WhatsApp dashboard

The group's WhatsApp at a glance: the connection and the number's quality, the templates, what went out and what arrived, what came in, the campaigns, and the last failures with each one's reason.

What it is for

A page for following up; nothing on it changes anything, and it shows numbers, not messages: whether WhatsApp is linked and working, whether the templates are approved, how many messages went out and arrived and why some did not, and how many people wrote to the group. The messages themselves are on their own pages, for those allowed to open them.

Who uses it

The page opens for whoever holds “View the WhatsApp dashboard”; it is for reading, nothing on it changes anything. In the built-in roles: Owner, Manager. They are granted to any role under Settings → Roles and permissions.

Step by step

1. Choose the period: “Last 7 days”, “Last 30 days” or “Last 90 days”, or type the two dates.
2. Look at the first row: what arrived, what did not, what came in and the unread chats; what is waiting is on the outbound card, and the approved templates on the templates card.
3. Follow the chart day by day, then the cards: the connection, the templates, outbound, inbound, the campaigns and the last failures.
4. Press a card's link to work on its page: messaging connection, WhatsApp templates, chats or campaigns.
5. On the home page, whoever opens this dashboard sees a line in “Needs your decision” with the WhatsApp messages not delivered in the last 7 days and the latest one's reason; its “Review the failures” button opens this page. Notices a section shows in a line of its own are not counted here for whoever is shown that line, so they are counted once, there; someone granted over some places sees that section's count for those places only.

How it works

The period is seven days by default and 92 at most, in the group's own days. “Reached” is what was sent, delivered or read, and “Not reached” what failed or was not sent. Outbound messages are shown by kind: a reply in a chat, an automatic reply, a campaign, an optional message, a sign-in code, a test message, and system notices and others, each with how many were sent, delivered, read and failed. The number's quality and messaging limit are as Meta last gave them, and “Test the connection” under the messaging connection fetches them. The templates card counts the templates by their state at Meta and names SchoolOS's templates that have no approved template yet. The inbound card counts the messages received in the period, the chats begun in it, the different numbers that wrote and all the chats. The campaigns card counts those that began sending in the period and those scheduled and not sent yet, whatever day they are for. The last failures, ten at most, give the time, the kind and the reason, never whom the message was for. Each link shows only to those who open its page.

On the page

• The period's dates, and beside them the ready periods: seven, thirty and ninety days.
• The period at a glance: reached, not reached, received, unread.
• Day by day: reached, not reached and received.
• The connection: the number, its quality, the messaging limit, and the last word from Meta.
• The templates by their state at Meta, and what the system's set still lacks.
• What went out by kind, how much of it arrived, was delivered, read or failed, and what is waiting to go.
• The last failures: when, which kind, and why.

Questions

Why is the number's quality “not set yet”?

Meta has not reported it yet. Press “Test the connection” under Settings → Messaging connection.

What does “SchoolOS's templates with no approved one yet” mean?

They are messages of the system's that have no template Meta approved, so they do not go by WhatsApp. Create them or send them for approval under WhatsApp templates.

The page says WhatsApp is switched off now, yet it shows numbers.

The messaging connection was switched off after it was used, so nothing is sent and nothing arrives. The numbers are what was recorded before; whoever has the Settings → Messaging connection page switches it on again there.

The page shows no numbers, only a “WhatsApp is not connected yet” card.

The numbers start once WhatsApp is connected, so they are not shown as zeros before. The “Connect WhatsApp” button in the card opens Settings → Messaging connection for whoever has that page, which in the built-in roles is the group's owner; anyone else asks the owner to connect it.

I cannot see the “Messaging connection” link on the connection card.

It shows only to those who open the messaging connection page, which in the built-in roles is the owner's.