Integrating WebEngage with Chat360 enables seamless campaign orchestration and data synchronization between your customer engagement platform and conversational workflows. Once connected, you can leverage WebEngage’s segmentation and analytics directly within Chat360 to trigger personalized WhatsApp campaigns, automate lifecycle messages, and capture real-time user interactions.

1. Accessing Integration Settings:
• Log in to Chat360 and navigate to Integrations in the main menu.
• Select WebEngage to begin the integration process.






2. Add Your WebEngage Account:
• Click Add Account.
• Enter your DNS API Key and License Code (obtainable from your WebEngage developer portal).
• Submit to link your WebEngage business account to Chat360.


3. Configure in WebEngage:
• Switch to the WebEngage dashboard and open the Integration section.
• Locate and select WhatsApp Setup to prepare WebEngage for WhatsApp–based campaigns.






5. Finalize & Verify:
• Back in Chat360, click Configure under the WebEngage entry to complete the linkage.
• Upon success, a confirmation page will display—verifying that Chat360 and WebEngage are fully synchronized.

• Unified Campaign Control: Manage segmentation, messaging, and analytics across both platforms without toggling between systems.
• Advanced Targeting: Leverage WebEngage’s behavioral segments to trigger Chat360 WhatsApp campaigns for on-the-fly personalization.
• Real-Time Analytics: View campaign performance metrics from WebEngage within Chat360’s dashboard to optimize flows and messaging strategies.
• Rapid Deployment: One-click account addition and automated configuration speed up time-to-value for cross-platform campaigns.

This step ensures that your WhatsApp message templates—already approved and managed in Chat360—are synchronized into WebEngage. By mirroring template IDs and configurations across both platforms, you maintain consistency, compliance, and seamless execution of WhatsApp campaigns triggered from WebEngage segments.

1. Access Chat360 Templates
• Log in to your Chat360 Dashboard and go to Campaigns → Templates.
• Review the list of existing templates and confirm which ones have “Approved” status.


2. Select & Note Template Details
• Click the approved template you wish to use.
• Copy its Template ID, Category, and any dynamic placeholders (e.g., {{user_name}}).


3. Switch to WebEngage
• In your WebEngage dashboard, navigate to Engage → WhatsApp → Templates.
• Click Add New Template (or Import Template if available).


4. Map Template from Chat360
• Paste the Template ID and name exactly as in Chat360.
• Configure the Category (Utility, Marketing, Authentication) to match.
• Recreate any buttons, media attachments, or variable placeholders as per Chat360’s setup.
5. Finalize & Verify
• Save the template in WebEngage and ensure its status shows Active.
• Send a test message via WebEngage to confirm formatting, dynamic data, and media render correctly.

1. Access Campaign Manager
• Log in to WebEngage and navigate to Campaign Manager.
• Select WhatsApp and click the + icon to create a new campaign.




2. Define Campaign Details
• Campaign Name: Enter a distinctive name for easy tracking.
• Audience Selection: Choose your target segment from previously uploaded or segmented user lists.





3. Upload or Select User Data:
• If needed, upload a CSV via Data Manager → Upload Data, using the provided sample CSV format.
• Return to Segments and select the imported data subset (e.g., user IDs, phone numbers).








4.Choose Chat360 Template
• In Message Settings, pick the Chat360-approved WhatsApp template you synced in Step 2.
• Verify dynamic placeholders (e.g., {{user_name}}) and media render correctly.






5. Test Campaign:
• Send a test message to a designated number to confirm format, personalization, and template functionality.
• Review content on both mobile and desktop WhatsApp clients.



6. Launch Campaign:
• Once testing passes, click Launch to schedule or start your campaign immediately.
• WebEngage will process messages according to your schedule, leveraging Chat360’s template engine.



7. Monitor in Chat360 Analytics
• Switch to Chat360 Dashboard → Analytics → Campaign Analytics to view real-time metrics (sent, delivered, read, failed).
• Use these insights for iterative optimization and reporting.

• Seamless Execution: Combines WebEngage’s audience segmentation with Chat360’s template management for one-click campaign launches.
• Consistent Branding: Ensures every message uses the exact approved template, preserving brand voice and compliance.
• Data-Driven Optimization: Real-time analytics in Chat360 help you fine-tune audience segments and messaging strategies on the fly.
• Personalization at Scale: Dynamic placeholders deliver tailored content to thousands of users without additional manual effort.
• Reduced Errors: Pre-launch testing in WebEngage catches formatting or API integration issues before going live.

Objective
• Re-engage users who added products to their cart but didn’t complete the purchase.
How It Works:
• Segment users via WebEngage’s behavioral tracking (e.g., cart abandonment > 30 minutes).
• Use Chat360’s approved marketing WhatsApp template to send a personalized reminder: “Hi {{user_name}}, your cart is waiting! Complete your order now and get 10% off. 🛒”
• Campaign is created in WebEngage and launched through the synced WhatsApp number from Chat360.
Benefits:
• High open and click-through rates.
• Recover lost revenue via personalized nudges.
• Full funnel analytics tracked in Chat360 Analytics.

Objective
• Nurture users after a successful purchase to drive repeat business.
How It Works:
• WebEngage tracks post-checkout activity and segments “recent buyers.”
• Trigger a WhatsApp message using Chat360 utility template: “Thank you for your purchase, {{user_name}}! Your order #{{order_id}} has been shipped. Want to explore related products?”
• Include CTA buttons for product recommendations or support.
Benefits:
• Builds trust and enhances post-sale experience.
• Drives traffic to complementary products.
• One-click template management and scheduling from WebEngage using Chat360 backend.

Objective
• Bring back dormant users who haven’t interacted in a while.
How It Works:
• In WebEngage, create a segment for users inactive for 60+ days.
• Sync with a Chat360 template: “We miss you, {{user_name}}! Here’s 15% off your next purchase. Tap to redeem 🎁”
• Launch at scale with media support (e.g., product banners or discount codes).
Benefits:
• Win-back dormant leads via direct, real-time outreach.
• Supports personalization using Chat360 dynamic template variables.
• All metrics (opens, responses, opt-outs) tracked in Chat360.

Objective
• Send a guided WhatsApp onboarding flow for new sign-ups.
How It Works:
• WebEngage captures new user sign-ups from website or mobile app.
• Triggers an onboarding journey via Chat360, broken into multiple messages:
• Welcome Message
• Account Verification Instructions
• Feature Highlights with GIFs or carousels
Benefits:
• Eliminates manual onboarding delays.
• Ensures every user receives relevant info in real time.
• Reduces churn during onboarding phase.