> ## Documentation Index
> Fetch the complete documentation index at: https://docs.ruloans.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Send whatsapp from CRM

> Follow these steps to send WhatsApp messages to customers through the CRM:

**1. Open the CRM**

* Log in to your CRM account.

### **2. Navigate to Marketing**

* Click on the left hamburger menu.

* Select the **Marketing** option.

  ![](https://ruloans-bucket.s3.ap-south-1.amazonaws.com/docs/crm/features/marketing/whatsapp/whatsapp1.png)

### **3. Access WhatsApp Templates**

* Click on **WhatsApp** under the Marketing section.

* You will see the **Pre-Created WhatsApp Templates** page.

![](https://ruloans-bucket.s3.ap-south-1.amazonaws.com/docs/crm/features/marketing/whatsapp/whatsapp2.png)

### **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.

  ![](https://ruloans-bucket.s3.ap-south-1.amazonaws.com/docs/crm/features/marketing/whatsapp/whatsapp3.png])

### **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.

![](https://ruloans-bucket.s3.ap-south-1.amazonaws.com/docs/crm/features/marketing/whatsapp/whatsapp4.gif)

### **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.

  ![](https://ruloans-bucket.s3.ap-south-1.amazonaws.com/docs/crm/features/marketing/whatsapp/whatsapp5.png)

### **8. Confirmation Message**

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

![](https://ruloans-bucket.s3.ap-south-1.amazonaws.com/docs/crm/features/marketing/whatsapp/whatsapp6.gif)

### **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:

  ![](https://ruloans-bucket.s3.ap-south-1.amazonaws.com/docs/crm/features/marketing/whatsapp/whatsapp7.png)

  * **Incoming Logs:** Shows the logs of received emails.

  * **Delivered Logs:** Displays the logs of successfully sent emails.

![](https://ruloans-bucket.s3.ap-south-1.amazonaws.com/docs/crm/features/marketing/whatsapp/whatsapp8.gif)

You are all set! Your WhatsApp messages have been sent to the selected recipients .

**Prepared By:** Aparmita Srivastav