How To set up instant WhatsApp greeting messaging

1 . To Create a Message template with one variable and submit it for approval, in your Interakt portal, go to “Templates” and click on “Create New”

2 . Give a unique Template Name, Choose the Category as Marketing, and Choose your desired Language, Provide a Header for the message content. (If you wish to send the message in your own native language, ensure to capture the lead name in the same language in HelloLeads CRM)

3 . Write the message content in the Body, use only one variable {{1}}, where the Name will be passed from HelloLeads CRM.

4 . Once you have drafted the message, Submit it for Approval. Only Approved template messages can be used to send automated greeting WhatsApp messages.

5 . Once the template is approved, wait for 10 minutes to get it activated.

6 . Post the template activation, go to "Notifications" in the Interakt portal, and create a new campaign.

7 . Click on "Start from Scratch".

8 . Provide the campaign with a unique name for quick identification.

9 . Select the notification type as "ongoing", and add the trigger as "After the customer does an event". Set the event name as "hls_greeting_msg" and choose to send immediately.

10 . Choose a pre-approved template with one variable where the lead or customer name will be sent from HelloLeads.

11 . In ‘Set next steps after customer replies’, make required setup as per your business needs.

12 . In the Scheduling, choose Start sending to "Immediately" and stop sending to "never".

13 . Set the campaign live and view the campaign status on the Notification screen.

14 . Go to HelloLeads CRM and enable Auto Greeting WhatsApp by editing your list.

Here is how it works: Whenever you add a new lead or customer data to the list in HelloLeads CRM with a valid WhatsApp number, Interakt's powerful automation system instantly sends a personalized template message to the lead or customer, providing them with all the information they need to take the next step.

Note: The WhatsApp template been set, is applicable for all the Lists, and cannot be customized for each Lists.