Introduction WhatsApp Cloud API plugin Feedback Management System

Thank you for purchasing WhatsApp Cloud API plugin for RISE CRM.

The WhatsApp Business Platform Intergration plugin for RISE CRM, gives medium to large businesses the ability to connect with customers at scale, using Cloud API and free messaging, under WhatsApp Business Account (WABA) limits.

You can start conversations with customers, send customer notifications or infromation regarding actions that occur in your RISE CRM.

Features

Current version's supported actions list

- Available notifications for Leads (new lead creation):
1) WhatsApp notification to the staff member's phone number through a template that supports merge fields.

- Available notifications for Customers (new customer creation):
1) WhatsApp notification to the contact's phone number through a template that supports merge fields.

- Available notifications for Invoices (new invoice creation):
1) WhatsApp notification to the phone number of the primary contact of the related Customer, through a template that supports merge fields.
2) WhatsApp notification to the phone number of each Staff member, through a template that supports merge fields.

- Available notifications for Tasks (new project's task creation):
1) WhatsApp notification to the phone number of the primary contact of the related Customer, through a template that supports merge fields.
2) WhatsApp notification to the phone number of each Staff member, through a template that supports merge fields.

- Available notifications for Projects (new project creation):
1) WhatsApp notification to the phone number of the primary contact of the related Customer, through a template that supports merge fields.
2) WhatsApp notification to the phone number of each Staff member, through a template that supports merge fields.

- Available notifications for Proposals (new proposal creation):
1) WhatsApp notification to the phone number of the primary contact of the related Proposal, through a template that supports merge fields.

- Available notifications for Tickets (new ticket creation):
1) WhatsApp notification to the phone number of the primary contact of the related Ticket, through a template that supports merge fields.
2) WhatsApp notification to the phone number of each Staff member, through a template that supports merge fields.

- Available notifications for Payments (new payment creation):
1) WhatsApp notification to the phone number of the primary contact of the related Payment, through a template that supports merge fields.
2) WhatsApp notification to the phone number of each Staff member, through a template that supports merge fields.

Dependencies

You need to own a Facebook Developers Account.
Not sure how to create one? Check out the videocast at the Configuration section.

You need to create Facebook App through a Facebook Verified (or unverified) Business / Individual account.
Not sure how to create one? Check out the videocast at the Configuration section.

You can skip verification of your Facebook Business used for sending messages, but in this case, you will be limited to WhatsApp Messaging limits.
Learn how to increase this limit here.

Keep in mind that the Primary contact of the Customer will be used for receiving the above WhatsApp notifications, in case a valid mobile phone number with country code exists in the contact.

Installation

It takes only a few seconds to be installed and activated. Follow the steps below, in order to ensure that you will go smooth through installing/activating process.

If you have any questions, feel free to raise a support ticket at our Support Area.
Guys from support department will get back to you as soon as possible with a reply.

Installation Steps

Extract your downloaded file contens. You will notice a folder called "documentation" and a new zip file, called "upload.zip". Since "documentation" folder contains this readme file and helpful instructions that are not needed in your RISE CRM's installation, we will focus on the "upload.zip" file.

"upload.zip" contains the plugin files (in a plugin format) that you upload in RISE CRM's Plugins installation section.

Go to your RISE CRM's Admin area and select the following menu item: SETTINGS > ALL PLUGINS.

Select the extracted upload.zip at plugin installation selection prompt and press INSTALL.

Find the newly installed plugin and press ACTIVATE.

You will be told that plugin is successfully activated.

That's it!

You will be told that plugin is successfully activated, after entering your License Key.

Configuration

Our team provides videocast recorded sessions for every single step of the configuration process.
Please ensure that you follow each step of the videocast. If you have any questions, feel free to raise a support ticket at our Support Area

Facebook Developers Account

How to sign up for a Facebook Developers Account

1. Login to your Facebook account and navigate to Developers Section
Click on Get Started button from top right corner.

2. Click on next button from the popup

3. Enter your phone number and verify your account using text message or phone call.

4. It may be needed to verify your account again.

5. Then enter verification code you got and click on the Verify button.

6. On the next screen, after verifying your account, 3rd step is to tell about you. Select Developer option here and no further steps will be required.

Facebook Application Creation

Please follow the steps of the videocasts below, so you can create a Facebook Application needed for sending our WhatsApp messages through your RISE CRM

How to create a Facebook Application for WhatsApp Cloud API plugin:

Now that you are done with the Application Creation, you need to create a Permanent Access Token.
This video, demonstrates the way to do so:

Facebook provides a written guide regarding the process of creating an Application for WhatsApp messages here, in case you find it useful.

Module's Settings

You only need to fill three settings in order to have our plugin in working state.

Navigate to Settings > Setup > WhatsApp Cloud API menu link of the RISE CRM's backend (Admin Area) and fill the necessary values in the respective fields.
All needed values can be obtained from your Application creation and Permanent Token creation processes, as described in the Facebook Application Creation steps above.

Templates & Merge fields Mapping

Below, you will find two example videocasts on how to create templates (New Lead notification & New Invoice notification) and map their values, which once triggered, a WhatsApp message will be received.

Here's a videocast on how to create template mappings, use merge fields for Leads:

Here's a videocast on how to create template mappings, use merge fields for Invoices:

Logging

Our plugin supports logging of all operations (messages sent).

You can access the Logging area along with its entries, through this menu link:

Debugging

Our plugin supports debugging of log entries, in cases that troubleshooting is needed.

You can access the Debugging area of each log entry, through the logs area, by clicking this icon at the respective entry you want to have its debug data inspected: