WhatsApp opt-in options are WhatsApp messaging options available for sending and receiving WhatsApp messages with Clickatell.
You can select the following WhatsApp opt-in options for your contacts, leads, organizations, and vendors based on your preferences:
- Single opt-in: It lets you send outgoing messages and receive incoming messages from WhatsApp using Clickatell.
- User opted out: It lets you receive incoming messages and does not let you send outgoing messages from WhatsApp using Clickatell.
- None: It lets you send outgoing messages and receive incoming messages from WhatsApp using Clickatell.
The WhatsApp opt-in is a field available in a few CRM module records under Basic Information > WhatsApp opt-in in the Summary View and Detailed View. It provides WhatsApp opt-in options.
The WhatsApp opt-in options are available for the following modules:
- Contacts
- Leads
- Organization
- Vendors
Follow these steps to select a WhatsApp opt-in option while creating or editing a record for a contact, lead, organization, or vendor:
For example, we have considered the Contacts module. , you can go to any module mentioned above.
Follow these steps to select a WhatsApp opt-in option for a contact record:
- Log into your CRM account.
- Click the User Menu.
- Click Essentials.
- Look for Lead & Contact Management.
- Select Contacts.
- Click +Add Contact.
or
- Select a Contact record.
- Go to the Summary View or Detailed View of the record.
- Go to Basic Information.
- Look for the WhatsApp opt-in field. Select a suitable WhatsApp opt-in option.
You have now successfully selected a WhatsApp opt-in option for a contact in CRM.
Note: The WhatsApp opt-in options are available for all the WhatsApp providers Vtiger CRM is integrated with.