How to Enable the Chat Widget for WhatsApp

Created by Stefan Perchinkov, Modified on Tue, 25 Feb at 12:27 PM by Stefan Perchinkov

Introduction

This guide will walk you through the steps to enable and configure WhatsApp on your chat widget, allowing you to seamlessly connect with your visitors via WhatsApp.

Please note: You must have WhatsApp enabled and a phone number to use this feature. To do so, go to "Settings" > "WhatsApp" in the side menu.

How the WhatsApp Chat Widget Works

  1. Embed the code in the landing page's header (via external providers) or enable it through the Funnel/Website Settings toggle.
  2. Once the chat widget is embedded, it will appear on the landing page when the page loads in the browser.
  3. After a contact visits the page, fills out, and submits the form, they will be redirected to the WhatsApp web app with a pre-filled message sent to the selected number.
  4. You will then receive a notification in the "Conversations" view and can begin messaging the contact directly.

Setting Up WhatsApp on the Chat Widget

To enable WhatsApp on your chat widget, follow these steps:

Navigate to Chat Widget Settings:

  • Go to Referins platform and navigate to "Sites" on the left.
  • Access the Chat Widget at the top.

Select WhatsApp Chat Type:

  • Click on New and under the "Chat Type" options, select "WhatsApp Chat."
  • The WhatsApp chat option allows you to customize the widget window, including text, colors, branding, and form fields for email/phone inputs. When using the WhatsApp chat type, the widget will automatically display WhatsApp’s signature green shades, but you can also configure your color scheme.

Save Your Changes:

  • After selecting WhatsApp, save your changes to ensure the configuration is applied.

Configuring Your WhatsApp Number

In addition to selecting WhatsApp as your chat type, you need to configure which WhatsApp number will be used by the chat widget:

Access Widget Window Settings:

  • Within the chat widget settings, scroll down to the "Widget Window" section.

Select Your WhatsApp Number:

  • Choose the WhatsApp number you wish to use for the chat widget from the list.
  • Save your selection to finalize the setup.

Final Steps and Benefits

Once these settings are configured, any visitor who fills out their name, phone number, and message in the chat widget and clicks "Chat with Us" will be redirected to WhatsApp. This integration is particularly beneficial for users in international regions or those who frequently use WhatsApp for communication.

FAQs:

Q: Do I need a WhatsApp account to enable the chat widget?
Yes, you must have an active WhatsApp account and a phone number to use this feature. For more details, see the article “Setting up WhatsApp

Q: Can I customize the appearance of the WhatsApp chat widget?
Yes, you can customize the chat widget’s window, including the text, colors, branding, and form fields for email/phone inputs. While the widget will default to WhatsApp’s signature green colors, you can adjust the color scheme to match your branding.

Q: How does the WhatsApp chat widget work after a visitor submits the form?
After a visitor fills out and submits the form, they will be redirected to WhatsApp with a pre-filled message addressed to your selected WhatsApp number. You will then receive a notification in the "Conversations" view to start the chat.

Q: Can I choose which WhatsApp number to use for the chat widget?
Yes, within the chat widget settings, you can select the specific WhatsApp number you want to use for communication. Ensure that the number is configured correctly in your settings.

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