---
url: https://docs.corbitaltech.dev/products/whatsmark/initiate-chat.md
description: >-
  Discover how to use the Initiate Chat feature in WhatsMark to quickly send
  WhatsApp template messages to leads or contacts directly from the CRM chat
  panel or contact list.
---

# Initiate Chat

## Initiate Chat from chat

![initiate-chat](./images/initiate-chat/initiate-chat.png)

* 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

![chat-template](./images/initiate-chat/chat-template.png)

* Choose the **template** from the list
* Click **submit** button to send the template.
* The template will be display in whatsapp.

![merge-field](./images/initiate-chat/merge-field.png)

* You can set merge fields by pressing the **@** sign. When you type **@**, a dropdown will appear showing all the available merge fields.

:::warning NOTE
Before uploading videos, images, or document files templates, please ensure that the file extension and size are properly checked.
:::

## Preview (Finally it will look like this)