How to create a broadcast in Amo CRM in WhatsApp?

How to create a broadcast in Amo CRM in WhatsApp - briefly?

To create a broadcast in Amo CRM for WhatsApp, first navigate to the "Broadcasts" section within your CRM system. From there, select the option to create a new broadcast and follow the prompts to set up your message and choose your recipients.

How to create a broadcast in Amo CRM in WhatsApp - in detail?

Creating a broadcast in Amo CRM via WhatsApp can significantly enhance your communication strategy, allowing you to reach multiple contacts simultaneously with personalized messages. Here's a detailed guide on how to achieve this:

Step-by-Step Guide to Create a Broadcast in Amo CRM using WhatsApp

1. Integrate WhatsApp with Amo CRM

Before you can send broadcasts, ensure that your WhatsApp Business account is integrated with Amo CRM. This process typically involves:

• Verifying your WhatsApp Business account.
• Obtaining an API key from the WhatsApp Business API provider (e.g., Twilio, MessageBird).
• Configuring the integration settings in Amo CRM.

2. Select Contacts for Broadcast

• Navigate to the "Contacts" section in Amo CRM.
• Use filters or search functionality to select the contacts you wish to include in the broadcast.
• Ensure that all selected contacts have WhatsApp numbers associated with them.

3. Create a New Broadcast

• Go to the "Broadcasts" section within Amo CRM.
• Click on the "Create Broadcast" button.

4. Compose Your Message

• In the message composition area, craft your personalized message.
  • Use placeholders (e.g., {{FirstName}}, {{LastName}}) to insert dynamic content based on contact details.
  • Ensure the message is concise and engaging.
• Preview the message to verify that placeholders are correctly populated with actual data from contacts.

5. Schedule or Send Immediately

• Decide whether you want to send the broadcast immediately or schedule it for a later time.
• If scheduling, set the date and time for the broadcast to be sent out.

6. Review and Confirm

• Double-check the selected contacts, message content, and scheduling details.
• Click on the "Send" or "Schedule" button to initiate the broadcast.

Best Practices for Broadcasts in Amo CRM via WhatsApp

• Personalization: Use dynamic placeholders to personalize messages, making them more relevant and engaging for recipients.
• Segmentation: Segment your contacts based on criteria like interests, location, or previous interactions to ensure the message is pertinent.
• Timing: Schedule broadcasts during optimal times when recipients are most likely to engage with your message.
• Compliance: Ensure that you comply with WhatsApp’s business policies and regulations regarding message content and frequency.

Conclusion

By following these steps, you can effectively create and manage WhatsApp broadcasts in Amo CRM, enhancing your customer communication and engagement strategies. Regularly monitor the performance of your broadcasts to refine future messages and maximize their impact.