WhatsApp sharing prepares your message and link, then hands off to WhatsApp on your own device to send. Because of how this works, there are a few important things to know before you share via WhatsApp.
Settings and content
Settings and content
If WhatsApp sharing is enabled for your account, you’ll find it under ‘Settings’ > ‘WhatsApp content’. WhatsApp sharing is an optional feature and, for some corporate or group accounts, Head Office may have chosen not to make it available.
Pre-Appointment WhatsApp sharing
Enable WhatsApp pre-appointment sharing - turns WhatsApp on/off as a sharing option before appointments
Pre-select WhatsApp for pre-appointments -sets WhatsApp as the default sharing method, saving a step for your team
Pre-appointment WhatsApp message - customise the default message text sent to clients ahead of their appointment
Proposal WhatsApp sharing
Enable WhatsApp proposal sharing - turns WhatsApp on/off as a sharing option for proposals
Pre-select WhatsApp for proposals - sets WhatsApp as the default sharing method for proposals
Proposal WhatsApp message - customise the default message text sent when sharing a proposal
Sending a WhatsApp
Sending a WhatsApp
WhatsApp sharing can now be initiated directly from the email sending process. A new "Share via WhatsApp" section will be available in the system's email sending areas.
Once the email has been sent, you'll be presented with the option to continue via WhatsApp. Follow the on-screen instructions and select "Open WhatsApp". If you're not currently logged into a WhatsApp session, you'll be prompted to log in.
After 'Open WhatsApp' is initiated, an activity log will be displayed showing the action.
Any views triggered from the shared link will also be recorded in the activity log as "Viewed via WhatsApp."
Frequently asked questions
Frequently asked questions
Do we have to use a specific WhatsApp platform?
No. WhatsApp sharing works with whichever WhatsApp account you normally use, including personal or business accounts, via mobile, WhatsApp Web or Desktop. Acaboom simply prepares the message and link and hands it over to WhatsApp for you to send.
Can we ensure it sends from the business WhatsApp, not the personal one?
Yes, the message will open in whichever WhatsApp account is active on your device. If you want to send from your business WhatsApp, simply make sure that’s the account you’re using before opening the message from Acaboom.
Can this be sent from a desktop?
Yes. Acaboom will open WhatsApp Web in your browser, or the WhatsApp Desktop app if that’s your default. As long as you’re logged into WhatsApp, your prepared message will be ready for you to send.
Does WhatsApp activity appear in Acaboom?
Acaboom records when a user opens WhatsApp to share the message and, importantly, when the client clicks the Acaboom link within it.
The message itself is sent through WhatsApp, so delivery, read receipts, replies and your message history remain within WhatsApp.