Send whatsapp from CRM

• Log in to your CRM account.

​

2. Navigate to Marketing

• Click on the left hamburger menu.
• Select the Marketing option.

​

3. Access WhatsApp Templates

• Click on WhatsApp under the Marketing section.
• You will see the Pre-Created WhatsApp Templates page.

​

4. Select the Message Template

• Choose the template you want to send.
• A Preview Message will appear, showing how the message will look on WhatsApp.

​

5. Review the Message Template

• Carefully review the message content.
• Click on the Green Send Icon to proceed.

​

6. Edit Template Details

• You will be redirected to the Template Details Edit Page.
• Fill in the required fields as needed. Change the options to static or dynamic accordingly.

​

7. Apply Filters

• Click on Apply Filters.
• Apply the required filters to choose the target audience.
• Double-check the number of recipients to avoid errors.
• Tick the Consent Checkbox to comply with data policies.
• Click on the Green Send button.

​

8. Confirmation Message

• A confirmation message will appear on the right side of the screen, indicating that the message has been sent successfully.

​

9. Check Sent and Delivered Logs

• Click on the Logs button to check the sent and delivered email logs.
• The Logs page will open, displaying two sections:
  • Incoming Logs: Shows the logs of received emails.
  • Delivered Logs: Displays the logs of successfully sent emails.