How To Set Up Canned/Quick Replies In CRM?

1. Click on Go To CRM

Click on Go To CRM

2. Click on Canned Replies

Click on Canned Replies

3. Click on Add New Canned Reply

Click on Add New Canned Reply

4. Type an appropriate Reply Title.

The reply to Category will be WhatsApp.

Type an appropriate Reply Title.

5. Click on #1 Message

Click on #1 Message

6. Selecting Message Type.

You can Select Text/Image/Video/Document/Interactive (Button)/Interactive(list)

as Message Types.

Selecting Message Type.

7. If you Select Text Message

Click on the Text message and start typing the body of the message.

If you Select Text Message

8. Click on < > To Add a Variable

You can have multiple variables in 1 Message.

Single Variable –

Hi {{1}} Creating a Text Message.

Multiple Variables – 

Hi {{1}} Creating a Text Template. Welcome to XYZ {{2}}.

Click on < > To Add a Variable

9. Click on the emoji face TO add Emojis.

Click on the emoji face TO add Emojis.

10. If you Select Image Message

Click on Paste Image Link with an upward arrow and Select the desired Image.

You can also Add Caption Text for the Image message.

Click on < > To Add a Variable.

Click on the emoji face TO add Emojis.

If you Select Image Message

11. If you Select Video Message

Click on Paste Video Link with an upward arrow and Select the desired Video.

You can also Add Caption Text for the Video message.

Click on < > To Add a Variable.

Click on the emoji face TO add Emojis.

If you Select Video Message

12. If you Select Document Message

Click on Paste Document Link with an upward arrow and Select the desired Document.

If you Select Document Message

13. If you Select Interactive (Button)

Start typing Header Text, Body, Footer Text, and Button Lable.

If you Select Interactive (Button)

14. If you Select Interactive (List)

Start typing Header Text, Body, Footer Text, and Button Lable.

If you Select Interactive (List)

15. Click on Add Message To add Multiple messages.

Click on Add Message To add Multiple messages.

16. Click on Save

Click on Save

17. Click on OK

Click on OK

Leave a Reply

Your email address will not be published. Required fields are marked *