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How to use WhatsApp for VTiger 7.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.

 

Single and Multiple WhatsApp Access

  • Single WhatsApp # for entire CRM 
    • CRMTiger’s WhatsApp integration allows this option for those companies who rely on a Single WhatsApp number for the entire CRM.
    • This option enable from Settings > WhatsApp configuration > Find “WhatsApp # management” and Select “Single WhatsApp number for the CRM”.

image

    • Using Single WhatsApp # configuration any user who has rights given from Settings > WhatsApp configuration > Find “Allow access to users” and Select list of the user to get WhatsApp module access.
    • Users can only see all WhatsApp conversation and contact based on Roles & Rights set in CRM for the user.
  • Multiple WhatsApp # for each user
    • CRMTiger’s WhatsApp integration allows this option for those companies who rely on a Multiple WhatsApp number configuration for each user.
    • This option will be enable from Settings > WhatsApp configuration > Find “WhatsApp # management” and Select “Multiple WhatsApp # for Users”, On selection “Multiple WhatsApp # for users” it will display multi-select list to select list of users to get WhatsApp # access so users will get access to WhatsApp to scan.
    • Using Single WhatsApp # configuration any user who has rights given from Settings > WhatsApp configuration > Find “Allow access to users” and Select list of the user to get WhatsApp module access.
    • Users can only see all WhatsApp conversation and contact based on Roles & Rights set in CRM for the user.

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
      • detail
      • Click on WhatsApp icon will open the Chat window to communicate between customer and user.
      • send-receive-msgs-whatsaap
      • 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 More >  Send WhatsApp Messageindex
  • 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

whatsapp-group

  • Quick notification list display Top 5 WhatsApp messages received from your contacts so you can quickly reply those messages.
  • From WhatsApp notification window you can access WhatsApp Timeline view and WhatsApp analytics view.
  • Global WhatsApp messaging categorized into 3 sections
    • Important
    • New messages
    • Unknown numbers
    • Module(Leads/Contacts/Org./Vendors) messages

 important-notification

  • Important
    • Important feature helps you to quickly access your WhatsApp contact which is important.
    • You can manage to move any contact under Important by simply click on star icon to move contact under Important contact.
  • New messages
       whatsapp-infp-detail

 

      • 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
       unknown-numbers
    • 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)
       modules
    • 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
    • Update record from WhatsApp messages
      • Allow users to update records from “WhatsApp message text” this will give users more flexibility to update on the fly.

update-records

    • Create Related record from WhatsApp messages
      • Allow user to create Related record from message window of WhatsApp

create-related-records

  • WhatsApp Analytics
    • WhatsApp analytics accessible from WhatsApp icon analytics on Top Right corner or click on (analytics).
    • WhatsApp analytics offer you detailed reports specifically on Bulk messages sent to your customers.
    • Message Summary
      Message summary list all messages with the status on # of message in Queue, sent , # messages read by your contacts etc..

message-summary

    • Report by messageReport by message list # of message sent vs # of message open so you will get effectiveness of WhatsApp campaign sent to your contacts

report-by-message

Updated on May 24, 2021

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