Discover the WhatsApp report sharing feature and learn how to set it up in your Reportei account
To further optimize your communication with clients and teams, Reportei has developed a feature that allows you to present results through reports via WhatsApp.
Thus, with this update, you can schedule both the automatic sending of complete reports and the dispatch of summaries with the key metrics of the project all within a simple and efficient flow.
In other words, it’s an ideal solution for those who want to maintain their delivery routine without relying exclusively on email and, of course, track results in real time on the most used messaging app in Brazil.
Next, you’ll understand what Reportei’s WhatsApp reports are, how to set up each type of automation, and the advantages this feature offers for your daily routine. Check it out!
WhatsApp Reports: discover Reportei’s new feature
The Reportei report automation is already known for streamlining the work of those who need to share results frequently. Until now, sending was possible via email.
However, now it’s also possible to share reports and summaries directly via WhatsApp in an automated manner.
This means that, besides generating the complete report link, you can create a summary message with the main project indicators and send everything via the app without needing to access multiple different platforms.
To do this, simply access the Automations tab within Reportei, where you’ll find two configuration options:
- Report Automation ideal for automating the creation and sending of complete reports via a personalized link
- WhatsApp Automation aimed at those who want to send summaries with the project’s most important metrics
In the next topics, you’ll understand how each of them works and which one makes more sense for your strategy. Let’s go!
Report Automation
To begin, report automation is the classic version of the feature that now includes the option of sending via WhatsApp, in addition to the well-known email option.
In this model, you can define:
- the sending frequency as weekly, bi-weekly, or monthly;
- time and the recipients;
- report template;
- and whether the sharing will be done via email, WhatsApp, or both.
Regardless of the sending channel, the main focus is to share the automatically generated report link.
Moreover, the message can be simple, or it can include variables and metrics to make the content more informative and personalized.
Once configured, the automation executes the process without needing any further actions and ensures that your clients receive the reports always on time.
How WhatsApp Automation works
First of all, it’s important to understand that Reportei does not have direct integration with WhatsApp.
Therefore, the sending is done via connection with external automation tools like Zapier or Make, which integrate with Reportei and use official providers of the WhatsApp Business API such as Twilio, 360Dialog, or Gupshup.
The process is simple:
- In your Reportei account, go to Automations and start a new WhatsApp automation
- Define whether the sending will be in Text or JSON:
- Text the message is sent exactly as written, ideal for simpler automations
- JSON the content is sent in a structured way, suitable for those who want to customize the format or integrate with more complex systems
- Insert the link generated by the external tool like Zapier or Make
- Upon saving, Reportei sends the configured data, and the tool automatically dispatches the message to the desired number
This way, you can combine the best of both worlds: the intelligence and automation of Reportei with the reach and practicality of WhatsApp
WhatsApp automation for summaries
In addition to sending the complete report link, Reportei also offers an exclusive automation for those who want to share report summaries via WhatsApp.
This is the perfect option for situations where the client just wants a quick overview of performance of media campaigns, social media results, or general metrics of a period.
When creating a WhatsApp Automation in Reportei, you can customize the message text, add metrics and variables, and choose the most suitable format for your client.
By default, Reportei generates an example template with pre-filled copy and suggested metrics based on the selected integrations, as shown in the following example.
Thus, the process becomes more intuitive and quicker. See how it works:
- If you choose up to three networks each will come with three standard metrics;
- If you select four or more networks each will bring two standard metrics.
In other words, this automation is ideal for highlighting a few indicators and maintaining constant communication.
Below, we show how you can customize the message and check if all information is correct before activating it. Follow along!
Available variables
Firstly, during the customization of your summary text, you can include dynamic information that makes the message clearer and more personalized.
Among the available variables are:
- Project name
- Analysis period
- Comparison period
These details help to contextualize the content and make the summary easier to understand for the recipient.
Available metrics
Along with the variables, you can also add personalized data that includes:
- Predefined numerical metrics
- Metrics from selected integrations for automation, such as Google Ads, Meta Ads, Google Analytics 4 among others
By default, data is added with the value corresponding to the analyzed period. However, it’s possible to switch between different display modes by clicking on the metric pill:
- 1 click shows the metric’s comparison value
- 2 clicks displays the percentage variation
- 3 clicks returns to the value of the analyzed period
It’s worth remembering that metrics and variables only return values without descriptions, so it’s important to complement the message with explanations.
For example, if you add only the Google Ads CTR metric, the system will show 694 without identifying the source.
In this case, it’s ideal to manually include the text Google Ads CTR before the metric.
Message preview
Finally, before activating the summaries and reports automation via WhatsApp, you can preview the message.
This option shows how the text will be structured and which information will be included, even if the displayed data are only examples.
But it’s important to remember that the preview is not an exact simulation of the appearance on WhatsApp. However, it helps to review the content and ensure it’s well-formatted before sending.
Test Reportei’s WhatsApp automations right now
Without a doubt, the new WhatsApp reporting feature in Reportei arrived to simplify the routine of those who need to keep clients informed quickly and professionally.
After all, with it, you gain agility in sending results, strengthen the relationship with those who receive reports, and provide a modern and practical monitoring experience.
Furthermore, the feature is available in all Reportei plans respecting the existing limitations in each of them.
However, it cannot be tested during the tool’s trial period. Thus, you must have an active plan to configure it and experience its benefits.
Try WhatsApp automations right now and discover how easy it is to deliver results with agility and personalization.
FAQ: Frequently Asked Questions about the Topic
Before we wrap up, we’ve gathered the main questions about WhatsApp reports below to help you clear your doubts
Reportei offers the automation feature, but sending the message requires using an external tool like Zapier or Make and an official WhatsApp Business API provider, which may incur additional costs
You don’t need to know how to program. The technical part is handled by the external tool Zapier or Make, while Reportei manages the data generation and sending
Yes, it’s possible to include variables and metrics, adapting the content according to the client or project
Not necessarily. It complements communication. With this, you can use both to ensure the client receives the results where they prefer
Yes, there’s a preview option that allows you to review the text before activating the automation
Yes, all Reportei plans can use WhatsApp report sending with the same limitations existing in each of them
No, it can only be used in accounts with an active plan
