How To Send Individual WhatsApp -

Easily send personalized WhatsApp messages to individual leads or customers directly from your CRM. This feature allows you to engage with prospects, answer queries, and share important updates.

Follow the steps below to send individual WhatsApp messages efficiently and ensure timely, effective communication. 🚀

Step 1: Select the lead or student you wish to message by searching for their name or contact within the CRM system. Click on the WhatsApp icon in the communication menu to open a dialog window.

Step 2: In the pop-up window, choose between Enterprise and Non-enterprise options. Selecting the Enterprise tab allows you to view the Day/Month limits. After clicking the Submit button, you can begin sending messages to Enquiries/Leads.

Step3: - After submitting, the WhatsApp Panel will open on the right side of the CRM. At the bottom, you’ll find an option to select a template (BIM – Business Initiated Message) to send to the student.

• Once you select and send the template, you can initiate a session chat when the student replies.

• You will have a 24-hour window to continue the conversation after their first response.

• If the student does not respond, you cannot start a session chat. However, you can continue sending BIMs for marketing communications until they engage.

Step 4: Selecting the Non-enterprise option allows you to start conversations with students via personal WhatsApp Web. You can set pre-configured plain text templates in the CRM to send to leads.

• Click on the Send WhatsApp Button to initiate the WhatsApp Message.