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 do 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?
How do I create standard message templates for WhatsApp + Twilio?
Can I send a document along with my WhatsApp message?
How can I attach a document 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?
Can I create WhatsApp messages for approval notifications?
What are the limitations or conditions for sending WhatsApp messages from the CRM?
What is the use of WhatsApp in the Vtiger CRM mobile app?
What is the Whatsapp integration with IMI Mobile for Vtiger CRM?
Who can configure Whatsapp with IMI Mobile in Vtiger CRM?
What are the benefits of integrating WhatsApp and IMI Mobile with Vtiger?
How do I use IMI Mobile-WhatsApp templates in Vtiger CRM?
How do I disable WhatsApp integration with IMI Mobile?
How do I configure WhatsApp with IMI Mobile for Vtiger CRM?
How do I send WhatsApp messages with IMI Mobile from Vtiger CRM?
Where do I see the WhatsApp messages I have sent to customers?
What is WhatsApp integration with Twilio?
For which modules of Vtiger is the WhatsApp - Twilio integration available?
In which editions of the CRM is WhatsApp integration available?
What are the conditions for integrating WhatsApp and Twilio with Vtiger CRM?
How do I integrate WhatsApp with Vtiger CRM via Twilio?
How do I send a WhatsApp message from the CRM?
Can I format the WhatsApp messages that I send?
How do I send a Print Template in my WhatsApp messages?
How do I send a WhatsApp message from the related WhatsApp Tab in the Summary View?
In which modules can WhatsApp templates be used?
How do I send a WhatsApp message from the Summary View of a record?
Table of Contents
Follow these steps to send a WhatsApp message from the Summary View of a record:
Note: Approved templates can be used only to send messages outside 24-hour sessions. This means when the customer has not replied within 24hrs, then we can use these approved template messages.
- Log in to the CRM.
- Go to the module you to send a message from. The List View opens.
- Click on a record to go to its Summary View.
- Click More.
- Under the Reach out now option, click WhatsApp.
- Enter or select the following in the Send WhatsApp Message window:
- Phone Number - Select a phone number to send the WhatsApp message. The number has to be a mobile number installed with WhatsApp to receive and send messages.
- Select WhatsApp Template - Select a message template if you want to send a standard message. This is optional.
- Message window - Type your message in the textbox.
- Make your message fun: You can include emojis in your message by clicking the emoji icon in the top right corner of the textbox.
- Don't forget a document: You can upload documents along with your message by clicking the Attach Files link. You can attach only one document of a maximum size of 16 MB.
Note: Approved templates can be used only to send messages outside 24-hour sessions. This means when the customer has not replied within 24hrs, then we can use these approved template messages.
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