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How do I use Gupshup WhatsApp templates in Vtiger CRM?

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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.
  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.
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