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Customer Communication Made Simpler!
Connect with your customers like never before with our
seamless WhatsApp integration for ERPNEXT.
Connect with your customers like never before with our
seamless WhatsApp integration for ERPNEXT.
Don't take our word;
let's look at the recent statistics!
According to the latest statistics, over
5 million
businesses
are connecting with customers on
WhatsApp.
On top of it,
64% of WhatsApp
users agreed that
WhatsApp helps
them foster a personal
connection to businesses.
If you also want to tune into smoother
communication with your customers, then our
WhatsApp integration product is all you need. This
feature-rich product helps businesses seamlessly
integrate their ERPNEXT system with WhatsApp -
and tune to smoother communication and better
customer satisfaction.
Let's understand how this integration will help you
streamline communication with your
customers?
Hassle-free integration with WhatsApp API:
Our product allows businesses to integrate their ERPNEXT
system with WhatsApp's API without any hassle.
-
You can integrate it into your existing site as well as a
new one. - User-friendly interface
- Streamlined setup process
Sharing Static & Dynamic Content Through
Whatsapp:
With Sanskar's WhatsApp Integration product, businesses
can seamlessly share both static and dynamic content with
customers through WhatsApp.
-
Static content includes predefined messages, images, or
documents that can be easily shared with customers for
consistent communication. -
Dynamic content enables businesses to send
personalized messages with variables such as customer
names, order numbers, and other relevant information. -
You can utilize pre-made master templates (as per the
receiver) such as supplier, customer, lead, etc to send
messages accordingly.
Businesses can review end-to-end user activity:
Our WhatsApp integration product provides businesses with
the ability to track and review end-to-end user activity.
-
You can review all the sent and received WhatsApp
messages on your website or application. -
You can reply to Whatsapp chats from the users directly
from the portal. -
Anyone with access to the portal, can view and manage
user activity.
Real-time alerts to keep you updated:
Our product provides businesses with instant Whatsapp
notifications on the portal so that they can stay updated
with end-to-end user activity.
-
Instant Whatsapp notification when you send or receive
Whatsapp messages. -
You can view the entire Whatsapp chat activity with any
user, through the portal. -
You can provide timely & convenient support to
customers through real-time alerts.
Businesses can seamlessly send bulk and individual
messages to their users through the product.
-
For bulk messages, you can seamlessly customize the
messages as per your requirements. -
In the case of individual messages, you can get a
Whatsapp chat pop-up within the portal for better
communication with your customers. -
You can target a specific user group(from customers,
suppliers, etc) for sending and receiving messages.
This feature of Sanskar's WhatsApp Integration product
you to automatically GET pre-made or custom
templates from WATI.
-
Users can preview the content when they GET templates
from WATI. - Availability of the latest templates.
-
Range of pre-made templates while you even make
customized ones.
Whatsapp product Integration with ERPNext.
Step 1:
Step 1:
Install the product:
You can access our Whatsapp product through Frappe marketplace. To install our product, you need to pay monthly fees of $10.
Step 2:
Step 2:
Getting Started:
After installing our integration product, to get started you have 3 different scenarios.
- If you already have a site, you just need to install our product.
- If you don't have a site you can create your own here and install on it.
- If you have a bench you can install our product on the bench and then install it on site.
- If you don’t have a bench you can install it here.
Step 3:
Step 3:
Obtain the token from WATI:
Go to your WATI (WhatsApp API service provider), copy the token, and paste it into the bearer text box. If you don't have a WATI account, here is how you can create a free account.
Step 4:
Step 4:
GET your templates:
Search pre-made or custom Whatsapp templates from WATI and then GET your required template to send messages.
Step 5:
Step 5:
Choose the doc types & send messages
After getting the required template, you can choose the DocType(Suppliers, Customers, Leads, etc) to send dynamic & static messages accordingly.
Step 6:
Step 6:
Send Individual & Bulk messages
You can easily send individual and bulk messages in a static and dynamic manner.
- To send bulk messages, you need to select a custom doctype and fields to send dynamic messages.
- To send individual messages, you can just send static messages as per your customer's requirement.
Once you have completed these steps, your website or application is seamlessly integrated. You can now leverage the product's features to send personalized messages, track customer activity, receive real-time alerts, and boost customer collaboration.
Frequently Asked Questions (FAQs)
Following are some prerequisites needed for seamless integration -
- Account on WATI
- WATI configuration
- Access token & API for WATI
Yes, with this product integration, you will receive all the WhatsApp notifications on your ERPNext system. Apart from it, you will get all the real-time alerts from your users and can easily track their end-to-end activity.
Absolutely! Whether you need to send personalized messages to specific individuals or broadcast important updates to a larger group, our product allows you to easily manage and customize your messaging strategy.
The integration process of the product with ERPNext is quite simple and convenient for all our customers. Considering the easy-to-use interface and simple setup, completing the integration process will take around one hour.
You can purchase the integration product from the Frappe marketplace. The cost to purchase the product is $10/month.
