Magento 2 WhatsApp Notifications

1
WhatsApp Notifications for Magento 2 User Guide
Table of Content
1. Extension Installation Guide 11. Order Cancellation Notification Settings
2. Twilio Registration 12. Order Shipment Notification Settings
3. Configuration 13. Credit Memo Notification Settings
4. API Settings 14. Contact Inquiry Notification Settings
5. Creating Twilio Message Templates 15. New Customer Registration Notification Settings
6. WhatsApp API Testing 16. Review Reminder Notification Settings
7. Order verification Notification Settings 17. Country Flag Settings
8. Mobile Number Update Settings 18. WhatsApp Notification Logs
9. Order Placement Notification Settings
10. Order Invoice Notification Settings
WhatsApp Notifications for Magento 2
Meetanshi
2

• Extension Installation
• For Magento Marketplace Customers
• Find the Composer name and version of the
  extension in the
• extensions composer.json file.
• Login to your SSH and run
• composer require meetanshi/magento2-whatsapp-notif
  ications
• composer require twilio/sdk
• Enter your authentication keys. Your public key
  is your username your private key is your
  password.
• Wait for Composer to finish updating your project
  dependencies and make sure there
• arent any errors.
• To verify that the extension installed properly,
  run the command
• php bin/magento modulestatus Meetanshi_Wnotificat
  ion
• By default, the extension is probably disabled.
• Enable the extension and clear static view files
• php bin/magento moduleenable Meetanshi_Wnotificat
  ion --clear-static-content
• php bin/magento setupupgrade
• For Magento version 2.0.x to 2.1.x - php
  bin/magento setupstatic-contentdeploy
• For Magento version 2.2.x above - php
  bin/magento setupstatic-contentdeploy f
• php bin/magento cacheflush

WhatsApp Notifications for Magento 2
Meetanshi
3

• Twilio Registration
• To use Twilio as a gateway to send WhatsApp
  notifications, you need to register with the
  Twilio to get Account SID, Auth Token and Twilio
  Phone Number.
• First of all, Sign Up for the Twilio account. Add
  the details and click to get started.

• After the Email verification, enter your mobile
  number and click to Verify.

• Once you click Verify, you will get an OTP on
  the added mobile number. Enter the OTP and
  verify the mobile number. Now move to Settings ?
  General where you can see API details both for
  live and testing. Copy the Account SID and Auth
  Token to use them in Magento 2 backend
  configuration for Twilio account.

WhatsApp Notifications for Magento 2
Meetanshi
4

• Now, click three dots from the left sidebar, go
  to Programmable SMS and click Build under the
  Learn and Build option. From here, you can get
  Twilio phone number to use for sending the SMSs.
  Click on the Get a number button.

WhatsApp Notifications for Magento 2
Meetanshi
5

• You will get a number to choose. Click Choose
  This Number.

• Once you click the button, you will get a Twilio
  phone number. Copy this number and set it in the
  Magento 2 backend configuration for Twilio
  account.

WhatsApp Notifications for Magento 2
Meetanshi
6

• Configuration
• To configure the extension, log in to Magento
  backend, move to Stores ? Configuration ?
• WhatsApp Notifications where you can find various
  settings to configure the extension.
• WhatsApp Notifications Enable or disable the
  WhatsApp Notifications extension.
• Admin Mobile Number Enter mobile number of admin
  to receive the WhatsApp Notifications.

• API Settings
• The extension provides integration with the
  Twilio 3rd party API. Register with Twilio, buy
  WhatsApp message credits, get API details to
  configure the API settings.
• API Provider Select the API provider Twilio.
• Twilio SID Enter Twilio SID received while
  registration with Twilio.
• Twilio Token Enter Twilio token received while
  registration with Twilio.
• Twilio Number Enter Twilio number received while
  registration with Twilio.

WhatsApp Notifications for Magento 2
Meetanshi
7
5. Creating Twilio Message Templates Once you
configure the extension, login to your Twilio
account, go to https//www.twilio.com/console/sms
/whatsapp/senders/, and click the "plus" button
to create your first Business Profile. Complete
the form and submit your WhatsApp Business
Profile request along with message
templates. Note All Display Names must show
consistency with the Business Name on the
Facebook Business Manager provided. See Display
Name rules. Twilio will use this information to
provision your Business Profile in the next 5-10
business days.
Once your WhatsApp Sender is approved and
enabled, you can see your WhatsApp number with
the approved status.
Under the Message Templates option, click
sign to add new message templates. Make use of
variables to add the message text same as Magento
backend. Follow this guide to write the message
template in a proper format.
WhatsApp Notifications for Magento 2
Meetanshi
8

• WhatsApp API Testing
• The extension facilitates to test the API
  connection after the API Settings are configured.
  Move to Stores ? Configuration ? WhatsApp API
  Testing and simply add the mobile number with the
  country code, save the configuration and then
  click on the Send button to get the test
  WhatsApp message.
• Mobile Number with Country Code Enter mobile
  number with the country code.
• WhatsApp Text for Testing Enter the test message
  and then click Send to test the WhatsApp message.

• Test WhatsApp message to the admin
• A test message is sent to the respective number
  as shown below.

WhatsApp Notifications for Magento 2
Meetanshi
9

• Order Verification Notification Settings
• The module allows the admin to verify customers
  orders by sending OTP in WhatsApp for the
  authenticity while order placement.
• Order Verification Notification Enable the order
  verification OTP message to customers on
  WhatsApp to verify their orders.
• Button Text Color Set text color for the button
  in the form.
• Button Background Color Set background color for
  the button.
• Order Verification SMS Text Enter WhatsApp
  message to send OTP for order verification to
  customers.
• Order Verification OTP Length Add OTP length for
  the order verification.

• New order verification OTP to customer
• When a customer places a new order, customer
  receives OTP in WhatsApp to verify the order.

WhatsApp Notifications for Magento 2
Meetanshi
10

• New order verification Pop-up
• When a customer places the order, an OTP
  verification pop-up gets displayed. The customer
  has to enter the OTP received on the registered
  mobile number and click verify to place the
• order successfully.

WhatsApp Notifications for Magento 2
Meetanshi
11

• Mobile Number Update Settings
• Enabling this feature helps users update their
  mobile numbers from their My Account section.
• Mobile Number Update in Customer Account Enable
  to allow users update their mobile
• numbers from their My Account section.
• Button Text Color Set color for the button text.
• Button Background Color Set background color for
  the button.
• Update Mobile Number OTP SMS Text Enter WhatsApp
  message to send to the customers for the mobile
  number verification.
• Update Mobile Number OTP Length Set the length
  of OTP sent to the customers through WhatsApp
  message for the mobile number verification.

• Mobile Number Update from My Account section

WhatsApp Notifications for Magento 2
Meetanshi
12

• Order Placement Notification Settings
• The module allows to send WhatsApp notifications
  to both the admin and customers when they place
  the order. To configure its settings, follow
  these steps as shown below
• Order Placement Notification Enable order
  placement WhatsApp notification to customers.
• WhatsApp Notification Text for Customers Enter
  the order placement WhatsApp notification text
  to send to customers.
• Order Placement Notification to Admin Enable
  order placement WhatsApp notification to admin.
• WhatsApp Notification Text for Admin Enter order
  placement WhatsApp notification text to send to
  the admin.

WhatsApp Notifications for Magento 2
Meetanshi
13

• New Order Placement Notification to Customer
• Order placement WhatsApp notification is sent to
  the customer on his registered mobile number.

• New Order Placement Notification to Admin
• Admin is notified through WhatsApp when a new
  order is placed in the store as shown below

WhatsApp Notifications for Magento 2
Meetanshi
14

• Order Invoice Notification Settings
• You can send WhatsApp notifications to customers
  as well as admin to notify about order invoice
  generation once the following settings are
  configured
• Order Invoice Notification Enable order invoice
  WhatsApp notification to customers.
• WhatsApp Notification Text for Customers Enter
  the order invoice WhatsApp notification text to
  send to customers.
• Order Invoice Notification to Admin Enable order
  invoice WhatsApp notification to admin.
• WhatsApp Notification Text for Admin Enter order
  invoice WhatsApp notification text to send to
  the admin.

WhatsApp Notifications for Magento 2
Meetanshi
15

• Order Invoice Generation Notification to
  Customers
• When an order invoice is generated, a WhatsApp
  notification as shown below is sent to customers.

• Order Invoice Generation Notification to Admin
• When an order invoice is generated, a WhatsApp
  notification is sent to the admin as shown here.

WhatsApp Notifications for Magento 2
Meetanshi
16

• Order Cancellation Notification Settings
• To let customers know that their order has been
  cancelled successfully, a WhatsApp Notifications
  is sent. Additionally, admin is also notified of
  a cancelled order. Follow these steps to
  configure the notifications.
• Order Cancellation Notification Enable order
  cancellation WhatsApp notification to customers.
• WhatsApp Notification Text for Customers Enter
  the order cancellation WhatsApp notification
  text to send to customers.
• Order Cancellation Notification to Admin Enable
  order cancellation WhatsApp notification to
  admin.
• WhatsApp Notification Text for Admin Enter order
  cancellation WhatsApp notification text to send
  to the admin.

WhatsApp Notifications for Magento 2
Meetanshi
17

• Order Cancellation Notification to Admin
• Whenever the admin cancels an order, the admin
  gets notified through WhatsApp for the same.

• Order Cancellation Notification to Customer
• Customers get notified via WhatsApp message when
  the admin cancels the order.

WhatsApp Notifications for Magento 2
Meetanshi
18

• Order Shipment Notification Settings
• Customers get notifications when their shipment
  is off for delivery. Admin is also notified for
  the same. This feature will be enabled when the
  following settings are configured
• Order Shipment Notification Enable order
  shipment WhatsApp notification to customers.
• WhatsApp Notification Text for Customers Enter
  the order shipment WhatsApp notification text to
  send to customers.
• Order Shipment Notification to Admin Enable
  order shipment WhatsApp notification to admin.
• WhatsApp Notification Text for Admin Enter order
  shipment WhatsApp notification text to send to
  the admin.

WhatsApp Notifications for Magento 2
Meetanshi
19

• Order Shipment Notification to Customer
• Customers get notified at the time of order
  shipment via WhatsApp message as shown below

• Order Shipment Notification to Admin
• Once the order gets shipped and shipment is
  generated, admin gets notified by WhatsApp
  message as shown here.

WhatsApp Notifications for Magento 2
Meetanshi
20

• Credit Memo Notification Settings
• The admin is sent a WhatsApp notification when a
  credit memo is generated. Similarly, to confirm
  with customers that their refund request has been
  accepted, a WhatsApp notification is sent to
  customers. Configure the following settings to
  enable this feature.
• Order Credit Memo Notification Enable order
  credit memo WhatsApp notification to customers.
• WhatsApp Notification Text for Customers Enter
  the order credit memo WhatsApp notification text
  to send to customers.
• Order Credit Memo Notification to Admin Enable
  order credit memo WhatsApp notification to
  admin.
• WhatsApp Notification Text for Admin Enter order
  credit memo WhatsApp notification text to send
  to the admin.

WhatsApp Notifications for Magento 2
Meetanshi
21

• New Refund Request Submission Notification to
  Admin
• Whenever a customer request for the refund, the
  admin gets notified of new refund request
  submission notification via WhatsApp.

• Refund Request Approval Notification to Customer
• A customer gets notified of refund request
  approval via WhatsApp as shown below

WhatsApp Notifications for Magento 2
Meetanshi
22

• Contact Inquiry Notification Settings
• Admin is notified through WhatsApp whenever there
  is a new contact inquiry. To enable this
  feature, configure following settings
• Contact Inquiry Notification Enable new contact
  inquiry WhatsApp notification to admin.
• WhatsApp Notification Text for Admin Enter
  contact inquiry notification WhatsApp message to
  send to the admin.

• New Contact Inquiry Notification to Admin
• Whenever a customer inquires through submitting
  the contact form, admin is notified with a
  WhatsApp message.

WhatsApp Notifications for Magento 2
Meetanshi
23

• New Customer Registration Notification Settings
• The admin is notified through WhatsApp when a new
  customer registration takes place. To enable
  this notification, following settings are to
  configured
• New Customer Registration Notification Enable
  new customer registration WhatsApp notification
  to admin.
• WhatsApp Notification Text for Admin Add new
  customer registration WhatsApp notification text
  to send to admin.

WhatsApp Notifications for Magento 2
Meetanshi
24

• Customer Registration Form with Mobile Number
• If customer registration verification is enabled,
  the registration form will have a mobile number
  field. On click of Create an Account button,
  the customer will get an OTP WhatsApp Message to
  verify the mobile number and register
  successfully.

WhatsApp Notifications for Magento 2
Meetanshi
25

• OTP WhatsApp Message to Customers
• Customer receives the OTP through WhatsApp
  message to verify the mobile number and can
  register successfully.

• New Customer Registration Notification to Admin
• Whenever a new customer registers, admin is
  notified through WhatsApp as below

WhatsApp Notifications for Magento 2
Meetanshi
26

• Review Reminder Notification Settings
• The admin can now send review reminder WhatsApp
  notification to the customers and get notified
  when the customer submits a review. To enable
  this feature, following settings are to
  configured.
• WhatsApp Notification to Admin Select Yes to
  enable new review submission WhatsApp
  notification to admin.
• WhatsApp Text for Admin Notification Add new
  customer review submission WhatsApp notification
  message text to send to admin.
• WhatsApp Notification to Customer Select YES to
  enable review reminder WhatsApp notification to
  customers.
• Send WhatsApp Notification to Customers After X
  Days Add number of days after which you want to
  send review reminder WhatsApp notification to
  customers.
• Allowed Customer Groups Select customer groups
  to send review reminders.
• WhatsApp Text for customer notification Add
  review reminder WhatsApp message to send to
  customers.

WhatsApp Notifications for Magento 2
Meetanshi
27

• Product Review Reminder WhatsApp Notification to
  Customers
• Customers will receive WhatsApp message asking
  for product review as below

• Product Review Received WhatsApp Notification to
  Admin
• The admin will receive WhatsApp notification
  immediately after a review is received for the
  products.

WhatsApp Notifications for Magento 2
Meetanshi
28

• Country Flag Settings
• You can enable the country flag for the mobile
  number fields in various forms. This helps users
  not to enter the country code manually while
  adding their mobile numbers.
• Enable Enable country flag in various sign up,
  sign-in and mobile number update forms.
• Allowed Countries Select countries for which you
  want to show the flag and allow users to add
  mobile numbers.
• Default Country Set default country to show the
  default selected flag.

WhatsApp Notifications for Magento 2
Meetanshi
29
18. WhatsApp Notification Logs The extension
saves the log of all the sent and received
WhatsApp notification. Go to Meetanshi WhatsApp
Notification ? WhatsApp Notification Logs where
you can find all the WhatsApp Notification logs
listed with the details like ID, mobile number,
provider, response, message and date. The admin
can delete the WhatsApp notification logs using
the mass action. Also, the admin can export the
logs in an XML or CSV file.
WhatsApp Notifications for Magento 2
Meetanshi