FAQs in this section
Can I use the CRM to send WhatsApp messages?
Can I use WhatsApp from all the modules in the CRM?
Can I send a WhatsApp message to my contact from the CRM?
Can I simply install and start using WhatsApp?
I have a Twilio number. Can I connect my WhatsApp to the CRM?
Can I use my Facebook account to integrate my WhatsApp with Twilio?
How do I connect Twilio with WhatsApp?
How do I install WhatsApp in the CRM?
How do I configure WhatsApp in Vtiger CRM?
How can I send a WhatsApp message from the CRM?
What kind of WhatsApp messages can I send from the CRM?
Can I send a standard or a common message through WhatsApp?
Can I send a document along with my WhatsApp message?
My WhatsApp messages look plain. How do I change the format of my WhatsApp messages?
Where can I see all the WhatsApp messages I have sent or received in the CRM?
How do I know if the WhatsApp message I have sent has been received?
Are there any conditions I need to know about WhatsApp messages?
Can I create WhatsApp messages for approval notifications?
How can I attach a document with my WhatsApp message?

How can I create standard message templates for WhatsApp?

Creating and setting up standard message templates is a two-step process.
  1. Create a standard message template on your Twilio console and get it approved from WhatsApp to use it from your CRM.
  2. Add the approved template in the WhatsApp Templates option in Vtiger CRM.
Step 1: Creating a standard message on the Twilio Console
Follow these steps to add standard message templates on the Twilio console and get them approved from WhatsApp:
  1. Log in to the Twilio website using your Twilio credentials.
  2. Click Programmable SMS.
  3. Click WhatsApp.
  4. Click the Sender tab.
  5. Scroll down to the Message Template section.
  6. Click the + icon to create a new template.
  7. Update details in the New WhatsApp Template window.
  8. Type the required message in this window so that WhatsApp approves it.
  9. Click Save.
  10. Approved templates are displayed in the Message Templates section.
  11. Copy the approved message you created and paste it in the WhatsApp template record in the CRM.

Step 2: Creating a WhatsApp template in the CRM (for the approved message)
Copy the approved message from the Twilio console and keep it ready.

Follow these steps to create standard message templates:
  1. Go to the Main Menu.
  2. Go to Tools.
  3. Click the WhatsApp Templates option.
  4. Click the + Add Template button.
  5. Enter the following details in the Create WhatsApp Template window.
    1. Message Textbox on the left:
      1. Remember the approved message you had copied from Twilio? Paste the message in this textbox.
      2. The standard message displays certain numbers in brackets. Replace these numbers with actual merge tags in the template.
    2. Enter or select data for the fields on the right side of the window:
      1. Template Name - Enter the name of the template.
      2. Assigned To - The employee the template is assigned to.
      3. Module - The module the template is attached to. For example, you can create templates for Invoices or another for Deals and so on.
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