Introduction

Contact

Add User Contact

This article outlines the process of creating a Contact within a WhatsApp marketing platform.

Pre-requisites

We can create a new contact, but first, we need to create a contact list and segments so that the new user's contact can be added.

Create Contact list

Step-1:

Once logged in, click on WhatsApp, then select Contact List. After that, click the "Add New" button to create a new contact list that will be reflected in the contacts.

Edit Contact list

Step-1:

Click the edit icon on the contacts list page to update the information; the changes will be saved after clicking the submit button.

Delete Contact list

Click the Delete icon on the contacts list page to remove the information; it will be deleted successfully.

Add segments

Step-1:

Once logged in, click on WhatsApp, then select segments. After that, click the "Add New" button to create a new segments that will be reflected in the contacts.

Edit Segments

Step-1:

Click the edit icon on the segments page to update the information; the changes will be saved after clicking the submit button.

Delete Segments

Click the Delete icon on the Segments page to remove the information; it will be deleted successfully.

Create New Contacts

Step-1:

Once logged in, click on WhatsApp, select Contacts, and then click the "New Contact" button to create a new user.

Step-2:

After completing step 1, click the "Add New" button, fill in the new contact information, and then click the "Save" button to save the details.

Edit User contacts

The article outlines the procedures necessary to update account information on the WhatsApp marketing platform.

Step-1:

Once logged in, click on Contacts in the left panel.

Step-2:

After completing step one, click on the contact whose information you want to edit, and then click the edit icon.

Step-3:

Edit the information and click the update button; the information will be updated successfully.

Delete User contacts

The article outlines the procedures necessary to Delete account information on the WhatsApp marketing platform.

Step-1:

Once logged in, click on Contacts in the left panel.

Step-2:

After completing step one, click on the contact you wish to delete, then click the delete icon. The user contact will be deleted successfully.

Import contact

This article outlines the process of Importing a Bulk Contact within a WhatsApp marketing platform. It includes the necessary prerequisites and dependencies required to execute this feature, as well as a glossary and definitions of domain-specific terms related to the process of creating a Contact.

Step-1:

Once logged in, click on Contacts in the left panel.

Step-2:

Click the Import button to upload files from your computer containing bulk contact information. You can either choose a file to import the data or enter the bulk information in the tabular column provided on the import page.

Flow Builder

Pre-requisites

Before creating the flow builder, make sure you have a contact list that includes numbers. After saving the flow, assign the contact list so that only those numbers have access to view the created flow on WhatsApp by entering the specified keyword.

Create Flow Builder

This article introduces a powerful feature that streamlines the process of creating promotional message sequences.

Key features

• Complete end-to-end promotional sequence creation
• Customizable messaging flows
• Instant flow visualization

Step-1:

After logging in, select "WhatsApp" from the left panel, then click on "Flow Bulider" to create a new Flow Bulider.

Step-2:

Click the "Add New" button to create a new flow builder for your promotions.

Step-3:

A "Start Bot Flow" node, which is the beginning point of any flow.

• Keyword: The trigger word for this flow
• Matching type: "Exact or Contains" (This means it will only trigger if the specified matching type is met).

Step-4:

Drag and drop components from the left panel onto the flow canvas to begin creating flows for your promotions. Specify the delay in reply (in seconds) and provide the flow content.

Note: Provide the lines of the flows so that it can respond according to the established flows. You can delete a specific card by clicking the delete icon next to it in the flow lines.

Step-5:

Click the "Save" button to save the created flow. A pop-up will appear where you can enter the title for the flow and assign the contact list. All available contact lists will be shown in a dropdown menu for you to choose from. Once you’ve made your selections, click "Save" again.

Step-6:

After saving, the flow will be displayed in the list of the flows.

Edit Flow

Step-1:

After logging in, select "WhatsApp" from the left panel, then click on "Flow Builder" to edit an existing flow builder.

Step-2:

In the list of flows, click on the edit icon for the flow you want to modify.

Step-3:

After updating the information, click "Save," and the edited details will be displayed in the list of flows.

Delete Flow

Step-1:

After logging in, select "WhatsApp" from the left panel, then click on "Flow Builder" to edit an existing flow builder.

Step-2:

In the list of flows, click on the delete icon to remove the desired flow.

Step-3:

The deleted flow will no longer appear in the list of flows.

Templates

Create Templates

This article details the procedure for designing templates on a WhatsApp marketing platform.

Step-1:

After logging in, select "WhatsApp" from the left panel, then click on "Template" to create a new template.

Step-2:

Click on the "Add new" button and create the template in the given format.

Step-3:

After filling in all the required information in the form, click the "Sumbit" button. The new template will then be added to the list.

Step-4:

After creating the template, click the "load Templates" button to see it in the list. This action refreshes the page and displays the new template.

Note: Before creating a template on Facebook, you must first have a Meta Facebook account, as it is required to make the template creation process possible.

Update the Templates

This article details the procedure for editing the template. Once you have made your edits, you will only be able to make further changes after 24 hours.

Step-1:

Once logged in, click on Templates in the left panel.

Step-2:

To modify a template, click the Edit icon button to change the information.

Delete the Templates

This article details the procedure for Deleting templates on a WhatsApp marketing platform.

Step-1:

Once logged in, click on Templates in the left panel.

Step-2:

To delete a template, click on the delete icon in the top-right corner of the page and select "Delete." The deleted template will no longer appear in the list.

Inbox

Add notes in the chats

This article explains the process of initiating a chat with a user on a WhatsApp marketing platform. It includes the necessary prerequisites and dependencies required to start this interaction, along with a glossary defining key terms related to messaging within this platform.

Step-1:

Once logged in, click on inbox in the left panel.

Step-2:

After completing step 1, click on "One User Chat" to enter notes for the specific user chat.

Step-3:

Click the + icon in the notes section to create notes in the chats.

Step-4:

Click on "Notes," enter the content, click the save button, and the notes will be saved in the chats.

Block the chats

Step-1:

Once logged in, click on Inbox in the left panel.

Step-2:

After completing step 1, click on the "one user chat" to block the contact.

Step-3:

Click the three dots in the chat and select the "Block Contact" option in the top right corner to block the chat.

Clear the chat for the user.

Step-1:

Once logged in, click on "Inbox" in the left panel to clear the chat history.

Step-2:

After completing step 1, click on the "one user" to clear the chat.

Step-3:

Click on the three dots in the upper right corner, and then click on Clear chat.

Campaigns

Add Campaigns

This article explains the steps involved in creating campaigns on a WhatsApp marketing platform.

Note: We can create a campaign in two ways—one for WhatsApp and one for Telegram. Templates can be created for both platforms.

Step-1:

Once logged in, click on Campaigns in the left panel.

Step-2:

On the campaigns page, click on the "New Campaign" button.

Step-3:

After completing step 3, fill out the campaign form.

Step-4:

If we want to send the templates to the user, we can select templates and groups in the campaign form.

Step-5:

After completing step 4, click the send button. The templates will be sent to the user, and the list will show the details of the deliverables.

View the Campaigns details

Step-1:

Once logged in, click on Campaigns in the left panel.

Step-2:

Click the "Details" button on the campaigns page to view the details of a specific campaign.

Step-3:

You can view the details of a specific campaign.

Resend the campaign.

Step-1:

Once logged in, click on Campaigns in the left panel.

Step-2:

Click the three dots in the top-right corner of the campaigns page, then select the "Resend" button to resend the campaign to the users.

Bot replies

This article provides a guide to automating responses based on custom criteria within a WhatsApp marketing platform.

Step-1:

Once logged in, click on whatsapp in the left panel and then click bot replies.

Step-2:

Create a new bot reply by entering the information, then click the save button to save the details.

Edit the Bot replies

Step-1:

Once logged in, click on bot replies in the left panel.

Step-2:

Click the edit icon to modify specific bot replies.

Step-3:

Edit the message and click the Save button to store the updated message in the list.

Delete the Bot replies

Step-1:

Once logged in, click on whatsapp in the left panel and then click bot replies.

Step-1:

Click the delete icon to remove the specific message information.

Team Member

Add accounts in your team

This article describes the process of managing team accounts—adding, editing, and deleting them—within a WhatsApp marketing platform.

Step-1:

Once logged in, click on Team Member in the left panel.

Step-2:

Click the "Add Team" button to complete all the information in the form.

Step-3:

After completing step 2, click the "Save" button to add the user to the list.