How to Set Up WhatsApp Integration in Aesthetix CRM

How to Set Up WhatsApp Integration in Aesthetix CRM

Step 1: Subscribe to WhatsApp for Business

1. Visit Settings in Aesthetix CRM

2. Click WhatsApp

3. Subscribe - Aesthetix CRM's current WhatsApp for Business subscription is $29/month. Once subscribed, you’ll be directed to a setup page.

Step 2: Sign in with Facebook

1. Sign in with Facebook – You’ll need to connect your WhatsApp Business account through Facebook.

2. Continue as yourself – Allow Facebook to connect your personal profile to the WhatsApp for Business setup.

3. Select your Business Account – Choose the business account you’d like to link to WhatsApp.

4. Enter your business address – Fill in the required information, such as your business location.

Step 3: Starting Fresh or Connecting Existing WhatsApp Account

1. If you already have a WhatsApp account, you can connect it.

2. Important Note: If you connect an existing account, all previous WhatsApp chat history will be lost. Additionally, you will no longer be able to use the WhatsApp mobile app with that account.

3. For these reasons, it is highly recommended to create a fresh WhatsApp Business account.

Step 4: Phone Number Verification

1. Select a phone number to associate with your WhatsApp Business account.

2. Verify the number – Enter a phone number, then choose a verification method (text message or phone call).

3. If using a Twilio number, please note that text message two-factor verification will not work. You will need to use the phone call verification method.

Step 5: Completing Setup

Once your phone number is verified, you’ll receive a confirmation message stating that you’re now ready to start chatting with customers through WhatsApp.

• Message Limits: A business can send up to 250 messages initiated by the business per phone number. These limits may expand over time as your business gets approved for additional messages.

Step 6: Creating WhatsApp Templates

1. After setup, you’ll see your WhatsApp number in the integration section. You can add additional numbers if needed.

2. Create Templates – These are required for WhatsApp automation, especially when integrating WhatsApp into your lead nurture workflows.

   • Templates need to be approved by Facebook. Once approved, they are categorized based on the type of message (e.g., marketing, utility).

   • Pricing: Message pricing varies based on the template category.

3. To create a template:

   • Select one of the available categories (currently marketing or utility).

   • Customize the message using headers, footers, and custom variables (e.g., inserting a customer’s first name).

   • Submit the template for approval.

Step 7: Using WhatsApp in Your CRM Inbox

Once the setup is complete, WhatsApp messages will work inside the Aesthetix CRM inbox like other messaging tools. Here are key points to note:

• If a customer has not initiated a message in the past 24 hours, you will need to use a template to start the conversation.

• Once the conversation is initiated, you can chat with the customer freely for 72 hours.

Future Enhancements

As the integration evolves, we’ll continue to improve WhatsApp’s functionality within Aesthetix CRM, particularly by embedding WhatsApp into lead nurture workflows to streamline communication even further.

We hope this guide helps you set up your WhatsApp integration. If you encounter any issues, please reach out to support for further assistance.