Charles

Integrations overview

Use our native @Chat-in bubbles, @Newsletter popup and @After checkout widgets in any storefront with our Custom Storefront app.

Integrating custom storefronts

Contact stitching is designed to take any incoming external user and find or create a contact for it in charles.

Contact stitching

Supercharge WhatsApp for your business by tracking performance and optimising your campaigns for maximum revenue.

Google Analytics Integration (GA 4)

Install the Hubspot integration

This guide will help you create or update contact in your charles account using our API. The following instructions will walk you through the process step-by-step.

Contact API

Starting reaching your customers where their friends are by setting up the WhatsApp integration.

WhatsApp integration

This articles aims at explaining how to integrate with Bloomreach engagement to cover the most important marketing cases.

Integrating with Bloomreach Engagement

Integrating with Salesforce

Integrating with Braze

sFTP Integration

Bring more data into charles for better, more personalized WhatsApp marketing

Integrations

Learn how to integrate Klaviyo to sync properties and events from charles to Klaviyo and triggering charles flows when Klaviyo events occur.

Getting started: Install the Klaviyo  integration

How to set up the Klaviyo Webhook Trigger

This how to guide explains how you can import Segments and Lists from Klaviyo to use them for segmentation in WhatsApp flows and campaigns.

How to import Klaviyo Segments and Lists

This guide shows you how you can sync contact properties to Klaviyo.

How to set up Contact Property Sync with Klaviyo

Check and grow your synced Klaviyo contacts

Send an email to your Klaviyo contacts who have not yet subscribed to your WhatsApp channel.

Invite email subscribers to opt in for WhatsApp

Add a WhatsApp touchpoint to your abandoned cart flow for a sense of urgency or FOMO to encourage engagement.

How to set up an Abandoned cart flow using the Klaviyo Webhook Trigger

Collect WhatsApp subscribers from your existing Klaviyo contents and trigger a double opt-in flow to ensure GDPR-compliancy.

How to create a double opt-in flow in Klaviyo

How to collect WhatsApp subscribers with Klaviyo Forms

How to set up the Engagement and Opt-in event sync to Klaviyo

Here you find the payloads of the Klaviyo metrics and other technical details.

Technical reference: Klaviyo Metric events

How to set up the Klaviyo metric trigger

This how-to guide explains how to upgrade to our enhanced Klaviyo integration if you were using the charles Klaviyo integration before.

Upgrade the Klaviyo integration

Klaviyo

Get started using the charles x Emarsys integration by first configuring the integrations.

Emarsys integration

Configuring a webhook in Emarsys to automatically trigger a messaging flow in the Charles platform based on custom events.

How to set up an Emarsys automation

How to test your Emarsys automation

Reach your customers on WhatsApp on their special day.

Emarsys: Birthday Campaign

This article explains how you can add WhatsApp messages to your product-based tactics. For example: Back-in-stock, Price Drop, Low in stock.

Emarsys: Set up WhatsApp flows for product-based automations

This guide explains how to import contacts from a Emarsys segment into charles together with a field that can be used for segmenting the audience on charles.

Creating WhatsApp campaigns using Emarsys segments

All articles related to the charles x Emarsys integration

Shopify is a leading e-commerce platform that empowers businesses to create and manage online stores easily.

Shopify integration

WooCommerce is a WordPress plugin that transform your website into an online store. Easily setup, manage, scale your e-commerce operations.

WooCommerce integration

Shopware is an open-source e-commerce platform known for its flexibility and scalability.

Shopware 5 integration

Shopware 6 offers a feature-rich solution with customizable storefronts, efficient product management and more.

Shopware 6 integration

How to set up Opt-in collection (e.g. on the Thank You Page)

Our integration with Shopify allows you to automate messages based on key customer events.

Shopify Triggers

Automate WhatsApp messages for order confirmations, shipping notifications, and tracking updates using Shopify triggers

Shopify > Send fulfilment updates using triggers

Shop systems

Zendesk integration

Gorgias integration

Freshdesk integration

Customer service

This guide provides an overview of the product feed integration feature. This feature enables seamless integration of product data into marketing flows, enhancing personalization and engagement in WhatsApp campaigns.

Importing product data

Articles for file-based imports. For example for contacts or products.

Imports

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