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Category and
Campaign Management

Categories, campaigns and featured products from the ERP or catalogue source are turned into discoverable WhatsApp lists.

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Direct definition

What is Category and Campaign Management?

Categories, campaigns and featured products from the ERP or catalogue source are turned into discoverable WhatsApp lists.

Primary source: Meta Reva product and integration documentation.

Capabilities

What this workflow covers

01

Category-based product discovery

This capability is configured around your organisation’s ERP data, access permissions and operating rules.

02

Campaign and popular-product lists

This capability is configured around your organisation’s ERP data, access permissions and operating rules.

03

Safe text cards when images are unavailable

This capability is configured around your organisation’s ERP data, access permissions and operating rules.

Controlled delivery

Implementation approach

Data sources and permissions are defined first. WhatsApp conversation steps are then mapped to ERP rules, tested with operational scenarios and released through a controlled go-live.

  1. ScopeDefine data sources, users and permissions.
  2. ConfigureMap WhatsApp steps to ERP and operating rules.
  3. ValidateTest normal, uncertain and failure scenarios.
  4. Go liveRelease with monitoring and agent handoff controls.
FAQ

Clear answers to common questions

What is WhatsApp ERP integration?

WhatsApp ERP integration is a governed connection that lets authorised product, inventory, customer-specific pricing, order and account data from an ERP system be used inside WhatsApp workflows.

Does Meta Reva replace an ERP or accounting system?

No. Meta Reva operates as an integration and workflow layer around the existing ERP or accounting system. The system of record remains the organisation’s authorised business software.

Can customers place B2B orders through WhatsApp?

Yes. Customers can search products, review authorised inventory and account-specific pricing, build a cart and confirm an order in WhatsApp when those steps are included in the configured workflow.

Plan the right scope for your operation.

Connect WhatsApp workflows to your ERP rules

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