17 Jan 2023: Add hyperlinks to Playbooks
11 Jan 2023: Export specific responses from Stacks
21 Nov 2022: A new look user interface!
18 Nov 2022: Build with feedback
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
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
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?
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
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 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
How to send or schedule a reminder?
How many people can I send Reminders to?
Contact search examples (alpha feature)
Understanding Reminders' statuses and stats
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
Community Playbooks (Alpha)
We've launched Community Playbooks into closed Alpha. Here's what it is all about...
What is a Playbook?
A Playbook is a reusable component of a chat service that can be shared with and remixed by other teams in the chat-for-impact community. e.g. A high-performing onboarding thread.
Where do I find Playbooks? (Alpha)
You'll find Playbooks shared by the community on the Community tab in the main menu in your Turn account. While we’re in Alpha the Community page is only accessible to Turn account holders who have been given Alpha access. This is so Alpha testers can play around with this new functionality in a closed environment.
However, once we launch into Beta, the Community page will be accessible on the web so anyone can view and learn from our Chat for Impact community. This is how we share best practice so we can accelerate our collective impact!
Click on a Playbook to view it in detail. On the Playbook detail page you'll find a preview of the Thread so you can explore to see how it works, as well as details about the Playbook, who published it and how it is licensed.
How do I download and use a Playbook? (Alpha)
Find a Playbook you want to try. Click on it to view the Playbook detail page then click the Download button at the top of the page.
The Playbook will be downloaded into your organisation in Turn, and accessible on the Playbooks page to any member of your organisation.
Click on the Playbook and you'll find the Playbook details page again, but there will be an Activate button at the bottom of the page. If you're wanting to use the Thread from the Playbook, click the activate button - this will create that exact Thread in your turn account and open the Thread edit view.
Now you can edit the Thread to make it work for your service. You might want to change the trigger keyword, or edit some details. Go ahead - the thread is now yours to remix.
If the Playbook Thread uses custom profile fields in a trigger or to save Thread data to, you'll see red warning icons which will tell you that you'll need to create these Custom Profile fields or select different fields for your thread to work.
Save your changes and click Activate and your new thread will be active on your WhatsApp service.
How do I create a Playbook? (Alpha)
We're so glad you asked. Sharing is caring - we can all have more impact if we share what works!
Currently, you can turn any single Thread into a Playbook and share it with the community.
You do this by clicking on the Create Playbook button on the Thread you want to share.
Next you complete a couple of details about your Playbook so the community knows what to use it for:
- Name: Give your Playbook a short, descriptive name
- Category: Select a category of Playbook types
- About: Write about the problem you are solving and how you solved it
- Evidence: Let the community know if this Playbook was inspired by existing research or if you have results of how it has worked for your organisation.
- License: Choose a license so that others know what they can and can’t do with your Playbook.
- Version: Give your Playbook a version number so you can publish new updates later.
- Version Notes: Add any notes you want to share about this version of your Playbook.
Once you've completed these details, click the publish button. You'll see a pop-up that asks if you're sure that you're happy to publish this to the web.
Yay! Your Playbook is now published on the Community page and you can view it.
Published a mistake? Don't stress! Alpha is all about testing. Before we launch into Beta you'll be able to edit or unpublish your Playbooks.
Have any questions or want to sign up for the Beta?
Reach our to Turn Support on WhatsApp