Marketing, utility and authentication. Each template in your account has one of those categories.
How to send a PIN or authorisation code over WhatsApp
Send one-time verification codes to your customers over WhatsApp. The message goes out through the official WhatsApp API and Textra shows the delivery status of each recipient.
How the send is put together
Load your customers
Each customer is stored with their phone number.
Prepare the template
The WhatsApp templates in your account have a category: marketing, utility or authentication.
Choose who and when
Build the audience with conditions on the attributes and send right away or at a future date and time.
Check how it went
You check whether each message was delivered and look at the send's reports.
Illustrative example
A finance company and a message to a customer
- A finance company's operations team chooses the recipients of the message.
- It chooses the channel: WhatsApp or SMS.
- It sends the message right away.
- Later it checks the delivery status of each recipient.
Frequently asked questions about codes over WhatsApp
Each recipient has a delivery status, and the send has its report.
One phone number per customer. They are loaded with a CSV file.
Textra has a REST API and a command-line tool, in addition to the web application.
Keep reading
Let's look at your case
Tell us how your institution communicates with its customers today and we will show you how the send would be set up in Textra.