Initiate Chat
Initiate Chat from chat
- The Initiate Chat option allows you to directly send a WhatsApp template message to a lead or contact from the system.
- You can access this feature from the Leads or Contacts list.
- Click the WhatsApp icon under the Initiate Chat column.
Template Selection
- Choose the template from the list
- Click submit button to send the template.
- The template will be display in whatsapp.
- You can set merge fields by pressing the @ sign. When you type @, a dropdown will appear showing all the available merge fields.
NOTE
Before uploading videos, images, or document files templates, please ensure that the file extension and size are properly checked.