Feature #1: Personalised Template Messaging

This functionality helps users to send 1-0-1 messages (sending a single templatised message to one record at a time).

Considering the example of Lead object.

Go to App Launcher and select Gupshup App from the list.

• Go to the Lead object
• Open a lead record
• Check for WhatsApp Global Opt In field on the details page and ensure that it is checked.
  a. User can only send messages to records which have WhatsApp Global Opt- In field checked.

Note - “WhatsApp Global Opt-In” – The “True” value of this field denotes that consent was opt-in outside of salesforce by app user.

• Click on the Send WhatsApp Message Button

• WhatsApp Messaging Screen Will Pop – Up

• Select Channel (from where you need to send the Message)
• Select Number (On which the Message is to be sent)

• Click on the template Selection Button on the Bottom Left

• Template Selection tab will pop up
• Select Category of the template

Note - Setting up a template is outside salesforce scope, these templates are pre-approved from WhatsApp**

• Select the template for the particular category
  • There are four categories – Text, Image, Video and Document
  • The selected template caption can be previewed in the template preview box below
  • For Media files, user need to upload the files and preview will be available on the screen.

• Click on send
• “Message sent successfully” pops up and “Message sent” reflects in the “Chat history” screen.

• Message will be received on the selected number