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How do I send WhatsApp messages using Clickatell from Vtiger CRM?

Table of Contents
You can send WhatsApp messages using Clickatell:
  • From the desktop version of Vtiger CRM as well as the Vtiger CRM Mobile app.
  • From the List view as well as the Summary view in all the modules where the WhatsApp Integration feature is available.
Here, for instance, let us consider the Contacts module. 
 
Sending WhatsApp messages from List View
Follow these steps to send WhatsApp messages via Clickatell:  
  1. Log in to your CRM account.
  2. Click the User Menu.
  3. Click Essentials.
  4. Click Lead & Contact Management > Contacts.
  5. Hover the mouse on the Contact record to whom you want to send the message.
  6. Click WhatsApp from the options that are displayed. The Send WhatsApp Message window opens.
  7. Enter or select the following information -
    1. Phone Number: Choose the phone number.
    2. WhatsApp Template: Select the required Clickatell template.
      1. Note: Approved WhatsApp templates saved in the WhatsApp Template module are displayed here.
    3. Attach files if needed.
    4. Click Send.
You have now sent a WhatsApp message to the selected customer.

Sending WhatsApp messages from Summary View
Follow these steps to send WhatsApp messages via Clickatell: 
  1. Log in to your CRM account.
  2. Click the User Menu.
  3. Click Essentials.
  4. Click Lead & Contact Management > Contacts.
  5. Click the Contact record to whom you want to send the message. The Summary View opens.
  6. Click WhatsApp. The Send WhatsApp Message window opens.
  7. Enter or select the following information -
    1. Phone Number: Choose the phone number.
    2. WhatsApp Template: Select the required Clickatell template.
      1. Note: Approved WhatsApp templates saved in the WhatsApp Template module are displayed here.
    3. Attach files if needed.
    4. Click Send.

You have now sent a WhatsApp message to the selected customer.

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