberThe messageSent from your account, not Cord's

ALWAYS THE RIGHT CLIENT

The phone comes from the client, not from a step field.

The message goes to the document client's phone and requires a country code: the same number exists in several countries and Cord does not guess which. The Meta token is stored encrypted and never shown again, and workflows send up to 60 WhatsApp messages per hour per account.

  • Country code required, no guessing
  • Encrypted token that is never shown again
  • A cap of 60 messages per hour per account

SETUP

How to connect WhatsApp Business

  1. 1

    Set up your Meta app

    In Meta for Developers create a WhatsApp Business app and add your sender number.

  2. 2

    Get a template approved

    In WhatsApp Manager create a message template and submit it for approval.

  3. 3

    Connect in Cord

    In Settings › Integrations › WhatsApp Business paste the phone number ID and a permanent access token, and enter your template name and language.

  4. 4

    Test and use it

    Click Send test with your own number and add the Send the client a WhatsApp action to your workflows.

NO SURPRISES

What it doesn't do yet

We'd rather you read it here than find out halfway through.

  • You connect by pasting the phone number ID and a Meta token; connecting with a button is not available yet.
  • Meta only allows starting the conversation with an approved template, not free text.
  • Meta bills the cost per conversation to your account and it depends on the country.
  • A client without a phone with country code does not get the message.

QUESTIONS

WhatsApp Business and Cord

From yours. Cord sends WhatsApp with Meta's Cloud API and your WhatsApp Business account, and Meta bills the cost per conversation to your account, not Cord.

Because Meta does not allow starting a conversation with free text, only with an approved template. Cord uses your template and fills its variables with event data; a free field would promise something Meta rejects.

The phone of the document's client, saved with a country code. Without a country code the message is not sent: Cord does not guess the country, because the same number exists in several.

Workflows send up to 60 WhatsApp messages per hour per account, and the test in Settings up to 5 per hour.

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GUIDES

Collect on the channel your client actually reads.

Connect your WhatsApp Business and add the reminder to your first workflow. Free to start.

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