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- WhatsApp Marketing & Broadcast Campaigns for ERPNext
Illustrative previewA build-to-order Frappe app that lets your marketing team segment ERPNext audiences,
schedule template-based WhatsApp broadcasts, and track delivery, read and reply analytics per campaign.
ECOSIRE scopes, builds, installs and supports it for you.
What is WhatsApp Marketing & Broadcast Campaigns for ERPNext?
A build-to-order Frappe app that lets your marketing team segment ERPNext audiences, schedule template-based WhatsApp broadcasts, and track delivery, read and reply analytics per campaign. ECOSIRE scopes, builds, installs and supports it for you. Built to order by ECOSIRE for ERPNext v15, v16 — indicative price from $999.00 USD; request a quote for a scoped proposal.
Key Features
Built to order, done for you
No DIY setup — a working app, built, installed and supported by ECOSIRE.
- 1
You order
Start with a one-time build price. We scope it with you at kickoff.
- 2
We build & install
ECOSIRE builds, configures and installs it on your ERPNext.
- 3
Go live + support
You go live in about one working week, with two weeks of go-live support. Defects in the code we deliver are fixed free of charge.
Technical Specifications
- ERPNext Compatibility
- —
- License
- Licence confirmation required
- Python Requirement
- Python 3.10+
- Database
- MariaDB 10.6+
About this Product
ERPNext already holds your Leads, Customers and Contacts, but it has no native way to run structured WhatsApp marketing off that data. The built-in notification and WhatsApp settings are transactional and one-to-one — fine for an order confirmation, useless for a segmented promotional broadcast to ten thousand opted-in numbers. Marketing teams end up exporting CSVs into a disconnected third-party blaster, losing the link between who received a campaign and the Lead/Customer record it came from, with no consent trail and no way to feed replies back into ERPNext. When a regulator or the WhatsApp Business Platform asks about opt-in evidence, the answer lives in a spreadsheet nobody trusts.
We build a proper Frappe app (its own module, installed via bench get-app and bench install-app) that turns ERPNext into your WhatsApp marketing control room. The core is a set of purpose-built DocTypes — WA Campaign, WA Template, WA Audience Segment, WA Recipient (child), WA Message Log and WA Consent — wired to the WhatsApp Business Cloud API (or your BSP/on-premise provider). An Audience Segment is defined as a saved Frappe report filter or a whitelisted query against Lead, Contact, Customer or a custom list, so a segment like "UAE retail leads, opted-in, no purchase in 90 days" is resolved live at send time rather than frozen into a stale export. Templates are modelled to mirror the Meta template lifecycle — draft, submitted, approved, rejected — with the header/body/button variables validated before a campaign can reference them.
Sending is driven by Frappe's own scheduler. A WA Campaign set to a future time (or a recurring cadence) is picked up by a scheduler_events hook that enqueues messages onto a background queue with rate-limiting and per-number throttling to stay inside your WhatsApp tier limits. Delivery, sent, read and failed statuses arrive back through a whitelisted webhook endpoint (@frappe.whitelist(allow_guest=True) with signature verification) that updates each WA Message Log row; inbound replies are captured against the originating recipient so your team sees the conversation next to the CRM record. hooks.py doc events keep everything consistent — a consent withdrawal instantly suppresses a contact from every future segment, and a Client Script gives marketers a live delivery/read/reply dashboard on the campaign form without leaving ERPNext. Everything respects Frappe's permission model: role profiles like "Campaign Manager" and "Campaign Approver" gate who can send versus who can only draft, and all data stays inside your organizationId-scoped site.
Because this is build-to-order, nothing is a black-box download. After a short scoping call we confirm your exact segments, template catalogue, WhatsApp provider (Meta Cloud API, Twilio, 360dialog, or another BSP) and consent rules, then build against your ERPNext v15 or v16 site. We deliver on staging first for UAT, hand over the full git repository and source, install and configure it on your production bench, train your team, and stay on a post-go-live support window. Typical delivery is one working week from confirmed scope.
What you get
- Installable source code for your commissioned version of the Frappe app, pinned to your ERPNext v15 or v16 line
- Installation and configuration on your bench, including provider credentials, webhook wiring and scheduler verification
- Technical documentation: DocType schema, hooks and scheduler events, webhook contract and provider setup notes
- End-user guide plus a live training session for your marketing and approver roles
- UAT on a staging site with a documented rollback plan before any production change
- A defined post-go-live support window for bug fixes and adjustments after handover
- Full git repository handover so your team owns and can extend the code
- Consent and template-catalogue setup mapped to your actual segments and WhatsApp Business account
Who this is for
Marketing / Growth Manager
Owns promotional WhatsApp outreach in an emerging-market business and needs to segment ERPNext leads and customers, schedule broadcasts, and prove which campaigns drove replies and conversions — without exporting data into a disconnected blasting tool.
CRM / Sales Operations Lead
Wants every WhatsApp send and reply logged against the originating Lead or Customer record so the sales team follows up in context, and needs consent status enforced automatically across all campaigns.
ERPNext Administrator / IT Manager
Responsible for keeping the site upgrade-safe on Frappe v15/v16, wants a proper app rather than brittle custom scripts, and needs role-based permissions separating who can draft from who can approve and send.
Compliance / Data Protection Owner
Needs an auditable opt-in and opt-out trail inside ERPNext, template governance aligned to WhatsApp Business policy, and confidence that withdrawn consent instantly removes a contact from future broadcasts.
How WhatsApp Marketing & Broadcast Campaigns for ERPNext Compares
| Criterion | ECOSIRE | Custom Build | Competitor | ERPNext Native |
|---|---|---|---|---|
| Audience segmentation | Live segments from ERPNext filters/queries over Lead/Contact/Customer, resolved at send time | Whatever your developer hand-codes; often stale exports | Basic tag or list upload, weak ERPNext data binding | No marketing segmentation — transactional messaging only |
| Scheduled & recurring broadcasts | Frappe scheduler_events + background queue with throttling and retry | Depends on build; cron often bolted on ad hoc | Usually present but fixed to the vendor's model | Not available for bulk marketing |
| Template lifecycle & approval | DocType modelling Meta draft/submitted/approved/rejected with variable validation | Rarely modelled; managed manually in Meta console | Sometimes; varies widely by app | None |
| Delivery / read / reply analytics | Per-campaign and per-recipient metrics via signed webhook, shown on the form | Only if explicitly built and maintained | Vendor dashboard, often outside ERPNext | No campaign analytics |
| Consent & opt-out enforcement | WA Consent DocType + hooks.py events suppressing opt-outs from all segments | Must be designed and enforced by hand | Basic unsubscribe, inconsistent ERPNext sync | No structured consent trail |
| ERPNext integration & data ownership | Native DocTypes, REST API, permissions; all data in your site | Native if built well, but you own the maintenance burden | Often stores data in the vendor's cloud | N/A — no marketing layer |
| Upgrade safety (v15/v16) | Standard Frappe app, no core patches, tested on v15/v16 | Risk of core edits that break on upgrade | Depends on vendor's maintenance cadence | Part of core, but no feature to speak of |
| Support & handover | Install, training, post-go-live window, full git repo handover | Tied to the individual developer's availability | Vendor SLA, no source access | Community/forum only |
Frequently Asked Questions about WhatsApp Marketing & Broadcast Campaigns
Is this an app I can download and install instantly?
No. This is a build-to-order product. ECOSIRE builds it against your specific ERPNext site, segments, template catalogue and WhatsApp provider, then installs and configures it for you. It is not a pre-existing Frappe Cloud Marketplace download.
How long does delivery take?
Typical delivery is one working week from confirmed scope. The timeline starts once we've completed the scoping call and agreed your segments, provider (Meta Cloud API / Twilio / 360dialog / other BSP), template catalogue and consent rules. Larger or multi-integration scopes may extend this, and we'll say so in the proposal.
Which ERPNext and Frappe versions are supported?
We build for Frappe / ERPNext v15 and v16. The app installs as a standard Frappe app via `bench get-app` and `bench install-app`, uses DocTypes, hooks and scheduler events rather than core patches, so it stays upgrade-safe on your bench.
Which WhatsApp provider does it use — do I need the official Business API?
Yes, template marketing requires an approved WhatsApp Business account. We build a pluggable provider layer, so you can use the Meta WhatsApp Cloud API directly or a BSP such as Twilio or 360dialog. You bring the account and credentials; we wire the sending, webhooks and template lifecycle to it. We do not build unofficial or unapproved sending methods.
How are opt-outs and consent handled?
A dedicated `WA Consent` DocType records opt-in and opt-out with timestamps, and `hooks.py` doc events suppress any withdrawn contact from every future audience segment automatically. Segments resolve consent live at send time, so a contact who opts out is never included in a later broadcast.
What about support and updates after go-live?
Every engagement includes a defined post-go-live support window for bug fixes and adjustments. Because you receive the full git repository and source, your team can also extend the app independently. Ongoing enhancements, new segments or version upgrades can be arranged as a separate support retainer or change request.
Will campaign data and replies stay inside ERPNext?
Yes. All templates, segments, message logs, delivery statuses and inbound replies live in your ERPNext site as DocTypes, scoped to your organization and governed by Frappe's permission model. Nothing is stored in an external marketing tool, and everything is queryable via the Frappe REST API and Report Builder.
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WhatsApp Marketing & Broadcast Campaigns
A build-to-order Frappe app that lets your marketing team segment ERPNext audiences, schedule template-based WhatsApp broadcasts, and track delivery, read and reply analytics per campaign. ECOSIRE scopes, builds, installs and supports it for you.
- Dedicated Frappe app and module installed via `bench get-app` / `bench install-app`, with custom DocTypes (`WA Campaign`, `WA Template`, `WA Audience Segment`, `WA Recipient`, `WA Message Log`, `WA Consent`) rather than overloaded custom fields
- Audience segments defined as saved Frappe report filters or whitelisted queries over `Lead`, `Contact`, `Customer` and custom lists, resolved live at send time so recipient lists are never stale exports
- WhatsApp Business template catalogue modelling the Meta approval lifecycle (draft → submitted → approved → rejected) with header/body/button variable validation before a campaign can use a template
- Scheduled and recurring broadcasts driven by Frappe `scheduler_events` (`cron`/`daily`/`hourly`), enqueued to the background worker via `frappe.enqueue` with per-number throttling to respect WhatsApp tier limits
