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Note: This is a plugin for RISE CRM.
Brief description
The WhatsApp Business Platform Integration plugin for RISE CRM, provides medium to giant companies the flexibility to attach with clients at scale, utilizing Cloud API and free messaging,
underneath WhatsApp Business Account (WABA) limits.
You can begin conversations with clients, ship buyer notifications or infromation relating to actions that happen in your RISE CRM (Invoice technology, Proposals and so on – Please test the complete motion listing beneath).
It merely affords your clients a degree of personalised service and supply assist within the channel that your clients favor largely to be reached on: WhatsApp!
With our plugin, you may ship messages to clients and workers members of your RISE CRM, utilizing cloud-based servers owned by Meta to host the WhatsApp Business API consumer.
Messages could be triggered underneath your particular guidelines, created utilizing a particular set off level, out of the most typical RISE CRM’s capabilities (IE When a brand new Lead is created, when a brand new Invoice is prepared for checkout and so on).
If you dont like set off messages and wish to massively ship broadcast messages (customized messages) at your Cusomers/Leads/Contacts, you need to use our Broadcast Message function that helps Merge Fields (Dynamic Fields) aswell:
The Cloud API means that you can implement WhatsApp Business APIs with out the price of internet hosting of your individual servers and likewise means that you can extra simply scale what you are promoting messaging.
In order to ship messages utilizing the WhatsApp Business Platform you’ll need a reputation to be displayed within the WhatsApp messages seen by clients, a telephone quantity related along with your
enterprise account, a WhatsApp Business Account, and a Meta Business Manager.
The present Business Use Case Rate Limits could be discovered here.
Online Documentation
Our plugin gives a whole, step-by-step documentation with detailed info and display screen recorded movies.
Current model’s supported actions listing
– Available notifications for Leads (new lead creation):
1) WhatsApp notification to the workers member’s telephone quantity via a template that helps merge fields.
– Available notifications for Customers (new buyer creation):
1) WhatsApp notification to the contact’s telephone quantity via a template that helps merge fields.
– Available notifications for Invoices (new bill creation):
1) WhatsApp notification to the telephone variety of the first contact of the associated Customer, via a template that helps merge fields.
2) WhatsApp notification to the telephone variety of every Staff member, via a template that helps merge fields.
– Available notifications for Tasks (new venture’s activity creation):
1) WhatsApp notification to the telephone variety of the first contact of the associated Customer, via a template that helps merge fields.
2) WhatsApp notification to the telephone variety of every Staff member, via a template that helps merge fields.
– Available notifications for Projects (new venture creation):
1) WhatsApp notification to the telephone variety of the first contact of the associated Customer, via a template that helps merge fields.
2) WhatsApp notification to the telephone variety of every Staff member, via a template that helps merge fields.
– Available notifications for Proposals (new proposal creation):
1) WhatsApp notification to the telephone variety of the first contact of the associated Proposal, via a template that helps merge fields.
– Available notifications for Tickets (new ticket creation):
1) WhatsApp notification to the telephone variety of the first contact of the associated Ticket, via a template that helps merge fields.
2) WhatsApp notification to the telephone variety of every Staff member, via a template that helps merge fields.
– Available notifications for Payments (new fee creation):
1) WhatsApp notification to the telephone variety of the first contact of the associated Payment, via a template that helps merge fields.
2) WhatsApp notification to the telephone variety of every Staff member, via a template that helps merge fields.
– WhatsApp OTP:
1) Available for Staff Members (wants an already accessible mapped template)
Keep in thoughts that:
– Primary contact of the Customer shall be used for receiving the above WhatsApp notifications, in case a sound cell phone quantity with nation code exists within the contact.
– Merge fields can be found throughout template mapping of all notifications.
– An in depth logging space (please test screenshots) will show you how to debug attainable points when a message fails.
– You can skip verification of your Facebook App used for sending messages, however that may restrict you to 50 free messages per day.
Support
It takes solely a number of seconds to be put in and activated. Documentation is accessible online, to be able to be sure that you’ll go easy via putting in/activating course of.
If you could have any questions, be happy to boost a assist ticket at our support area.
Guys from assist division will get again to you as quickly as attainable with a reply.
Keep in thoughts that completely no coding is required! Just comply with the directions and be capable to use our plugin in minutes.
Version 1.2.3
- Improved compatibility - Optimized dependencies - Perfromance adjustments
Version 1.2.2
- New function: WhatsApp OTP
Version 1.2.1
- New function: Dynamic Fields (Merge Fields) in Broadcast Messages
Version 1.2.0
- New function: Statistic particulars for messages utilization added - New function: Broadcast Message (to Leads, contacts, Staffs) - Compatibility fixes for PHP 8.2
Version 1.1.0
-Compatibility fixes for PHP 8.x -Code Improvements -Requires v3.x of RISE
Version 1.0
-Initial launch
