Account & WhatsApp Setup5 min read
Before You Connect WhatsApp: What You Need
Most failed WhatsApp connections fail for a reason that could have been fixed beforehand. Here is what to have in hand before you click Connect With Facebook.
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Everything You Need to Send With Confidence
Short, practical guides that take you from opening your account to running campaigns that get replies — and keeping your number safe while you scale.
Troubleshooting6 min readFixing Contact Import Problems
Symptom-by-symptom fixes for SmartEngage contact imports: files that will not upload, wrong column mapping, rejected numbers, duplicates and imports that stop.
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Account & WhatsApp Setup5 min readHow to Add a Payment Method for WhatsApp
Connected but nothing sends? Meta bills WhatsApp messages itself, and needs a payment method on the right business portfolio. Here is how to add one and confirm it in SmartEngage.
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Contacts6 min readHow to Add and Edit a Contact
Add a single WhatsApp contact by hand in SmartEngage, choose their book and consent, then edit a saved contact's name, email, book or consent.
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Billing & Plans6 min readHow to Buy, Upgrade or Extend Your Plan
A step-by-step guide to paying for a SmartEngage plan, renewing it, moving from monthly to yearly, adding devices, and finding your invoices afterwards.
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Account & WhatsApp Setup5 min readHow to Check Your Connection and Sending Number
How to read the SmartEngage Connect page: what each connection state means, the number you send from, your quality rating and messaging limit, and the Meta IDs support will ask for.
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Campaigns6 min readHow to Choose Who Receives a Campaign
Send a SmartEngage campaign to all contacts, one contact book or people you pick by hand, and read the audience count so you know exactly who will receive it.
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Account & WhatsApp Setup6 min readHow to Connect WhatsApp to SmartEngage
A step-by-step walk through Meta's Embedded Signup from the SmartEngage Connect page: choosing your number, your business portfolio, proving ownership, granting permission and confirming it worked.
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Templates7 min readHow to Create a Message Template
A step-by-step guide to writing a WhatsApp message template in SmartEngage, from choosing a category to adding a header, personal details, a footer and buttons, then submitting it to Meta.
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Campaigns7 min readHow to Create a WhatsApp Campaign
A step-by-step walk through the SmartEngage campaign wizard: naming the campaign, choosing an approved template, filling in its details, picking an audience and sending it.
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Contacts6 min readHow to Create and Manage Contact Books
Create, rename and delete contact books in SmartEngage, move contacts between them, and see exactly what happens to the people in a book you delete.
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Getting Started6 min readHow to Create Your SmartEngage Account
A field-by-field walk through the SmartEngage sign-up form, the quiet security check behind it, the WhatsApp code that confirms your number, and what you see once you are in.
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Contacts6 min readHow to Import Contacts from a CSV File
Prepare a CSV of WhatsApp numbers, upload it to SmartEngage, check the column mapping and preview, and import only the contacts you want.
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Contacts5 min readHow to Import Contacts from Excel or a vCard File
Import contacts into SmartEngage from an Excel workbook or a vCard file from your phone, including choosing a worksheet and how mapping differs from CSV.
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Integrations6 min readHow to Import Contacts from Google Contacts
Connect your Google account to SmartEngage with read-only access, fetch your saved contacts, check the preview and import them into a contact book.
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Integrations4 min readHow to Import Contacts from HubSpot or Mailchimp
HubSpot and Mailchimp are coming soon as connected sources in SmartEngage. Here is how to bring those lists in today with a CSV export, including their opt-in status.
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Integrations6 min readHow to Import Customers from Shopify or WooCommerce
Connect your Shopify store with your .myshopify.com address, or your WooCommerce store with a read-only REST API key, and import your customers into SmartEngage.
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Settings5 min readHow to Manage Devices and Sessions
See every computer signed in to your SmartEngage account, sign one out, and understand what happens when your team reaches the device limit on your plan.
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Settings5 min readHow to Manage Your Business Profile
What the Business Profile and WhatsApp Connection sections of SmartEngage Settings show, which details you can change, and which name your customers actually see.
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Messaging6 min readHow to Organise Conversations with Your Team
Use the Unread, Assigned and Starred views, archiving, search and shared customer notes to keep a busy SmartEngage inbox under control, alone or with colleagues.
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Campaigns6 min readHow to Read Your Campaign Results
A guided tour of the SmartEngage campaign report: the six headline figures, the failure breakdown, the recipient list and what each recipient status really means.
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WhatsApp Configuration5 min readHow to Refresh or Disconnect Your WhatsApp Connection
What Refresh from Meta updates, what disconnecting your WhatsApp number really removes, and why connecting again means running Meta's Embedded Signup once more.
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Campaigns6 min readHow to Retry Failed Messages
Read the failure summary on a SmartEngage campaign report, decide which failures are worth another attempt, and resend only to them without messaging anyone twice.
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Integrations6 min readHow to Check an Import's Results and Fix a Failed Import
Read the progress and result screens of a SmartEngage contact import, understand why an import failed or skipped rows, and fix a list that went in with the wrong columns.
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Campaigns6 min readHow to Schedule a Campaign
Set a SmartEngage WhatsApp campaign to go out at a chosen date and time, see what happens when that time arrives, and change your plans before it sends.
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Media6 min readHow to Send Images, Documents and Other Media
The two ways to send media from SmartEngage, in a template header for campaigns and as an attachment in the inbox, with the file types, size limits and where each file is kept.
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Settings5 min readHow to Share Your WhatsApp QR Code
Create a QR code that opens a WhatsApp chat with your business, with a message already typed in, then download it for print or share the link online.
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Getting Started5 min readHow to Sign In With Your WhatsApp Number
SmartEngage has no passwords. Here is how signing in with a one-time WhatsApp code works, how long a code lasts, how many you can request, and what each message on the screen means.
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Campaigns6 min readHow to Start, Pause, Resume or Cancel a Campaign
What each SmartEngage campaign control does, what happens to messages already queued, what every campaign status means, and when a campaign can no longer be stopped.
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Templates5 min readHow to Sync Your Templates from Meta
Where your SmartEngage template list comes from, what the Refresh button pulls in from Meta, and the moments when you need to press it.
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Billing & Plans5 min readHow to Use a Promo Code or Referral Code
How to enter a referral code when you sign up, apply a promo code at checkout, and find and share your own SmartEngage code from the Promo Code page.
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Reports & Analytics5 min readHow to Use the Analytics Dashboard
What each figure on the SmartEngage Analytics page means, how the reporting periods work, and when to open a single campaign's report instead.
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Admin9 min readManaging Content: Blog, Guides, SEO and the Media Library
A staff guide to the website content tools in the SmartEngage admin console: writing blog posts and guides, bulk publishing, search and share settings, images, moving content between sites and publishing.
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Admin6 min readManaging Users, Companies and Subscriptions
A staff guide to customer accounts in the SmartEngage admin console: finding an account, reading its company and billing, changing a plan, and deactivating or restoring access.
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Troubleshooting6 min readSign-In Problems: Codes, Limits and Errors
The code has not arrived, it says too many attempts, or it will not accept the code you typed. What each sign-in message in SmartEngage means and how to get back in.
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Admin6 min readAdmin Dashboard Overview
A guide for SmartEngage platform staff to the admin console: who can open it, what each area in the sidebar is for, and the everyday tasks you will do there.
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Troubleshooting7 min readTemplate and Media Upload Problems
The messages you may see while writing a template or uploading a file in SmartEngage, what each one means, and how to fix it.
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Troubleshooting6 min readTroubleshooting WhatsApp Connection Problems
Connect With Facebook will not open, Meta's window closes early, your number is not offered, or SmartEngage refuses the link. Here is what each message means and how to fix it.
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Templates5 min readWhy Templates Get Rejected and How to Fix Them
How to read Meta's rejection reason in SmartEngage, the rules templates most often break, and how to fix a rejected template and submit it again.
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Troubleshooting7 min readWhy Your Messages Are Not Sending
The common reasons a SmartEngage campaign will not send or fails part-way, from a missing Meta payment method to unapproved templates, messaging limits and opted-out numbers, with the fix for each.
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