[Coming Soon] WhatsApp Contact

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With SHOPLINE's WhatsApp Contact, you can view the list of WhatsApp contacts on the Customer Management page and look up customers' information (name, phone number, subscription status, bound to online/retail store customers, etc.).

This article will cover the following:

 

1. View WhatsApp Contacts from the Admin

In the SHOPLINE Admin, go to [Customer Management] > [Customers] and click on the WhatsApp Contact tab. In this tab, you can look up customers who have previously contacted you through WhatsApp.

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WhatsApp Contact overview

  • Name: Customer's name in WhatsApp.
  • Mobile number
  • Subscription Status: Whether customers opt-in to WhatsApp notifications or not (Subscribed, Unsubscribed, Not yet subscribed).
  • Last interaction 
  • Tag
  • Bound to Online / Retail Store Customer: If the contact has been bound to the existing customer in the Admin or Message Center, it will display the customer/member name. Click on the name to be directed to the Customer Details page.

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In WhatsApp Contact, you can do the following:

1. Add filters

You can add a filter to quickly search for contacts.

  • Subscription Status: Subscribed, Unsubscribed, Not yet subscribed
  • Last interaction: Within 24 hours, Last week, Last month, Last Year, On or after, On or before
  • Tag: List of tags used on the existing customers
  • Bound to Online / Retail Store Customer: Yes, No

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2. Search by name or mobile number

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3. Chat

Click the Chat button on the right of the contact to open the conversation window in the Message Center.

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4. Delete contact

Click the drop-down arrow next to the "Chat" button to delete the contact.

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2. Import contacts

Step 1

Click the top right Import Contacts button in the "WhatsApp Contact" tab.

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Step 2

Download the template file.

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Step 3

Enter the information into the file.

*Note:

  • You should fill in the Country Calling Code, Mobile Number, and Full Name.
  • You can find the instruction and examples on the "Instructions" and "Example" sheets. Please fill in the information on the "Template" sheet.

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Step 4

Once you are done, upload the file.

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Step 5

Click Import customers.

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You can go to [Report & Analytics] > [Bulk Action Process] to view the result.

*Note: If the import failed, you can download the result file to view the reason.

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Once the contact is imported successfully, it will appear on the WhatsApp Contact list.

*Note: You can only send custom template messages to customers who have not been contacted yet. For more details on WhatsApp Message Template, please refer to the following FAQ.

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