WhatsApp for Resellers in the ActiveCampaign Partner Portal

This article guides ActiveCampaign Partners on how to add and manage the WhatsApp add-on for your resold accounts within the Partner Portal. You can use the steps below to adjust the add-on limits, monitor current usage, and remove the add-on when necessary.

Take Note

• The WhatsApp add-on for Resellers is only available for new and existing paid Plus, Pro, and Enterprise plans. It is not available for trial or sandbox accounts
• The standalone WhatsApp product is not available for resold accounts; it must be purchased as an add-on only
• The standard reseller discount does not apply to WhatsApp Message Credits
• Overages are turned off by default for all resold accounts using the WhatsApp add-on. If an account hits its limit, they cannot send messages and will see a warning to contact their service provider
• Upgrading limiters is immediate, but downgrading limiters or removing the add-on will be scheduled for the next billing date if the account uses Zuora billing

Add the WhatsApp add-on in the Partner Portal

You can add the WhatsApp add-on to any existing paid Plus, Pro, or Enterprise plan through the Partner Portal UI.

1. From the Partner Portal, click Overview to go to your list of accounts.
2. Locate the existing paid account where you want to add the add-on. 
   • If you want to add a new paid account, click the “Add account” button, complete the required fields, and then skip ahead to step 5. 
3. Click the dropdown button next to “Login” to the right of the account name.
4. Click “Change” in the dropdown. The “Change your account” page will load.
5. In the Add-Ons section, click “Add an Add-On”.
6. Select “WhatsApp” from the list. The add-on tier will match the current ActiveCampaign plan tier.
7. Use the dropdowns to select the WhatsApp limits, such as Contacts, Lines, and Message Credits.
8. Click the “Submit” button.

Adjusting WhatsApp add-on limits 

After the WhatsApp add-on is applied to an account, you can adjust the purchased limits at any time.

1. From the Partner Portal, click Overview to go to your list of accounts.
2. Locate the existing paid account.
3. Click the dropdown button next to “Login” to the right of the account name.
4. Click “Change” in the dropdown. The “Change your account” page will load.
5. In the Add-Ons WhatsApp section, use the dropdowns to adjust the WhatsApp limits, such as Contacts, Lines, or Message Credits.
6. After any updates, click the “Submit” button to confirm the changes.

Remove the WhatsApp add-on

1. From the Partner Portal, click Overview to go to your list of accounts.
2. Locate the existing paid account.
3. Click the dropdown button next to “Login” to the right of the account name.
4. In the Add-Ons WhatsApp section, click the “X” on the top right of the section. The WhatsApp add-on section will be removed.
5. Click the “Submit” button to confirm the changes.

Monitoring WhatsApp Limits and Usage

You can see WhatsApp limits and usage information in the Partner Portal Overview table.

To add usage columns to your table:

1. Click the gear icon in the table settings menu.
2. Select the WhatsApp options you want to see in your table from the following:
   • WhatsApp contact limit
   • WhatsApp contact usage
   • WhatsApp credit limit
   • WhatsApp credit usage
   • WhatsApp lines limit

Each column shows a bar graph. The bar graph displays:

• How much has been used
• What percentage has been used
• The total limit (base amount plus any extras purchased)

To filter accounts by WhatsApp data:

1. From the Partner Portal Overview table, click the “Add a Filter” button.
2. Choose a WhatsApp option from the dropdown:
   • For limits (WhatsApp credit limit, WhatsApp contacts limit, WhatsApp lines limit):
     •  
       • Choose: Is, Is not, Is greater than, or Is less than
       • Enter a number
   • For usage (WhatsApp credit usage, WhatsApp contacts usage):
     •  
       • Choose: Is, Is not, Is greater than, or Is less than
       • Enter a percentage (use the % symbol)
3. Click the “Add filter” button.