Offers to many customers at once

What it does

Your account list is your best audience. These are people who already buy from you, so a festival offer or a new-stock message reaches someone who knows your shop. The bulk tool is in the accounts list.

What happens next depends on the way chosen in 19.2. With Whatsapp Blaster all ticked parties are queued and the Blaster program sends them. With Whatsapp Credits they are sent online one by one, and a box appears when the sending is over. With Free Whatsapp only the first ticked party opens in WhatsApp Web, so the free way suits one customer at a time.

19.5Offers to many customers at once

Your account list is your best audience. These are people who already buy from you, so a festival offer or a new-stock message reaches someone who knows your shop. The bulk tool is in the accounts list.

1. Open Masters → Accounts. The ADDRESS BOOK list opens.
2. Use Search Accounts to narrow the list, for example City = Kota, or a Group such as Sundry Debtors. Press Search.
3. Tick the parties you want in the first column.
4. Click SMS / Whatsapp. The panel SEND SMS TO SELECTED PARTIES opens.
5. Pick a saved text in Select SMS Template to Send (the Address Book template type), or type the text under "Send this message to the selected parties". Tags such as {Account Name} are filled for each party.
6. Click Whats App (or Send SMS).

What happens next depends on the way chosen in 19.2. With Whatsapp Blaster all ticked parties are queued and the Blaster program sends them. With Whatsapp Credits they are sent online one by one, and a box appears when the sending is over. With Free Whatsapp only the first ticked party opens in WhatsApp Web, so the free way suits one customer at a time.

Existing, new and area customers. Search by City or Address to reach one area, by Group to reach dealers or retail buyers. A customer is only reachable if the Mobile field in the account is filled, so ask for the number at billing time.

Birthdays and anniversaries. In the same list, Birthday Reminders opens the BIRTHDAY REMINDER screen. Tick Birthdays or Anniversaries, pick the dates and send a greeting with WhatsApp or SMS. The text comes from the Birthday Manager template. Dates come from Birthday On and Anniversary On in the account master.

Address Book

Read every step in the guide: WhatsApp & Digital Marketing, section 19.5

Questions and answers