Orbit WhatsApp channels

Setting up an Orbit WhatsApp channel¶

To set up an Orbit channel:

1. With an Orbit user with the necessary permissions, select 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, select +Item, then:

   • For Create A New, select Meta WhatsApp Channel from the dropdown list
   • Name the channel
   • Select the Parent Folder

3. Select Create.

   The first tab is 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. For 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 system's SMS variable
   SMS Variable Description Override	If you want to change the SMS variable description for this channel, add the new variable description here

4. Parameter Settings: the Auto Exclude Opt-Out parameter defaults to True and you can't change it.

5. Output Settings.

   Field Name	Details
   Allow In Transactional Output	Setting that lets you use the channel on lower transactional campaigns. Default is No
   Output Type	WhatsApp
   Response File Key Type	Choose the Response File Key. Options are SMS, SMS With Run, SMS With Broadcast Id. Default is SMS With Broadcast Id

6. File Settings: leave as defaults.

7. Additional Variables: add any variables from the system that you want to include with every delivery.

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