Submit a request Sign In
  • Logout
    Home  >   FAQs   >  How do I use Gupshup WhatsApp templates in Vtiger CRM?
    FAQs in this section
    What is Clickatell? What is the WhatsApp integration with Clickatell for Vtiger CRM? Can I configure WhatsApp with Clickatell integration in Vtiger CRM? What are the benefits of integrating WhatsApp and Clickatell with Vtiger CRM? What are the prerequisites to integrate Clickatell with Vtiger CRM? How do I Install Clickatell Extension In Vtiger CRM? How do I configure WhatsApp with Clickatell for Vtiger CRM? How do I disable WhatsApp integration with Clickatell? What is Gupshup? What is WhatsApp integration with Gupshup for Vtiger CRM? Can I configure WhatsApp with Gupshup in Vtiger CRM? What are the benefits of integrating WhatsApp and Gupshup with Vtiger CRM? What are the prerequisites for integrating Gupshup with Vtiger CRM? How do I install the Gupshup extension in Vtiger CRM? How do I configure WhatsApp with Gupshup for Vtiger CRM? How do I send WhatsApp messages using Clickatell from Vtiger CRM? How do I disable WhatsApp integration with Gupshup? How do I send WhatsApp messages using Gupshup from Vtiger CRM? What is Wablas? What is the WhatsApp - Wablas integration for Vtiger CRM? What are the benefits of Vtiger and Wablas integration? How do I install Wablas as a service provider in the CRM? Where is Wablas available as a WhatsApp service provider in the CRM? How do I integrate Wablas with Vtiger CRM? How do I send a WhatsApp message from the CRM using Wablas? How do I send a WhatsApp message using Wablas from the CRM List View? How to send a message using Wablas from the Summary View? How do I view WhatsApp-Wablas records in the CRM? How do I view WhatsApp records for Wablas from the WhatsApp module? How do I view WhatsApp records for Wablas from a module? What are the WhatsApp opt-in settings available for Clickatell in Vtiger CRM? How do I create Clickatell WhatsApp Templates for WhatsApp messaging? Where can I see WhatsApp - Clickatell records in the CRM? Can One Professional Edition users integrate WhatsApp with Gupshup? How do I integrate my personal number into the app? What are the limitations of WhatsApp Personal number integration? What is WhatsApp personal number integration in Vtiger CRM? What are the limitations of WhatsApp personal number integration? What are the benefits of using WhatsApp personal number integration? What is the WhatsApp notification tracker? What is WhatsApp Business API? What is Notification access? Can I install the Vtiger Mobile CRM app on my phone? How do I install Vtiger Mobile CRM on my mobile? Where do I find the Vtiger CRM app on installation? How do I set up a personal WhatsApp number in the Vtiger CRM app? How do I send a WhatsApp message from the Vtiger Mobile CRM app? How do I use WhatsApp templates to send WhatsApp messages? Will the Vtiger track my personal WhatsApp messages? Should the Vtiger CRM app be active or running in the background to track WhatsApp messages? Can I send or view attachments? Will I be charged for sending messages? Should I buy WhatsApp API for sending messages from the app? Is the WhatsApp Mobile CRM app available for Android and iOS mobile phones? What is WATI? Explain WATI Integration with Vtiger CRM. What are the benefits of WATI Integration with Vtiger CRM? How do I integrate WhatsApp with WATI in Vtiger CRM? How do I install the WATI Add-on in Vtiger CRM? How do I configure WATI in the WhatsApp module? How do I add webhooks for Incoming Callback? How do I add webhooks for Status Callback? How do I create templates in the WATI platform? How do I send messages from the CRM using WATI?

    How do I use Gupshup WhatsApp templates in Vtiger CRM?

    Table of Contents
    If you are sending WhatsApp messages using Gupshup in Vtiger CRM, you can only use:
    • Gupshup as your WhatsApp Service Provider
    • Approved Gupshup-WhatsApp Templates (default or customized)

    To use the Gupshup-WhatsApp templates in Vtiger CRM:
    Step 1: Copy the Gupshup-WhatsApp template
    Step 2: Use the copied content in the WhatsApp template in Vtiger CRM

    Step 1: Follow these steps to copy content from the Gupshup-WhatsApp template:
    1. Log in to your Gupshup account.
    2. Click your GupShup account displayed on the Dashboard.
    3. Scroll down to the Test access API and set the callback URL section. 
    4. Click View Templates. The Template List screen displays available GupShup Templates. 
    5. Choose the appropriate template and Copy the Template content.
    Or
    1. Create a template by clicking +Add More and adding relevant information. 
      1. Note: The WhatsApp Template created by you will have to be approved by WhatsApp. Once your template is approved, it will be available in the template section of Gupshup. 
    2. Copy the content from the approved Whatsapp Template.

    Navigate back to Vtiger CRM.

    Step 2: Follow the below steps to use Gupshup WhatsApp Templates on Vtiger CRM:
    1. Login to your CRM account.
    2. Click the User Menu.
    3. Click Marketing.
    4. Look for Marketing Enablement.
    5. Click WhatsApp Templates.
    6. Click +Add Template. The Create WhatsApp Template page opens.
    7. Enter or select the following information: 
      1. Content: Paste the copied Gupshup Template in the Content section. 
      2. Template ID: Enter the template ID.
      3. Template Name: Provide a name for the Gupshup WhatsApp Template.
        1. Note:  The Gupshup WhatsApp Template names provided here are the Select WhatsApp Template dropdown list on the Contacts module.
      4. Assigned to: Creator of the Template.
      5. Module: The only desired modules where you want the specific WhatsApp Templates to remain available.
      6. Merge Field: The selected fields will display and add to the Gupshup Whatsapp Template Content.
        1. Note: The field’s data selected here will, by default, appear in the Contacts module> Send WhatsApp Message> Message Body section.
      7. Click Save.
    You have now successfully created the Gupshup Whatsapp Template on Vtiger CRM and will be able to use the template to send a WhatsApp message via Gupshup.
    Was this FAQ helpful?
    0  out of  0  found this helpful.
    Comments 0
    Be the first to comment
    Home
    Privacy Policy
    Terms of Service
    Security Center
    Policy & Legal Center
    Contact Us
    © Copyright 2023 Vtiger. All rights reserved.
    Powered by Vtiger