Frappe App
WhatsApp Interakt App
Table of Contents
Inroduction
Key Features
Prerequisites
Setup
Workspace
WhatsApp Templates
Send Session Message
WhatsApp Individual Message Logs
WhatsApp Bulk Message Logs
Support
FAQ
Introduction
Our WhatsApp integration product helps businesses seamlessly integrate their ERPNEXT system with WhatsApp. WhatsApp has become a crucial part of businesses, to stay connected with customers and offer them a customized user experience. To make it happen, our integration product is all you need.
Key Features
- Hassle-free integration with WhatsApp API.
- Dynamically create WhatsApp templates to send personalized messages.
- Businesses can review an end-to-end user activity.
- Receive instant notifications to stay updated.
- Feature to send multiple & individual messages.
- Automatic log generation for sent messages.
Prerequisites
- ERPNext
- Account on Interakt
- Interakt configuration
- Access token & API for Interakt
Setup
Step 1 – Before getting started with WhatsApp Interakt, ensure you have an Interakt account and have completed the end-to-end configuration.
Step 2 –Navigate to the WhatsApp Settings doctype. Enable the API by selecting the checkbox, then enter your access token, API endpoint, version, and name type for WhatsApp integration. You can enable or disable the API as needed.
Workspace
In the WhatsApp workspace, you can access the Lead, WhatsApp Template, WhatsApp Message Log, and WhatsApp Bulk Message Log, as well as view Cart Views and Line Chart Views.
WhatsApp Templates
Step 1:Create Dynamic Templates – After enabling the feature, the next step is to create a new template in Interakt.
Step 2:Once templates have been created in Interakt, proceed to create them in your system. To do this, navigate to the "WhatsApp Templates" doctype. Manually enter the template name as specified in the Interakt Template, and then copy the message from Interakt and paste it into the message section.
Step 3:Once a template has been created, you can send it to individual leads or to a bulk of leads.
Send WhatsApp Message to Individual Lead
- To send a WhatsApp template to a specific lead, fill out the basic details in the Lead form and enter the WhatsApp number in the “WhatsApp” field. Once entered, the WhatsApp logo will be visible for that lead.
- Once the WhatsApp logo is visible, clicking on it will open the chat box and display the WhatsApp chat history.
- To send a new template, click the "Template" button. This will open a dialog box where you can choose a template from the available options.
- After selecting the appropriate template, click on the "Select" button. Subsequently, a new dialog box will open, presenting all the dynamic fields available for the selected template's dynamic data.
- To fill in the values for dynamic fields, you have two options: you can either manually type the value into the field or enable the "Dynamic" checkbox located above the fields and then select an option for the field's value.
- Once all the dynamic fields for the template are filled in, click the "Send" button to send the WhatsApp template to that lead.
- The history of sent templates will be displayed in the WhatsApp chat box.
Send WhatsApp Messages in Bulk
- Choose the group of leads to whom you wish to send the WhatsApp template.
- After selecting the group, click on the “Action” button and select "Send WhatsApp Template." A dialog box will appear, allowing you to choose a template from the available options.
- The remaining steps are the same as mentioned above.
Send Session Message
- We cannot send a direct message to a lead without the session window being open. To initiate the session window, the lead must first send a message to us. Once initiated, the session window remains open for 24 hours, during which we can send WhatsApp session messages to the lead.
- Each sent session message generates a log in our system, which is displayed in the WhatsApp chat box.
- If the session window is not open, an error message will appear: “You can't send a message unless the Lead responds.”
WhatsApp Individual Message Logs
- Every sent template or message generates a log entry in the "WhatsApp Message Log" DocType, where you can view the complete list of logs.
- Go to the "WhatsApp Message Log" doctype.
- To view the list of sent messages to leads, open a record where you can see the list of sent templates and messages.
WhatsApp Bulk Message Logs
- Each time a bulk message is sent, a log entry is generated in the "WhatsApp Bulk Message Log" DocType, where you can view the complete list of logs.
- Go to the "WhatsApp Bulk Message Log" doctype.
- To view the list of sent messages to leads, open a record where you can see the list of leads to whom the template was sent.
Support
FAQ
How can sales teams use the app to manage their leads?
Sales teams can use the "Lead" section to create new follow-ups, update existing ones, and delete follow-ups as needed. This helps keep track of potential clients and ensure timely follow-ups.
How can marketing teams benefit from the calendar view for follow-up activities?
Marketing teams can use the Calendar View to see a visual representation of all scheduled follow-ups. They can reschedule follow-up events and colour-code follow-ups for better organisation.
On which form can I use follow-ups?
Follow-ups can be applied on the Lead form. You can create, update, and delete follow-ups within the Lead section to ensure timely communication with potential clients.
Can I use follow-ups on quotations?
Yes, follow-ups can be applied to the Quotation form. You can manage follow-ups in the Quotation section using the same steps as for leads, ensuring that all quotations are followed up effectively.
How can executives use the dashboard and reports to track follow-up performance?
Executives can use the dashboard to get a centralized view of all follow-ups and their statuses. The dashboard uses visual elements like charts and graphs to present data, making it easier to understand trends and performance metrics.
