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WhatsApp for CRM
WhatsApp for RetailCRM.pro \ Simla.com
How to create a template for WhatsApp Business API
Step-by-step instructions how to create a template in our app 1. First of all, you need to open wtargeted.com/ and click on the "Facebook Login" button or "Google Login" button 2. After you have logged in to your google \ facebook account, you must enter your...
How to improve your mailing
How to improve your Template When preparing a mailing campaign, one of the most common questions is: How can I create an effective newsletter without risking being blocked? In this article, we’ll share practical recommendations to help you achieve that. Text L...
RetailCRM
Simla Installation 1) API Key — which you create in your Simla account. Settings -> Integration -> API Access Keys API methods allowed: /Getting (integration_read) /Editing (integration_write) 2) You will receive the AppID and Secret after setting up your W...
Mailing via RetailCRM \ Simla.com
1. First of all, you need to create a segment Marketing - Segments - Create a segment Enter segment name and select segment type 2. Add the desired filter group. In our case, the filter is "Customer Data". 3. Inside the filter group, add a filter, in our case ...
Adding variables for templates in RetailCRM
1. First of all, you need to add a template Settings - Chat Templates - Add 2. Choose template 3. Select option for your variable and press Add
How to set up Autoreply in RetailCRM.pro \ Simla.com
In this tutorial, we'll show you how to create an auto-reply for clients1. To set up autoreply you need to install "Bot Distributor" Go to the "Settings" => "Marketplace" => "Bots"=> "Bot Distributor" 2. Choose "Bot Distributor", check the box "Activity" an...
Sending templates from Simla
In this manual you will learn how to send templates from a customer card1. First of all, you need to go to the Settings => Templates = > Chat templates 2. After that you need to choose a template and activate it 3. After this you need to go to the Sales = > ...
WhatsApp for Kommo.com \ AmoCRM.com
WhatsApp Business API for Kommo: Installation and sending the first message.
Step by step instruction 1. First of all, go to the "Settings" 2. Go to the "Integration marketplace" 3. Choose our app WhatsApp Business API ( check a screenshot ) 4. Fill in your APP ID and APP SECRET 5. Send your first message from your personal W...
Disable link shortening in Kommo.com
For templates to work correctly (if they contain a link), you need to disable the built-in link shortening in Kommo.Go to the "Settings" -> "Chat settings" -> Turn off the "Track link clicks" toggle.
How to make independent salesbots for several WhatsApp numbers on one Kommo account \ AmoCRM.com
As a result of following all points of this instruction:- See live examples of creating bots in Kommo / AmoCRM.com- Learn to make independent salesbots for several WhatsApp numbers on one account. Step by step instruction 1. Adding a new number for the second...
WhatsApp for Bitrix24.com
How to Hide agent information on Bitrix24
Bitrix24 automatically adds agent's name to your message when answering via "Open Channel", disrupting the correct functioning of templates. To disable this feature, you have to:1. Open the "contact center" section. Go to the "CRM" -> "Customers" -> "Contact C...
WhatsApp Business API for Bitrix24: Installation and sending the first message.
Step by step instruction 1. Go to Bitrix24 Market (1) 2. Click on the “Search” field and type “whatsapp” (1). Find our app “WhatsApp Business API” (2) and click on it. 3. In the appeared window check the correct developer - ChatArchitect.com (1) and click th...
Creating robots and sending template messages through them to Bitrix24
Video manual: https://www.youtube.com/watch?v=fY_vqW-Ijb81. Go to the "Deals", then "Automation rules" 2. Press "Create" 3. Choose stage, then Customer communication => Send SMS to customer 4. Find our bot, click "Change". In the list of providers, select ...
Simple Bitrix24 automation based on client message
In this guide, we will implement the next scenario: On incoming client message, the trigger moves the lead to the "Ask client" stage -> CRM automatically sends a message template to the client (lead) with text and two buttons (Invoice and Support) -> If a clie...