How to Send automatic Special Event Wishes through WhatsApp

WhatsApp Special Event Wishes :

Send personalized special event wishes using WATI in HelloLeads CRM. Simplify special event greetings and effortlessly connect with your customers.

Automate Special Event Wishes and strengthen customer relationships effortlessly.

How It Works:

Set a special event date for each lead, and on their special day, they will automatically receive a personalized WhatsApp message with Special Event Wishes.

How to do:

Step 1:

Configure your WATI Secret Key and Client ID in the CRM. Create and manage HelloLeads templates in the "Hello-WhatsApp" section within HelloLeads CRM.

Step 2:

Click on the Auto Special Event Wishes feature in the WATI integration within HelloLeads CRM.

Wati-Special Event

Step 3:

Enable the checkbox, select your preferred birthday template, and click Save. Your WhatsApp special event day notification has been successfully set!

Wati-Special Event

Step 4:

While adding / editing leads, capture their special event date under Info+ section, make sure to enable “Auto wishes” option

Wati-Special Event

Every day all your leads for whom Special event date has been setup (with Special Event date, given in their info+ section and auto wish enabled) will receive a WhatsApp message with the template that you have setup in HelloLeads CRM.