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How to use WhatsApp for VTiger 6.X ?

  • WhatsApp Integration with vTiger gives you the flexibility to send WhatsApp messages to your customers.
  • You can send WhatsApp messages to multiple records in one shot(obviously you’ve to follow WhatsApp guidelines for the same).
  • In addition to manually sending out messages, you can also forward automatic notifications triggered by workflows in Vtiger CRM.

Recommendation on Sending WhatsApp Messages

  • Since Watsapp is very skeptical about numbers that do bulk mailing, following is recommendations:
  • Send no more than 5-10 messages per minute, i.e. send messages in batches, not all at once.
  • Take into account the reaction of users to the message. Usually, 10 clicks on the “Spam” button
  • From the client side are enough for the number to be blocked.
  • The presence of links in messages increases the likelihood of a ban.
  • WhatsApp has no physical limit on the number of messages, as per their policy but there is a recommendation not to exceed certain messages per day. Again this will  as per the WhatsApp Policy, if the number of incoming and outgoing messages is about the same, then you can send a little more than 6000.
  • Use the device on which there were no earlier bans.
  • Receive incoming messages. The more incoming messages, the better. Incoming messages are not counted in the recommendation not to exceed 6000 messages.

Send WhatsApp message from Record

  • Send/Receive Message from individual record
      • Click on module > GoTo Record List > Open record in view
        There is an option to view “WhatsApp” icon, click on icon  to open WhatsApp conversation with customer
      • whatsapp-icon
      • Click on WhatsApp icon will open the Chat window to communicate between customer and user.
      • whatsapp-tour
      • Through WhatsApp integration you can send,
        • Text messages
        • Files,Images (Upto limited Size based on our file upload limit
    • You can communicate with customers only if the phone number entered in record must be a WhatsApp number of the customer. Also “WhatsApp # field” specified correctly in “WhatsApp configuration” settings
    • WhatsApp” uses numbers with country code so please follow the instructions mentioned in the “WhatsApp configuration” section about country code.

Send multiple messages


Note : Sending bulk messages for Advertisement as per the WhatsApp policy is PROHIBITED.

 

  • Click on module > GoTo Record List > select records to send multiple message > click on Actions >  Send WhatsApp Messagesend-whatsapp
  • In mass message there is an option to Add a placeholder which will be replaced with actual value.
    send-whatsapp-messageNote : Phone number display in “Phone field” will be “WhatsApp # field” set in WhatsApp configuration.
  • Send message from workflow
    WhatsApp Integration with vTiger has an option to send WhatsApp messages from workflow.
    • To set up workflow to send WhatsApp messages on various actions.
      GoTo Settings >  Workflows > Create workflow

      • Select Appropriate module Integrated with WhatsApp and setup condition.
      • Under Action There is an option “Send message on WhatsApp”, Setup action to send “Automatic” WhatsApp message as per picture below.

workflow-action

  • Global WhatsApp messaging
    Global WhatsApp message option allows you to see all WhatApp conversations with Prospects/Customers/Vendors from one place.
    notification
  • Click on WhatApp Icon whatsapp-notification , it will open a popup to see all messages. From popup click on Filter icon will display global messaging popup
  • Global WhatsApp messaging categorized into 3 sections
    • New messages
    • Unknown numbers
    • Module(Leads/Contacts/Org./Vendors) messages

  whatsapp-info

  • New messages

        chat
      • New messages in WhatsApp Global messages area list all unread messages either from “unknown number” or “existing contact records”
      • Global WhatsApp messaging has same option as sending/receiving message to individual records
  • Unknown numbers

        add-contacts
    • Unknown numbers” in WhatsApp Global messages area list all messages from “unknown number” not stored as a records in CRM
    • Unknown numbers” messaging section has same option as sending/receiving message to individual records
    • From the messaging window of “unknown number” there is an option to associate “unknown number” to records.
      • In the drop list Add to records display option to Save unknown number to CRM by simply select option from drop list.
        • Create Lead
        • Create Contact
        • Create organization
        • Create vendors

Note : This option is dynamic and respects the module enable from “WhatsApp configuration” section.

  • Modules(e.g. Leads/Contact/Organization/Vendors)

        contact-list
    • Module list” in WhatsApp Global messages area list all messages from “available modules” enable from WhatsApp Configuration  in CRM
    • Module based” messaging section has same option as sending/receiving message to individual records
Updated on August 7, 2020

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