Sending Bulk WhatsApp Messages

This extension allows you to send bulk personalised messages from any modules , just filter the number of contacts you want to send then draft your message and click on the Whatsapp message button.

Note: Bulk messaging is supported for five modules.
1. Lead
2. Contact
3. Accounts
4. Deal
5. Invoices

Steps:

  • Go to the Lead module >> Select Leads that you want to send messages
  • Click on Whatsapp message button appears at the top
Bulk Message

Bulk Message

  • Select option selected users/ All users (to which user wants to send the message) and click on Next
Select users

Select users

  • After clicking on Next, the user gets navigated to the template messaging screen.
  • Select the channel
Choose Channel

Choose Channel

  • Select Phone/Mobile Number (On which field the Message is to be sent)
Select Sent to option

Select Sent to option

  • Select Category
Select Category

Select Category

  • Search and select a template
Select Template

Select Template

  • Send Template
Send Template

Send Template


  • Once you send the template ,Bulk request submitted successfully is displayed on the screen.
Bulk Request Success Message.

Bulk Request Success Message.

Limitation

Currently, users can send templates to 1000 users.

Updated 2 months ago

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