What You’ll Learn
In this guide, you’ll learn how to:- Create WhatsApp messages from articles
- Review and select message variants
- Use the fact viewer to track information between source and generated content
- Edit and customize message content
- Verify messages for team approval
- Schedule messages for future publishing
Before You Start
Prerequisites:- Active BeatSquares account
- A Square created with the “WhatsApp” output format
- WhatsApp integration configured (see “Create a new WhatsApp channel” section below)
Each square has a specific output format. To create WhatsApp messages, you need a square with the output format “WhatsApp”.
Creating a WhatsApp Post
1
Navigate to Your Square
Go to your dashboard and click on the WhatsApp Square where you want to create the post.
2
Create Post
Click on Create post to start creating a new WhatsApp message.
3
Select Article
Select the article you want to create a message about. Available articles are based on the categories chosen in your Square settings.
For WhatsApp messages, you can only select one article or press release per message. You can add multiple events.
4
Create Post
Click on Create post to generate the message variants.
Reviewing Message Variants
BeatSquares automatically generates three message variants for each article. You can review and select the one that best fits your needs.1
Access Generated Post
Click on the generated post title to view the message variants.
2
Review Variants
Click on Var 2 or Var 3 to review the different message variants. Each variant offers a different tone, length, or approach to presenting the content.
Understanding the Fact Viewer
BeatSquares includes a powerful fact viewer feature that helps you track how information from your source material is used in the generated messages.How It Works
When you view a generated message, BeatSquares automatically identifies and highlights important facts in both the source material and the generated text:- Names: People, organizations, and entities
- Places: Locations, cities, countries, and geographical references
- Figures: Numbers, statistics, dates, and quantitative data
Interactive Highlighting
The fact viewer creates a visual connection between your source material and the generated message:- Hover over highlighted text in the source material to see where that fact appears in the generated message
- Hover over highlighted text in the generated message to see where it originated in the source material
- This bidirectional highlighting helps you verify that important facts are accurately represented
When Highlighting Disappears
Once a message is generated and you move on to editing or scheduling, the fact viewer highlighting is automatically removed. The highlighting is only visible during the initial review phase when viewing the generated variants.The fact viewer highlighting is temporary and is removed once you proceed with editing or scheduling the message. This keeps the interface clean while you work with the final message content.
Editing Messages
You can customize any message variant to better match your needs before publishing or scheduling.1
Select Variant
Click on the post title again to access the message details, then select the variant you want to edit.
2
Edit Message
Click on Edit message to modify the message content.
3
Make Your Changes
Type or paste your custom message content. You can use emojis, formatting, and WhatsApp-specific features.
4
Save Changes
Click Save changes to save your edits. Alternatively, you can cancel the changes by clicking the “x” button.
Verifying Messages
To ensure that a message that has already been reviewed can be published or scheduled by other users, BeatSquares allows users to set a message to “Verified”. When verified, the variant gets a green checkmark and the post in the overview gets a checkmark as well.1
Select Variant
Click on the post title and select the variant you want to verify (e.g., Var 3).
2
Verify Message
Click on Verify message to mark the message as verified and ready for publishing.
Scheduling Messages
You can schedule messages to be sent at a specific date and time, allowing you to plan your content distribution in advance.1
Schedule Message
Click on Schedule to set up a scheduled send time.
2
Select Date and Time
Click on Select date and time to open the date and time picker.
3
Pick Date
Click on the day of the month (e.g., 26) to select your desired date.
4
Select Time
Click on hours to set the time for your scheduled message.
5
Submit Schedule
Click Submit to confirm your date and time selection.
6
Confirm Schedule
Click Schedule Message to finalize the scheduled send.
7
Close Panel
Click Close panel to return to the main view. Once a message is scheduled or verified, it gets a green checkmark, signaling to other users that the message is ready to publish.
Publishing Messages Immediately
There are two ways a message can be posted to a WhatsApp channel: either by scheduling (see above) or by clicking “Publish now” for immediate publishing.Publish Now
Click on Publish Now to send the message immediately to your WhatsApp channel. The message will be sent right away.Make sure you’ve verified the message content before publishing, as it will be sent immediately to your subscribers.
Adding Images to Messages
You can enhance your WhatsApp messages by adding images that will appear at the top of the post.Steps to Add an Image
- Click on Edit message to open the editing interface
- Click on Manage image to access image options
- Click on Upload and then Upload from computer
- Select a file from your computer and click “OK” - the upload will start automatically
- The image will show at the top of the post. Click on the green checkmark and Save changes to confirm
Best Practices
- Timing Awareness: Send messages at appropriate times for your audience’s time zone
- Value-Driven Content: Ensure every message provides value or important information
- Verification Workflow: Use the verification feature to create a clear approval process for team members
- Variant Selection: Review all three variants before choosing the best one for your audience
What’s Next?
Related: Creating Squares | FAQ