WhatsApp Full Setup Guide for Account

We have introduced a new field called "Valid WhatsApp" at the contact level to help businesses identify the WhatsApp status of their contacts more efficiently. This feature provides clear insights into whether a contact's phone number is active on WhatsApp, making communication smoother and more targeted.

Understanding the "Valid WhatsApp" Field

The "Valid WhatsApp" field helps determine the WhatsApp availability of a contact's phone number. It includes three possible statuses:

1. Is Valid – The phone number is active on WhatsApp, meaning you can send messages to this contact successfully.

2. Is Invalid – The phone number is not available on WhatsApp, meaning the contact cannot receive WhatsApp messages.

3. Is Not Validated – The system has not yet confirmed whether the phone number is active on WhatsApp. This may require further validation before messaging the contact.

How to Use This Feature

With the "Valid WhatsApp" filter, businesses can: ✔ Ensure they are messaging only active WhatsApp users. ✔ Avoid sending messages to inactive or non-WhatsApp numbers, reducing failed delivery attempts. ✔ Identify numbers that need further validation before sending messages.

This feature helps improve efficiency, message deliverability, and overall engagement with contacts.

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How is the Valid WhatsApp field updated

1. When a Message is Successfully Delivered on WhatsApp When a message is successfully delivered, the system automatically marks the contact as "Is Valid."

2. If a Message Fails to Deliver or Encounters Meta Issues In cases where a message fails to deliver or encounters issues with Meta, the contact is marked as "Is Invalid."

3. When a Contact Initiates a WhatsApp Message When a contact initiates a WhatsApp message, the status is updated to "Is Valid," ensuring real-time validation. This reflects that the contact has actively engaged via WhatsApp, confirming the validity of their number.

4. If There is No Conversation Over WhatsApp If there is no conversation over WhatsApp with a particular contact, the status remains in the "Not Validated" state until further interaction.

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How to Utilize the Valid WhatsApp Field:

Filter Contacts Efficiently: Leverage the filter options to segment contacts based on their WhatsApp status. For targeted outreach, filter contacts based on "Is Valid" to reach active WhatsApp users.

Smartlist Optimization: Optimize your Smartlists by incorporating the "Valid WhatsApp" field for tailored communication strategies.

Enhanced Insights: Gain valuable insights into the responsiveness and engagement levels of your WhatsApp contacts.

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How to add Valid WhatsApp column in the contacts page

Step 1: Go to Contacts tab Step 2: Click on Columns and select Valid WhatsApp

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How to create a smart-list excluding Invalid WhatsApp contacts

Step 1: Go to Contacts page and click on More Filters

Step 2: Search for Valid WhatsApp

Step 3: Select "Is Valid" and select Apply

Step 4: Select OR condition and select "Is not validated" Step 5: Click on Save as smart list and add a name to your smartlist

This smartlist will get dynamically updated as soon as a contact becomes active or inactive on WhatsApp. You can use the smart list created above to send WhatsApp campaigns.

The reason behind adding "Is not Validated" contacts is to ensure that WhatsApp messages are sent to contacts where the system has not yet determined whether the contact is on WhatsApp or not because of no WhatsApp conversation history.