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Sending WhatsApp Message action allows to send WhatsApp messages to a contact through **Smart Flow.
  • ** This allows you with the possibility of sending WhatsApp communications to your contacts automatically eliminating manual intervention on repetitive tasks.

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How to configure Send WhatsApp Message Action

When setting up a Smart Flow, Select the Send WhatsApp Message Action Screen Shot 2024-11-19 at 8.27.27 PM.png When setting Send WhatsApp Message action, you will need to configure following details:Name: Provide a clear and descriptive name to identify the action’s purpose.
  • Description: Give a brief explanation of the action’s function, describing what it will achieve.
  • From Number: Select the configured number through which you would like to send this message Select Record(s) to Enroll: Determine which records will be enrolled in the sequence. You can either select the contact associated with the flow trigger or manually choose specific records.
  • Related Record: Specify any related record to associate with the contact to replace variables in the template Number Field: Select which field given in the record the message should go to. Example Cellphone, Mobile phone.
  • WhatsApp Template: Select the template which should be sentOnce configuration is completed, hit **Save.
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Sending text via whatsapp configuration.png Practical Example: For instance, you need to send a WhatsApp Broadcast about an upcoming promotion.The Send WhatsApp Message action can be configured with the trigger of Date and Time Schedule and following this configuration. A WhatsApp Message will be sent to your contacts notifying them about the promotion. Practical example whatsapp.png