By adding recommendations to your WhatsApp campaigns, you can send each user the products most relevant to them instead of the same message to everyone. In the WhatsApp channel, recommendations are inserted into the placeholders of a pre-approved WhatsApp template using the Jinja templating language. At MoEngage, creating a WhatsApp campaign is a three-step process.

1. Target users
2. Content
3. Schedule and Goals

You can personalize the campaign with recommendations in the second step ‘Content’. Let us create a recommendation personalized WhatsApp campaign.

​

Prerequisites

Unlike Email and Push, WhatsApp requires an approved template before you can personalize content. Ensure the following:

• A recommendation (product set) is set up and mapped to a user action. Refer to Map User Actions Settings.
• You have a pre-approved WhatsApp template with enough placeholders to hold the recommendation data. For example, to send a user’s name plus a recommended product’s title and link, get a template approved with three placeholders. Refer to WhatsApp Templates.

​

Create WhatsApp Campaigns with Recommendations

To create a WhatsApp campaign with recommendations, perform the following steps:

1. On the sidebar menu in MoEngage, hover over the Engage menu item . The Engage menu appears.
2. Click + New Campaign. You can also click All Campaigns on the Engage menu and then click + Create campaign on the All campaigns page.
3. On the New Campaign dialog box, under MESSAGING APPS, click WhatsApp.
4. Click Periodic campaign, and you can follow the same steps for any other WhatsApp campaign type. For more information about delivery types, refer to Delivery Types.
5. Enter the basic campaign details and define the audience in step 1 ‘Target users’ and click Next.
6. In step 2, on the Content tab, select the sender in the Select sender list.
7. Select the approved template in the Select template list.
8. In the Header or Body placeholder field, type ’@’. The WhatsApp Personalization window opens.
9. On the Data personalization tab, in the Select attribute list, search for your recommendation and select it under Product sets.
10. Under Choose Fallback, select a fallback and click Done. The Choose Fallback option controls what a user receives when personalization fails for them:

    Fallback	What happens
    No fallback	The placeholder is replaced with an empty value.
    Do not send campaign	The campaign is not sent to that user.
    Replace text	The placeholder is replaced with the text you enter.

11. It auto-populates some Jinja code retrieving all available items list from recommendations. You can modify the code for your use case. For example, the following is the modified code to display one item:
    JINJA

    {% if ProductSet.RealTimeAIRecommendations%}
    {% for product in ProductSet.RealTimeAIRecommendations[0:1]%}
    {{product.title}}
    {% endfor %}
    {% else %}
    MOE_NOT_SEND
    {% endif %}
    
    MOE_NOT_SEND stops the message from going out when the product set is empty for a user, so no one receives a message with a blank placeholder.
12. To display an item attribute, place the cursor inside the for loop, type ’@’, and select the attribute in the Select attribute list. The attribute is inserted inside the loop, for example {{product['price']}}.
13. Repeat steps 8 to 12 for each remaining placeholder in the template. You can choose recommendations personalization or static textual content for different placeholders.
14. After you complete the setup, under Preview type, click Personalized. MoEngage selects a user and renders the message with real values.
15. To preview the message for a specific user, click the edit icon . The Personalized preview slide-out opens.
16. In the Select user by list, select the identifier you want to use.
17. In the User identifier value field, type the identifier of the user.
18. Click Fetch user data. Under Personalization inputs, your product set appears as JSON with the items available for that user.
19. Change the JSON to match what you want to preview. (Optional)
20. Click Update preview.
    To enable Update preview for your account, contact your MoEngage CSM or the Support team. For more information, refer to Personalized Preview.
21. You can also deliver a test campaign to ensure end-to-end delivery before scheduling it for all users.
22. After you complete the content setup with recommendations, click Next at the bottom and move to ‘Schedule and Goals’, which is the step 3 of campaign setup.
23. Set up the appropriate settings in Schedule and Goals and publish the campaign.

​

Related Articles

• Personalize WhatsApp Campaign
• Personalize Content Using Recommendations
• Using Recommendations in Email
• Using Recommendations in Push