WhatsApp Notifications
You can effectively inform and engage users by utilizing WhatsApp notifications, sending them timely, and relevant updates. By combining WhatsApp notifications with workflows, you can automate the process of sending personalized messages based on specific actions or events.
- Permission Required: Manage Automation
- Find out the Edition-specific limits for WhatsApp Notifications
To create a WhatsApp notification:
- Navigate to Setup > Automation > WhatsApp Notifications and click Add WhatsApp Notifications.
- In the Add WhatsApp Notification overlay, enter the following details and click Save:
- A Name for the notification.
- A Description of the WhatsApp notification
- Template Module: The module whose WhatsApp template you want to use
- Template: The WhatsApp template you want to use
- Recipient: The person who is supposed to receive the notification.
Based on the Template Module chosen, the values in the Recipient field will vary. Furthermore, the phone number or mobile number associated with the Recipient field can be chosen. Ensure that the mobile number used is formatted with a + and country code. - Channel: The channel for which you are creating the template.
WhatsApp Notification Failures
When a workflow is triggered, its associated WhatsApp Notification gets executed. The WhatsApp Notification might fail when executed on some records. The details of such errors and the records that caused it can be viewed under the Failures tab at Setup > Automation > WhatsApp Notifications.
Example
Send a welcome message when a new contact is added. To implement this, follow the steps below:
- Create a WhatsApp Notification that will send a welcome message to a contact's mobile number.
- Create a workflow rule for triggering the WhatsApp Notification when new contacts are created.
Create a WhatsApp Notification
- Navigate to Setup > Automation > WhatsApp Notifications and click Add WhatsApp Notifications.
- In the Create Template overlay, enter the following details and click Save:
- Name: Welcome Notification
- Template Module: Contacts
- Template: Welcome Notification
- Recipient: Contacts Mobile
- Select the channel ffor which you are creating the template.
Create Workflow Rule
WhatsApp notifications are triggered using workflow rules. Here a workflow rule is created to send a welcome notification whenever a new contact is added to Zoho FSM.
- Go to Setup > Automation > Workflow Rules and click Create Workflow.
- Enter the following details, then click Next:
a. Module: Contacts
b. Rule Name: Send Welcome Message
c. Description: Whenever a new contact is created, send a welcome message. - Select the rule trigger as Created and click Next.
- Select the rule criteria as To all Contacts. Click Next.
- Click +Action and select WhatsApp Notification.
- Select Existing WhatsApp notification and click Next.
- Select the Welcome Notification WhatsApp notification.
- Click Save.
Note: Ensure that the mobile number used is formatted with a + and country code.
Zoho CRM Training Programs
Learn how to use the best tools for sales force automation and better customer engagement from Zoho's implementation specialists.
Zoho DataPrep Personalized Demo
If you'd like a personalized walk-through of our data preparation tool, please request a demo and we'll be happy to show you how to get the best out of Zoho DataPrep.
- Zoho Workerly Home
- Forums
- Connect With Us:
- Zoho Recruit Home
- Forums
- Connect With Us:
New to Zoho CRM Plus?
Deliver unforgettable customer experiences
New to Zoho CRM Plus?
Deliver unforgettable customer experiences
New to Zoho Marketing Plus?
Everything you need to run your marketing
New to Zoho Marketing Plus?
Everything you need to run your marketing
You are currently viewing the help pages of Qntrl’s earlier version. Click here to view our latest version—Qntrl 3.0's help articles.
New to Zoho Survey?
Zoho Sheet Resources
Zoho Forms Resources
New to Zoho Sign?
Zoho Sign Resources
Sign, Paperless!
New to Zoho TeamInbox?
Zoho TeamInbox Resources
New to Zoho ZeptoMail?
Zoho DataPrep Resources
Design. Discuss. Deliver.
New to Zoho Workerly?
New to Zoho Recruit?
New to Zoho CRM?
New to Zoho Projects?
New to Zoho Sprints?
New to Zoho Assist?
New to Bigin?
Related Articles
WhatsApp Templates
- Permission Required: Manage Automation - Find out the Edition-specific limits for WhatsApp Templates A WhatsApp Template is a pre-approved message format that allows businesses to send personalized and interactive messages to their customers on ...Enabling WhatsApp Integration
Permission Required: Administrator profile To enable the WhatsApp integration in your Zoho FSM account, do the following: Navigate to Setup > Business Messaging > WhatsApp and click Integrate. Select the checkbox for terms and conditions and click ...WhatsApp Integration with Zoho FSM - An Overview
Integrating Zoho FSM with WhatsApp creates a seamless communication channel between your field service team and customers, improving the quality of your service offering, and streamlining your service operations. Field service professionals can ...Notifications
In Zoho FSM, there are two types of notifications: In-App Notifications Custom Notifications In-App Notifications Through the in-app notifications, users will get notified about relevant updates. The notifications may be of events that require action ...WhatsApp Tab
From the WhatsApp tab, you can manage all the WhatsApp communication with your customers. This allows you to have all customer communication in one place, making it easy to keep track of conversations and provide timely responses. You need to choose ...
New to Zoho LandingPage?
Zoho LandingPage Resources