How to send a mass message from Bitrix24 to WhatsApp?

How to send a mass message from Bitrix24 to WhatsApp - briefly?

To send a mass message from Bitrix24 to WhatsApp, you can use the "Send Message" feature within the CRM module. This allows you to select multiple contacts and send a single message to all of them simultaneously via WhatsApp.

How to send a mass message from Bitrix24 to WhatsApp - in detail?

To send a mass message from Bitrix24 to WhatsApp, you will need to utilize the integration capabilities of both platforms. Here is a detailed step-by-step guide:

1. Set Up Your Bitrix24 Account:

   Ensure that your Bitrix24 account is up to date and has all the necessary permissions for sending messages. You may also want to check if you have access to the CRM module, as it often facilitates communication features.

2. Create a Group in WhatsApp:

   In WhatsApp, create a group that includes all the recipients of your mass message. Ensure that the group is set up correctly and that all members are active participants.

3. Install the WhatsApp Business API:

   To send messages programmatically from Bitrix24 to WhatsApp, you need to use the WhatsApp Business API. Start by creating a Facebook Developer account if you don't already have one. Then, go to the Meta for Developers website and request access to the WhatsApp Business API.

4. Configure Your Bitrix24:

   • Go to your Bitrix24 account settings.
   • Navigate to the "Integrations" section.
   • Look for options related to external communication or APIs.
   • Follow the instructions to add a new integration. You will typically need to provide an API key and other credentials obtained from the WhatsApp Business API setup.

5. Use Bitrix24’s Automation Tools:

   Bitrix24 offers automation tools that can help streamline the process of sending mass messages. Here's how you can set it up:

   • Go to the "Automation" section in your Bitrix24 account.
   • Create a new automation rule or use an existing one if applicable.
   • Set the trigger for when the message should be sent (e.g., based on a specific event, time, or condition).
   • Add an action to send a message via WhatsApp. You will need to select the integration you set up earlier and configure the message content.

6. Compose Your Message:

   • Write the message you want to send in the designated field within Bitrix24’s automation tool.
   • Ensure that your message is clear, concise, and tailored to your audience. You can also use placeholders or dynamic fields to personalize each message if necessary.

7. Test Your Integration:

   Before sending the mass message, it's crucial to test the integration:

   • Send a test message to yourself or a small group of recipients.
   • Verify that the message is delivered correctly and appears as expected in WhatsApp.

8. Send the Mass Message:

   • Once you have verified the integration, proceed with sending the mass message.
   • Monitor the delivery status within Bitrix24 to ensure all messages are sent successfully.

By following these steps, you can effectively send a mass message from Bitrix24 to WhatsApp, leveraging the powerful features of both platforms to communicate efficiently with your audience.