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Nector + Engati Integration: Send Loyalty Updates Through WhatsApp Messages
Loyalty programs work better when customers notice the value they have earned.
A shopper may earn wallet coins after a purchase, create a coupon using loyalty points, refer a friend, or receive a review request. These actions are important retention moments. But if the customer does not receive a timely update, the loyalty program can feel passive.
That is where WhatsApp communication can help.
The Nector + Engati integration helps brands send WhatsApp messages to customers when selected loyalty events happen inside Nector. For example, when a customer is rewarded with wallet coins, the brand can trigger a WhatsApp message through Engati.
For Shopify, DTC, ecommerce, retail, and omnichannel brands, this creates a more connected retention workflow. Nector manages loyalty, referrals, reviews, wallet coins, and rewards. Engati helps turn those loyalty moments into customer-facing WhatsApp messages.
Make loyalty moments easier to notice. Connect Nector with Engati to send WhatsApp messages when customers earn wallet coins, create coupons, refer friends, or engage with your rewards program.
Quick Answer: What Is the Nector & Engati Integration?
The Nector Engati integration connects selected Nector loyalty events with Engati WhatsApp messaging. Merchants configure Engati within Nector, select Mobile as the common property, get required integration details from the Engati team, create WhatsApp templates in Engati, create matching events in Nector, add the Engati template name, and map Nector properties such as amount and user balance to WhatsApp template variables.
In simple terms, Nector captures the loyalty event. Engati sends the WhatsApp message.
Customers receive timely reward updates.
Why Loyalty Events Matter Inside Engati
WhatsApp messages are most useful when they are tied to a clear customer action.
A generic promotional WhatsApp campaign may get attention for a moment, but event-based WhatsApp messages feel more relevant because they respond to something the customer actually did.
Loyalty events are a strong fit for WhatsApp because they are short, specific, and action-oriented.
| Nector event signal | What it tells the brand |
|---|---|
| Wallet Coins Rewarded | The customer has earned a new loyalty value |
| Coupon Is Created | The customer has converted wallet coins into a discount or coupon |
| New customer referred | The customer has participated in a referral activity |
| Coin expiry notification | The customer may need a reminder before the value expires |
| Review request | The customer is in a post-purchase engagement window |
| Reward update | The customer needs a clear reason to return |
When these events flow into Engati, brands can send WhatsApp messages that explain the customer’s reward status, coupon availability, or next step.
This helps loyalty communication move from hidden dashboard activity to visible customer engagement.
What does the Nector Engati Integration do?
The Nector Engati integration helps merchants send Nector events to Engati for WhatsApp messaging.
At a product level, the integration helps merchants:
- Configure Engati under WhatsApp Marketing in Nector.
- Enable the Engati integration from the Nector dashboard.
- Select Mobile as the common customer property.
- Add integration details received from the Engati team.
- Create WhatsApp templates inside Engati.
- Create corresponding events inside Nector.
- Send Nector events to Engati by default once the Engati event is configured.
- Add the Engati Template Name inside the Nector event setup.
- Select Nector properties used in the Engati WhatsApp template.
- Send test events to check whether WhatsApp messages are delivered properly.
- Trigger WhatsApp messages for events such as Wallet Coins Rewarded and Coupon Is Created.
This is a WhatsApp marketing integration. Its main purpose is to help brands communicate loyalty events through Engati.
How the Nector Engati Integration Workflow Works?
Step 1: Open WhatsApp Marketing in Nector
The setup starts inside the Nector dashboard.
Go to the Integrations page. From the sidebar, click WhatsApp Marketing. Scroll through the list and look for Engati.
Click Configure to open the Engati integration page.
This is where the merchant begins connecting Nector loyalty events with Engati WhatsApp messaging.
Step 2: Get the required details from the Engati team
To enable the integration, merchants need to get a few details directly from the Engati team.
The Nector setup guide notes that these details are provided by the Engati team. After receiving them, the merchant can paste the details into the Nector dashboard.
This step is important because the integration depends on the correct Engati-side details being added before initialization.
Step 3: Select Mobile as the common property
Under Choose Common Property, select Mobile.
The common property is the Nector user property used when sending the event to the external integration.
For the Engati integration, Mobile is selected because WhatsApp communication depends on the customer’s mobile number.
If the mobile number is missing or incorrectly mapped, WhatsApp messages may not reach the intended customer.
Step 4: Initialize the integration
After entering the required details and selecting Mobile as the common property, click Initialize.
Once the integration is enabled, the Engati integration page will show the connected view inside Nector.
At this stage, the integration is active. The next step is to create WhatsApp templates in Engati and match events in Nector.
Step 5: Create a WhatsApp template in Engati
Before creating the event in Nector, create the WhatsApp template in Engati.
This template is the actual message customers will receive.
For example, a wallet coins rewarded template could include variables such as:
- Number of wallet coins rewarded
- Total wallet coin balance
- Customer name, if used in the template
- Reward or redemption message
The template should be clear, concise, and compliant with WhatsApp template guidelines.
Step 6: Create the corresponding event in Nector
After creating the WhatsApp template in Engati, return to the Nector dashboard.
Go to the Engati Integration page. Switch to the Events tab and click Create an Event.
This opens the event setup flow, where the merchant chooses which Nector event should notify Engati.
Nector supports many events, but the setup guide highlights two commonly used events:
| Event | What it means |
|---|---|
| Wallet Coins Rewarded | Sent whenever wallet coins are rewarded in Nector |
| Coupon Is Created | Sent when a customer uses wallet coins to get a discount or coupon code in Nector |
These two events are especially useful because they directly connect loyalty earning and reward redemption with WhatsApp communication.
Step 7: Select the event and destination
Inside the event creation flow, choose the Nector event that should trigger the WhatsApp message.
For example, to send a WhatsApp message whenever wallet coins are rewarded, select Wallet Coins Rewarded as the event.
For the Send event to, Engati is selected by default for the Engati integration.
This tells Nector that the selected loyalty event should be sent to Engati.
Step 8: Add the Engati template name
While creating WhatsApp events for Engati, Nector asks for the Engati Template Name.
This is the name of the WhatsApp template created inside Engati.
The template name connects the Nector event with the correct Engati WhatsApp message.
For example, if the WhatsApp template in Engati is created for wallet coins rewarded, the same template name should be entered in the Nector event setup.
Step 9: Map Nector properties to Engati template variables
If the Engati WhatsApp template uses variables, the merchant must select the Nector properties that should fill those variables.
The Nector setup guide gives the example of a wallet coins rewarded template using these properties:
| Nector property | Meaning |
|---|---|
| amount | Number of wallet coins rewarded |
| user_balance | Total number of wallet coins the customer has |
The properties must be selected in the same order used in the Engati WhatsApp template.
This step is important. If the variable order is incorrect, the WhatsApp message may show the wrong value in the wrong place.
Step 10: Create the event
After adding the Engati Template Name and selecting the required Nector properties, click Create.
The event is now created inside Nector.
Whenever the selected event occurs, Nector can send the event data to Engati so the corresponding WhatsApp message can be sent.
Step 11: Send a test event
Before launching customer-facing messages, send a test event.
Open the event you created and click Send Test Event. A pop-up will appear where you can enter the mobile number that should receive the test message.
The customer's mobile number used for the test must already exist in the customer database of the store.
Testing helps confirm that:
- The event is created correctly.
- The template name is correct.
- The mobile number is mapped correctly.
- The selected Nector properties populate correctly.
- The WhatsApp message is sent as expected.
Key Use Cases for Shopify and DTC Brands
1. Wallet coins rewarded for a WhatsApp message
When customers earn wallet coins, they should know immediately.
A WhatsApp message can tell the customer how many coins they earned and what their new balance is.
Example message idea:
“You just earned 100 wallet coins. Your total wallet balance is now 450 coins. Use them on your next purchase.”
This makes the loyalty program more visible after purchase.
2. Coupon created WhatsApp message
A customer who creates a coupon has already shown redemption intent.
The Coupon Is Created event can help brands send a WhatsApp message that reminds the customer their discount or coupon is ready to use.
This helps reduce the gap between reward creation and reward usage.
3. Referral follow-up message
Referral activity is a strong sign of customer advocacy.
Nector events can also be sent for moments such as when a new customer is referred. Brands can use this to send WhatsApp updates about referral status, reward eligibility, or next steps.
Example message idea:
“Your friend joined using your referral. Keep sharing to earn more rewards.”
4. Coin expiry notification
Unused loyalty value can become a missed retention opportunity.
Coin expiry notifications can help remind customers to use their wallet balance before it expires. This kind of WhatsApp reminder is timely, useful, and directly linked to customer value.
5. Review request message
Review requests are part of post-purchase engagement.
If a customer is eligible for a review request, a WhatsApp message can make the request easier to notice and act on.
This can help connect reviews with the broader loyalty and retention journey.
6. Loyalty education for first-time buyers
Many first-time customers do not fully understand how loyalty points work.
Brands can use Engati WhatsApp messages to explain:
- How wallet coins are earned
- How customers can redeem coins
- How coupons are created
- How referrals work
- How reviews may connect with rewards
- How to check or use the wallet balance
This helps turn first-time customers into repeat buyers by making the loyalty program easier to understand.
7. Reward reminder journeys
Customers may earn coins but forget to use them.
Event-based WhatsApp messages can remind customers that they have loyalty value available. These reminders work best when they are connected to actual customer activity rather than generic promotional blasts.
What This Unlocks for Merchants?
| Merchant benefit | Why it matters |
|---|---|
| WhatsApp-based loyalty updates | Customers can receive messages when key Nector events happen |
| Better wallet coin visibility | Customers are more likely to notice earned loyalty value |
| Coupon reminder communication | Customers can be reminded after creating a reward coupon |
| Mobile-based customer matching | Mobile is used as the common property for WhatsApp delivery |
| Dynamic message variables | Nector properties such as amount and user_balance can populate Engati templates |
| Less manual communication | Teams do not need to manually message every customer after a reward activity |
| Stronger retention workflows | Loyalty actions become part of customer engagement |
The main benefit is that loyalty events become customer conversations.
Customers do not need to search for reward updates. The update can reach them through WhatsApp.
Nector + Engati vs Disconnected Loyalty and WhatsApp Tools
| Criteria | Disconnected setup | Nector + Engati |
|---|---|---|
| Loyalty events | Stay inside the loyalty platform | Can be sent to Engati |
| WhatsApp messages | Often sent as broad campaigns | Can be triggered by Nector events |
| Wallet coin updates | Customers may not notice earned coins | Wallet Coins Rewarded can trigger WhatsApp messages |
| Coupon updates | Coupon creation may not trigger a follow-up | Coupon Is Created can trigger WhatsApp reminders |
| Customer identifier | May require manual matching | Uses Mobile as the common property |
| Template variables | May not include loyalty context | Nector properties can populate Engati templates |
| Team workflow | CRM teams may rely on manual exports | Event-based setup reduces repetitive follow-up |
Integration Use Case Comparison
| Integration use case | Merchant problem | How Engati helps | How Nector adds retention value | Result for the brand |
|---|---|---|---|---|
| Wallet coins rewarded | Customers may not notice earned value | Sends a WhatsApp message through a template | Provides amount and user_balance event properties | Customers understand what they earned |
| Coupon created | Customers may create coupons but forget to use them | Sends a coupon reminder message | Sends coupon creation event | Reward usage becomes more visible |
| Referral activity | Advocacy moments may lose momentum | Sends WhatsApp follow-up | Provides referral-related events | Referrers stay engaged |
| Coin expiry | Customers forget unused coins | Sends a timely WhatsApp reminder | Supplies expiry-related event context | Customers get a reason to return |
| Review request | Feedback requests may be missed | Sends WhatsApp request | Connects reviews with retention workflows | More visible post-purchase engagement |
| Loyalty education | Customers do not understand rewards | Sends short explanatory messages | Provides loyalty event context | Customers learn how to earn and redeem |
Where This Fits in the Nector Retention Ecosystem?
Nector is the loyalty, referrals, and reviews layer. Engati is the WhatsApp communication layer.
Together, they help brands turn loyalty activity into direct customer messages.
| Nector layer | Engati role |
|---|---|
| Wallet coins | Send WhatsApp updates when coins are rewarded |
| Coupons | Send messages when coupons are created |
| Referrals | Send referral-related WhatsApp updates |
| Reviews | Support review request communication |
| Coin expiry | Send reminders before the value expires |
| Customer properties | Use your mobile to send WhatsApp messages |
| Template variables | Populate Engati messages with Nector event data |
The core message is simple: Nector creates the loyalty event, and Engati helps communicate it on WhatsApp.
Who Should Use the Nector Engati Integration?
Best-fit brands
This integration is a strong fit for brands that:
- Use Nector for loyalty, rewards, referrals, reviews, wallet coins, or coupons.
- Use Engati for WhatsApp messaging or customer engagement.
- Want customers to receive WhatsApp updates for loyalty actions.
- Want to notify customers when wallet coins are rewarded.
- Want to remind customers when coupons are created.
- Want to reduce manual WhatsApp follow-up.
- Want mobile-based loyalty communication.
- Sell through Shopify, DTC, ecommerce, retail, or omnichannel journeys.
Teams that benefit most
- Retention marketers
- Growth managers
- CRM teams
- WhatsApp marketing teams
- Ecommerce managers
- DTC founders
- Loyalty program managers
- Customer engagement teams
How to Get Started
What you need before setting up
Before connecting Nector and Engati, prepare:
- Active Nector account
- Active Engati account
- Access to the Nector Integrations page
- Required Engati setup details from the Engati team
- Mobile was selected as the common property
- Customer mobile numbers in the store database
- WhatsApp template created in Engati
- Engati Template Name
- List of Nector events to send to Engati
- Nector properties required for template variables
- Test customer's mobile number
What to configure carefully
Pay attention to:
- Whether Engati is configured under WhatsApp Marketing.
- Whether Mobile is selected as the common property.
- Whether the required Engati details are entered correctly.
- Whether the integration initializes successfully.
- Whether the WhatsApp template is created in Engati before the Nector event is created.
- Whether the Engati Template Name matches the template in Engati.
- Whether Nector properties are selected in the same order as the template variables.
- Whether the mobile number used for testing exists in the customer database.
What to test before launch
Before launching customer-facing messages, test:
- Whether the Engati integration is enabled in Nector.
- Whether the selected Nector event is created correctly.
- Whether Wallet Coins Rewarded or Coupon Is Created triggers as expected.
- Whether the Engati Template Name is correct.
- Whether amount and user_balance populate in the correct order.
- Whether the WhatsApp message reaches the test mobile number.
- Whether the message copy accurately reflects the loyalty action.
- Whether consent and WhatsApp template requirements are followed.
How to measure success
Track these metrics after launch:
- Number of Nector events sent to Engati
- WhatsApp message delivery performance in Engati
- Wallet coin redemption after WhatsApp updates
- Coupon usage after coupon-created messages
- Referral follow-up engagement
- Review request completion
- Repeat purchases from customers receiving loyalty-triggered messages
- Customer support tickets related to wallet coins or rewards
- Opt-outs or negative feedback from WhatsApp messages
The goal is not to send more WhatsApp messages. The goal is to send useful messages at the loyalty moments customers care about.
Final Thoughts
The Nector Engati integration is valuable because it turns loyalty events into WhatsApp communication.
Nector helps brands manage wallet coins, loyalty points, coupons, referrals, reviews, and retention workflows. Engati helps brands communicate with customers through WhatsApp and customer engagement journeys. When both platforms work together, loyalty actions inside Nector can become timely WhatsApp messages through Engati.
For Shopify, DTC, ecommerce, retail, and omnichannel brands, this matters because loyalty value should not remain hidden. Customers should know when they earn coins, create coupons, or have a reward-related action waiting for them.
That is how loyalty becomes more visible, more useful, and easier for customers to act on.
Want to connect loyalty, referrals, reviews, and WhatsApp messaging across your ecommerce stack? Book a Nector demo.
Frequently asked questions
What is the Nector Engati integration?
The Nector Engati integration connects Nector loyalty events with Engati WhatsApp messages so brands can notify customers when actions such as wallet coins rewarded or a coupon created happen.
How does the Nector Engati integration work?
Merchants configure Engati under WhatsApp Marketing in Nector, select Mobile as the common property, add setup details provided by the Engati team, create WhatsApp templates in Engati, create matching Nector events, add the Engati Template Name, and map Nector properties to template variables.
Can brands send a test WhatsApp message before launch?
Yes. After creating the event, merchants can click Send Test Event and enter a mobile number to test whether the WhatsApp message is sent properly. The mobile number must exist in the store’s customer database.
Can the Engati integration support events beyond wallet coins and coupons?
Yes. The setup guide notes that events can also be sent for other actions, such as new customer referrals, coin expiry notifications, review requests, and more.
Is this integration useful for Shopify and DTC brands?
Yes. It is useful for Shopify, DTC, ecommerce, retail, and omnichannel brands that use Nector for loyalty and Engati for WhatsApp-based customer communication.
