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Introduction to WhatsApp Business Leveraging India’s most popular messaging platform for business

Introduction to WhatsApp Business

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Page 1: Introduction to WhatsApp Business

Introduction to WhatsApp BusinessLeveraging India’s most popular

messaging platform for business

Page 2: Introduction to WhatsApp Business

2

imimobile is…

…with a track record of international service delivery

…an established software provider … operating in fast growing markets

… for our clients worldwide

• Helping companies to engage with their customers on digital

channels

• 20 years experience in mobile

• Delivering services in 60+ countries from cloud infrastructure

Rapid growth of smartphone usage globally

Customers increasingly demand mobile experiences

Companies recognise they need to invest in mobile and digital

Delivery of multi-channel communication, across multiple

organisation departments and in different geographies is

complex

2003 First products sold in India and $1m revenue

2007 Internationalisation began

2010 Acquisition of WIN plc (AIM listed)

2012 IBM licensed imidigital in 17 countries

2014 AIM Listing and acquisition of Textlocal

2015 Acquisition of Archer Digital and launch of Textlocal in India

2017 Acquisition of Sumotext in US, Infracast & Healthcare

communications in UK

2018 Acquisition of Impact Mobile in Canada

2019 Acquisition of 3C Interactive in USA

2

Page 3: Introduction to WhatsApp Business

3

Our global clientele

3

And many more…

Page 4: Introduction to WhatsApp Business

4

Industry Recognition

4

Page 5: Introduction to WhatsApp Business

5

imimobile’s association with WhatsApp

5

As a verified WhatsApp Business solution provider, we can

help you to seamlessly integrate WhatsApp Business to drive

customer engagement through intelligent, context aware

messaging.

Page 6: Introduction to WhatsApp Business

6

102M

messages sent every

day to businesses

around the world

of WhatsApp users

agreed that WhatsApp

fostered a personal

connection to business

of WhatsApp users

agreed that WhatsApp is

the easiest way to

connect to a business

Source: Motivations and Mindsets in Messaging by Sentient Decision Science – A Facebook commissioned study

64% 68%

Engagement PreferenceReach

Why businesses depend on WhatsApp?

6

Page 7: Introduction to WhatsApp Business

77

Source: WhatsApp Internal Data, Dec 2018

~500 million people use

WhatsApp every month

APAC region

Page 8: Introduction to WhatsApp Business

8

What is WhatsApp Business API?

WhatsApp Business API allows enterprises to reach users on

WhatsApp through verified business accounts

WhatsApp primarily intends the channel to act as a medium for

1. High value transactional notifications

2. Customer support

3. No promotional content

WhatsApp Business API allows enterprises to delivery high volumes

of notifications as opposed to WhatsApp for Business App which is

entirely manual and designed for very small businesses

8

Notes:• Promotional messages are currently not allowed to be sent via the WhatsApp Business API• Customers must opt in to receive notifications

Page 9: Introduction to WhatsApp Business

9

Understanding WhatsApp message templates

Templates – HSMs – Approval Required

• WhatsApp allows businesses to register and use message templates – also

known as Highly Structured Messages. This special message type is used to

create templates for common reusable transactional messages which are sent

from businesses to their customers

• All messages have 1024 characters. Media-rich messages can have 1144

characters (header- 60, body-1024 and footer- 60) whereas text messages can

have 1024 characters

• Notifications can be sent in a pre-defined language or localized to user’s

device language settings

• All transactional messages must be sent using the Highly Structured Message

type. Freeform text is only permitted by WhatsApp when you are responding

within 24 hours of a customer reaching out to you

Brand

Notification Types

• Account Update

• Alert Update

• Appointment Update

• Issue Resolution

• Payment Update

• Personal Finance

Update

• Reservation Update

• Shipping Update

• Ticket Update

9

Page 10: Introduction to WhatsApp Business

10

Understanding WhatsApp message templates

10

Messages – Rolling 24 hours window

WhatsApp currently supports the following message types –

• Text Messages

o 1024 characters

o Preview URL

• Media messages

o Audio

o Document

o Images

o Video

• Contacts Messages

• Location Messages

Customer care messages also known as “session messages” are free of cost for up to 24 hours from last user response

Brand

Page 11: Introduction to WhatsApp Business

11

Opt-in guidelines

11

A user must first consent to receive messages in WhatsApp by

opting into them via a third party channel. It must meet the

following guidelines:

• Active opt-in: Opt-in is triggered by a user

• Opt-in can be taken over a 3rd party channel other than

WhatsApp. It can be as simple as taking opt-in over a

missed call as well or any other existing channels such as

SMS, voice, e-mail or website

• Clear messaging: A user knows what type(s) of messaging

he/she is signing up to receive on WhatsApp

• Show language adjacent to the UI elements

Page 12: Introduction to WhatsApp Business

12

SIGN-POSTS ENTRY-POINTS

12

WhatsApp us on

+447520331960OR

Click here

DESKTOP

MOBILE

Text in to

WA numberScan QR

code

Scan me

Launch with

button click

<URL>

Launch with

link click

OR

Custo

me

r in

itia

tes

co

nta

ct via

OR

Receive

notification

over WA*

*Should be compliant to the notification types allowed by WA

Email

Online or Print

Mobile webIVR deflection

Opens in WhatsApp for

Business

WhatsApp entry points: customer initiated

Page 13: Introduction to WhatsApp Business

13

A note on phone numbers

13

Every WhatsApp account is a phone number. The phone number that you intend to use with

WhatsApp must be clean, that is, with no previous registration or affiliation with WhatsApp. It

is recommended for the support team to handle the number.

There are 3 types of eligible phone numbers for this product:

Landlines - Probably the easiest to use as long as the developer can pick-up a phone call

when doing the setup.

Cellphones - Can be used as long as the number has not been used for WhatsApp in the

last 6 months.

1-800 or toll-free numbers - Possible as long as the phone number is capable of receiving

SMS or voice calls directly. You will not be able to use numbers that are behind IVR.

However, WhatsApp can provide with 1 or 2 phone numbers from which the call originates,

which can be whitelisted.

Page 14: Introduction to WhatsApp Business

14

Security and data handling

14

Data security - WhatsApp’s end-to-end encryption ensures only

the customer and the business you're communicating with can

read what's sent, and nobody in between, not even WhatsApp. All

customer data traversing the platform is encrypted using TLS or

Noise Pipes. WhatsApp communications are encrypted with

customer-specific keys.

Data storage and handling - WhatsApp doesn't store messages

or customer contacts. Only the business and WhatsApp business

solution provider have access to the data. Any unauthorized third

parties cannot discern the content of these messages.

Page 15: Introduction to WhatsApp Business

1515

Messaging limits determine how many unique users your business can send messages to on a daily basis. This includes new

conversations as well as existing conversations with users. The messaging limit does NOT limit the number of messages your

business can send, just the number of users you are trying to message.

It also does NOT apply to messages sent in response to a user-initiated message within a 24-hour period.

Tier 1: Allows your business to send messages to 1K unique customers in a rolling 24-hour period.

Tier 2: Allows your business to send messages to 10K unique customers in a rolling 24-hour period.

Tier 3: Allows your business to send messages to 100K unique customers in a rolling 24-hour period.

A business’s phone number will be upgraded to the next tier if:

Its quality rating is not low, and

The cumulative amount of users it sends notifications to adds up to twice its current messaging limit within a 7-day period.

Messaging Limits

Page 16: Introduction to WhatsApp Business

1616

Using WA for sending service invoices

and estimates. Implementing agent

handover now

Using WA for service bookings, chat

with agent and brochure download

Using WA for test drive booking,

brochure download and dealer locator

Using WA for test drive booking,

brochure download and registering

complaints

Using WA to send updates on claim

process and use as a support channel

to attend website enquiriesz

Using WA to send stages of loan

processing & reminders etc

Automotive BFSI

WhatsApp Case Studies

Using WA to send notification about

registration, exam details, class

change schedule etc,

Using WA to send updates on claim

process and use as a support channel

to attend website enquiriesz

Using WA to send stages of loan

processing & reminders etc

Page 17: Introduction to WhatsApp Business

1717

Using WA to send updates, alerts and

notifications to parents on the

modules and exams their kids take on

their e-learning app

Using WA to send new module

updates & notifications about their e-

learning app

Using WA to send notification about

registration, exam details, class

change schedule etc,

Retail Education & e-Learning

WhatsApp Case Studies

Implemented Britannia’s most popular

campaign – Britannia Khao world Cup

Jao for retailers on WA. Also used for

internal sales reports, retailer on-

boarding

Using WA for sharing purchase

invoice and customer support

Using WA for collecting user profiles

and engagement for a campaign.

User uploads a video message for the

brand through WA.

Using WA to send invoice, payment

received etc, auto reply services.

Using WA to open as support channel

and send reminders to customers

about the product

Using WA for customer

engagement with contest

Using WA for sending reminder

notification of subscription when

due

Media & Entertainment

Page 18: Introduction to WhatsApp Business

1818

Using WA to send appointment

booking details and handle queries

Using WA to send notifications:

appointments, reports, reminders etc

Using WA for sending appointments

and reports.

Using WA to help patients book an

appointment, get confirmation and also

query in case of help/agent support

Medicine updates and updating on credit

points post purchase

Healthcare

WhatsApp Case Studies

Using WA to send booking updates

and tracking details

Online advocate consultation platform,

will be sending enquiry details to

advocates & advocate details to

users.

Using WA to send updates and

receive QR codes for offers on their

conversation app

Using WA for field sales people to

share location updated with their

manager on the app

Miscellaneous

Using WA to share game scores of

candidates with HR. The score is

determined by asking candidates to

play a game to understand the

potential.

Page 19: Introduction to WhatsApp Business

1919

WA used by trucker partners to bid for

a ride. Lowest bidder is assigned the

ride. Used in Tamil language.

Startups

Using WA for sending service invoices

and estimates. Implementing agent

handover now

WhatsApp Case Studies

Page 20: Introduction to WhatsApp Business

Benefits of building WA Flow on imiconnect

Page 21: Introduction to WhatsApp Business

21 21

BUSINESS

EVENTS

RULE ENGINE

WORKFLOWS

INTEGRATION

ACTIONS

CHANNEL

EVENTS

INTERACTIONS

SALES

MARKETING

OPERATIONS

SUPPORT

Voice

SMS

In-app

messages

WhatsApp

Messenger

Twitter DM

WeChat

E-mail

Push

notifications

Apple

business

chat

RCS

Orchestrate multi-channel experiences using a single platform, imiconnect

Page 22: Introduction to WhatsApp Business

22

imiconnect -WhatsApp Integration Advantage

22

Faster Time to Market

Automate end-to-end customer journeys using our Visual Flow Builder

and start engaging with customers 10x faster. Our visual flow builder

offers 20+ pre-built nodes for interactive communication automation

AI-powered Conversational Engagement

Enable conversational customer engagement using our integrated NLP

and AI capabilities. Get access to 15+ pre-built NLP functions on

chatbots such as date/time recognition, sentiment analysis and more.

Multi-channel API

Easily integrate and deploy messaging on 10+ channels out-of-the-box

with our multi-channel API and interact with your customers anywhere in

the world.

Intelligent Fallback

Track message status using real-time delivery and read receipts.

Intelligently fallback to SMS or other channels for delivering time-

sensitive messages.

Page 23: Introduction to WhatsApp Business

2323

Approval process

o imimobile will share a pre-qualification to be filled out

o Client to complete Facebook business verification

o Facebook then approves the brand

o Once approved, pick a phone number for WhatsApp

o WhatsApp certificate generation and tenant set up

o Configure system integrations, if any

o Configure use-case on imiconnect

o Apply for official business account

o Go Live!

Getting started Go Live

Implementation of WhatsApp Business

Page 24: Introduction to WhatsApp Business

24

o Promotional content can NOT be pushed to users from the brand. All HSM templates are approved by Facebook before

they can be triggered to the end customer

o User opt-in is mandatory for brands to send notifications and HSMS to its users on WA platform

o HSM [highly structured message can be pushed to User from Brand only on certain action by the user or if the user opted in

to be reminded in a certain case.

o On WA platform, for every request from user, brand will be able to engage with the user for 24 hours. Brand can push

images, videos, texts. This 24 hours is a rolling window and resets every time a customer messages the brand. The brand

cannot send further messages after this 24 hour window expires.

o Make the messages highly personalized and useful to users. Avoid sending open-ended welcome or introductory

messages.

o Be mindful of messaging frequency; avoid sending customers too many messages a day. Be thoughtful of informational

messages, optimizing for content and length.

o The messages must abide by the WhatsApp business policy - https://www.whatsapp.com/legal/business-policy/

24

Do’s and Don'ts – WhatsApp API best practices

Page 25: Introduction to WhatsApp Business

25

API Security

Encrypted data (http, https). Whitelisting. Access control. Rate limiting.

Input validations. JWT from mobile to backend. HUB secret.

Network Security

All data passes through firewall. Security Zoning and Network segmentation

implemented. Systems accessible only from JUMP host. Each user has their

own private keys.

Data Security

Customer transaction data stored using KMS. Encryption key at client level.

Transactional data backed up in Amazon S3.

Account Security

Passwords stored in hashed format. Enforced security privacy policy.

Email validation and CAPTCHA. Inactivation after 30 minutes Activity logs.

Platform Security

Vulnerability scan for every release. Penetration testing for every major

release by certified ethical hacker. BACP performed yearly once.

SDK Security

Obfuscated using Dexguard. Communications secured through HTTPS. RTM

secured using SSL. Encryption using AES.

imiconnect is hosted on AWS Mumbai in high availability zones.

Below is a brief summary of security setup at various levels.

Platform Security Overview

25

Page 26: Introduction to WhatsApp Business

26

Security & Quality Certifications

26

Information Security Management System Certification 27001

ISO 9001 – 2015 Certification on Quality Management

Service Management System Certification ISO 20000

ISO/IEC 27001 is the best-known standard in the family

providing requirements for an information security

management system (ISMS). This standard will help an

organization manage the security of assets such as

financial information, intellectual property, employee

details or information entrusted to you by third parties.

The ISO 9001 – 2015 qualifies where product meets

customer and applicable statutory and regulatory

requirements, and

aims to enhance customer satisfaction through the

effective application of the system.

ISO 20000-1 IT Service Management ensures day to

day service delivery is carried out in a way that drives

customer satisfaction through improved service and

leads and also ensure the effective running and

delivery of IT services.

Page 27: Introduction to WhatsApp Business

Contact Us

Plot No. 770, Road No 44

Jubilee Hills, Hyderabad 500 033

India

Phone: +91 95021 95021

Email: [email protected]

Thank you