💌 Collect optins with a wa.me link

Published September 9th, 2025 by etienne.dubujet

One of the most effective ways to collect optins is to reach out directly to your existing subscriber base. To do this, send a newsletter introducing your new WhatsApp account and inviting your customers to sign up via a wa.me link: a link that directly opens a conversation with your WhatsApp account. It's simple to set up and requires no technical

🏋️ Force sending to non-optins

Published September 11th, 2025 by etienne.dubujet

You may want to send campaigns or automations to non-optin customers whose numbers you already have. ⚠️ This method should not be overused, especially if your account quality is low in the eyes of WhatsApp.     Campaign sent from Simio You simply need to uncheck the box below when sending ↓   Campaign sent from Klaviyo First, you need to go to your

♠️ [KLAVIYO/SHOPIFY] Abandonned cart automation in a Klaviyo flow

Published September 11th, 2025 by etienne.dubujet

This tutorial is for those who use Shopify and Klaviyo, and want to trigger an abandoned cart flow from Klaviyo. There are 3 steps to follow: Create an abandoned cart campaign First, you need to have created an automation with a Shopify trigger.See the documentation here 👉 🛒 [SHOPIFY] Payment abandoned from Simio    Change the trigger of the automat

📐 Format and dimensions on WhatsApp

Published September 3rd, 2025 by etienne.dubujet

Below you will find the specifics you need to know about the different media on WhatsApp.   🏞️ Media in generic messages     Format Max weight Picture .jpeg or .png 5MB Video .mp4 16MB GIF ⛔️ Unable to send GIFs on WhatsApp We recommend converting them to video so you can send them File .pdf 100MB Audio .mp3 or .ogg 16MB Stickers .webp Animated stic

Frequently asked questions (FAQ)

Published October 7th, 2025 by etienne.dubujet

Mon test ne s'envoie pas Make sure all the templates in the flow are approved, all images and videos are properly uploaded, and that no variable like {{1}} is linked to an empty custom field. Also make sure a payment method has been validated on Meta. If not, the message cannot be sent because Meta won’t be able to charge you. 👉 💳 [META] Add a payme

Frequently asked questions (FAQ)

Published October 7th, 2025 by etienne.dubujet

I can't upload a GIF file in my flow Unfortunately, GIF files are not supported by WhatsApp Business, so it's not possible to upload one in your flows. We recommend converting it to a video format (MP4).     My image loses quality when I send it on WhatsApp We recommend using a PNG image for better quality, as this format is better supported by What

📯 [META] Collect opt-ins with a Click-to-WhatsApp ad

Published September 16th, 2025 by etienne.dubujet

First step: Create an ad campaign et select an objective To do this, you just need to go to the Ad Manager and create a new campaign by clicking on the green button “Create” at the top left. Then you will need to select a campaign objective: select between “Traffic”, “Engagement” or “Sales” at the bottom of the list. Most of the Click to WhatsApp ca

Frequently asked questions (FAQ)

Published October 7th, 2025 by etienne.dubujet

Can I re-import a database that has already been imported into Simio? If you import contacts that are already in Simio, these contacts will be automatically deduplicated so that you don’t have the same contact twice in your database. You can re-import a database with the same contacts if you want to add a custom field to your contacts (for example,

Frequently asked questions (FAQ)

Published October 7th, 2025 by etienne.dubujet

My test message isn’t sending Make sure all the templates in the flow are approved, all images and videos are properly uploaded, and that no variable like {{1}} is linked to an empty custom field. Also make sure a payment method has been validated on Meta. If not, the message cannot be sent because Meta won’t be able to charge you. 👉 💳 [META] Add a

⚡️ Templates : Marketing & Utility

Published September 9th, 2025 by etienne.dubujet

A template is a message validated by WhatsApp that can contain an image, video, buttons, link, and text. Every campaign or automation starts with a template. This allows WhatsApp to prevent fraud and scams. WhatsApp templates are divided into two categories: utility and marketing.     Utility templates Utility templates are designed for functional a

🔗 Connect Hubspot

Published September 16th, 2025 by etienne.dubujet

To connect Hubspot to Simio, an administrator has to create an application in Hubspot. Go to Hubspot settings Click on Integrations > Private apps Click on Create a private app Give it a name, “Simio” for example Add domains The 3 domains to add are: crm.lists.read crm.objects.contacts.read crm.objects.contacts.write Share the API key with Simio

🔕 How to manually unsubscribe a contact

Published September 9th, 2025 by etienne.dubujet

Contacts can opt out themselves from WhatsApp by sending STOP or when they click the Unsubscribe buttons in your feeds, for example. Sometimes you may need to manually opt out a contact; here's how. From Simio Go to the Conversations tab, then in the right column you can change the customer's optin status.   From Shopify Go to a customer's page and

🏄 Create a campaign

Published September 9th, 2025 by etienne.dubujet

There are two ways to create a campaign: starting from an existing flow or from scratch.     Create a campaign from an existing flow You can modify the templates and messages as you wish It is necessary to submit all templates to complete the campaign setup     Create a “From Scratch” Campaign  

🔏 Duplicate and/or edit a campaign, an automation

Published September 9th, 2025 by etienne.dubujet

Duplicate Duplicating a campaign or automation allows you to create several versions internally, for example, or to change the language, etc. Whether for a campaign or an automation, to duplicate you must click on the … on the far right of the flow then “Duplicate”     Edit Whether for a campaign or automation, editing is the same. For automation, y

🔀 [KLAVIYO] Trigger a campaign/automation from a flow

Published September 11th, 2025 by etienne.dubujet

You can trigger a campaign to be sent to a Klaviyo profile within a Flow simply by passing the contact's phone number. Add a Webhook block to a Klaviyo flow You must fill in the missing information 2. Go to your automation. Click on the Klaviyo trigger A window containing the information will open: 3. Copy and paste the Destination URL 4. Replace “K

👨‍👩‍👦‍👦 Import contacts with CSV in Simio

Published September 3rd, 2025 by etienne.dubujet

You can import contacts from a .csv file directly into Simio. All imported contacts will have a tag (the file name + the date) and can therefore be targeted in a campaign (for example, a welcome campaign on the WhatsApp channel). 👉  Link to .csv template on Google Sheet You can import a file containing up to 100,000 contacts at once. The import may

💬 What is a WhatsApp conversation?

Published September 3rd, 2025 by etienne.dubujet

WhatsApp's pricing model is based on 24-hour conversations. So when a customer contacts you, you have 24 hours to respond. But there are a few subtleties, so let's take a closer look.   🧾 Per-conversation billing A billed conversation is an unlimited exchange of messages for 24 hours starting from the first message sent by the company.   The cost of

🗒️ [SHOPIFY] Order Confirmation

Published September 11th, 2025 by etienne.dubujet

Create automation from an existing flow:   You can also create your automation “ from scratch ” And choose the “ Order Paid ” trigger   In templates, you can insert parameters {{1}}, {{2}} … and choose the associated values.    

💳 [META] How billing works

Published September 11th, 2025 by etienne.dubujet

You can track WhatsApp billing fees in the Meta Business Manager You can learn more by reading Meta's documentation

🧩 Gorgias: integration and usage

Published September 16th, 2025 by etienne.dubujet

Connect Gorgias To connect Gorgias to Simio, you need to invite thibaut@getsimio.com as an Administrator on your Gorgias environment. We will make the connection within 24 hours.   Respond from Gorgias When someone contacts you on WhatsApp, the message is automatically created as a Gorgias ticket. If the number is already linked to a Shopify profile

🧩 Zendesk: integration and usage

Published September 16th, 2025 by etienne.dubujet

Connect Zendesk To connect Zendesk to Simio, you need to give an administrator access to thibaut@getsimio.com on your Zendesk environment. We will make the connection within 24 hours.   Respond from Zendesk When someone contacts you on WhatsApp, the message is automatically created as a Zendesk ticket. You have 24 hours to freely reply to the person

😴 Automatic message when you are away

Published September 9th, 2025 by etienne.dubujet

This allows you to notify customers of your absence and reassure them during incoming requests. The times to be filled in are the opening hours when you are available. The automatic message is sent if a customer contacts you outside of the hours you have mentioned.    

📚 How to create a WhatsApp template?

Published September 3rd, 2025 by etienne.dubujet

👋 Respond to a customer from Simio

Published September 3rd, 2025 by etienne.dubujet

There are two possible scenarios: The customer is still in the open conversation window The conversation with the customer is closed For more information 👉 What is a WhatsApp conversation?     🔓 Open conversation window Go to the conversation page on Simio Search for the customer to contact You can send him messages If there is a "Send a template" b

🪜 WhatsApp: account quality and sending levels

Published September 9th, 2025 by etienne.dubujet

WhatsApp pays close attention to what happens on a WhatsApp account, especially when it's created. Two metrics have been put in place to help a brand achieve a good WhatsApp account rating: account quality and sending levels, which are also closely linked.   The quality of the account There are several levels of quality of a WhatsApp account, which

🔗 Connect Klaviyo

Published September 16th, 2025 by etienne.dubujet

The connection can be made in a few clicks:  

🗳️ [KLAVIYO] Collection via a popup

Published September 9th, 2025 by etienne.dubujet

It's best to make a two-step popup. If a customer gives their email optin in step 1, there is up to an 80% chance that they will leave their WhatsApp optin in step 2!   Conversion is highest when there is a second incentive in step 2. For example: Double your chances in a competition Additional promotion Be part of a channel close to the founder    

💌 [KLAVIYO] Collect optins via the email newsletter

Published September 9th, 2025 by etienne.dubujet

The idea is to convert part of the email database into WhatsApp opt-ins To do this, you need to send an email to your database with a link redirecting to an opt-in collection landing page.     Here is an example email you can send to your subscribers:   Hello {{name}} Today is a big day! We are opening a new channel for our most loyal customers… 🥁🥁🥁

📟 Create a Chatbot

Published September 9th, 2025 by etienne.dubujet

A chatbot is a flow that is triggered when you click on a link or scan a QR code. → For example, clicking on this link triggers a Chatbot → Or scanning this QR code with your phone triggers a Chatbot In reality, the Chatbot is triggered when a specific message is sent to a number.     How to create a chatbot, activate it and deactivate it   A Chatbo

🌊 Send a campaign from Simio (or Klaviyo)

Published September 9th, 2025 by etienne.dubujet

Send from Simio You can send a campaign instantly or schedule it to send at a specific date and time.   If you don't have Klaviyo When choosing the segment, you can choose a tag to which the campaign will be sent. Tags are assigned when importing CSV.   Good to know: The sending rate is 250 contacts per minute, in order to comply with WhatsApp's ter

👋 Welcome Flow

Published September 11th, 2025 by etienne.dubujet

  You can also create your automation “ from scratch ” And choose the “ Optin confirmation ” trigger     To mix WhatsApp with email (recommended) To achieve this you need to 👉 🔀 [KLAVIYO] Trigger a campaign/automation from a flow The best way is to alternate sendings, for example: First welcome message with -10% offered via WhatsApp Email after 1 da

🔙 [SHOPIFY] Back in stock

Published September 11th, 2025 by etienne.dubujet

The idea is to add a box for Back in Stock alerts. For example: Customers will receive an alert when the product stock goes above 3 (to avoid triggering an alert when there is just one return) The first step is to add code to the Shopify theme's product page to collect the numbers. 👉 Edit Shopify Theme     Create automation from an existing flow You

♠️ [KLAVIYO] Webhook, what is it and how does it work?

Published September 11th, 2025 by etienne.dubujet

👀 For those who are curious, here are some explanations from Klaviyo about webhooks. Understanding Webhooks A webhook is a method that allows applications to exchange information in real time. In Klaviyo, a webhook sends data to a third-party tool (Simio for example) as soon as an event occurs, such as an order placed or a new subscriber. For exampl

🧙‍♂️ Insert variables into a URL

Published September 11th, 2025 by etienne.dubujet

When creating a template, you can insert a URL Link . You can add a variable to the end of the URL to customize the link for each recipient.   Please note: The variable must be at the very end of the URL. The URL must contain at least the domain name, e.g. https://{{url_variable}} does not work, but https://app.getsimio.com/campaigns/{{url_variable}

💬 [SHOPIFY] Collect optins via a chat bubble

Published September 9th, 2025 by etienne.dubujet

To integrate a chat bubble into your Shopify store, you'll need to modify the code. But don't panic—it's easy. When the customer clicks on the chat bubble, he will be redirected to a Simio Chatbot You can follow our documentation to 👉 📟 Create a Chatbot This allows you to collect optins and launch the customer into a flow. Here are two codes to inte

🛒 [SHOPIFY] Payment abandoned from Simio

Published September 11th, 2025 by etienne.dubujet

  You can also create your automation “ from scratch ” And choose the trigger “ Abandoned Checkout ”    

♠️ [KLAVIYO] Custom properties in WhatsApp messages

Published September 11th, 2025 by etienne.dubujet

What parameters can be used? When you create a Klaviyo flow, you choose a trigger. This trigger is automatically activated when the event occurs (abandoned cart, order placed, etc.) When the trigger fires, it collects information about the event. For example, it may collect: The product name and related details (URL, image URL, price, size, weight,

Frequently asked questions (FAQ)

Published September 25th, 2025 by etienne.dubujet

My brand name doesn’t appear when I send messages The brand name may appear in the background. At the beginning of the account creation process, you usually see the phone number while Meta is verifying the account. Generally, the name appears as soon as the verification is complete (around 24 hours). In some cases, the number will still be displayed

Frequently asked questions (FAQ)

Published October 7th, 2025 by etienne.dubujet

How to check the sending limit of your WhatsApp account You can find the sending limit of your account directly on the Simio homepage on the right (click the Simio logo at the top left to return to the homepage): You can also see it in the Business Manager, on the same page as the account quality: You will also be able to see the conditions to move

🤩 [WHATSAPP] Add a profile picture

Published September 16th, 2025 by etienne.dubujet

Go to your Meta Business Manager Follow the steps below: Which image should you use? It is recommended to simply use your brand’s logo so that the account is easily identifiable by users. Prefer a square image to ensure it fits the dimensions properly, with a minimum size of 640x640px for good image quality.    

❤️‍🔥 Best practice: the best campaigns and automations

Published September 9th, 2025 by etienne.dubujet

To get the most out of WhatsApp with Simio, the strategy is as follows: Acquire optins continuously Activate high ROI automations Be consistent in sending campaigns     Some advice Structure : The idea is to run campaigns with multiple messages. Ideally, you should create a teaser in message 1, then a CTA in message 2. For example : The campaign is

🌐 Give access to your Simio environnement

Published September 25th, 2025 by etienne.dubujet

When you already have an account in your Simio environment, you can invite your colleagues (or anyone else who may need to work on your projects) to create an account in your environment. To invite people, simply go to your profile in Simio (bottom left), then click on “Users.” On this page, just copy and paste the link at the top and share it with

✅ [WHATSAPP] Request the certification badge

Published September 16th, 2025 by etienne.dubujet

It is possible to submit a request to obtain an Official Business Account. This gives you a green badge next to your WhatsApp name. Customers feel reassured The phone number is more often hidden, in favor of the account name   Validation takes a maximum of 48 hours (usually just a few hours)   If the request is denied, you must wait 30 days before s

🎛️ Install the Simio application on Shopify

Published September 16th, 2025 by etienne.dubujet

To install the Simio app on Shopify, follow this link

💳 [META] Add a payment method

Published September 11th, 2025 by etienne.dubujet

It is necessary to add a credit card as a payment method on Meta to pay for WhatsApp conversations — even for tests. Add the credit card Click on this link to access your company’s Business Manager, then follow the steps below.   Fill in tax information If you still cannot send messages after adding your credit card, check that your tax information

🧩 Crisp: integration and usage

Published September 16th, 2025 by etienne.dubujet

Connect Crisp To connect Crisp to Simio, You just need to go to the Simio Integration Settings and click on Connect Crisp.   Respond from Crisp When someone contacts you on WhatsApp, the message is automatically created in a Crisp conversation. If the number is already linked to a Shopify profile, it will be synchronized. You have 24 hours to freely

👀 Send a test (campaign/automation)

Published September 3rd, 2025 by etienne.dubujet

📢 Testing campaigns Then click on “Send a test” Enter your phone number (with your country's telephone code)   ⚙️ Testing automations Then click on “Send a test” Enter your phone number (with your country's telephone code)   I'm not receiving my test Ensure that all templates in the flow are validated, that all images and videos are uploaded, and th

🌶️ Getting started: warm up

Published September 9th, 2025 by etienne.dubujet

When you first start using WhatsApp, your phone number is unknown to Meta. You must therefore follow some rules to prove your identity before you can really start using WhatsApp to its full potential. This is the warm-up phase. Your account will gradually be validated by Meta, and you will no longer need to follow these rules.     Best practice Targ

♠️ [KLAVIYO] Send a test

Published September 11th, 2025 by etienne.dubujet

It’s important to test your automation before going live. To do this, follow the two steps below.   Simulate the event For an abandoned cart automation, for example, you need to simulate an abandoned cart on your site. This way, the information will be sent back to Klaviyo.   Preview the event All the information from your simulation and your profil

🔊 [SPLIO] Trigger an automation from Splio

Published September 11th, 2025 by etienne.dubujet

Create a Splio automation Select the Splio trigger   Customize the Splio automation Create the scenario, then click on the Trigger block to access the information to be entered in Splio.   Add a webhook block in Splio Fill in the webhook information using the details retrieved in the previous step.

🔗 Connect Splio

Published September 16th, 2025 by etienne.dubujet

The connection can be made in a few clicks: Create a Splio API key Copy and paste the key in Simio   To trigger a Simio automation from a Splio flow, click here 👉 🔊 [SPLIO] Trigger an automation from Splio  

📝 [SHOPIFY] Collect optins at checkout

Published September 9th, 2025 by etienne.dubujet

  To be completed in the “Accept sms checkbox label” field Send me news and offers on WhatsApp. To be completed in the “HTML description” field By signing up for WhatsApp emails, you agree to receive marketing messages at the phone number provided. Reply STOP to unsubscribe. See our {{ privacy_policy_link }} and our {{ terms_of_service_link }}.

ℹ️ Prerequisites for setting up your account

Published September 30th, 2025 by etienne.dubujet

You have a setup scheduled with Simio? We’re really excited to work with you 🎉 💡 The setup takes about 1 hour, and there are just a few steps you need to complete beforehand 👇 (click to see all the details)     ✅ Have admin access to the verified Meta Business Manager The person who will create the WhatsApp account during the call must have this acc