How to initiate a conversation with Vira?

If you haven't had any WhatsApp conversations before with a Contact, you can iniate the conversation -

Vira CRM Card:

• Open the Contact you wish to initiate the conversation with.
  
  
  
  
  
  
  
• Go to Vira CRM card (right panel of HubSpot Contact)
  
  
  
  
• Click on "Send WhatsApp".

• Select a "Template" to initiate a conversation.

 

HubSpot Workflows:

• Create a Workflow without any enrollment triggers
  
  
  
  
  
• Add action > Choose Action > Search for Vira

• Select "Send WhatsApp Text Message" or "Send WhatsApp Media Message"

• Turn the Workflow On

• Enroll Contacts/List of Contacts.

 

Run a Campaign: 

• Create a list on HubSpot of the contact(s) you would like to initiate conversation with.

 

• Open any HubSpot Contact > Go to Vira CRM card > Open Dashboard.
  

 

 

• In the Dashboard > Go to menu > Campaigns

• Create Campaigns > Select List >Select WhatsApp Template> Enroll

 

Please note:

1. The messages can be sent only to the contacts whose "WhatsApp Consent Given" (or your chosen property for capturing consent) is set to "Yes".
2. According to Meta guidelines, a business-initiated conversation can only be started by sending a pre-approved template. 

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