Template messages are Highly Structured(HSM)/ Notification messages. Once your WhatsApp Business API is Live, you can create template messages and submit them to WhatsApp for approval. You can send Template messages to users that you have opted-in. To know how you can opt-in users, read frequently asked questions.

Once the HubSpot app has been installed in the account, user start sending WhatsApp messages.

• To send WhatsApp messages, click on Contacts at the top of the navigation bar. After clicking, it will redirect to the contact list page.

• Click on a contact from the list, and the system will redirect to the contact details of the selected contact.
• Once redirected to the contact detail page, look for the Gupshup CRM card on the right side of the page.

• Click on the card button named "Send WhatsApp Message" on the Gupshup CRM card.
  Once the button "Send WhatsApp Message" is clicked, a pop-up screen will open

choose channel

• Inside the Template Messaging tab, you'll find a dropdown menu labeled Choose Channel. This dropdown allows you to select the messaging channel you want to use for sending the WhatsApp template message.
  Note: the available channels are pre-configured in the Channel Configuration screen. Select the appropriate channel from the dropdown menu.

SendTo

Ensure the mobile number field is present

catagory

The category dropdown provides various features to enhance functionality:

Tool pin:

The text displayed in black when you hover over the template name is referred to as a tooltip.

Search button

The search button is a user interface element that allows users to initiate a search query. When clicked, it typically triggers a function that processes the user's input, searches the relevant database or content, and returns matching results. The search button is often accompanied by a text input field where users can type their search terms. It may also include icons, such as a magnifying glass, to indicate its purpose.

If the template message includes some variables:

After selecting the template, check the preview. If everything is correct, click the "send button" to send the message.

A toast message saying "Message sent successfully" will appear for a few seconds.

choose document message:

• Click on Select Categories drop down button and then select Document

• Select the template which we want to send as message to our Client

• Copy and paste an Document URL, preview of which can be seen adjacent to this panel

• We need to add some variables [ This depends upon the template we choose to send ]

• Then click on Send

• We get a “Message Sent” notification and the message can be seen in the Chat History Section

• Message is finally received at Client’s end WA No.

  

choose image message:

• Click on Select Categories drop down button and then select Image
• Select the template which we want to send as message to our Client
• Copy and paste an Image URL, preview of which can be seen adjacent to this panel
• We need to add some variables [ This depends upon the template we choose to send ]
• Then click on Send
• We get a “Message Sent” notification and the message can be seen in the Chat History Section
• Message is finally received at Client’s end WA No.

choose video message:

• Click on Select Categories drop down button and then select Video

• Select the template which we want to send as message to our Client

• Copy and paste an Video URL, preview of which can be seen adjacent to this panel

• We need to add some variables [ This depends upon the template we choose to send ]

• Then click on Send

• We get a “Message Sent” notification and the message can be seen in the Chat History Section

• Message is finally received at Client’s end WA No.

  
  

All the category messages are received on the user's WhatsApp number.