Whatsapp in Opportunity || Android Mobile App

Whatsapp in Opportunity || Android Mobile App

Overview

The WhatsApp in Opportunity feature in Meritto’s Android mobile app allows you to send personalized WhatsApp messages to their opportunities. With seamless integration of WhatsApp Business and WhatsApp Click to Chat, you can engage leads effectively and enhance the chances of conversion.

Plan & Permissions

  • Access to the Opportunities Module.

  • Permissions Required:

    • WhatsApp Messaging Permission for Opportunities.

    • Template Access and Sender ID Configuration as configured on the web.

  • Preconfigured Templates: Templates should be created and approved through the web version before they are available in the mobile app.

Core Functionalities

Sending WhatsApp Messages from Opportunities

1. Access Opportunity List

  • Open the Meritto Android Mobile App.

  • Navigate to the Opportunity Listing Page inside an opportunity list.

2. Locate the WhatsApp Icon

  • Against each opportunity, a Send WhatsApp button will be visible under the action menu.

  • The Send WhatsApp icon is also available on the Opportunity Profile Page for quick access.

Choosing WhatsApp Mode

On clicking the Send WhatsApp button, a window will appear, offering two options:

  • WhatsApp Business

  • WhatsApp Click to Chat

Using WhatsApp Click to Chat

If you select WhatsApp Click to Chat, the following options will be available:

Send To

  • The opportunity’s registered mobile number will be automatically populated.

  • ⚠️ You cannot change or input a random number in this field.

Select Template

  • All approved templates configured on the web will be available.

  • An Eye Icon will appear after selecting a template to preview it before sending.

Create New Message

  • If you prefer to create a custom message, you can tap + Create New Message.

  • A Text Editor will open, allowing you to:

    • Compose a personalized message.

    • Insert lead and opportunity-level tokens.

    • Preview the message using the Eye Icon.

Send Now

  • After creating the message, tap Send Now to open WhatsApp with the message pre-filled.

Using WhatsApp Business

If you select WhatsApp Business, the following options will be available:

Available Credits & Daily Limit

  • Displays the remaining WhatsApp credits and the daily messaging limit.

Send To

  • Automatically populated with the opportunity’s registered mobile number.

  • ⚠️ You cannot modify this number.

WhatsApp National Sender

  • Displays all sender IDs configured for national numbers.

  • Visible only if the opportunity’s mobile number is an Indian number.

WhatsApp International Sender

  • Displays all sender IDs configured for international numbers.

  • Visible only if the opportunity’s mobile number is from an international region.

Select Template

  • You can select templates created and configured via the web.

  • The Eye Icon next to the selected template allows for previewing before sending.

Send Test

  • Allows you to send a test message to a specified mobile number.

  • A pop-up will appear prompting you to enter the mobile number for testing.

Schedule WhatsApp


  • A Calendar Icon on the Send Now button enables scheduling WhatsApp messages.

  • You can select a desired date and time for the message to be sent.

Send Now

  • You can trigger the WhatsApp Business message immediately by clicking Send Now.

Special Business Use Cases

  • Follow-Up Reminders: Send quick WhatsApp reminders to nurture leads.

  • Event Invitations: Use WhatsApp templates to send event invites and follow-up with interesting opportunities.

  • Course Enrollment Updates: Notify leads about course availability, discounts, or enrollment deadlines.

Conclusion

The WhatsApp in Opportunity feature in Meritto’s Android mobile app empowers you to engage opportunities with personalized messages via WhatsApp Business and Click to Chat. By leveraging pre-approved templates or creating custom messages, you can enhance lead engagement and drive faster conversions.


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