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    Knowledge BaseWhatsApp MessagingSending WhatsApp Messages
    WhatsApp Messaging

    Sending WhatsApp Messages

    Whatsapp Messaging

    Sending WhatsApp Messages

    Once your WhatsApp integration is connected and your templates are approved, you can start sending messages to contacts through WhatsApp directly from Lead Fuel CRM.

    Manual Messaging

    Step 1:Open the Conversations section and select a contact, or navigate to a contact's profile.
    Step 2:In the message composer, select WhatsApp as the channel using the channel selector.
    Step 3:If the conversation is within the 24-hour window (the contact messaged you recently), type your message freely and send.
    Step 4:If outside the 24-hour window, you must select an approved template to initiate the conversation.
    Step 5:Fill in any template variables with the relevant information.
    Step 6:Click "Send" to deliver the message.

    Bulk Messaging

    Send WhatsApp messages to multiple contacts at once:

    • Navigate to Contacts and select the contacts you want to message.
    • Click "Bulk Actions" and select "Send WhatsApp Message."
    • Choose an approved message template (required for bulk sends).
    • Fill in the template variables. Variables will be personalized for each contact using their contact data.
    • Review and confirm the send.
    • Monitor delivery status in the bulk action report.

    Media Attachments

    You can send various types of media through WhatsApp:

    • Images: Photos, graphics, and screenshots (JPEG, PNG).
    • Videos: Short video clips (MP4, up to 16 MB).
    • Documents: PDFs, spreadsheets, and other files (up to 100 MB).
    • Audio: Voice recordings and audio files.
    • Within templates, media can be added as header content.

    Conversation Rules

    WhatsApp has specific rules about messaging that you should be aware of:

    • The 24-hour window starts when the contact last sent you a message. During this window, you can send free-form messages.
    • After 24 hours, you must use an approved template to message the contact.
    • Contacts can opt out by blocking your number or requesting to stop receiving messages.
    • Respect opt-out requests immediately to maintain your WhatsApp Business API reputation.
    • High rates of blocks or spam reports can result in restrictions on your account.

    Tip: Use WhatsApp for conversations where speed matters. WhatsApp messages have significantly higher open and response rates than email, making it ideal for appointment reminders, time-sensitive offers, and quick follow-ups.

    Need more help? Contact Lead Fuel CRM support for personalized assistance.

    Have a question or want to connect with other Lead Fuel users? Join the Lead Fuel VIP Facebook Group

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