Intro- Whatsapp business API

Introduction: WhatsApp API Integration for 3sigma CRM πŸ“²

The WhatsApp API integration in 3sigma CRM empowers you to automate and streamline your business communications, allowing you to reach your customers quickly and effectively. This feature provides powerful tools to enhance your messaging experience, making it easier to engage with leads, manage customer inquiries, and run marketing campaignsβ€”all from within 3Sigma CRM.

Limitations of the WhatsApp Business App

While the WhatsApp Business App is free and suitable for small businesses, it has limitations that can hinder your sales engagement efforts:

  • Broadcast Limit of 256 Users: Send messages to a limited number of contacts at once.

  • Contact Requirement: Only users who have added you to their contacts will receive your broadcasts.

  • No Analytics: Tracking the performance of your broadcasts is not possible.

  • Limited Automation: You can't send automated messages like greetings.

  • No Scheduling: Scheduling messages for later delivery is not allowed.

  • No Clickable Buttons or Quick Replies: Messaging options are restricted.

  • Fear of Account Ban: There’s a risk of having your number banned permanently if you spam too much.

Why Use the WhatsApp Business API?

  • No More Bans 🚫: Easily follow WhatsApp rules to keep your account safe.

  • One-Click Campaigns πŸ“²: Send marketing messages to all your customers with a single click.

  • Auto Replies ⏱️: Set up automatic responses for quick replies without extra effort.

  • Schedule Messages πŸ“…: Plan messages in advance for timely delivery, even when you're busy.

  • Add New Leads Automatically βž•: Automatically add new contacts when they message you, ensuring you never miss a lead.

  • Reach Thousands Fast 🌍: Broadcast messages to thousands of people quickly, eliminating manual work.

  • Track Message Success πŸ“Š: Monitor which messages get the best responses to optimize your strategy.

  • Group Your Audience πŸ“: Easily organize contacts to send the right messages to the right people.

  • Send Rich Media Messages: Personalize messages using data from your CRM, including images, videos, and PDFs.

Benefits of Combining CRM Data with the WhatsApp API

Integrating your 3sigma CRM with the WhatsApp API enhances communication capabilities by allowing CRM data to drive personalized messaging:

  • Status Change Notifications: Automatically send messages when the status of a lead or project changes, keeping everyone informed.

  • Appointment Reminders: Send timely reminders for site visits and appointments, reducing no-shows.

  • Renewal and Payment Reminders: Keep customers informed with reminders for renewals and payments, ensuring timely follow-ups.

  • Engage Leads Proactively: Use CRM data to trigger messages that engage leads at critical points in the sales process.

What You Can Do with the WhatsApp API:

  • Send Campaigns πŸ“’: Launch targeted WhatsApp campaigns to promote your products, services, or special offers. Schedule campaigns in advance and track their performance for optimal reach.

  • Automated Drip Messaging πŸ’¬: Set up automated message sequences to nurture your leads over time, keeping them engaged throughout the sales process.

  • Trigger Automated Messages ⚑: Use customer actions (e.g., new lead entries, missed calls, or completed forms) as triggers to send personalized messages automatically, ensuring quick and effective follow-ups.

  • Manage a Shared Inbox πŸ“₯: Collaborate with your team using a shared WhatsApp inbox where you can assign messages, respond to customer queries, and track conversations in real-timeβ€”all from a single dashboard.

  • Create and Manage Templates πŸ“‹: Design and save message templates for common interactions, such as appointment reminders, sales follow-ups, or welcome messages. Templates help maintain consistency and save time when messaging clients.


User Guide video

How Users Are Charged πŸ’°:

  • The WhatsApp API feature is billed based on message volume and usage. Charges apply per message sent, including campaigns, automated sequences, and template messages. We offer flexible plans tailored to your needs, with all charges added to your monthly invoice for easy monitoring.

FAQs about WhatsApp Business API

  1. What is the WhatsApp Business API? The WhatsApp Business API is designed for medium and large businesses to communicate with their customers at scale through WhatsApp. It allows businesses to send messages, notifications, and updates directly to users.

  2. How can I use this feature in 3sigma CRM? You can create and manage campaigns either from the lead screen or the campaigns menu. This allows you to select your audience, design messages, and track performance seamlessly.

  3. What types of messages can I send? You can send promotional messages, updates, reminders, and any relevant information tailored to your leads.

  4. Are there any costs associated with using this feature? Yes, using the WhatsApp Business API may incur costs based on the number of messages sent and the nature of the messages. Check with your account representative for detailed pricing.

  5. How do I ensure my messages reach my audience? By using your official WhatsApp number and adhering to best practices for message frequency and content, you can ensure your campaigns are well-received.

  6. Can I use the WhatsApp Business app with the API? No, the WhatsApp Business API is separate from the WhatsApp Business app. The API is designed for larger businesses to send bulk messages and automate communication, while the app is meant for small businesses with individual customer interactions.

  7. Is the WhatsApp Business API free? No, the WhatsApp Business API is not free. There are costs associated with sending messages, and these can vary based on the number of messages sent and the type of content. It's important to consult your account representative for specific pricing details.

Last updated