Send WhatsApp Message Follow

Sending WhatsApp Message action allows to send WhatsApp messages to a contact through Smart Flow. This allows you with the possibility of sending WhatsApp communications to your contacts automatically eliminating manual intervention on repetitive tasks.

Topics Covered:

• How to configure Send WhatsApp Message Action
• Practical Example

How to configure Send WhatsApp Message Action

• When setting up a Smart Flow, Select the Send WhatsApp Message Action

When setting Send WhatsApp Message action, you will need to configure following details:

• Name: Provide a clear and descriptive name to identify the action's purpose.

• Description: Give a brief explanation of the action's function, describing what it will achieve.

• From Number: Select the configured number through which you would like to send this message

• Select Record(s) to Enroll: Determine which records will be enrolled in the sequence. You can either select the contact associated with the flow trigger or manually choose specific records.

• Related Record: Specify any related record to associate with the contact to replace variables in the template

• Number Field: Select which field given in the record the message should go to. Example Cellphone, Mobile phone.
• WhatsApp Template: Select the template which should be sent
• Once configuration is completed, hit Save.

Practical Example:

• For instance, you need to send a WhatsApp Broadcast about an upcoming promotion.
• The Send WhatsApp Message action can be configured with the trigger of Date and Time Schedule and following this configuration. 
• A WhatsApp Message will be sent to your contacts notifying them about the promotion.