Orbit WhatsApp channels

To set up an Orbit channel:

  1. With an Orbit user with the necessary permissions access, click on the profile icon and select Application settings.

  2. Select Campaigning Channel Editor.

    If necessary, create a folder for the WhatsApp channels. To create a new WhatsApp Channel, click +Item, and then:

    • Create A New option select Meta WhatsApp Channel from the dropdown list

    • Name the channel

    • Select the Parent Folder

  3. Click Create.

    The first tab is the Basic Details. Fill in each mandatory field.

    Field Name Details
    Channel Name Name of the channel that will appear in Campaigns channel list.
    Username The username of the Apteco user that will control this channel. In the case of WhatsApp this should be the user that generated the Meta token.
    App Apteco unless using own Meta API App.
    Meta Business Meta business name as it appears in Meta.
    WhatsApp Business WhatsApp Business name as it appears in Meta.
    Sms Variable Select the systems SMS variable.
    Sms Variable Description Override If the SMS variable description is to be changed for this channel, then add the new variable description here.

  4. Parameter Settings. The only option for a WhatsApp channel is if Auto Exclude Opt-Out which is set to True. It is not currently possible to set this to False as contacts should not be getting WhatsApp messages if they have opted out.

  5. Output Settings.

    Field Name Details
    Allow In Transactional Output Setting to allow the channel to be used on lower transactional campaigns. The default is No.
    Output Type WhatsApp.
    Response File Key Type Choose the Response File Key. The options are SMS, SMS With Run, SMS With Broadcast Id. SMS With Broadcast Id is the default.

  6. File Settings. It is recommended to leave these settings as the defaults.

  7. Additional Variables.

    Add any Variables from the system that will be included with every delivery.

  8. Click Save All Changes to commit the new channel.