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 chat for impact?
The WhatsApp Business API
Three key rules of engagement
A closer look at the WhatsApp Business API
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 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
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
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 add team members?
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
Embedded Sign-up FAQs
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 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?
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 Neelke Stadler
Collections can be likened to folders that help you to organise your conversations.
When you navigate to the Dashboard section in the left navigation panel, you’ll notice a number of white boxes - these are called collections.
At first glance, you’ll see that each collection has a title and that it shows the number of users that have open chats in that collection.
Create a collection
You can structure your collections in a way that makes sense to your team and chat service. There are two ways to create a new collection.
Option 1: Scroll to the end of your current collections and click the
+Add Collection button.
You will be taken to the search page where you can define the criteria for your collection.
Option 2: On the Dashboard page navigate to the main search bar (top right) and click on it. You will be taken to the same Search page where you can define the criteria for your collection.
Define the criteria for your collection
A simple way to think about a collection is that it is a saved search. All messages that match the search criteria you define will automatically be visible in that specific collection.
Using the search page you can filter your conversations by:
- labels or
For example, if you tick the box next to a coach’s name, you’ll be able to see all the conversations they’re handling. If you select a label, you’ll be given a list of all the conversations that have that particular label (e.g. “high risk”). Lastly, by clicking on the dates, you can select a time frame for the conversations you’d like to see (e.g. all conversations from the last week).
Once you are happy with your search criteria click the
+Save as a Collection button at the top of the Search page.
You will be prompted to give your collection a name.
Once you click Save the collection will be added to your Dashboard page. 🚀
Two things to remember about search:
- Filters are additive. So, if you add a label and a coach to your search, only those messages that have been assigned to the coach AND the label will show.
- You’ll notice that the labels and/or coaches that you’ve used as filters appear right at the top of your screen. If you’d like to do a new search, you can simply click “Clear” to add new filters to your search.
Edit or delete a collection
On most collections you’ll notice a menu top right (three little dots). From here, you can edit the collection title and/or delete the entire collection. Some collections will automatically form part of your dashboard; others can be added as you start to work together as a team.
Use collections to collaborate
Typically, teams would divide the collections among themselves to split the work. One team member could, for example, be put in charge of handling all conversations in the “high risk” collection, while another could take responsibility for the “question” collection.
Or you can have a collection of conversations that have media attachments or a collection of conversations that have a specific label such as “opt-in”, “question” or “high risk” attached to them. You can also have a “coaches” collection that will pull in all the conversations that have been assigned to the coaches on your team.
Don’t be afraid to experiment with your collections. It might take a bit of tweaking, but you’ll soon find a way to manage all your conversations with ease while doing coordinated teamwork! 🤓➕🙂➕😎