Send WhatsApp Media Templates from the Mobile App

Sub-account admins and users can now send WhatsApp messages with media attachments directly from the CRM mobile app using pre-approved templates. This feature allows for more dynamic and engaging communication while on the go.

What You Can Send

The mobile app supports sending WhatsApp messages using templates that include:

• Text
• Images
• Videos
• Files
• Location sharing

How to Send a WhatsApp Media Template

1. Open the CRM mobile app and select the desired sub-account.
2. Navigate to the Conversations section.
3. Start a new WhatsApp conversation or open an existing one.
4. Choose the template type you wish to use (Text, Image, Video, File, or Location).
5. Complete your message content and tap Send.

Benefits of Using Media Templates on Mobile

• Enhanced engagement: Share rich media to make customer interactions more compelling.
• Time savings: Use approved templates without needing to switch to a desktop.
• Streamlined workflows: Efficiently handle support, sales, or follow-up tasks directly from your mobile device.

Frequently Asked Questions

Do I need to update my app to use this feature?

Yes. Ensure your mobile app is updated to the latest version. If you use a white-labeled app, request the update through your account representative.

What media types can I send via WhatsApp templates?

You can send text, images, videos, files, and location shares using approved templates from the mobile app.

Can I create or edit templates in the mobile app?

No. Template creation and approval must be done in the web platform. The mobile app only allows sending of pre-approved templates.

Will my existing templates work on mobile?

Yes. All previously approved media templates are available for use in the mobile app.

Is this feature available to all users in a sub-account?

Yes. Both admins and users with access to the sub-account can send WhatsApp media templates via the mobile app.