Setup Guide: WhatsApp Automations in Jumpseller

1. General

This guide will help you configure automatic messages via WhatsApp Business in your Jumpseller store, allowing your customers to receive order updates without manual intervention.

2. Scope

This procedure applies to:

• Active Jumpseller stores.
• Merchants with a Meta Business account (Business Manager / Business Portfolio).
• Implementations of automatic notifications based on order events.

3. Prerequisites

3.1 Technical Requirements

• Active Jumpseller account.
• Active Meta Business account.
• Administrative access to: Jumpseller panel, Meta Business, and Meta WhatsApp Manager.

3.2 Mandatory Configuration in Jumpseller

1. Log in to your store’s administration panel.
2. Navigate to: Settings > General > Social Media / Contact Information.
3. Verify that your business WhatsApp number is entered correctly, including the country code.
   • Note: This number will NOT be the one sending the automated messages, but it will be the contact number visible to your customers in the store.

4. Creating the Automation Flow

1. Enter the Jumpseller administration panel.
2. Select the Automations menu.
3. Click Create flow to start a new automation.

5. Setting the Trigger

The trigger defines the event that will activate the automatic notification.

5.1 Available Events

Event	Description
Abandoned Cart	Customer leaves the cart without completing the purchase
Order Pending Payment	Order generated without payment confirmation
Order Paid	Payment confirmed
Order in Preparation	Order currently being prepared
Order Shipped	Order dispatched
Order Ready for Pickup	Order available for in-store pickup
Order Cancelled	Order voided

For this guide, we will use the Order in Preparation event as a configuration example.

6. Building the Journey (Flow)

Once the trigger is selected:

1. Add an action step and select Send WhatsApp message.
2. Configure optional conditions and segmentation (e.g., order amount, product type, etc., if applicable).
3. Save the preliminary flow configuration to proceed with the WhatsApp connection.

7. WhatsApp Business Integration

7.1 Connecting with Meta

During flow setup, the system will prompt you to link your Jumpseller account with your Meta Business account.

Follow these steps:

1. Within the flow, click the WhatsApp Message action.
2. A Meta connection window will open.
3. Log in to your Meta Business account using a user with access to your business’s commercial portfolio.
4. Meta will request authorization permissions:
   • Review the information presented.
   • Click Continue to approve the connection.

7.2 Creating or Linking a WhatsApp Business Account

In this step, you must choose how to connect your WhatsApp Business account with Meta:

• Connect an existing account (one that already has a number configured in the WhatsApp Business API).
• Create a new WhatsApp Business account during the connection process.

Recommendation When selecting the number, it is recommended to choose the “Display Name Only” mode, when available.

Advantages:

• Meta automatically assigns a number to the account, usually with a U.S. country code (+1), regardless of your business location.
• These numbers are free and automatically verified without needing an SMS or phone call.
• It avoids conflicts with existing business lines used for direct WhatsApp support.
• It does not interfere with personal WhatsApp accounts.
• It simplifies the automation launch process.

Upon completion, your store will be linked to your Meta commercial account, and you can use the WhatsApp Business API to send notifications. (Templates must be approved by Meta first)

Learn more about how Meta WhatsApp Business works here.

Using Existing Numbers

You can also use a number previously registered in the WhatsApp Business API.

Important Considerations:

• Do not use a number linked to a personal WhatsApp account.
• If the number is associated with the personal WhatsApp app, it must be unlinked before using it with the API.
• Unlinking from the personal app will result in losing that account’s conversation history on mobile devices.

7.3 Display Name Approval

The Display Name must be submitted for review by Meta.

• Estimated review time: between 24 and 72 hours.
• The name must clearly represent your company and match the brand displayed on your website.

8. Managing Message Templates

From the Meta WhatsApp Manager:

1. Enter WhatsApp Manager.
2. Go to the Manage Templates section.

In this section, you can:

• Verify that templates were correctly created or exported from Jumpseller.
• Confirm that each template’s status is Approved before using it in a flow.
• Note that review time can take up to 24 hours and approved templates are not editable; any changes require creating a new template.

9. Final Flow Activation

Once the WhatsApp Business account and Display Name have been approved:

1. Return to the Jumpseller panel.
2. Open the flow you were creating and select the WhatsApp template you want to use.
3. Review the complete journey, rename the flow, and click Save.
4. Change the flow status to Active to start the automations.

10. Operational Validation

We recommend performing an internal test before going live:

1. Generate a test order in your store.
2. Manually change the order status to “In Preparation”.
3. Verify that the WhatsApp message is correctly received on the customer number used for the test.

11. Expected Result

Upon completion, you should achieve:

• Automated notifications sent to customers based on order status.
• Reduced manual intervention in transactional communication.
• Improved customer experience with timely information via WhatsApp.
• Note: Currently, the daily message limit is 50.

Example message:

For any questions, please contact us.