When enterprises scale up WhatsApp marketing and customer management, the traditional models of "manual account screening" and "decentralized data management" can no longer meet massive demands—not only is bulk screening inefficient (100,000 accounts take several days to process), but operational delays also easily lead to user churn. However, implementing WhatsApp screening and automated management via API interfaces completely resolves this pain point: by leveraging API interfaces, enterprises can integrate WhatsApp screening capabilities into their own systems to achieve real-time verification of bulk accounts; relying on the API interface of ITG Global Screening, they can further connect the entire workflow of "screening — data synchronization — automated operations," upgrading WhatsApp screening from "manual operation" to "system linkage." This article will explain in detail how to implement bulk screening and automated management of WhatsApp accounts via API interfaces from three dimensions—API docking logic, core functions, and practical steps—providing actionable guidelines for technical and operational teams.
Many technical personnel have a misunderstanding about "API docking for WhatsApp screening," thinking it is merely "calling an interface to verify accounts." In fact, the API interface based on ITG Global Screening is a complete system of "data interaction — function integration — automated triggering," which corely solves three major problems: "low bulk efficiency," "data asynchrony," and "operational lag." It can be understood from three levels:
This is the most core basic value of API interfaces—breaking through the quantity and timeliness limitations of manual screening to achieve rapid verification of massive WhatsApp accounts:
- High-concurrency bulk processing: The ITG Global Screening API supports screening 100,000 accounts per batch with a concurrency of up to 5,000 QPS. 100,000 accounts can be processed in just 20-30 minutes, improving efficiency by over 100 times compared to manual operations.
- Real-time status return: Screening results for a single account are returned within 1-3 seconds after API invocation, including core information such as "whether registered on WhatsApp," "account activity status," and "whether it is a virtual number," avoiding misjudgments caused by delays.
- Multi-format data output: Supports returning results in JSON and CSV formats, which can be directly connected to enterprise CRMs and databases without manual secondary sorting, reducing data transfer links.
A cross-border e-commerce enterprise used the ITG API interface to automatically integrate 50,000 newly added WhatsApp accounts into the screening process daily. What originally required 3 people to complete in 1 day is now handled automatically by the system in just 1 hour, reducing labor costs by 80%.
The core advantage of API interfaces lies in "breaking data silos," enabling real-time linkage between WhatsApp screening results and the enterprise’s own systems to provide data support for automated management:
- Real-time synchronization to CRM: After screening, the API automatically synchronizes labels such as "valid accounts," "high-risk accounts," and "invalid accounts" to the enterprise’s CRM without manual entry, ensuring real-time updates of customer data.
- Triggering automated rules: Connected to the enterprise’s marketing automation system (e.g., MA system), when the API screens out "highly active valid accounts," it automatically triggers welcome message pushes; when "high-risk accounts" are identified, it automatically marks them and pauses subsequent operational actions.
- Data dashboard visualization: Integrates screening data returned by the API (such as validity rate, virtual number proportion, and number of high-risk accounts) into the enterprise’s data dashboard, enabling real-time monitoring of account quality and providing data support for adjusting operational strategies.
A SaaS enterprise synchronized WhatsApp screening results to its own customer management system via API, realizing a closed loop of "new customer registration — automatic WhatsApp account screening — marking valid customers," which increased customer activation rate by 35%.
Relying on API interfaces, enterprises can implement full-lifecycle automated management of WhatsApp accounts, covering the entire workflow of "screening — grouping — operation — monitoring":
- Automated grouping: Based on "activity labels" and "region labels" returned by the API, the system automatically groups accounts into "highly active core group," "moderately active cultivation group," and "low active dormant group."
- Automated operation triggering: Automatically pushes corresponding content to different groups, such as exclusive offers to the "highly active core group" and product cases to the "moderately active cultivation group."
- Automated risk control: When the API detects "account reported" or "abnormal status," it automatically pauses marketing actions for that account and triggers a notification to remind operators to handle it, reducing risk control risks.
Targeting enterprise-scale needs, ITG Global Screening has built 6 core function modules into its API interface, covering all scenarios of WhatsApp account screening and automated management. Technical teams can flexibly invoke them based on requirements:
This is the most commonly used core interface for verifying the basic validity of WhatsApp accounts, supporting single/bulk calls:
- Request parameters: Need to pass "mobile phone number (including country code, e.g., +11234567890)" and "request ID (used to uniquely identify the request to avoid duplicate processing)."
- Return fields: Include "whether registered on WhatsApp (true/false)," "account status (normal/abnormal/banned)," and "number type (real number/virtual number/high-risk number)."
- Invocation scenario: Automatically screen the validity of newly registered customers’ WhatsApp accounts and eliminate invalid accounts before launching operations.
For example, when passing a request containing two mobile numbers (e.g., +11234567890 and +8613800138000) to the interface, the interface will return the registration status, account health, and type of each number. For instance, +11234567890 may show "registered, normal status, real number," while +8613800138000 may show "unregistered, invalid status, invalid number."
On the basis of basic status screening, it further extracts user labels to provide a basis for automated grouping, supporting bulk calls:
- Request parameters: In addition to the mobile phone number, you can pass "types of labels to extract (e.g., activity level, interest preferences)."
- Return fields: Add "activity level (high/medium/low)," "last active time," and "interest labels (e.g., 3C products, cross-border e-commerce)."
- Invocation scenario: Conduct in-depth screening of existing customer accounts and automatically group them into different operational groups.
A 3C enterprise used this API to extract accounts labeled "highly active + 3C interests" and pushed new product information to them, resulting in a 2.5x higher conversion rate compared to untargeted pushes.
Specifically designed for WhatsApp risk control needs to identify high-risk accounts and avoid associated violations:
- Request parameters: Only need to pass the mobile phone number.
- Return fields: Include "risk level (high/medium/low)," "risk reasons (e.g., number of reports, associated banned devices)," and "ban probability (0-100%)."
- Invocation scenario: Screen account risks before marketing to avoid pushing content to high-risk accounts, which may cause restrictions on the enterprise’s own account.
A foreign trade enterprise filtered out 15% of high-risk accounts using this API, reducing the ban rate of its WhatsApp marketing accounts from 8% to 1%.
Realizes real-time linkage between screening results and the enterprise’s own systems without manual intervention:
- Supported systems: CRM (e.g., Salesforce, Zoho), marketing automation systems (e.g., HubSpot, Marketo), and enterprise databases (MySQL, MongoDB).
- Synchronization triggering methods: Supports "real-time triggering (synchronization immediately after screening is completed)" and "scheduled triggering (bulk synchronization by hour/day)."
- Custom field mapping: Allows custom mapping of API return fields to enterprise system fields (e.g., mapping "number type" to "customer account type").
Provides full-process monitoring of API invocations for technical and operational teams to ensure traceability:
- Return content: Includes "invocation time," "invoking account," "screening quantity," "successful/failed counts," and "failure reasons (e.g., parameter error, network issue)."
- Query dimensions: Supports querying logs by time range, invoking account, and request ID for easy troubleshooting.
- Export function: Supports exporting logs in Excel format for auditing and data review.
Enterprises can set custom rules based on business needs and trigger automated actions via API:
- Rule configuration example: When the API screens out "registered on WhatsApp + highly active," automatically call the WhatsApp bulk messaging interface to push a welcome message.
- Supported trigger actions: Message pushing, customer grouping, label updating, and risk alert notifications.
- Visual rule configuration: No code development is required; rules can be configured through the ITG Global Screening backend, and the API automatically executes trigger actions.
Technical teams can complete the docking of ITG Global Screening API for WhatsApp account management without complex development, following these 5 steps, which can be implemented within 1-2 working days:
Before invoking the API, complete 3 basic preparations to ensure smooth docking:
- Apply for API credentials: Log in to the ITG Global Screening enterprise backend, enter the "API Management" module, create an application, and apply for API credentials (including AppID and AppSecret) for interface invocation authentication.
- Confirm interface permissions: Apply for corresponding interface permissions (e.g., "basic account screening permission," "in-depth label screening permission") based on needs; unapplied permissions cannot be invoked.
- Set up a test environment: It is recommended to first debug the interface in the test environment (sandbox) provided by ITG. The test environment has the same functions as the production environment but uses test data that does not affect actual business.
Taking "bulk screening of basic WhatsApp account status" as an example, technical teams can write invocation logic using mainstream programming languages (e.g., Python, Java, PHP). The core process includes:
- Configure API credentials (AppID, AppSecret) to ensure legitimate invocation identity.
- Organize the list of mobile phone numbers to be screened (unified format, including country code, no special characters).
- Send a request to the ITG Global Screening API interface, passing the mobile phone numbers and request ID.
- Receive the screening results returned by the interface, parse the data, and determine the account status.
The entire invocation process requires no complex code logic, and ordinary developers can complete the writing of basic invocation scripts within 1-2 hours.
After obtaining screening results via API, synchronize them to the enterprise’s own systems. Taking "synchronization to MySQL database" as an example:
- Create a database table: Design a table structure to store screening results, including fields such as "mobile phone number," "whether registered on WhatsApp," "account status," and "creation time."
- Write synchronization logic: After successful API invocation, add data insertion code to batch write the returned screening results into the database.
- Set up scheduled tasks: If regular screening is required, use tools such as Linux Crontab or Windows Task Scheduler to execute API invocation and data synchronization scripts at regular intervals (e.g., screening newly added accounts from the previous day at 2 AM daily).
Configure custom rules through the ITG Global Screening backend to trigger automated actions based on screening results:
- Enter the "Automated Rules" module, click "Create Rule," and select trigger conditions (e.g., "registered on WhatsApp + highly active").
- Select trigger actions (e.g., "call WhatsApp bulk messaging interface to push messages," "synchronize to CRM and mark as 'high-value customer'").
- Set action parameters (e.g., message content, push time, CRM field mapping relationship), save the rule, and it will take effect immediately.
An e-commerce enterprise configured a rule: when the API screens out "newly registered user + valid WhatsApp account," it automatically pushes a "new user exclusive 5-yuan coupon," increasing the new user conversion rate by 40%.
After docking, monitor API invocation in real-time to ensure stable operation:
- Check invocation logs: In the "API Logs" module of the ITG Global Screening backend, view daily invocation volume, success/failure rate, and response time. If the failure rate exceeds 5%, troubleshoot in a timely manner.
- Common problem handling:
- Response timeout: Check network stability and appropriately add timeout retry mechanisms in the code (e.g., 3 retries).
- Permission error: Confirm whether AppID and AppSecret are correct and whether interface permissions have been applied.
- Data format error: Check whether the passed mobile phone number includes the country code and has no special characters (e.g., spaces, hyphens).
Technical teams often encounter poor results due to minor oversights during API docking. The following 4 notes require focused attention:
Do not hardcode AppID and AppSecret in frontend code or clients to avoid leakage; instead, store them in server environment variables or configuration files with permissions set to be accessible only by administrators.
Use the HTTPS protocol during API invocation transmission to ensure data encryption and prevent account information leakage.
The ITG Global Screening API has a default invocation frequency limit (e.g., 5,000 QPS). If higher concurrency is needed, communicate with technical support in advance to apply for an adjustment.
For bulk invocations, it is recommended to process in batches (e.g., split 100,000 accounts into 20 batches of 5,000 each) to avoid triggering rate limits due to overly large one-time requests.
Unify the format of mobile phone numbers passed to the API (e.g., include country code, no special characters), and add format verification logic in the code (e.g., matching standard formats via regular expressions).
For accounts with "unknown status" returned by the API, it is recommended to re-invoke the screening after 24 hours to avoid misjudgments caused by temporary network issues.
When designing code, reserve space for field expansion (e.g., adding return fields such as "interest labels" and "purchase propensity" in the future) to avoid frequent code modifications.
If the enterprise needs to connect to more systems (e.g., ERP, customer service systems) in the future, design a unified API data interaction middle layer to reduce integration complexity.
As can be seen from the above content, the API interface based on ITG Global Screening is by no means a simple "technical docking," but the core support for enterprises to realize large-scale and automated management of WhatsApp accounts—it can break through manual efficiency bottlenecks to achieve real-time screening of massive accounts; it can connect data silos to enable seamless linkage between screening results and operational actions; and it can lay the foundation for the enterprise’s subsequent digital transformation.
For technical and operational teams, instead of wasting energy in the cycle of "manual screening — data entry — manual operations," it is better to integrate WhatsApp screening and automated management capabilities into the existing system via API interfaces, allowing technology to empower business and realize multiple values of "efficiency improvement — cost reduction — conversion growth." Remember: In large-scale WhatsApp operations, "technical automation" is the key to widening the competitive gap, and API interfaces are the first step to achieving automation.
ITG Global ScreeningIt is a world-leading number screening platform that combinesGlobal mobile phone number segment selection, number generation, deduplication, comparison and other functions. It supports global customersBulk numbers from 236 countriesFiltering and testing services, currently supportedMore than 40 social and apps, such as:
whatsapp/line, twitter, facebook, Instagram, LinkedIn, Viber, zalo, Binance, signal, skype, DISCORD, Amazon, Microsoft, Truemoney, Snapchat, kakao, Wish, GoogleVoice, Botim, MoMo, TikTok, GCash, Fantuan, Airbnb, Cash, VKontakte, Band, Mint, Paytm, VNPay, Moj, DHL, Okx, MasterCard, ICICBank, Bybwait.
The platform has several features, includingOpen filtering, active filtering, interactive filtering, gender filtering, avatar filtering, age filtering, online filtering, accurate filtering, duration filtering, power-on filtering, empty number filtering, mobile device filteringwait.
Platform providesSelf-sieve mode, sieve mode, fine-sieve mode and custom mode, to meet the needs of different users.
Its advantage lies in the integration of major social and applications around the world, providing one-stop, real-time and efficient number screening services to help you achieve global digital development.
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