Spotler Activate journeys can trigger personalized WhatsApp and SMS messages through Spotler Message. By using the Messaging node in a Spotler Activate journey, automated 1-to-1 messages can be sent based on customer behavior, profile data, or events.
The Messaging node connects Spotler Activate journeys directly to messaging channels such as WhatsApp and SMS through Spotler Message.
- How does the Messaging node for WhatsApp and SMS work?
- How do you configure a Messaging node in a journey?
- Where can replies and conversations be managed?
⚠️ Integration required
An active synchronization between Spotler Activate and Spotler Message is required before journeys can trigger WhatsApp or SMS messages. For setup instructions, see the integration article:
How to set up the integration between Spotler Message and Spotler Activate
How does the Messaging node for WhatsApp and SMS work?
A customer event or profile update in Spotler Activate can start a journey. Examples include:
- New lead created
- Status update
- Purchase completed
- Abandoned cart
- Birthday event
When a contact reaches a Messaging node inside the journey, Spotler Activate sends a trigger to Spotler Message. Spotler Message then delivers the configured WhatsApp or SMS message to the customer.
The Messaging node supports both WhatsApp and SMS communication.
WhatsApp messages
For WhatsApp messages, a WhatsApp template must be selected in the Messaging node.
The available template list is synchronized from the WhatsApp templates configured in the connected Spotler Message account.
Template variables can be mapped to profile fields from Spotler Activate.
SMS messages
SMS messages can be created directly inside the Messaging node.
Personalized template fields can be added and mapped to profile fields from Spotler Activate.
Example SMS message:
Happy Birthday {{1}}! 🎉 Enjoy your special birthday discount with code {{2}}. Have an amazing day! 🎂
Example field mapping:
| Template field | Mapped profile field |
| {{1}} | First name |
| {{2}} | custom_couponcode |
For more information about profile fields, see: Profile fields in Spotler Activate
How do you configure a Messaging node in a journey?
- Create or open a journey in Spotler Activate.
- Add a Messaging node to the journey.
- Select the message type by clicking a tab in the Messaging node configuration:
- SMS
- Configure the message content or select a WhatsApp template.
- Map the template variables (if any) to the correct profile fields.
- Save the Messaging node.
Once the journey is active, contacts entering the Messaging node automatically receive the configured message.
Where can replies and conversations be managed?
All messages triggered from Spotler Activate are visible in Spotler Message as Conversations. This ensures full visibility of outgoing communication and customer replies. When a customer replies to a WhatsApp or SMS message, the conversation can be managed directly in Spotler Message.
Monitor replies in Spotler Message
Customer replies are handled in Spotler Message, not in Spotler Activate. Make sure to monitor incoming replies and respond when customer support or follow-up is required. To receive notifications while offline, configure email notifications in Spotler Message: Configure email notifications for conversations
What is the result?
Using the Messaging node in Spotler Activate journeys enables automated and personalized customer communication through WhatsApp and SMS.
This allows transactional, behavioral, and lifecycle messaging to be integrated directly into customer journeys while maintaining centralized conversation management in Spotler Message.