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 WhatsApp Template > Select List > 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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