WhatsApp and campaigns
Chat, templates, bulk campaigns, drip sequences and the chatbot.
Chat with a lead
Open a lead and the Chat tab. Messages from the lead appear by themselves. WhatsApp only allows free text within 24 hours of the lead's last message; after that, send an approved template.
The admin connects the WhatsApp number in Settings → Integrations → Twilio WhatsApp and adds templates in Settings → WhatsApp templates.
Without Twilio you can still press the WhatsApp button on any lead: WhatsApp opens on your phone or computer with the message ready, and it is noted on the timeline.
Bulk campaigns
Marketing → Bulk campaigns → New (managers). Choose an approved template, the leads (by stage, source, tag, owner…), see how many will get it, and send now or schedule. You can follow sent, delivered, read and failed messages, and download the result.
Drip sequences
Marketing → Sequences: a series of templates sent after set delays, e.g. day 0 brochure, day 2 price list, day 5 "shall we visit?". A sequence stops by itself when the lead answers.
Chatbot
Marketing → Chatbot (admins) answers keywords such as "price" or "location" automatically and can hand the chat to a person.