13 Oct 2022: Reminders are in Beta!
11 Oct 2022: Building blocks
10 Oct 2022: New Turn.io Developer Docs
19 Sept 2022: More fields available in the Data Export API
15 Sept 2022: Shorter messages are better
13 Sept: Changes to the contact details API endpoint
7 Sept 2022: Stack improvements
1 Sept 2022: Learn to Build with Stacks.
19 Aug 2022: Better human support with Message Collections
18 Aug 2022: Deprecating Goals
17 Aug 2022: Build for your audience
16 Aug: Pick a date range
28 July 2022: Custom voice notes
14 July 2022: Get Stacking! Build more complex services.
4 July 2022: Faster insights
29 Jun 2022: Reminders are live!
8 Jun 2022: Track your conversations
3 May 2022: Reach out with Reminders
21 Apr 2022: Payments made easy!
3 Apr 2022: Follow up at an exact local time
20 Mar 2022: Small changes, big wins!
8 Mar 2022: Security enhancements
16 Feb 2022: Add resources to Playbooks and export Contacts
26 Jan 2022: Try out emojis in buttons, but no more 'templates' in sandboxes
5 Jan 2022: Use buttons in threads
23 Nov 2021: Button messages
2 Nov 2021: Playbooks Launch (Beta)
20 Sept 2021: The end of Chatbase
9 Sept 2021: Data Export API
9 August 2021: Thread data export
22 June 2021: You know best!
21 June 2021: Sample content for templates
17 June 2021: Important security improvements
8 June 2021: Community Playbooks (Alpha)
18 March 2021: Improved billing transparency
17 March 2021: Share the amazing work you do
8 March 2021: Contextual replies and profile settings that suit you
22 Feb 2021: Button automation
18 Feb 2021: Updates to the fallback channel
17 Feb 2021: Contacts and labels data added to BQ
10 Feb 2021: Temporary limitations while we do a Search infrastructure upgrade
5 Feb 2021: Snappier and easier-to-use modals
3 Feb 2021: Add media to templates
27 Jan 2021: Add media or stickers to custom replies
21 Dec 2020: A last big release to celebrate the year
2 Dec 2020: Delete a template, get more insights and send stickers via the API
17 Nov 2020: Delete a user message
23 October 2020: Insights
19 October 2020: Hidden numbers by default
8 September 2020: Contact Profile
11 August 2020: Learn in Turn
3 August 2020: Add a list to your Exact match automations
30 July 2020: Manage your message template spend
15 July 2020: Data storage and rejection reasons
10 July 2020: WhatsApp profile and Login
What is an MAU (Monthly Active User)?
Can I use Turn.io in my country?
What is Turn.io?
Can I get a free trial?
What is Google-backed?
Can I format content with bold, italics etc?
How to change our chat service display name?
My sandbox isn't working? How do I connect?
Can I attach more than one image, audio clip, video or document to a message?
My emoji trigger isn't working?
How do I extract data out of Turn.io?
Can I edit and/or delete a custom profile field?
What are 'goals'?
What are 'collections'?
How to work as a team
Can I use multimedia in my messages?
Why is my video not sending?
How to setup subscription billing
What is the difference between a member and an admin?
How do I add other contact fields?
I found a bug..
Can I use WhatsApp Groups on the API?
Can you give me examples of approved message templates?
What languages are allowed for message templates?
Why has my template(s) been rejected?
How are conversations charged?
Example of user-initiated vs business-initiated conversations
Can I send a free-form message?
Are all conversations paid?
Get a WhatsApp line: Step-by-step instructions, with a video
Your WABA application checklist
Display name guidelines
What is Business Verification?
Your Business Verification checklist
Help! I got an error whilst doing embedded sign-up?
Help! I'm struggling to get my business verified?
Help! I uploaded the wrong document for Business Verification?
Help! The "Start Verification" button is greyed-out?
Help! Why hasn't my display name been approved?
Help! Our display name got rejected?
Help! What happens if we're not verified within 30 days?
Help! I can see my number in Turn but it's not working?
Help! Can I have a WhatsApp number for a different country than my business registration?
Help! We are a government entity, how do we do Facebook business verification?
Help! What is a Facebook Business Manager Account?
Help! What number can I use on WhatsApp?
Help! What is a BSP?
What number do I need for my service?
Help! What is two-factor authentication (2FA)?
How to use Turn.io
Build and Stacks
What is Build? What are Stacks?
What can I do with the Alpha version of Build?
Where do I start with Build and Stacks?
Where do I find Stacks documentation?
Build for your audience
What to expect of Build while it is in Alpha?
How to send or schedule a reminder?
How many people can I send Reminders to?
Contact search examples (alpha feature)
What is the status of my reminder?
How to load content
How users engage with content
Structure and plan your content
Create your first menu
How to send custom replies
How to send custom voice notes?
How to add a button message
How to upload stickers
How to delete a message that a user sent?
How to set up basic automations
The available trigger types
The available action types
How to set up advanced automations
How to set up multiple language automation
How to set up a follow-up timer
Automation tips & tricks
Triggers explained: Message received STARTS WITH...
Triggers explained: Message received EXACTLY matches...
Triggers explained: Message received does NOT exactly match...
Triggers explained: Message received is a BUTTON PRESSED...
Triggers explained: Message received is from a specific COUNTRY...
Triggers explained: Message received is AUTOMATICALLY labelled...
Triggers explained: Message received from a specific CONTACT PROFILE......
How to send stickers in automation
How to set up a sequential content delivery experience using Automation and Custom Profile Fields
How to send 'Welcome back' message to returning users
Use a follow up timer based on local time
The ABC of threads
How to create a thread
Different thread card types
How to add skip logic to your thread
How to use personalisation in threads
Start a thread when a user reply with a button.
Export your thread data
Create a sequential learning experience with Threads
How to re-connect with users using message templates
Create and submit your template(s) for approval
Send message templates to users
How to add buttons to a template
How to add media to a template
Delete or copy a template
Search and Label
Collections, Assign and Roles
How to create and use collections
How to assign or share a conversation
Search for sent or received or all messages
How to add team members?
How to log in to your account
Overview of the Turn.io user interface
What is chat for impact?
The WhatsApp Business Platform
Three key rules of engagement
A closer look at the WhatsApp Business API
Understanding conversation-based pricing
Message types: Session vs. Template messages
Message template rules
Message template troubleshooting
Reasons why your template(s) gets rejected
You need opt-in to initiate messages
Human escalation path required
WhatsApp's quality rating and messaging limits
Examples of how to upgrade to the next tier
Connect with your users on chat
Great ways of marketing your chat service
Use a ‘wa.me’ link and QR code to market your service
Get user consent in a WhatsApp conversation
Use automation to collect opt-in
Use the opt-in webform to collect user consent
Manage your online presence by updating your WhatsApp profile
Design an impactful solution
Create good chat service content
Varying interpretations of emoji
Changing behaviour is difficult. Here's some help!
Guiding and tracking
Set up a data connection to BigQuery
Understand your BigQuery data and queries
How to top up your 'available amount' for conversations?
Example queries for your data
Turn.io API documentation
Where do I find my credentials for the Message Template API?
How do I create message templates via the API?
Upload and send a sticker via the API
Replacing the Contact Export API
New to webhooks?
How to set up a RapidPro integration
Notify your team over email when someone needs urgent help
Getting data from the Contacts API endpoint
Una introducción a la WhatsApp Business API
Echar un vistazo más de cerca a la WhatsApp Business API
Tres reglas clave de participación
Tipos de mensajes: Mensajes de sesión versus plantilla
Necesita de adhesión para iniciar mensajes
Se requiere un proceso humano de escalamiento
Calificación de calidad y límites de mensajería de WhatsApp
Actualizaciones de los Términos de Servicio y la Política de Privacidad de WhatsApp
Updated by Pippa
It’s time to show you what Turn.io looks like. Hope you’re as excited as we are!
Turn.io makes it easy for your social-impact organisation to have personal, guided conversations with users. Once you’ve completed all the onboarding steps, you’ll receive access to your Turn.io account.
To log in to your account
- Click on “Sign in with Google” and complete your details.
This is what you’ll see after you’ve logged in
You’ll be creating your new chat service by using the tabs on the left-hand side. Let's explain what you will find in each section.
This section gives you an overview of all the conversations that are being captured on your chat service. Ultimately, this is the section where you’ll be spending most of your time.
On this page, you’ll see a box titled “All conversations”. This is one of your first “collections” (folders or groups of user conversations). Some collections will automatically pull into your dashboard; others can be created by your team to help you prioritise and organise conversations for easy answering.
You can add and delete collections as you go. When you click on “View chats” in the “All conversations” tab, you’ll be able to access all the user conversations captured on your service. On the right-hand side, you can scroll through them and order them (for example from newest to oldest).
Towards the centre of the screen, you’ll notice a text field where you can send replies to users. You can either type a message here, send pre-loaded content by clicking the magnifying glass (this allows you to search for your content) or respond with a pre-approved message template.
Between the navigation bar and the dashboard section, you’ll notice your WhatsApp line's name, number, logo and clickable QR code. When users scan this code with their phones, your chat service will automatically open in WhatsApp.
Right at the bottom, you’ll notice that you can assign conversations to certain team members (see “Assign” button) and that you can select “closed” when a user query has been resolved.
PS: Right at the top of the navigation bar, you’ll notice your display name, number, logo and a clickable QR code. When users scan this code with their phones, your chat service will automatically open in WhatsApp.
This is where you’ll add and edit all the delightful content that your users will receive via your WhatsApp chat service – either as automated messages or as replies to queries in conversations (to be found in your “Dashboard” section).
Right at the top, you’ll also notice a “Templates” tab. This is where you’ll add and submit your message templates – notifications that can be sent to users more than 24 hours after their last message to you.
Build is a set of features that make it easier to build more complex, more personalised automated chat services in Turn.io.
The first Build feature is called Stacks (equivalent to a Flow in other products).
A chat service will typically be created using multiple stacks, each stack providing the user with a different content topic or feature. e.g. Menu Stack, Onboarding Stack, Topic 1 Stack, Topic 2 Stack and Survey Stack.
Build is currently in Alpha, meaning we expect bugs and issues and you should expect changes as we continue to build this feature out. Read more about Build and Stacks.
This section allows you to set up triggers to automate actions in your chat service. For example, if a user types “hello” or “hi” into the text field on your WhatsApp service, you can set up a trigger to automatically send them a welcome message.
Automation allows for consistent, timeous replies and will ultimately save your team time, as you can set up answers to frequently asked questions in advance.
Reminders allow you to personalise and send the same pre-approved template to a selected group of people. This means you can, for example, sent a follow up document, prompt an action or remind people of an important upcoming appointment.
Playbooks are how we share best practice as a community so we can accelerate our collective impact! With Playbooks, organisations can share what works so that others can view and download re-usable components from the world’s leading social impact organisations. Today, with Playbooks (BETA) you can share any thread. But this is just the beginning, in future we’ll make it available to share many other types of Playbooks.
In the Playbooks section you will find your downloaded playbooks, and you can explore all of the community playbooks or create your own to share.
Creating an impactful service works better when it’s driven by data. We help you understand interaction on your service so that you have a deeper understanding of your users and their engagement patterns
The focus of Insights is to help you answer four key questions to ultimately guide more users toward positive behaviour change:
- Are we making an impact?
- Is our audience growing?
- How are our users engaging?
- How are we guiding our users?
This section is mainly for your technical team. It allows you to view and manage details such as your WhatsApp profile information, your WhatsApp API status and rate limits, any integrations and webhooks on your account, the set-up of your fallback channel, your Turn API access tokens, and your subscription information.
After reading through this brief overview, you should feel confident to take a closer look at each section in Turn.io and play around. You might be wondering how to add team members so that you can collaborate as a team.
It should always be easy to find help. If you click the ?help section right at the bottom of the navigation panel, it will take you to learn.turn.io. 'Learn' is where we write helpful guides, best practices and share product updates. In fact, you are already using Learn right now by reading this article😉.