🚀 UpMatrix Onboarding Guide: Start Sending Utility Messages on WhatsApp

Set up automated order updates, payment reminders, and support messages using WhatsApp — with zero code.

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✅ Step 1: Sign Up and Connect Your WhatsApp Number

1. Go to app.upmatrix.in/register
2. Create your account
3. Follow the wizard to connect your WhatsApp Business number via:
   • Cloud API (recommended)
   • 360Dialog or WATI (optional)

Tip: Make sure your number is verified and approved for business use.

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🛠 Step 2: Create Your First Utility Message Template

1. Navigate to Templates in the dashboard
2. Click Create New Template
3. Choose Category: Utility
4. Add your message (e.g. “Hi {{1}}, your order #{{2}} has been confirmed.”)
5. Submit for WhatsApp approval

Templates must be:

• Expected (relevant to a recent action)
• Timely
• Personalized

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🔁 Step 3: Build an Automation Flow

1. Go to Workflows
2. Click New Flow
3. Use drag-and-drop to set your logic:

Example:

• Trigger: “New order placed”
• Action: “Send message template: Order Confirmation”
• Delay: “Wait 24h”
• Action: “Send payment reminder”

You can also:

• Tag leads
• Trigger team notifications
• Set fallbacks if user doesn’t respond

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💬 Step 4: Collect Opt-Ins (Mandatory)

Use any of these built-in methods:

• WhatsApp QR code (storefronts, receipts, packaging)
• Embedded website button: “Message us on WhatsApp”
• In-thread opt-in (“Tap to get updates on your orders”)

Only opted-in users can receive utility messages.

More on WhatsApp opt-in policy

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📊 Step 5: Test and Go Live

1. Test with your own number first
2. Preview what the message looks like
3. Once approved → Activate the workflow
4. Start getting replies in your team inbox

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💡 Best Practices

• Don’t spam or over-message
• Use personalization (e.g., name, order #)
• Include clear next steps (button, link, reply)
• Respect opt-outs immediately
• Track quality rating in the “Settings” tab

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Need Help?

• Read our full Template Guide
• Book a 1-on-1 setup call → Book a demo