WhatsApp-integratie

Clear, personal communication is essential for repair and rental businesses to thrive, and WhatsApp makes this easier than ever.  With 2.96 billion users globally by June 2024 and over 51 million downloads in January alone, it’s a platform your customers are already using. In the U.S. alone, it was downloaded over 5 million times in the second quarter of 2024. WhatsApp is one of the few apps with over five billion downloads worldwide across Android and iOS, showing its global dominance.

 

Hubtiger’s new WhatsApp integration allows you to harness this platform’s potential, giving you a more personal and flexible way to connect with your customers. In this blog, we share key benefits of using WhatsApp, guide you through how to set up the integration, and share essential information you need to know about using WhatsApp for your business. 

Inhoudsopgave

The Power of WhatsApp: Key Statistics You Need to Know

WhatsApp has transformed business communication with impressive results. Here’s why it’s a valuable tool for engaging customers:

WhatsApp

5 Benefits of Using Hubtiger’s Integration with WhatsApp

WhatsApp integration with Hubtiger brings several benefits that can significantly improve how you manage customer communication:

1. Cost-effective Communication

WhatsApp is a more affordable option than traditional SMS. By integrating WhatsApp with Hubtiger, you can reduce messaging costs while maintaining high-quality communication with your customers. This is especially beneficial for businesses that need to send frequent updates, reminders, or promotional messages.

2. Easy Location Sharing

One of WhatsApp’s standout features is the ability to share your shop’s location directly with customers. This ensures they can easily find your store or service location with just a tap, improving customer convenience and reducing the number of missed appointments due to location confusion.

3. No Character Limits

Unlike SMS, WhatsApp allows you to send detailed messages without worrying about character limits. This means you can provide your customers with all the information they need in one message, making communication clearer and more effective.

4. Enhanced Personalisation

WhatsApp allows you to personalise your messages more effectively. You can use customer names, mention specific services, or refer to past interactions, making each message more relevant and engaging. This level of personalisation helps build stronger relationships with your customers.

5. Real-Time Engagement

With customers spending so much time on their phones, it’s essential for businesses to tap into effective communication channels. WhatsApp, as one of the largest messaging apps in the world, offers a dynamic platform for real-time engagement. This allows your business to interact directly with customers in a way that feels as natural as chatting with a friend, enhancing satisfaction and building stronger, more loyal relationships.

WhatsApp Integration with Hubtiger: Step-by-Step Guide

Integrating WhatsApp with Hubtiger is simple if you follow the steps below. If you prefer, you can also watch the video tutorial here:

Step 1: Use an Existing Number or Purchase a New Sim Card

Option 1: Using an Existing Number

You can use an existing number linked to your WhatsApp Business Platform on Meta, as long as it’s not already integrated with another platform. This number must be connected to your WhatsApp Business Profile on Meta and cannot be set up through just the WhatsApp Business app. For more details on why this is important, please read the linked article on the differences between WhatsApp Business Platform and The WhatsApp Business App.

 

If this number is already being used with another tool, such as a Customer Relationship Management (CRM) system, you won’t be able to use it for the Hubtiger integration. In that case, you’ll need to choose option 2, which involves purchasing a new SIM card to get a fresh number for this integration.

Option 2: Buy a New Sim Card or eSIM

You can choose to purchase a physical SIM card or an eSIM if your phone supports it. Ensure the SIM or eSIM has both calling and messaging capabilities, as you’ll need to receive an authentication code via SMS or phone call during the setup process.

Koop een nieuwe simkaart

Step 2: Insert the SIM Card Into a Phone

How to do it:

Insert the SIM card connected to the number you would like to use into a mobile phone. You’ll only need this during the setup phase to receive the authentication code. Once the setup is complete, you can remove the SIM card.

Why it's necessary:

For the initial integration process, the SIM card needs to be inserted into a mobile phone to receive an authentication code. This is a security measure set by Meta to verify the ownership of the number being linked.

Simkaart in een telefoon plaatsen

Step 3: Upgrade Your Hubtiger Plan

How to do it:

Log in to your Hubtiger dashboard and navigate to Settings > General > Manage Subscription or click here to update your plan. Once on the Manage Subscription page, scroll down to the Add-ons section. Find and select the WhatsApp option to add it to your plan.

 

You’ll be charged a pro-rata amount for the WhatsApp add-on, but it won’t be billed immediately. Instead, the cost will be added to your next invoice. Going forward, the $10 (or equivalent in your currency) for WhatsApp will be added to your normal Hubtiger subscription and billed together each month.

Werk uw Hubtiger-abonnement bij om WhatsApp toe te voegen

Why it's necessary:

Hubtiger’s WhatsApp integration comes with a small monthly subscription, giving you access to powerful messaging tools that streamline customer communication. By integrating WhatsApp directly with Hubtiger, you can enhance your customer interactions, improve response times, and provide a more personalised service, all from one platform.

Step 4: Access the Integration Page

How to do it:

Go to Settings > Messaging > WhatsApp Integration on your Hubtiger dashboard. From this section, click the ‘Login with Facebook’ button. Ensure any pop-up blockers are disabled in your browser, as the integration will open additional windows that require your input.

Why it's necessary:

The integration page is where you’ll begin linking Hubtiger with your WhatsApp Business account through Facebook. This page provides access to the necessary tools and permissions to connect the two platforms seamlessly.

Ga naar de WhatsApp-integratiepagina via instellingen

Step 5: Log in to Facebook

How to do it:

Click the ‘Login with Facebook’ button and enter your Facebook credentials. Make sure you use the login details of an account with administrative rights over your Facebook Business Account. If you don’t yet have a Facebook Business Account, you’ll be prompted to create one during this step. 

 

When you create a Facebook Business Account, it will be linked to the admin’s personal Facebook profile. Meta connects the business account through this profile. If needed, you can easily add more admins or users later by logging into Facebook and updating your account settings.

Inloggen op Facebook

Why it's necessary:

WhatsApp Business integrations are managed through your Facebook Business Account. Logging into Facebook verifies that you have the correct permissions to manage WhatsApp for your business.

Step 6: Approve the Connection

How to do it:

Depending on the security settings on your Facebook account, you may be prompted to authenticate the connection via two-factor authentication (2FA). You can receive a 6-digit verification code via SMS or through an app like Authy. Enter the code when prompted to approve the connection. If you don’t have 2FA enabled, the connection will proceed automatically.

Why it's necessary:

If you have two-factor authentication enabled on your personal Facebook account, Meta will require this verification step when connecting third-party platforms like Hubtiger and WhatsApp. This ensures that only authorised users can link their accounts, adding an extra layer of security.

Meld u aan bij Facebook met 2-factorauthenticatie (indien van toepassing)

Step 7: Confirm Your Business' Information

How to do it:

After logging in, your business information should auto-fill from your Facebook Business Account. Take a moment to double-check that all information is correct. If something is missing or incorrect, you can edit it at this stage.

 

If you don’t have a Facebook Business Account yet, you can easily create one during the WhatsApp integration by clicking ‘Create Account.’ There’s no need to leave the setup wizard, as everything can be completed within the process, making the integration smooth and simple.

Maak of koppel uw Facebook Business-account

Why it's necessary:

Confirming your business information ensures that the correct information is displayed to your customers when they receive WhatsApp messages. This not only builds trust but also helps create a professional impression. Verifying this information guarantees smooth integration with WhatsApp, allowing for more efficient customer communication.

Step 8: Adding Your WhatsApp Business Account and Chosen Number

Adding a WhatsApp Business Account and Profile

Under the dropdown menu ‘Choose a WhatsApp Business Account,’ you can either select an existing profile (linked to your Facebook Business Account) or, if none appear, choose ‘Create a New One.’

 

Next, under ‘Create or Select a WhatsApp Business Profile,’ you can choose an existing profile or create a new one. If you try to use a number that’s already connected to another system, it won’t work with Hubtiger. In that case, you’ll need to buy a new SIM card and use a new number for the integration.

Maak of koppel uw WhatsApp Business-profiel

Adding and Verifying Your Number

Now, enter chosen existing number or the one connected to your new SIM card or eSIM. Make sure the SIM card is in a mobile phone at this stage so you can receive the authentication code.

 

You will receive a PIN via text message or phone call, depending on what you select, to verify the number. Once you enter the PIN, you can continue onto the next step. After you are sure the setup is working, you can remove the SIM card from the phone, but remember to store it in a safe place in case it’s needed in the future.

Voeg je nieuwe WhatsApp-nummer toe en verifieer het

Important Info:

If you already have two numbers connected to your Facebook Business Account, you will need to verify your account to add more numbers. Once verified, you can connect up to 25 numbers to your WhatsApp Business Account.

 

To verify your Facebook Business Account, refer to our guide further down in the blog. If you need to extend this limit for specific reasons, contact Meta’s direct support. 

Step 9: Approve Permissions and Complete The Integration

How to do it:

Once you’ve completed all the previous steps and entered the code, you will be prompted to link your WhatsApp Business account to Hubtiger by clicking ‘Continue’. By giving us permission to access your WhatsApp for Business Account, this enables you to send messages through our platform and take advantage of WhatsApp’s advanced messaging features.

 

Once you click “Continue”, Meta will now take a few moments to verify all of the information you have provided during the setup in order to complete the integration.

 

You will now see a final screen that gives you the option to either ‘add a payment method’ or ‘finish’ the integration. Go ahead and click ‘Finish’ to complete the integration between Hubtiger and WhatsApp.

Keur alle rechten goed en voltooi de integratie

Important info:

If you chose to ‘add a payment method’ at this step, you would have been redirected to your Facebook Business Account on Meta’s website. When you return to the Hubtiger portal after adding your payment information, the page should look like the image to the right.

 

If you can only see the ‘Login with Facebook’ button then simply click it again (all your details will still be there and autofilled) and go through the steps until you get to the final step and select ‘Finish’ this time instead of ‘add payment method’.

 

WhatsApp is now ready to use on your Hubtiger account.

WhatsApp-integratiepagina zodra het proces is voltooid

Step 10: Add a Payment Method to Your Facebook Business Account

How to do it:

It’s crucial to add a payment method to your Facebook Business account. If you don’t add one, your WhatsApp messages won’t be sent, and the system will send default SMSs instead.

 

Click this link to add a payment method to your account. This link will open a new tab and take you to the billing and payments section of your Facebook Business Account on Meta. Now add a payment method if you don’t have one already linked to your account. If you already have a linked payment method, it will appear on this page. We recommend checking the card details to ensure they are up to date.

 

Next, fill in your payment information, including your country/region, currency, and time zone, then click ‘Next.’ Select your preferred payment method from the options available and click ‘Next.’ Finally, enter your card details and click ‘Save.’

Voeg een betaalmethode toe aan uw Facebook Business-account

Important info:

Return to the tab displaying the Hubtiger platform and check that the WhatsApp integration page doesn’t still say ‘Login to Facebook’. If it does, follow the steps to login again (all of your information will be still be there and already filled in), click through the steps and on the final step click ‘Finish’.

 

Your WhatsApp integration is now complete, and you’re all set to customise your message templates so they can be sent via WhatsApp.

Step 11: Customise Message Templates for WhatsApp

WhatsApp templates allow you to standardise and automate your customer communication, making it easier to send personalised messages for common scenarios like appointment reminders, service updates, or rental reminders.

How to do it:

Go to Settings > Messaging > Message Templates. For each template you wish to use with WhatsApp, click the template and toggle the ‘WhatsApp Active’ button to activate WhatsApp as the communication channel. You can customise each template by adding a header (text, image, or document), personalised messages using merge tags (e.g., customer name, appointment details), footer text, location sharing, and CTA (call-to-action) buttons like ‘Approve Quote’ or ‘Reschedule Booking’’.

Berichtsjablonen voor WhatsApp aanpassen

Important info:

Adding your location to WhatsApp Messages

In order to send a location within a message template, begin by updating your address by navigating to Settings > General > Shop Profile and add your shop’s full address, including zip codes/area codes/postal code and country. Then, navigate to Settings > Messaging > Message Templates and select a message template you would like to include your location.

 

In the pop-up settings window, click the toggle to turn WhatsApp on for this template, then use the dropdown menu to select the location. Your location will now be sent with this template only.

 

If you would like it to be sent on multiple templates, please repeat the process of editing each template so that WhatsApp is toggle on and you have selected the location in the dropdown menu.

Viewing Your Approved Message Templates

If you would like to see what the approved templates will look like when sent to your customers, you can log in to your Facebook Business Account to view all approved templates. If your account was used to set up the Facebook Business Account, Meta will also email you when a template is approved, and you can see the templates in those emails as well.

Messaging Customers

When communicating with customers, it’s important to understand how the 24-hour messaging window works. Once a customer replies to a message, a 24-hour chat window is opened, allowing you to freely exchange messages back and forth within that time frame.

 

  • Technician Communication: Technicians can chat directly with customers from the job card screen, making it easy to manage all communications without needing to switch between platforms.
  • Message Status: The technician can see if a message has been sent successfully, indicated by a double-tick. When the customer reads the message, the ticks will turn green, providing real-time updates on message delivery and receipt.

 

Dit systeem zorgt voor een heldere en efficiënte communicatie tussen uw team en de klant, waardoor het proces wordt gestroomlijnd en de responstijden van de service worden verbeterd.

Afbeeldingen verzenden

U moet afbeeldingen toevoegen aan de sectie Bijlagen op de jobkaart en het klantenportaal, omdat afbeeldingen niet via de WhatsApp-chat op het klantenportaal kunnen worden verzonden. U kunt echter nog steeds WhatsApp-berichten verzenden en ontvangen in de chat. 

 

Nadat u een afbeelding aan de bijlagen hebt toegevoegd, raden we u aan de klant een sjabloonbericht te sturen om hen te informeren en te vragen om bevestiging dat ze het hebben ontvangen. Als ze bevestigen dat ze de afbeelding hebben ontvangen, wordt de chat opnieuw geopend voor nog eens 24 uur, zodat u via de portal met de klant kunt blijven communiceren.

Stap 12: WhatsApp-sjabloongoedkeuring

How to do it:

Nadat u uw sjablonen hebt aangepast, worden ze automatisch ter goedkeuring naar WhatsApp gestuurd. Dit proces kan enkele ogenblikken duren, aangezien de goedkeuringen in de wachtrij worden geplaatst en één voor één worden goedgekeurd. Zodra de sjabloon is goedgekeurd, ziet u het WhatsApp-pictogram naast de sjabloon in de naam groen worden, wat aangeeft dat deze klaar is voor gebruik. Totdat deze is goedgekeurd, blijft het pictogram rood (in afwachting van goedkeuring).

 

Om een snel overzicht te krijgen van al je goedgekeurde of in behandeling zijnde WhatsApp-sjablonen, ga je naar Instellingen > Berichten > WhatsApp-integratie. Hier zie je alle goedgekeurde of in behandeling zijnde WhatsApp-sjablonen en kun je op elke sjabloon klikken om wijzigingen aan te brengen. 

WhatsApp-sjablonen moeten worden goedgekeurd

Al uw e-mail- en sms-sjablonen en -instellingen blijven hetzelfde. Als u WhatsApp hebt ingeschakeld voor een sjabloon, zal Hubtiger uw bericht eerst via WhatsApp verzenden. Als het WhatsApp-bericht om een of andere reden niet bij uw klant terechtkomt, zal ons systeem het bericht als back-up via sms verzenden. Zorg er dus voor dat u wat sms-tegoed beschikbaar hebt, voor het geval dat.

Why it's necessary:

Meta vereist dat alle WhatsApp-berichtensjablonen een goedkeuringsproces doorlopen om ervoor te zorgen dat ze voldoen aan het beleid van WhatsApp. Dit voorkomt dat bedrijven ongepaste of spamberichten naar klanten sturen, waardoor hun privacy wordt beschermd.

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Essential Information and Considerations

Hoeveel kost WhatsApp voor zakelijke berichten?

De kosten voor WhatsApp Business-berichten zijn afhankelijk van het type gesprek en de markt (het land) waarin u ze verzendt. Gesprekken worden geprijsd voor 24-uursvensters, wat betekent dat u meerdere berichten binnen die periode kunt verzenden zonder extra kosten. Hier is een overzicht van de categorieën:

 

  • Servicegesprekken: Deze vinden plaats wanneer een klant contact met u opneemt met een vraag of probleem. Als u binnen 24 uur reageert, is het meestal goedkoper omdat de klant het gesprek begint.
  • Nuttige gesprekken: Dit zijn berichten die betrekking hebben op transacties, zoals orderbevestigingen, bezorgupdates of factuurherinneringen.
  • Marketinggesprekken: Deze omvatten aanbiedingen, promoties, product suggesties en verlaten winkelwagen berichten. Omdat uw bedrijf deze initieert, kosten ze vaak meer.
  • Authenticatiegesprekken: Deze worden gebruikt om eenmalige toegangscodes te versturen voor zaken als inloggen of het verifiëren van accounts. Deze hebben ook een aparte kostprijs.

 

Sjabloonberichten zijn vereist om marketing-, utility- of authenticatiegesprekken te starten. Om de exacte tarieven te vinden, selecteert u de markt (land), valuta en het gesprekstype op De website van Whatsapp om een idee te krijgen van de exacte prijs voor elk type bericht.

Abonnementskosten per nummer

De WhatsApp-integratie kost $10 per nummer (of het equivalent in uw lokale valuta). Als u meerdere winkels hebt, heeft elke winkel zijn eigen WhatsApp-nummer nodig, wat betekent dat u zich voor elke locatie apart moet abonneren.

 

Een speciaal nummer voor elke winkel zorgt voor duidelijke communicatie met klanten, waardoor verwarring over banen of verhuur op verschillende locaties wordt voorkomen. Deze opstelling helpt de klantenservice te stroomlijnen en verbetert de algehele ervaring voor zowel personeel als klanten.

 

Er wordt een pro rata bedrag in rekening gebracht voor de WhatsApp add-on, dat wordt toegevoegd aan uw volgende factuur. Daarna wordt de $10 toegevoegd aan uw reguliere maandelijkse Hubtiger-abonnement en samen gefactureerd voor de eenvoud.

Berichtenbeleid van Meta

Meta heeft specifieke regels die bepalen hoe bedrijven met klanten kunnen communiceren via WhatsApp om spam te voorkomen. U kunt een transactioneel sjabloonbericht naar een klant sturen binnen een periode van 24 uur. Zodra de klant reageert, kunt u het gesprek tot 24 uur voortzetten. 

 

Als het 24-uursvenster sluit zonder reactie van de klant, moet u een ander transactioneel bericht sturen om de communicatie opnieuw te openen. Dit zorgt ervoor dat uw berichten relevant en niet-opdringerig blijven.

Hoe u uw zakelijke Facebook-account kunt verifiëren

Meta vereist dat uw Facebook Business Account wordt geverifieerd als u meer dan twee nummers wilt verbinden. Om uw account te verifiëren:

  1. Meld u aan bij uw Facebook Bedrijfsmanager.
  2. Ga naar Bedrijfsinstellingen > Beveiligingscentrum.
  3. Onder Bedrijfsverificatie, klik Verificatie starten.
  4. Volg de stappen om uw bedrijfsgegevens op te geven en de vereiste documentatie in te dienen.
  5. Zodra uw account is geverifieerd, kunt u indien nodig extra WhatsApp-nummers koppelen.
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