Best Practices

Guidelines and recommendations for optimal platform usage

Message Templates

  • Keep templates concise and clear
  • Use personalization variables effectively
  • Test templates before submitting for approval
  • Follow WhatsApp's template guidelines
  • Avoid promotional language in transactional templates

Compliance

  • Always obtain opt-in consent before messaging
  • Respect opt-out requests immediately
  • Follow GDPR and data protection regulations
  • Maintain records of customer consent
  • Only message during appropriate hours

Performance Optimization

  • Batch messages when possible to reduce API calls
  • Implement retry logic with exponential backoff
  • Cache frequently used data
  • Monitor rate limits and adjust sending patterns
  • Use webhooks instead of polling for status updates

Security

  • Never expose API keys in client-side code
  • Rotate API keys regularly
  • Use HTTPS for all webhook endpoints
  • Validate webhook signatures
  • Implement proper access controls

Customer Experience

  • Respond to customer messages promptly
  • Personalize messages when possible
  • Provide clear opt-out instructions
  • Use rich media to enhance engagement
  • Test message flows before going live

Monitoring & Analytics

  • Track delivery and read rates
  • Monitor error rates and investigate failures
  • Analyze customer engagement patterns
  • Set up alerts for critical issues
  • Review analytics regularly to optimize campaigns