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Twilio

Business WhatsApp

Power personalized and timely WhatsApp messaging using real-time customer data

Install App

Overview

Twilio Message app enables user to send sms as well as whatsapp messages to Lead or Contact .

Installation:

  1. Click on ‘Install app’ button  
  2. Click ‘Allow and Install’ to give the permissions and install  
  3. After installation sign up on the application with your email id  
  4. Verify the email id and sign in on the app.  
  5. Navigate to the ‘Installed apps’ section of Kylas marketplace and click on ‘View details’  
  6. Enter the Kylas API key in the API key section and click ‘Save’  

Connecting Twilio account:

  1. Login to the Twilio Messaging application and navigate to the connected account section  
  2. Click on ‘Add connected account’  
  3. Enter the required details to connect the account  
  4. Choose the ‘Active/Enabled’ checkbox  
  5. Click ‘Save’ 

Adding WhatsApp message templates:

  1. Navigate to Templates section of the Twilio business messaging application  
  2. Click on Whatsapp Tab   
  3. Click ‘Add WhatsApp Template’  
  4. Enter the Name, Content and other details required to create a template  
  5. Check the ‘Active/Enabled’ checkbox and click ‘Save’  

Adding SMS message templates:

  1. Navigate to Templates section of the Twilio business messaging application  
  2. Click on SMS Tab   
  3. Click ‘Add SMS Template’  
  4. Enter the Name, Content and other details required to create a template  
  5. Check the ‘Active/Enabled’ checkbox and click ‘Save’  
  6. *SMS or Whatsapp template can be added according to requirement. It is not mandatory to add both templates.  

Send WhatsApp message from Kylas sales

  1. Login to the Kylas sales application  
  2. Navigate to a Lead, Contact or Deal details page whom you would like to send WhatsApp message  
  3. Navigate to the Message section  
  4. Click on ‘New Message’  
  5. Click on ‘Send WhatsApp Message’ action  
  6. Choose the phone number and template  
  7. Click on ‘Send’ button  
  8. The message is sent to the receiver, and it’s displayed on the Messages section of the Details page of the Lead, Contact, or Deal.  

Send SMS message from Kylas sales

  1. Login to the Kylas sales application  
  2. Navigate to a Lead, Contact or Deal details page whom you would like to send WhatsApp message  
  3. Navigate to the Message section  
  4. Click on ‘New Message’  
  5. Click on ‘Send SMS Message’ action  
  6. Choose the phone number and template  
  7. Click on ‘Send’ button 

Adding Users:

  1. Navigate to the Manage Users section of Twilio messaging application  
  2. Click ‘Add User’  
  3. Select Kylas User, Enter the Name, Email id and choose a role of the user  
  4. Click ‘Save’  
  5. After adding the user in Twilio messaging application the users will receive a verification link on their email address, they can verify the email and login to the application  
  6. The users added as Admins will be able to view all sections of the Twilio messaging application such as Templates, Logs, Account settings, API key and Manage users  
  7. The users added as Members will be able to view the Templates and Logs 

View Message Logs:

  1. Navigate to the Message logs section in the Twilio messaging application.  
  2. You will be able to see the two tabs- SMS and WhatsApp, and their logs of messages that have been sent via the application.  
  3. You will be able to view the failed messages logs as well along with the reason for failure 
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