[Delete] Send WhatsApp to a Lead

Prerequisites

  • You need to have at least one approved WhatsApp template configured in your LeadSquared account.
  • Using the approved WhatsApp number and a service provider, the WhatsApp Messaging Connector must be installed and configured correctly.

To send a WhatsApp to a single lead, perform the following steps:

  1. From the LEADS drop-down list, click Manage Leads. The Manage Leads page appears.
  1. From the Manage Leads page, select a lead you want to send the WhatsApp to.
  2. Hover your cursor over the Settings icon, hover over Messaging, and then click WhatsApp. The Send WhatsApp Message page appears.
  1. On the Send WhatsApp Message page, you will find the Service Window. While using this window, you should remember the following:
  • You cannot edit the template message on the Send WhatsApp Message page.
  • If a lead replies to your message for the first time, then Inactive will change to Active for 24-hours.
  • During this 24-hour window, you can send multiple customized messages along with template messages.
  • The Service Window will get reset every time the lead replies to a message.

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Note:

Service Window is Inactive, unapproved templates won't be visible. Only approved templates will be available in the template list.

  1. On the Send WhatsApp Message page, select a template from the drop-down list and click Send.
  1. The Successfully sent the WhatsApp message appears as shown below.

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