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WhatsApp Template

Create WhatsApp Template

    • You can add emoji in WhatsApp template Message.
    • If “Display quick access” is enabled on the WhatsApp template, then it will show the last five quick access WhatsApp templates in WhatsApp Timeline and Individual popup.

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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,
      • When sending one to one message from Record

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      • When Sending Bulk messages from RecordList

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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 Whatsapp message from Workflow

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      • Quick edit WhatsApp Template from popup

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Updated on January 31, 2025

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