How did I set up SMS & WhatsApp in WordPress? (My simple guide)

The integration of SMS and WhatsApp in WordPress can try to close different digital universes.

Think about WordPress works as a web-based content management system, while SMS is carried out via telecommunications networks.

On the other hand, WhatsApp acts as a closed messaging platform. It is not surprised that beginners find it so difficult to connect them to WordPress.

Since SMS and WhatsApp offer immediate communication, they can be of great benefit to business owners.

After testing dozens of communication methods, I came to the conclusion that SMS and WhatsApp -Messaging can improve the way they deal with their website visitors.

It is no surprise that most WordPress websites for user communication are heavily dependent on e -mails. After all, e -mail marketing offers a quick and easy connection to WordPress.

You can also communicate quickly and maintain leads through E -Mail marketing campaigns and newsletter explosions.

But here is what I noticed in 2025: The Open prices for e -mails are decreasing, while the commitment to mobile messaging rapidates.

While e -mails are unread in overcrowded inlets, text messages and WhatsApp notifications are observed immediately.

In addition, people constantly check their phones. This makes these channels perfect for time -critical communication, customer support and marketing messages.

So I tested almost every SMS and WhatsApp integration for WordPress. I was looking for solutions that were both powerful and beginner -friendly.

The winners? Wpforms With Twilio for SMS messages, and Pushgage for WhatsApp communication.

With these connections you can:

• Send confirmation confirmations
• Appointment reminder
• Customer support messages
• Send marketing campaigns directly to the telephones of your users

In addition, both WPFORMS and Pushengage seamlessly integrate into WordPress, so you do not need any technical skills to get started.

In this manual I show you exactly how to set up both systems.

You will learn to create professional messaging workflows that are committed to your audience and increase your business results.

What you learn (important snack)

• Professional SMS communication: How to combine WordPress with Twilio via Wpforms to send immediate text messages for customer service, order updates and marketing campaigns.
• Whatsapp Business Integration: Step-by-step device of the WhatsApp function of Pushengage for Rich Media customer communication and automated messaging workflows.
• Smart messaging strategy: My proven approach for the use of SMS for urgent communication and WhatsApp for detailed, media -rich customer interactions.

Let us immerse yourself directly and start how I connect SMS messages to WordPress.

How to integrate SMS notifications with Wpforms

As already mentioned, SMS messages appear in contrast to e -mails immediately on the recipient’s screen and have incredibly high opening rates.

In WordPress, SMS messages work perfect for:

In addition, most people read text messages within 3 minutes after receiving, especially through the notification window, which appears on the screen at the top.

This makes SMS perfect for time -critical customer communication.

Why I use Wpforms to connect SMSS to WordPress

I love how Wpforms offers a seamless SMS integration through its Twilio Addon. Twilio is one of the most reliable messaging platforms used by companies such as Uber, Netflix and Shopify.

This reliability enables me to send immediate text messages to customers if you interact with my WordPress site.

The best thing is that the Wpforms Twilio Addon connects your WordPress forms directly with the SMS service from Twilio.

This is how it works:

• If someone submits a WPFORMS form, the Twilio -Addon SMS -Nachrichten can automatically send them to you and to the customer.
• You can adjust message content, insert form data and create professional automated communication that improve the customer experience.

As you can see, it is the perfect alternative to send an e -mail. In addition, this connection continues to work with your e -mail settings so that you can also send e -mails at the same time.

Take a look at my detailed WPFORMS evaluation to see everything that can do this form builder.

Let me guide me step by step through the process.

Step 1: Set up your Twilio account

Before I set up integration into my WordPress dashboard, I first start external or third-party provider. In this way I don’t have to go back and forth between dashboards.

This is exactly what we will do in this tutorial: We will set up Twilio first.

Go to a new browser tab for Official website from Twilio.com and hit the Free of charge Button for creating a free Twilio account.

Enter your details on the next page and click on Continue. Alternatively, you can register with your Google account.

Follow all steps to complete the registration, which should finally lead to the Twilio console, which looks like this:

As you can see, Twilio offers a generous free trial version with $ 15.50 on credits. This offers you sufficient space and SMS messages to test your WordPress integration.

Then press the dashboard in your twilight consoles Get a test number Button.

You will then find three important information for WPFORMS integration:

The details are:

• Account SID – their clear bankruptcy recognition
• Auth token -Your authentication -token for API access
• Twilio phone number – a dedicated number for sending SMS messages

While Twilio provides you with a test phone number during registration, you would like to acquire a dedicated number for professional customer communication.

It also helps to get an unforgettable number that will recognize customers. Also remember to include your area -wide code and your business location.

That’s it! Your Twilio account is ready. Now let’s switch to our WordPress dashboard, where we set up the Twilio connection.

Step 2: Install Wpforms Pro

I will point out that you need Wpforms Pro because the Twilio -Addon is only available in paid plans.

Although there is one Free version of WpformsIt does not offer the extended functions you need for this connection.

So visit the Wpforms website and choose a plan This includes the Twilio Addon. For this you need the plus plan or higher.

After buying, download the Wpforms Pro -Plugin and install it on your WordPress site as you would do any other plugin.

If you need help with this part, read a WordPress plugin – 4 methods (step by step).

After activating, go to your WPFORMS Settings and enter your license key to unlock all premium functions.

This includes access to Premium Addons like Twilio for SMS messages.

Now let us add the Twilio functionality when WPFORMS are ready and activated.

Step 3: Install the Wpforms Twilio Addon

In your WordPress dashboard, go to Wpforms »Addons. Search for Twilio here and click on “Install Addon”.

After installation, the Addon automatically activates.

At this point you are ready to configure the SMS communication for each form on your website. Let us learn how to do it.

Step 4: Configure the SMS communication in Wpforms

First you have to create a form with Wpforms. This is very simple and uncomplicated because everything you need to do is go Wpforms »New In your WordPress dashboard.

This leads the Wpforms drag & drop form builder. On the left side you can see shape fields that you can draw for the preview window on the right.

Apart from that, you will receive unusual fields and payment fields with which you can transform a simple form into a more advanced WordPress communication tool.

For example, you can add patrol payments, Likert scales, star ratings, credit card fields and so on.

This is not all, you can reorganize the position of your fields by moving them up or down to the preview screen. In this way you can structure the shape exactly as you have imagined.

A step-by-step instructions can be found in my tutorial how to set up contact forms with Wpforms. If this does not work for you, you can also create forms with AI with Wpforms.

As soon as you are satisfied with your form, it is time to add Twilio.

To do this, go to the “Marketing” tab in your Form Builder dusk. Then press on the screen that is displayed on the right Add a new connection.

Think of the details of the Twilio console you have previously copied. Here you use them.

So here you will enter your Twilio account SID, Auth Token, account seeds and click on Add To switch to the next step.

The first two are the most important login information and should be exactly as they are in their Twilio account. Use something for the name that helps you to remember your integration if you have several.

Then enter your connection name in the next popup and click on OK:

This completes your Twilio WordPress connection via Wpforms.

Next you will see new fields that are populated under the Twilio tab in Wpforms. In this way you can create your SMS integration.

Fill out the fields as follows:

• Select account – Select your Twilio account here. Useful if you have several sub -accounts.
• Send AS – Here you can send the message as SMS or a WhatsApp message. For this section we go with the SMS option.
• Send by – Select the phone number that sends SMS messages. For this tutorial we use the free test number Twilio during registration.
  • You also have a “Manage phone numbers” link, which forwards them to the Twilio console, where you can buy a phone number for a monthly fee of USD 1.15 at the time of writing.
• Send to – This field indicates where you send the text. You can either send the SMS to the number that a user enters into the telephone form field or to a verified list of numbers.
• Telephone field – If you send SMS to the number that a user enters into the telephone form field, select this special telephone field here.
• News – Here you write your SMS text. You can use smart tags with which you can personalize the message extensively.
  • For example, you can automatically access the name of the user from submitting the form. But remember that you have a 320 characters.
  • You can have a message like “Hi {field_id = ‘1’}! Thanks for your order #{Entry_id}. We send shipping updates to this number. Questions? Answer stop to make a decision. “
• Activate the conditional logic – You can add conditional logic to your SMS integration to have more control over your news.

As soon as you have filled out the fields, meet the Save Button above. Next, it is time to add the form to your website.

The good thing at Wpforms is that you can embed your form into a new or existing page with 3 simple methods. Via a Wpforms -WordPress block, a short code or by creating a new page for your form.

You get all of these options by selecting the embeds button in the upper right corner of your form.

As soon as you add the form to your website, it should look like the screenshot below.

Now as soon as the user hits the one Submit The Twilio integration key automatically sends an SMS either to a verified number in the file or the number that you have specified via the above telephone field.

And that’s it! Your WordPress + Twilio SMS integration is ready!

As you can see, it is very easy to integrate Twilio -SMS into your WordPress website via the Wpforms plugin.

The only thing you still have to do is get creative with your messages to achieve the best SMS engagement because the technical part is out of the way.

You can also insert links to ordering or customer support.

How to integrate WhatsApp notifications with Pushengage

In contrast to conventional SMS, WhatsApp supports rich media, longer news and interactive elements. This makes it ideal to visually improve customer communication and marketing.

For WordPress companies, WhatsApp messages can include:

Why I use push gag for WhatsApp WordPress connection

I like to use it Pushgage Integrate WhatsApp and WordPress because it is easy. So I can send messages directly from WordPress via the WhatsApp -Cloud -API.

First and foremost, Pushengage is a web -push notification tool. However, it has become a complete multichannel marketing software.

Now you can set up notifications, set up drip campaigns, segment your audience, carry out Android and iOS -Push notifications and much more.

Take a look at my updated Pushengage evaluation to see everything it can.

The most important thing is that you can connect to WordPress with the latest Pushengage -Update WhatsApp and send messages from your dashboard.

So what can you do with this WhatsApp WordPress connection?

• You can trigger WhatsApp messages based on customer behavior, form submissions, purchase of events or custom trigger.
• You can send targeted WhatsApp messages to certain customer groups based on your WordPress activity, purchase history or the course of the purchase or the location.
• You can also create automated WhatsApp workflows that improve customer relationships.

Let me go through the setup process step by step.

Step 1: Set up your Pushengage account

I like that, like Wpforms, also offers Pushengage a free version. In contrast to Wpforms, you can use the free version of Pushengage to connect WhatsApp to WordPress.

This is because you can create a website app connection with this customer engagement tool.

So first visit Pushengage.com and beat Start Create an account.

This leads you to the price page on which you can choose your plan. To show you how to start with push horses for free, I will use the free plan for this tutorial.

On the next page you can register with your e -mail address or your Google account. Then enter your website address and select the business category (industry) and choose Set up your account.

Then enter your credit card data and click on Complete registration and get immediate access.

Although this is a free account, you need to add your credit card information and quote a story of people who try to abuse this option.

However, don’t worry, you will never deduct money from your account unless you update.

Then enter your site details on the next page and click on the Save and drive away Button.

As you can see on the next screen, you can install Pushengage on several platforms. Select WordPress for this tutorial and click on the Install the Pushengage WordPress plugin.

Then you will be forwarded to the plugin repository page on a new browser tab in your WordPress dashboard. Alternatively, go to your WordPress dashboard and navigate to All plugins »add new plugin.

This also leads them to the “Plugin Repository” side.

So you just have to find push horses on this page with the search function Install and activate It.

After activation, she brings push hinge to a quick setup assistant. Here you can either use a new free account or use an existing one.

Since we have already created a Pushengage account, we will select Connect your existing account.

Select your website on the next screen and click on Let’s start. To complete the Setup process, you only have to follow the setup assistant.

You only activate different functions with check boxes and switching options. If you have any problems, you can refer to the contribution I have made This is how you set up Pushengage.

As soon as Pushgage is ready, switch to step 2, where I will use Pushengage to show you how to configure your WhatsApp account in WordPress.

Step 2: Configure the WhatsApp account

As soon as you have completed the Pushengage setup, go to Pushengage »WhatsApp ^BETA In your WordPress dashboard.

On the next screen you can switch to set up automation to keep you up to date via your website.

For example, you can set up push hinges so that you will receive a warning to WhatsApp when a new order is placed when the order is processed, the order is in the queue and much more.

As a result, this WhatsApp -WordPress connection not only serves your customers, but also you and your company.

But for our tutorial we will simply meet the Connect now Button.

As soon as they are finished, they will be redirected to the Settings Window under the “WhatsApp Cloud API” tab.

So enter your WhatsApp -Business -ID, your phone number -id, the WhatsApp phone number and access tokens.

Once finished, beat save Changes.

To generate your WhatsApp -Cloud -API registration information, simply follow the instructions on the right side of the screen. Pushengage offers detailed documentation that will help you.

That’s it! You can now connect WhatsApp to WordPress with pushengage. Now let’s see how you can use WhatsApp in WordPress.

1. Click here to chat WhatsApp -Widget

Pushengage offers you a user-friendly click-to-chat-whatsapp widget with which users can contact you with a single tip. This function is also switched on Pushgage liteSo you can use it for free.

Configuring the widget is incredibly easy. In fact, you don’t even have to connect with the WhatsApp -Cloud -API.

To add a click-to-chat-whatsapp widget to your WordPress website, go to the WordPress website Pushengage »WhatsApp ^BETA And navigate to the settings tab. Select the off here Click here to chat Tab.

Then use the check box to activate this function. Then enter your phone number, adjust greetings, select a button style and then go through all other adjustment options.

Finally meet save Changes at the bottom.

The WhatsApp widget is displayed every time a user visits your website on your phone or computer. By pressing the button, WhatsApp Messenger starts.

And that’s it. Customers can easily contact you via WhatsApp Messenger and you can send you notifications automatically as required.

2. Create WhatsApp messages

WhatsApp needs approved news templates for business communication in advance.

This ensures that your messages are professional, compliant and consistent. It also accelerates the approval process so that you can start sending updates and advertising campaigns without delays.

Apart from that, this consistent messaging can withstand your brand in all customer interactions.

How do you set WhatsApp templates in Pushengage?

In your WordPress dashboard, go to Pushengage »WhatsApp ^BETA And navigate to the “Templates” tab. Select “Create template” on this page.

Once you’re done, you can create WhatsApp template messages like:

• Confirmation confirmation – – “Hi {name}, your order #{Order_id} has been confirmed! We send updates as soon as they are delivered. Questions? Just answer here.”
• Appointment reminder – “Hi {name}, friendly memory: Your appointment will be at {Time} tomorrow. Then see you! Answer if you have to plan again.”
• Customer welcome – “Welcome {name}! Thank you for coming to us. Here is a 10% discount for your first purchase: {coupon_code}”

The disadvantage is that every template for approval must be sent to WhatsApp, which usually takes 24-48 hours.

On the other hand, approved templates can be used in their automated WordPress customer communication workflows.

3. Set up customer communication triggers

With Pushengage you create automation rules that trigger WhatsApp messages based on customer actions on your WordPress site.

Include joint customer communication triggers:

• WooCommerce orders: Send order confirmations and shipping updates to customers
• Contact form submissions: Confirm customer inquiries and enter time frames for an answer
• User registration: Welcome new customers with helpful information and special offers
• Wagons: Remember the customers of articles that you have left behind with recreational incentives
• Appointments bookings: Confirm appointments and send helpful memories

You can configure any trigger with the corresponding WhatsApp template and personalization data from your WordPress customer database.

Step 3: Test and start your customer communication

Test your WhatsApp customer communication thoroughly before the live. Send test forms and enter test orders.

In addition, various WordPress events trigger to ensure that messages with precise customer information are correctly made available.

Finally, monitor your WhatsApp messages -delivery rates and customer loyalty metrics via the Pushengage dashboard.

This data will help you to optimize the news time, the content and the goal for better customer communication results.

Remember that WhatsApp has strict guidelines for the consent of the customer and the relevance of messages. Only send WhatsApp messages to customers who have expressly decided to receive corporate communication.

Always deliver a value in your news to maintain positive customer relationships.

Congratulations! You can now send both SMSS and WhatsApp messages from your WordPress dashboard. How exactly do you use WhatsApp and SMSS to improve communication?

How to use SMS and WhatsApp to facilitate communication with customers

The implementation of SMS and WhatsApp creates a well-structured customer communication strategy that improves satisfaction and reduces support for support workload.

Thanks to the strategic use of each platform, you can offer better service and at the same time automate routine customer interactions.

Here is the approach I use:

1. Create an intelligent communication strategy

• Use SMS for urgent, sensitive customer communication. For example, use SMS messages for confirmation confirmations, deadlines or flash sales notifications that require immediate attention.
• Save WhatsApp for detailed conversations for customer service, product recommendations or marketing campaigns that benefit from rich media and longer explanations.

2. Automate routine customer interactions

• Set up automated workflows that process common customer communication without manual effort.
• For example, if a customer gives an order, send an SMS confirmation automatically, followed by detailed WhatsApp messages with shipping updates and product care instructions.

3 .. personalize reports with customer data

• Use your WordPress customer database to create personalized SMS and WhatsApp messages.
• Enter customer names, order details, appointment information or shopping history so that automated messages feel personally and relevant for each recipient.

4. offer several communication projects

• Give customers the choice of getting communication by offering both SMS and WhatsApp options during the cash register or registration.
• Some customers prefer the simplicity of the SMS. Others appreciate whatsapps rich functions and international accessibility.

5. Activate the two-way customer service support

• Use both platforms as conversation channels, not just notification systems. Monitor the customer answers and make sure that the scope guarantees guarantee.
• Fast response times through messaging platforms improve customer satisfaction compared to conventional E -Mail -Support -Tickets.

I hope you enjoyed learning how you can connect WhatsApp and SMS messages to WordPress. If you have any further questions, read the FAQs below.

FAQs: How I set up SMS and WhatsApp notifications in WordPress (Simple Guide)

Last judgment: Should I use WhatsApp and SMS messages in WordPress?

Absolutely! Revolutionizing SMS and WhatsApp Communication for your WordPress site revolutionizes how you combine with customers.

These instant -messaging channels ensure that important information reaches customers immediately and at the same time provide personal, comfortable communication that you prefer via e -mails.

The combination of Wpforms + Twilio for SMS and Pushengage + WhatsApp creates a complete customer communication system.

With this setup you can transform your WordPress site from a simple website into a powerful communication center that hires and informs customers in real time.

Resource of resources

If you are now looking for WPFORMS alternatives to improve your customer communication, read this comparison article on Wpforms and formidable forms.

If you are looking for a web push alternative, you will find an article about Pushengage VS signal.

Apart from that, there are other articles where you can read.

These articles not only help you to find the right SMS and to exceed WordPress plugin for your company, but also to set up automation automation.