Tip #12 : Sending Transaction-based Messages Through WhatsApp

Tip #12 : Sending Transaction-based Messages Through WhatsApp



Hello Everyone,

We've been sharing tips and tricks every week to help you handle specific business scenarios with ease. Go ahead and check out last week's post about calculating commissions for salespersons, in case you missed it.

For this week, we'll be looking at sending your customers transaction-based messages, such as invoice links and payment reminders through WhatsApp.

How would this help you?

Keeping your customers informed about their upcoming renewals and overdue invoices plays a key part in getting paid on time. This, in turn, prevents your customers from facing service disruptions because of forgotten or late payments.

Apart from email and SMS notifications that can be sent from Zoho Subscriptions, you can now keep your customers informed through an additional channel--WhatsApp.

How It Works

For this trick, we'll be using a custom function that can take advantage of WhatsApp's Click to Chat feature, which lets you send messages without having to save a number on your phone's address book. This custom function can be used with any WhatsApp account, and doesn't require a WhatsApp Business account to function.

See an overdue invoice or upcoming renewals for one of your customers? Simply click the custom button from the invoice or subscription details page to open WhatsApp Web in a new tab with your customer's chat screen. On this tab, a message with your customer's details and an invoice link will be automatically filled in the text box. All you have to do is hit send to notify your customer instantly.

Setting It Up

To set up this custom button for invoices:
  • Go to Settings > Preferences > Invoices.
  • Click New Custom Button on the top right.
  • Enter a name for the custom button, such as "Remind via WhatsApp".
  • Copy the function, which can be found on GitHub, in the Deluge script editor (The message content can be changed with the Deluge script to suit your needs).
  • Click Save.
Now, this custom button can be accessed from the invoice details page by clicking More > More Actions > Remind via WhatsApp.

Note: The same custom function can be used for the Subscriptions module by making small changes to the Deluge script and the message content.

We hope you've found this week's post useful. Try it out for yourself and let us know what you think about it. Also, feel free to suggest more business scenarios that you'd like to see us cover in the comments below. We're always open to suggestions!

Cheers,
Sasidaran K
The Zoho Subscriptions Team

    • Sticky Posts

    • Tip #4 : Refer and Earn Workflow system for your Subscription Business

      Hello everyone, We've been coming up with a tip every week to address specific business scenarios which can be implemented for your business. In continuation to the previous post, this week we will be seeing about how you can implement the Refer and Earn Workflow system to acquire more customers. Why are Referrals important? Customer Acquisition is crucial for any business to sustain itself in a constantly evolving market. It involves persuading new consumers to purchase your products. Customers

    • Tip #2 - Cancellation of Offline Subscriptions based on the Expected Payment Date

      Hello everyone, As you all know, we are coming up with a custom function workflow every week to address specific business scenarios. In continuation of this previous blog, this week we will be seeing about Cancellation of Offline Subscriptions based on the Expected Payment Date. Business Scenario: In general, for any business, the customers make payments via online as well as offline. In case of subscription where the automatic collection of charge is enabled (aka online subscription), the customer's

    • Tip #3 : Send SMS Reminders for your Subscription Business

      Hello everyone, As you all know, we are coming up with a tip every week to address specific business scenarios. In continuation to the previous blog, this week we will be seeing how you can use SMS reminders for your Subscription Business. Using SMS messages for your Subscription Business: While managing your subscription business, more often than not, you need to keep your customers informed about upcoming renewals, payment reminders and cancellations. By keeping them informed in advance, you can

    • Tips And Tricks - Announcement

      Hello everyone, Every business is unique and each of them follows a specific workflow. While managing your customers' subscriptions with Zoho, you might have some needs unique to your business. Custom Functions helps you address such needs. This is a start to a series of posts, where we will be coming up with a custom function workflow every week that addresses specific business scenarios. Watch this space for further updates! Also, if you have any specific business scenario which needs to be addressed,

    • Tip #6 : Accessing external URLs from Zoho Subscriptions

      Hello everyone, We have been sharing a tip every week to address specific business scenarios which you can implement for your subscription business. Last week, we shared a tip about implementing the Approval Workflow system. This week, let's look at how you can access external URLs with the help of Custom Link. Business Scenario: Every business functions differently and has its unique requirements. At times, businesses might want to access other websites or applications by appending specific information

      • Recent Topics

      • Inquiry regarding auto-save behavior for Zoho Sign Embedded Sending

        Dear Zoho Support Team, I am currently integrating Zoho Sign's Embedded Sending functionality using iframes on my website. I would like to know if there is a way to ensure that the document state (including any added fields) is automatically saved as

      • Introducing Connected Records to bring business context to every aspect of your work in Zoho CRM for Everyone

        Hello Everyone, We are excited to unveil phase one of a powerful enhancement to CRM for Everyone - Connected Records, available only in CRM's Nextgen UI. With CRM for Everyone, businesses can onboard all customer-facing teams onto the CRM platform to

      • Automation#17: Auto-Create Tasks in Zoho Projects Upon Ticket Creation in Zoho Desk

        Hello Everyone, This edition delivers the solution to automatically create a task in Zoho Projects when a ticket is created in Zoho Desk. Zylker Resorts uses Zoho Desk for bookings and handling guest requests. Zylker resorts outsources cab bookings to

      • Automation#20 : Auto-Add Ticket Tags based on Keywords

        Hello Everyone! Welcome to unveiling custom functions on our Community series. This week's post lets you add tags to your tickets automatically based on the keywords in the ticket subject and the ticket thread. Discover how this custom function helps

      • Automation#21: Track Ticket Transfers Across Departments

        Hello Everyone! With Halloween just around the corner, we'd like to let you know the Zoho Desk team is always there to sweep away your customer service troubles! This week, we’re excited to introduce a custom function that tracks tickets moved between

      • Email Integration - Zoho CRM - OAuth and IMAP

        Hello, We are attempting to integrate our Microsoft 365 email with Zoho CRM. We are using the documentation at Email Configuration for IMAP and POP3 (zoho.com) We use Microsoft 365 and per their recommendations (and requirements) for secure email we have

      • Homepage not assignable to group

      • MS Teams for daily call operations

        Hello all, Our most anticipated and crucial update is finally here! Organizations using Microsoft Teams phone system can now integrate it effectively with Zoho CRM for tasks like dialling numbers and logging calls. We are enhancing our MS Teams functionality

      • Automation#22 Track Ticket Duration at Specific Status

        Hello Everyone! Welcome back to the Community Learning Series! Today, we explore how Zylker Techfix, a gadget servicing firm, boosted productivity by tracking the time spent at a particular ticket status in Zoho Desk. Zylker Techfix customized Zoho Desk’s

      • Automation#23: Automate Guided Conversations in Zoho Desk with Business Hours

        Hello Everyone, This week's edition introduces a custom function designed to automate Guided Conversations in Zoho Desk, based on your business hours. With this feature, you can align the bot's behavior with your business schedule, ensuring a smooth and

      • Address changes in quote form

        When entering a quote, the first piece of information required is the Account, which properly populates the billing and shipping address fields. Then I use the lookup function to select a contact, and when I do, the billing and shipping addresses are

      • Automation#24: Auto-Update custom field from Accounts to Tickets

        Hello Everyone! Welcome back to the Community Learning Series! This episode dives into how Zylker Techfix streamlines account-related ticket references. Previously, employees had to manually check account details to retrieve specific customer information,

      • Kaizen #227 : Client Script Support for List Page (Canvas)

        Hello everyone! Welcome to another week of Kaizen. In today's post lets see how Client Script can be used in Canvas List Page to mask sensitive information from specific roles and add colors to Canvas List Page records based on custom criteria.This use

      • Automation#25: Move Tickets to Unassigned When the Owner Is Offline

        Hello Everyone, Welcome to this week's Community Series! 'Tis the holiday season—a time when work often takes a brief pause. The holiday spirit is in full swing at Zylker Techfix too, with employees taking some well-deserved time off. During this period,

      • Automation#27: Retain Ticket Owner on Moved Tickets

        Hello Everyone! This week, we present to you a custom function that retains the ticket owner when a ticket is moved from one department to another. Here’s more to help you understand the custom function: At Zylker Techfix, Alex, the Support Engineer manages

      • Automation#28 Notify Agents on Article Expiry

        Hello Everyone! This week, we’re bringing you a feature that notifies your team when articles in the Knowledge Base are set to expire to keep your content relevant and helpful for customers. The Zoho Desk's Knowledge Base is an asset for customers to

      • Automation#29 Retain ticket status on moved tickets

        Hello Everyone, Hear out Zylker Techfix’s Success Story on Smoother Ticket Transitions! Zylker Techfix, a gadget servicing firm committed to quick repairs and timely deliveries, faced a challenge when ticket statuses changed automatically while moving

      • Automation#32:Auto Add New Portal Users to the Help Center User Groups

        Hello Everyone, Introducing a custom function that automates the process of adding new portal users to Help Center user groups, making user management effortless! By default, Zoho Desk allows you to assign new portal users to groups manually. But with

      • Automation#34 : Automate Email threading for Ticket notification

        Hello Everyone, It's been a while since we've presented an automation. However, our community has been buzzing with ideas, use cases, and discussions with our community experts and Ask the Experts session. So, here we are again, presenting an automation

      • Automation#35 : Auto-Add Comments under the Owner's Name in Tickets via Macros

        Hello Everyone, This week's custom function provides simple steps to configure a Macro for adding comments to tickets with the name of the Comment owner. When managing tickets, you can use the Comment feature to communicate internally with your team and

      • Automation#36: Auto-create time-entry after performing the Blueprint transition

        Hello Everyone, This week’s edition focuses on configuring a custom function within Zoho Desk to streamline time tracking within the Blueprint. In this case, we create a custom field, and request the agent to enter the spending time within the single

      • Automation#33: Automate Splitting Names for Existing Contact Records

        An organized directory – who doesn't love one? Previously, we explored how to split contact names into First Name and Last Name for new contacts in Zoho Desk. But what about existing contacts already in your database? This week, we bring you a custom

      • Workqueue

        I really like the idea of the Workqueue generally - it will be really useful. What it seems to lack however, is the ability to customise it properly. I want to be able to show a custom view rather than just "My Leads" and "Leads Assigned in Last 3 hours".

      • Webform & spam

        Hi, We set up 2 webform on our website, fowarding the content to Zoho CRM. Since it has been opened up, we are getting lot of spam message (for now about 20 a day). To lower the amount of false new leads we added the captcha field and new enquieries are

      • Zoho CRM Web form page URL

        Hi there, I am getting quite a bit of spam through my Zoho CRM Web form and want to restrict the URLs it is submittable from. I can see that I can add Location URLs but I need to be able to just add a domain so can I enter mydomain.com/* to cover all

      • Receiving too many Spam Leads. Why?

        I am receiving so many junk leads from web forms created by zoho's platform. The junk queries are increasing day by day and are affecting our business. I am continuously following up with zoho team from the past one year but not getting any satisfactory

      • Mail Merge is not working properly as far as the AUTOMATE section is concerned

        Hi there, I created a Mail Merge template for the Deal module. I would like Deal owners to mail merge their Deal records, download the Mail Merge document as a Word doc and make a few changes before sending it to the customer. Thing is, neither the "Merge

      • Canvas Detail View Related List Sorting

        Hello, I am having an issue finding a way to sort a related list within a canvas detail view. I have sorted the related list on the page layout associated with the canvas view, but that does not transfer to the canvas view. What am I missing?

      • project name field issue- n8n

        Hey guys, I have a question. I want to create a new product using the workflow. The problem is with the product name field; I don't know how to fill it in. The workflow starts with retrieving information from the leads table, retrieving links to scrape

      • Critical:- Eneble TDS filing for 26Q from the zoho book

        We currently extract TDS data from Zoho Books and manually input it into a separate TDS software to generate the FUV file and file returns. Previously, while using Tally, we benefited from an integrated feature that seamlessly recorded transactions and

      • How to track repeat customers?

        I own a food business and every order is entered into Zoho with: a unique Customer ID total order amount date of order With this information, I want to be able to see a list of my "best" customers. In other words, descending lists arranged according to:

      • Zoho Books - Breaking A Working App

        We've been using Zoho for many years now. Across all apps, entering phone numbers in standard formats was enabled in all apps. These formats are: xxx.yyy.zzzz xxx-yyy-zzzz (xxx) yyy-zzzz and we were able also to add extension numbers in these formats:

      • Build data protection into your support

        At Zoho, privacy is our principle. Every Zoho product is built with privacy as the foundation and the finishing touch, guiding every decision we make. Security, privacy, and compliance are woven into the software development lifecycle, starting from how

      • Conditional formatting: before/after "today" not available

        When setting conditional formatting, it only allows me to set a specific calendar date when choosing "Before" or "After" conditions. Typing "today" returns the error "Value must be of type date". Is there a workaround? Thanks for any help!

      • Display Client Name in Zoho Creator Client Portal Dashboard

        Hello Zoho Creator Team, We hope you are doing well. Zoho Creator recently introduced the option to set a client’s display name in the Client Portal settings, which is very helpful for providing a personalized portal experience. However, there is currently

      • Customizable UI components in pages | Theme builder

        Anyone know when these roadmap items are scheduled for release? They were originally scheduled for Q4 2025. https://www.zoho.com/creator/product-roadmap.html

      • Amazon.in FBA multiple warehouse integration with Zoho Inventory

        My organisation subscribed to Zoho One looking at the opportunity to integrate Amazon.in with Inventory. But during the configuration, we understood the integration has severe limitations when it involves multiple warehouses in the same Organisation.

      • Feature Request - Set Default Values for Meetings

        Hi Zoho CRM Team, It would be very useful if we could set default values for meeting parameters. For example, if you always wanted Reminder 1 Day before. Currently you need to remember to choose it for every meeting. Also being able to use merge tags

      • Ability for admin to access or make changes in zoho form without asking for ownership

        Currently in zoho form only form owner can make the changes in the form and if someone else has to make changes then we have to transfer the ownership to them and even admin also cant access it . So i think admin must have the ability or option to access

      • Issue with WhatsApp Template Approval and Marketing Message Limit in Zoho Bigin

        We are facing issues while creating and using WhatsApp message templates through Zoho Bigin, and we request your clarification and support regarding the same. 1. Utility Template Approval Issue Until December, we were able to create WhatsApp templates

      • Next Page