Requires permission to view customer information to read settings and permission to send campaigns to change them. Messages require a ready sender, verified central billing, approved templates, property WhatsApp permission and enough WhatsApp credit at sending time.
Steps
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Open Engagement → Settings → WhatsApp engagement for the intended property. Enable Offer WhatsApp signup on QR menus and enter the Property privacy notice URL. Read the Guest consent notice: permission covers this property and its outlets, not every property in the account.
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Select approved templates in the exact Template language, using Use recommended templates if needed. A custom review template can place the guest's review link in its single body value. Templates that need unsupported inputs are not available for the automated journey.
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Set the selected journey steps: Thank-you and review request, One review reminder, and Return invitation. Review delay is measured in hours after visit capture; reminder delay is measured in hours after the review request is delivered; return delay is measured in days after capture. Review/reminder delays accept 1–720 hours and return delay 1–365 days.
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Choose Send visit follow-ups automatically when ready, then Save WhatsApp settings. Saving template imports alone does not enable this toggle. The reminder requires the review step and uses the original invitation's review link. A submitted review stops its reminder; a new visit stops the previous return invitation.
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Check WhatsApp engagement settings saved. and review later message status in Communication Hub. Every send rechecks consent, sender readiness and available WhatsApp credit. Disabling capture or a journey step does not reverse recorded opt-outs or prove an already queued message was delivered.