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 chat for impact?
Sign up! 4 steps to get started
Step 1: Sign up for Turn.io
Step 2: Prepare your WhatsApp application
Step 3: Complete set-up
Step 4: Stay connected
The WhatsApp Business API
A closer look at the WhatsApp Business API
Three key rules of engagement
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
Manage your business presence by updating your WhatsApp profile
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 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 setup 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
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
Export your thread data
Create a sequential learning experience with Threads
How to re-connect with users using message templates
Buy a pre-paid amount
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 log in to your account
Overview of the Turn.io user interface
Design an impactful solution
Create good chat-service content
Varying interpretations of emoji
Changing behaviour is difficult. Here's some help!
Guiding and tracking
How to decide on and set up goals
How to nudge and track behaviours in conversations
Set up a data connection to BigQuery
Understand your BigQuery data and queries
How to top up your 'available amount' for templates?
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
New to webhooks?
How to set up a RapidPro integration
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?
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?
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?
What is the difference between a member and an admin?
How do I add other contact fields?
I found a bug..
How can I buy message-template credits?
Can I use WhatsApp Groups on the API?
What does it cost to send message templates?
Can you give me examples of approved message templates?
What languages are allowed for message templates?
Why has my template(s) been rejected?
Embedded Sign-up FAQs
Get a WhatsApp line: The step-wise overview
What to expect of the sign-up process (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 verified?
Help! I uploaded the wrong document for Business Verification?
Help! What happens if we're not verified within 30 days?
Help! I can see my number but it's not working?
Help! Our display name got rejected?
The "Start Verification" button is greyed-out
What is two-factor authentication (2FA)?
Why isn't my business verified?
Why hasn't my display name been approved?
Can I have a WhatsApp number for a different country than my business registration?
What's an OBO request?
Government Entity Facebook business verification
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
Table of Contents
Updated by Pippa
Automations consist of triggers + actions. When you set up an automation, the first thing you need to do is select the trigger type.
To have impactful conversations at scale, you should use automation to take care of certain repetitive tasks. Our step-by-step guides show you how to set up basic automations or more advanced automations. In this article, we explain the different trigger types.
When setting up an automation the first step is to specify your trigger. The available options are:
- Message received
- Follow-up timer complete
What does all of this mean?
This trigger type considers the user's message.
You should know the following:
- Once you've selected the "Message Received" trigger, you'll be prompted to specify the criteria that your trigger will respond to. The criteria can be one or more of the following:
- The message received STARTS WITH
- The message received EXACTLY matches
- The message received DOES NOT exactly match
- The message received is from a specific COUNTRY
- The message received is AUTOMATICALLY labelled
- The message received is from a specific CONTACT PROFILE
It's important to be very clear about the behaviour your trigger will set off. To learn from examples that make it easy to understand click any of the links in the list above.
- Triggers are global.
This means you can only use a trigger once across your entire chat service. You can’t, for example, use the number “3” as a trigger in your main menu and use the same number for another message in a sub-menu.
Our article on how to set up a menu will help you structure your content so that it's easy to assign a unique trigger to each preloaded message you want to send.
This trigger type considers all your other automation rules and only triggers if the message is not handled by any other trigger.
You use a catchall trigger when you have a bot service and need to direct users back to your menu. Some people call it an error trigger because it will fire when a user wrong fully interacts with a bot.
You should know the following:
- Your catchall message should be informative to help users understand what the bot can assist them with and what not. Use it to direct them back to the available options / menu.
- Remember that users should always know where to find a human. WhatsApp calls it a clear human escalation path. It is advised to include details contact details etc. in this message.
- If you combine a language profile or country prefix trigger you can have different catchall messages for different languages or countries.
Follow-up timer complete
This trigger type considers the time elapsed since a user sent you a specific message. Think of it as a follow-up prompt to re-engage the user without using a template.
Read our article on how to setup a follow-up timer to learn how to do that in detail.
For now, you should know the following:
- The follow up timer enables you to schedule an automated message to a user within 24 hours after a specific interaction. Why do you want to do that? So that you can follow up with them on a behaviour they are expected to have completed in that time without having to use (and pay for) a message template.
That's the overview on trigger types. The great thing about Turn.io automation is that you can add multiple triggers and actions to deliver highly personalised conversations. Learn how to do this, step-by-step, in our advanced automation guide.
Once you have selected a trigger, you'll be prompted to select a subsequent action. Read more about the different types of actions available.