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Best practices

To provide a positive customer experience and maintain a healthy WhatsApp Business Account, it's important to follow Meta's messaging policies and industry best practices.

This chapter covers who you can message, how to prepare your audience, and recommendations for running successful WhatsApp campaigns through Bridged.

WhatsApp Opt-In Requirement

Before sending any business-initiated WhatsApp messages, you must obtain consent (commonly referred to as an opt-in) from the recipient.

An opt-in means the user has explicitly agreed to receive WhatsApp communications from your business. This consent should clearly state:

  • Your business name.

  • That messages will be sent via WhatsApp.

  • The type of messages users can expect to receive.

  • How users can opt out of future communications.

Only message users who have provided a valid opt-in. Sending messages without consent may result in poor account quality, reduced messaging limits, or other actions taken by Meta.

Important: Bridged does not collect or manage user opt-ins on your behalf. It is your responsibility to ensure your audience has provided the appropriate consent before uploading them to the platform.

Managing Your Attendee List

Bridged uses Attendee Lists to manage the audience for your WhatsApp campaigns. An attendee list contains the users you want to message, along with the information required for personalization and template delivery.

Before launching a campaign:

  • Ensure all phone numbers are valid and include the correct country code.

  • Upload only users who have opted in to receive WhatsApp messages.

  • Keep your attendee data up to date by removing invalid, inactive, or duplicate records.

  • Include any additional fields required for message personalization, such as first name, company, or event details.

Send Relevant Messages

WhatsApp is a personal communication channel. Messages should always provide value to the recipient.

Good examples include:

  • Event invitations and reminders

  • Registration confirmations

  • Ticket and check-in information

  • Schedule updates

  • Session reminders

  • Product or service updates requested by the user

Avoid sending repetitive, irrelevant, or excessive promotional messages.

Follow Template Messaging Guidelines

Business-initiated conversations must begin with a Meta-approved message template.

When creating templates:

  • Keep messages clear and concise.

  • Personalize messages where appropriate.

  • Ensure the template accurately reflects its purpose.

  • Avoid misleading or spam-like content.

  • Test templates before sending them to a large audience.

Monitor Campaign Performance

Regularly review the performance of your campaigns to maintain a healthy sender reputation.

Monitor:

  • Message delivery rates

  • Read rates

  • User replies and engagement

  • Block or report rates

  • Account quality in Meta

High engagement and low complaint rates help maintain a strong account reputation and support future messaging growth.

Best Practices

Follow these recommendations when using Bridged to communicate with your audience:

  • Only message users who have explicitly opted in.

  • Keep your attendee lists clean and up to date.

  • Personalize messages whenever possible.

  • Send messages at appropriate times for your audience.

  • Start with smaller campaigns if your account is new.

  • Review campaign performance before increasing message volume.

  • Respect user preferences and stop messaging users who opt out.

Avoid These Common Mistakes

To protect your WhatsApp Business Account, avoid:

  • Messaging users without a valid opt-in.

  • Uploading outdated or purchased contact lists.

  • Sending excessive promotional content.

  • Sending large volumes of messages from a newly created account.

  • Ignoring negative feedback, blocks, or low engagement.

Following these practices will help maintain a healthy account, improve message delivery, and create a better experience for your audience.

You're Ready 🎉

Congratulations! Your WhatsApp Business Account is now fully configured and connected to Bridged.

You can now:

  • Launch WhatsApp Agents through Bridged.

  • Upload and manage attendee lists.

  • Broadcast message templates.

  • Engage with your audience using the WhatsApp Knowledge Agent.

Continue to the Attendee List Guide to learn how to prepare your audience data and start sending your first WhatsApp campaign.