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WhatsApp Task

  • Updated

How to create a WhatsApp task

Topics Covered:

  • Prerequisite

  • About

  • Getting started with the WhatsApp task

  • Frequently asked questions

 

Prerequisite

  • Make sure you have installed the WhatsApp application in order to complete a WhatsApp task without any errors.

  • You should be using the desktop app or whatsapp web  

 

Important things to remember 

  • The recipient number must have a WhatsApp account, and the number has to have a country code.

  • WhatsApp number format must have +country code without 00, eg. +33 6 78 33 56 00) 

 

About

Cadence supports the feature to send the WhatsApp message to a lead’s WhatsApp.

In this article, we going to discuss the process to create a WhatsApp task

 

Getting started with the WhatsApp task

These are the  following steps to create the WhatsApp task:

 

  • Step 1: Go to the Cadence page and create a new cadence with the step Whatsapp.

 

 

  • Step 2: After choosing the particular option, you will be taken to the screen where you may write the message you want to send over WhatsApp.

 

 

  • Step 3: After that, you must add a lead to the cadence and click on Launch Cadence.

 

 

  • Step 4: After you launch this cadence, this particular task will appear on the task page, and after clicking on that particular task, you will get to see the WhatsApp button on the right-hand side of the screen. Next, you need to click on that button, and the task will start performing itself.

 

 

  • Step 5: Next up, you will get to see a modal opening on the screen along with the message. Click on the Send button.

 

 

  • Step 6: After you click on the send button, you will be directed to a new tab. Now, to continue to chat, you have to select either WhatsApp web or download the WhatsApp app.  

 

 

  • Step 7: If you choose WhatsApp Web, you must be connected to WhatsApp on the browser.

For that, scan the QR code and log in. Next, you will be directed to WhatsApp and be able to send the message.

  • Step 8: In case you do not want to use the WhatsApp web interface, you can download the app for your specific device. 
  • Step 9: After the successful installation of the application on your device or the successful WhatsApp web-logging you will be directed to the WhatsApp chat of the lead’s number on the app, and you have to click on the send button to send the message. The message will be copied in the type message section.
  • Step 10: After the message is sent, you will receive a notification in the activity area on the task page saying the task has been performed.

 

Frequently asked questions

  • Q. From which WhatsApp account is the task performed?

Ans. The task is carried out by the account whose QR code of WhatsApp web is being used. 

 

  • Q. Can WhatsApp tasks be performed automatically? 

Ans. No, the WhatsApp task can not be performed automatically.

 

  • Q. Is there a notification in Cadence when my message is sent on WhatsApp?

Ans. Yes, there is a notification in the activity area of the task page when your message is sent on WhatsApp.

 

 

  • Q. Is there a notification when I get a reply on WhatsApp?

Ans. No, there is no notification when you get a reply on WhatsApp.

 

  • Q.  What happens when the recipient doesn't have a WhatsApp number?

Ans: The task will not be completed, and the send button will not work if the receiver does not have a WhatsApp number. 

 

  • Q. Will the task still get validated if the recipient doesn't have a WhatsApp number?

Ans: In that case, the task doesn't appear on the task page anymore even if it is not performed properly, but Cadence marks it as done and removes it from the task page.