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WhatsApp Template

Create WhatsApp Template

  • You can add emoji in WhatsApp template Message.
  • If “Display quick access” is enabled on create WhatsApp template, then it will show the last five quick access WhatsApp template in WhatsApp Timeline and Individual popup.
  • Please note that in the WhatsApp template, you can include only one image. It’s not possible to add PDFs or any other types of files.
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  • Enabled WhatsApp Template for “Display in Quick Access” will be displayed as shown in bellow screenshot.
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  • WhatsApp Template can be accessible from various places of the WhatsApp interface in vTiger CRM like,
  • WhatsApp Template Timeline View
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  • When sending one to one message from Record
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  • When Sending Bulk messages from Recordist.
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  • Note : If you wish to send bulk messages with attachment it’s advisable to use the WhatsApp template feature.
  • When sending a message from Timeline view
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  • When sending Automated email from Workflow
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  • Quick edit WhatsApp Template from popup
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Updated on August 13, 2024

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