Exciting News: WhatsApp Templates is now available on Zoho SalesIQ!

Exciting News: WhatsApp Templates is now available on Zoho SalesIQ!

We are excited to announce the launch of WhatsApp Templates on SalesIQ, a highly awaited feature that will take your business messaging game to an all-new level. This is going to help you enhance your communication patterns, while also allowing you to reach out to your customers who use WhatsApp, whenever you need without any limitations.


Understanding WhatsApp Templates on SalesIQ

WhatsApp templates are pre-saved message layouts or formats that businesses can utilize to send updates, communications and notifications to their customers. 
  • In SalesIQ, you can create and save templates/message layouts that you can easily insert into your WhatsApp conversations, from within your SalesIQ operator chat window, and send to your WhatsApp customers instantly. 
  • With this feature, you can ensure that your messages are not only timely but also adhere to WhatsApp's best practices for effective communication.

Why is this feature a Game-Changer? 

Closed WhatsApp conversations need not remain closed any more! Now you can start conversations with WhatsApp users using WhatsApp Templates. 
  • Usually, chats from channels have a 24 hour closing window in SalesIQ. But with the WhatsApp templates feature, this has changed for WhatsApp channel chats.
  • Operators can just send the saved WhatsApp templates to customers/WhatsApp users to reopen and continue the conversation. 

Getting started with WhatsApp Templates on SalesIQ

The below steps summarize how you can set up WhatsApp Templates on SalesIQ.
  • Create and customize a Template:
    • From the SalesIQ dashboard, navigate to Settings > Messaging Channels > WhatsApp and click on Templates at the top right. Here, you can design your templates to suit your business needs.
    • You can craft messages for various scenarios such as customer support, sales updates, promotions and more.
    • Enrich your template with media files like an image, video, or document based on your business requirements.
    • You can also add a few dynamic variables to the message body to personalize your message like visitor's name, phone number, any due dates, amount or discount values, etc. to enrich the template.
    • You can add Call to action or Quick reply buttons to make your templates both engaging and actionable.
For your convenience! - Notice that the preview on the right shows the template that you are creating, giving you an idea of what your template will look like to your customer.

  • Wait for Approval: Once your templates are created, they will be submitted for approval. This step ensures that your messages adhere to WhatsApp’s guidelines for templates.
  • Start using Templates: After approval, you can start using these templates to communicate with your customers seamlessly.

Added Benefits:

  • Boost efficiency and consistency: Creating messages from scratch every time can be time-consuming and prone to errors. With WhatsApp Templates, you can standardize your responses, ensuring quicker response times and consistent messaging even when you're busy.
  • Enhance customer experience: Delivering timely and relevant information is key to a great customer experience. Templates allow you to send well-crafted, pre-approved messages that address common queries or provide important updates instantly.
  • Ensure compliance: With pre-approved templates, you can be confident that your messages comply with WhatsApp’s policies, reducing the risk of your messages being flagged or blocked.
  • Save time: No more wasting time typing out the same messages over and over again. Whether you're sending appointment reminders, order confirmations, or promotional offers, simply select a template and personalize it with the customer's name or other details, saving your team's valuable time and effort.
  • Enhanced brand image: Project a professional image by sending well-crafted and informative messages.
For more information on how to create and employ WhatsApp templates on SalesIQ, check out our detailed help-guide here.
 
We’re excited for you to experience the benefits of WhatsApp Templates on Zoho SalesIQ. This feature has been designed to make your communications more efficient, consistent, and compliant, ultimately leading to better customer interactions.

Get started today!

Warm regards,
Hameetha | Zoho SalesIQ

      • Recent Topics

      • Est-il possible d'annuler l'envoi d'un mail automatique ?

        Bonjour, Lorsque je refuse un candidat, il reçois un mail dans les 24h pour l'informer que sa candidature n'est pas retenue. J'ai rejeté un candidat par erreur. Savez-vous s'il possible d'annuler l'envoi de ce mail ? Merci d'avance pour votre aide.

      • Is it possible to hide fields in a Subform?

        Since layout rules cannot be used with Subforms, is there another way, or is it even possible, to hide fields in a subform based on a picklist fields within said subform? For example, if the Service Provided is Internet, then I do not want to see the

      • New in Cadences: Option to Resume or Restart follow-ups when re-enrolling records into a Cadence, and specify custom un-enrollment criteria

        Managing follow-ups effectively involves understanding the appropriate timing for reaching out, as well as knowing when to take a break and resume later, or deciding if it's necessary to start the follow-up process anew. With two significant enhancements

      • embed a form in an email

        Hello, how to embed a form in an email that populates Zoho CRM cases? I would like to send emails to a selected audience offering something. In the same email the recipients - if interested - instead of replying to can fill in a Zoho CRM form that creates

      • Systematic SPF alignment issues with Zoho subdomains

        Analysis Period: August 19 - September 1, 2025 PROBLEM SUMMARY Multiple Zoho services are causing systematic SPF authentication failures in DMARC reports from major email providers (Google, Microsoft, Zoho). While emails are successfully delivered due

      • Unveiling Cadences: Redefining CRM interactions with automated sequential follow-ups

        Last modified on 01/04/2024: Cadences is now available for all Zoho CRM users in all data centres (DCs). Note that it was previously an early access feature, available only upon request, and was also known as Cadences Studio. As of April 1, 2024, it's

      • Zoho Bookings - Reserve with Google

        Does Zoho Bookings plan to to integrate with Reserve with Google?

      • How to add Zoho demo site page designs to my Zoho Sites website

        Hi, I would like to add the design from the following demo URLs into my current Zoho website. I have already created two new pages on my site, named “Menu2” and “Menu3.” For the “Menu2” page, I want to use the design from this demo: https://naturestjuice-demo.zohosites.com/menu

      • Digest Août - Un résumé de ce qui s'est passé le mois dernier sur Community

        Bonjour chère communauté ! Voici le résumé tant attendu de tout ce qui a marqué Zoho le mois dernier : contenus utiles, échanges inspirants et moments forts. 🎉 Découvrez Zoho Backstage 3.0 : une version repensée pour offrir encore plus de flexibilité,

      • Zoho Books - Include Payment Terms as a Custom View filter

        It would be great if you could created a custom view based on Payment Terms. This would be really handy for seeing a list of customers who have credit terms. A workaround is not required. I could do something with a creditor checkbox, but it would be

      • Global Sets for Multi-Select pick lists

        When is this feature coming to Zoho CRM? It would be very useful now we have got used to having it for the normal pick lists.

      • Text snippet

        There is a nice feature in Zoho Desk called Text Snippet. It allows you to insert a bit of text anywhere in a reply that you are typing. That would be nice to have that option in Zoho CRM as well when we compose an email. Moderation Update: We agree that

      • Kaizen #206 - Answering your Questions | Displaying Related Purchase Orders from Zoho Books in CRM Deals using Queries

        Hello everyone! We're back with another post in the Kaizen series. We're grateful for the feedback we received from all of you! One of the questions we received was "I would like to see the list of Purchase Orders in Zoho Books for a Deal in CRM." We

      • Add Analytics function for Title case (capitalising each word in a string)

        At present, you can only capitalise each word in a string in Analytics during data import. It would be really useful to be able to do this with a formula column, but there is no Title Case function.

      • How to conditionally embed an own internal widget with parameters in an html snippet?

        Hello everyone, I'm trying to create a dynamic view in a page using an HTML snippet. The goal is to display different content based on a URL parameter (input.step). I have successfully managed to conditionally display different forms using the following

      • Introducing AI-powered Assessments & Zoho's native LLM, Zia

        We’ve shipped a cleaner, faster way to create assessments in Zoho Recruit. 🚀 Instead of manually building question banks or copying old templates, you can now generate ready-to-use assessments in just a few clicks, all tailored to the role you’re hiring

      • Sync more than one Workdrive

        Hello Please I'm facing some difficulties since some days. In my company we have many zoho accounts in different organisations. And I have to find a way to sync all these Workdrives. I spend many hours to search it on zoho Workdrive but no solution. Could someone help me ? Any idea how I can achieve it ? Thanks in advance. Regards

      • Cannot update Recurring_Activity on Tasks – RRULE not accepted

        Hello, I am trying to update Tasks in Zoho CRM to make them recurring yearly, but I cannot find the correct recurrence pattern or way to update the Recurring_Activity field via API or Deluge. I have tried: Sending a string like "RRULE:FREQ=YEARLY;INTERVAL=1"

      • Zoho writer unable to merge documents to PDF with basic fonts in Hebrew or fonts from my computer

        I created several forms that will be merged into PDF files through Zoho Writer and I am unable to receive the PDF in the basic fonts of the Hebrew language or in the fonts I have on my computer. The writer exports to PDF an exchange font that looks very

      • Unable to enable tax checkboxes

        Hi Zoho Commerce Support, I'm writing to report an issue I'm having with the tax settings in my Zoho Commerce store. I've created several tax rates under Settings > Taxes, but all of them appear with the checkbox disabled. When I try to enable a checkbox,

      • Zoho Projects app update: Voice notes for Tasks and Bugs module

        Hello everyone! In the latest version(v3.9.37) of the Zoho Projects Android app update, we have introduced voice notes for the Tasks and Bugs module. The voice notes can be added as an attachment or can be transcribed into text. Recording and attaching

      • Search Records returning different values than actually present

        Hey! I have this following line in my deluge script: accountSearch = zoho.crm.searchRecords("Accounts","(RS_Enroll_ID:equals:" + rsid + ")",1,200,{"cvid":864868001088693817}); info "Account search size: " + accountSearch.size(); listOfAccounts = zoho.crm.searchRecords("Accounts","(RS_Enroll_ID:equals:"

      • Making digital signatures accessible to all: Introducing accessibility controls in Zoho Sign

        Hi there! At Zoho Sign, we are committed to building an inclusive digital experience for all our users. As part of our ongoing efforts to align with Web Content Accessibility Guidelines (WCAG), we’re updating the application with support that will go

      • Super Admin Access to All Courses and Spaces in Zoho Learn

        Dear Zoho Learn Team, We hope this message finds you well. We are using Zoho Learn extensively for internal and agent training. While managing our courses and spaces, we encountered a significant limitation regarding admin access and course management.

      • Updating Subform Record from other Form

        Just wanted to ask how to properly approach this. I have 2 forms and would like to trigger an auto update on the subform once record submitted. block below only updates 1 row for each recordRow in input.AV_System { AssetRecord = Site_Asset_Services[SOR_No

      • Print checks for owner's draw

        Hi.  Can I use Zoho check printing for draws to Owner's Equity?  This may be a specific case of the missing Pay expenses via Check feature.  If it's not available, are there plans to add this feature?

      • Introducing Profile Summary: Faster Candidate Insights with Zia

        We’re excited to launch Profile Summary, a powerful new feature in Zoho Recruit that transforms how you review candidate profiles. What used to take minutes of resume scanning can now be assessed in seconds—thanks to Zia. A Quick Example Say you’re hiring

      • [New Release 2024] Create and embed custom capabilities across CRM with Kiosk Studio, our latest no-code tool

        [Update | New series] We've started publishing a series of posts on Kiosk Studio. It's called Kiosk Studio Sessions and you can check out the first one here! [Update | 15 Oct} Session #2 is live! This one will look at how to create a kiosk for your call

      • Revenue Management: #10 Common Mistakes while Recognizing Revenue

        We are at the end of the series on Revenue Management, covering how different businesses recognise revenue. Even with clear standards like ASC 606 and IFRS 15 in practice, businesses often struggle with the nuances of revenue recognition. Especially growing

      • Zoho Projects MCP Feedback

        I've started using the MCP connector with Zoho Projects, and the features that exist really do work quite well - I feel this is going to be a major update to the Zoho Ecosystem. In projects a major missing feature is the ability to manage, (especially

      • Windows Desktop App - request to add minimization/startup options

        Support Team, Can you submit the following request to your development team? Here is what would be optimal in my opinion from UX perspective: 1) In the "Application Menu", add a menu item to Exit the app, as well as an alt-key shortcut for these menus

      • integarting attachments from crm to creator

        when i tried to integrate pdf attachments from crm to creator via deluge i am getting this error {"code":2945,"description":"UPLOAD_RULE_NOT_CONFIGURED"} the code i used is attachments = zoho.crm.getRelatedRecords("Attachments","Sales_Orders",203489100020279XXX8);

      • Product details removed during update from other system

        We maintain our product details in an other system. These details are synchronized with Zoho at the end of each day, through an API. This has worked perfectly sofar. But last Monday, all product codes and some other product data have been wiped during

      • Search Option

        🚫 Current Limitation: As of now (September 2025), Zoho FSM lacks a global search functionality, which makes it difficult to quickly: Find specific Work Orders by number or keyword Search for customer records or contact info Locate assets, jobs, or service

      • Mobile Chat Window - Full Screen

        Hello, The mobile chat window takes up the full screen, which is highly confusing for most customers! Using a desktop machine, I see the same happens when reducing the browser width to 800px or below. This suggests that it responsive web design, causing the switch to full screen. Can we fix this very annoying behaviour ourselves using a custom css file? If so, can you please let me know how? Thanks

      • Is it possible to customize ZC Themes?

        I understand you can choose a layout and customize Brand Color, App Header, Menu, and Sub-Menu components, but can you override some of the default theme settings with CSS or a config file? For example, - Table highlight color - Listview auto filter highlight

      • Is it possible to create Custom function-based Lookup field in Zoho CRM

        Is it possible to create a custom function-based lookup field in Zoho CRM? If so, how? Use case: Need to fetch users from Zoho Projects into a dropdown field in Zoho CRM.

      • @mention in comments no notification

        Hi, hope someone can help. When we @mention someone in the comments in Zoho Creator, how is that user notifed as we don't get anything on email or in the app notifications. 

      • Add "Running Balance" column to Account Transaction Reports

        Hello, Currently Zoho Account Transaction Reports give you the opening balance, then lists the transactions, then provides the closing balance.  It would be great if you could add a column on the far right that shows the "Running Balance" on the account after each transaction.  There are many times when analyzing or tie-ing out transactions that this would be very helpful.  I currently have to frequently run a tape on my adding machine to get balance totals after a specific transaction on the list.

      • Unified customer portal login

        As I'm a Zoho One subscriber I can provide my customers with portal access to many of the Zoho apps. However, the customer must have a separate login for each app, which may be difficult for them to manage and frustrating as all they understand is that

      • Next Page