How to schedule whatsapp messages in minutes using Kommo

Scheduled WhatsApp messages automate client communication, ensuring that important updates, reminders, and marketing campaigns are delivered to customers at the perfect time.

To send scheduled WhatsApp messages, there are 4 main things you need. Let’s discuss them briefly. 👇

A CRM like Kommo centralizes customer data, streamlines communication, and integrates seamlessly with WhatsApp, allowing you to schedule, track, and automate messages effortlessly.

Scheduling WhatsApp messages is available to only those using the API version of WhatsApp. In Kommo, you can schedule WhatsApp messages using its WhatsApp Business integration.

The WhatsApp Business integration in Kommo allows businesses to interact on a larger scale than those using just the WhatsApp business app. If you are new to this version of WhatsApp, here are some core benefits 👇

You can send customers bulk messages, automated replies, and scheduled updates. Everything is easy peasy with Kommo.

It is ineffective to send messages without a target audience. Having a specific target audience ensures your scheduled messages are relevant, personal, and engaging.

You can define your target audience based on the following 👇

• Customer preferences
• Demographic information (age, location, etc.)
• Purchasing history

In Kommo CRM, you can effectively segment your audience using tags and pipeline stage, leading to higher open rates, better engagement, and improved Return On Investment (ROI).

WhatsApp templates are used to ensure consistency and speed when sending messages.

WhatsApp templates help save time when sending repetitive messages like order confirmations, reminders, and promotions, which can easily be scheduled instead. They also help you start conversations with new customers using pre-approved templates

If you use the WhatsApp API, Businesses can only initiate conversations with clients using a template. Meta must approve every template sent to clients, which usually costs a fee. This ensures that clients are not spammed and that message regulations are followed.

With Kommo, you can create professional, pre-approved templates in minutes.

Scheduling WhatsApp messages is smart for businesses wanting to grow because it provides several benefits - let’s explore them. 👇

Sending reminders, promotions, or updates when needed ensures your message arrives at the right inbox at the right time.

Automating repetitive tasks can free up valuable time for your team to focus on what matters.

Consistent communication helps you build those vital connections with your clients.

By planning and managing your campaigns ahead of time, you can stay one step ahead of all interactions.

Depending on your business needs, you can use scheduled WhatsApp messages in various ways, as seen below.

You can schedule reminders for upcoming appointments or consultations with your clients to reduce no-shows and ensure they are well-informed.

You can schedule promotional messages to reach customers during peak shopping or sales campaigns.

You can schedule automatic updates to confirm clients’ purchases or payments.

Scheduling follow-ups helps you nurture leads or respond to customer inquiries that need additional attention.

You can use scheduled WhatsApp messages to invite customers to events and share updates about upcoming activities.

When you have the WhatsApp Business integration in Kommo, you can effortlessly connect multiple WhatsApp numbers, automate your messages, send unlimited broadcasts, and schedule many important messages to your clients.

Kommo integrates with your WhatsApp Cloud API and uses its automation to ensure messages are sent to the right audience at the right time.

Let’s consider a list of things to prepare before scheduling WhatsApp messages.

The first step in sending scheduled WhatsApp messages is to install WhatsApp Business integration.

Here is how to go about it 👇

• Open your Kommo account
• Go to WhatsApp section > Connect

• Next, click Use another phone number.

• Log in to your Facebook account to see the Connect your account to Kommo screen
• Click the Get started button to start the connection
• Next, follow the given steps to connect your WhatsApp Number

Specific targeting is key to ensure that each conversation is effective. Your messages easily resonate with the defined audience, driving higher engagement and conversions. With Kommo, you can schedule messages based on various segments:

In Kommo, creating and sending templates for Meta’s approval is not difficult. As we mentioned earlier, templates are important if you want to initiate conversations with your clients.

Let’s walk you through the process. 👇

1. Click on WhatsApp in the left menu of the platform, then Templates.

1. Click on Add a new template.

1. A new window will appear. In it, you must change the template type to WhatsApp and fill out all the information.

1. When ready to send it for Meta’s approval, click Send for review. The review process usually takes 1 minute to 48 hours.

Once your template has been reviewed and accepted, you can use it.

The magic to Kommo’s scheduled WhatsApp messages is in its Salesbot. Kommo’s salesbot is an all-in-one, no-code chatbot that sends rich messages to multiple messengers and performs workflow actions for fast-track business operations.

Learn more about Kommo’s salesbot and how to build one 👇

Apart from scheduling messages, there are many functions that the Kommo salesbot can do for you. Check out some of the salesbot's functions 👇

Since this article is focused on scheduled WhatsApp messages, let’s see how to schedule messages from Kommo’s Salesbot.

In Kommo, there 3 ways you can schedule WhatsApp messages

1. You can schedule a message hour(s) before or after a particular time based on any field you have set. It could serve as a reminder before an appointment or consultation.
2. You can schedule messages to be delivered at a particular time on a specific date.
3. You can also schedule recurring messages. Depending on your needs, these messages can be sent daily, weekly, monthly, or annually.

Now, let us go into a step-by-step guide to scheduling WhatsApp messages in Kommo.

1. Go to WhatsApp > Templates & Bots.
2. Scroll down to the salesbot segment and click on create new bot.
3. A new modal will appear, and then you click on New or choose one of the templates provided by Kommo.

1. The salesbot building page opens up, and you click the trigger button.

1. Choose the type of scheduled trigger based on your need, and the sales pipeline where you want these scheduled messages to go.

1. Click the checkbox if you want to send the message to all leads in that pipeline. If you only want to send it to new leads, it's best not to click on it. Tap done when you are done.

When you finish this, you can begin building your bot. The process is easy and requires no technical knowledge. Let us share a simple guide to help you with it.

1. Since we are scheduling a WhatsApp message, we click on Message.

1. Choose your WhatsApp template that Meta has approved.

1. Change the communication channel to your WhatsApp Business number.

1. Add any more conditions to your messages and stop the bot.

1. You take a look at what your messages would look like from your client’s view and test the logic of the message yourself, by choosing to preview your bot.

1. If you are satisfied, you can click on save and continue.

Once you have completed all these steps, your scheduled messages will be sent automatically at the designated time. Easy peasy 😉!

WhatsApp automation is one of Kommo's top features. The Salesbot can perform different actions, such as:

• Send information & act depending on the response
• Follow up on your clients
• Set card fields
• Adjust sales values
• Subscribe to chat
• Calculate Net Promoter Score (NPS)
• Fill in lead cards & save information
• Automated invoicing
• Change the lead status or responsible user
• Manage tags
• Send internal messages

Scheduling WhatsApp messages has never been easier. Kommo’s WhatsApp Business integration allows businesses to automate communication, improve efficiency, and effectively engage their audience.

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