How to Use the WhatsApp Bulk Action in HighLevel

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saas4agency.com

Hey everyone, welcome to another insightful blog post! Today, we’re exploring the fantastic new WhatsApp bulk action feature. This addition is perfect for sending promotional messages, urgent updates, or broadcast messages to your audience. Let’s dive into how you can leverage this tool to enhance your communication strategy.

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Why Use WhatsApp Bulk Messaging?

Using WhatsApp bulk messaging is ideal for quickly reaching a large audience. Whether you have a promotion, urgent news, or last-minute availability updates, this feature ensures your message gets delivered promptly. With its high open rates compared to emails and SMS, WhatsApp is a powerful tool for engaging with your clients.

How to Use the WhatsApp Bulk Action Feature

Access Your Contacts

  1. Navigate to Contacts: On the left sidebar, click on the ‘Contacts’ tab. Here, you’ll see a new ‘Bulk WhatsApp’ icon.
  2. Select Contacts: Since the icon is initially greyed out, you need to select your contacts first. Click ‘Select All’ to choose all your contacts.

Initiate the Bulk WhatsApp Action

  1. Click on Bulk WhatsApp: With your contacts selected, the ‘Bulk WhatsApp’ icon will be clickable. Click on it to open the bulk messaging window.
  2. Select a Template: You must use a pre-approved template from Meta to send bulk messages. This bypasses the 24-hour messaging limit, allowing you to reach contacts who haven’t messaged you within the last 24 hours.

Submit and Approve Templates

  1. Create a New Template: Go to ‘Settings’ at the bottom left, then ‘WhatsApp’ on the left sidebar. Here, you can see all your phone numbers and submitted templates. Click ‘Create New Template’ to submit a new one.
  2. Wait for Approval: Templates are usually approved within 24 hours. Once approved, the status will update in your template section.

Sending Bulk Messages

  1. Choose Approved Template: Select the approved template from the list. The template text will appear, and you can proceed to name the action and confirm it.
  2. Monitor Progress: After confirming, you can check the progress under the ‘Bulk Actions’ section. It will show the percentage of messages sent, delivered, and any errors.
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Monitoring and Managing Bulk Actions

Checking the Status

  1. Track Progress: Click ‘Check Progress’ to view the detailed status of your bulk action. You can see the number of messages sent, delivered, and any errors encountered.
  2. Error Handling: Errors can occur for various reasons, such as message limits or incorrect contact information. The platform will show detailed error messages for you to review.

Analyzing Results

  1. View Detailed Stats: Click on ‘Show Stats’ to see how many contacts received your message, who read it, and any errors or skips.
  2. Create Smart Lists: Use these stats to create smart lists. For example, filter out contacts with valid WhatsApp numbers to refine future campaigns.

Enhancing Your WhatsApp Marketing Strategy

Managing Message Limits

  1. Understand Your Limits: New accounts start with a 250-message limit per day, which can increase to 1,000, then 10,000, and eventually 100,000 as you gain trust with Meta.
  2. Upgrade Tiers: To upgrade, you need to consistently send the maximum allowed messages and request an upgrade from Meta.

Tips for Effective Bulk Messaging

  1. Crafting Messages: Ensure your message content is relevant and engaging to avoid being flagged as spam. Avoid using overly promotional language.
  2. Compliance: Always comply with Meta’s guidelines to prevent your account from being restricted or disabled due to policy violations.
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Conclusion

The new WhatsApp bulk action feature is a game-changer for agency owners and marketers. It allows you to reach a wider audience more effectively and efficiently. By following this guide, you can start leveraging this powerful tool to enhance your communication strategy.

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