Bulk Template Sending
Send the same WhatsApp template to multiple contacts at once: recipient selection, confirmation, and result tracking.
What is this feature for?
If you need to send the same message to many people (campaign announcement, reminder, notice), you do not need to open conversations one by one. Bulk template sending sends the template you choose to the contacts you choose, together.
Since messages go as WhatsApp templates, they are not affected by the 24-hour rule. For the rule, see Sending Templates.
How do you open it?
On the WhatsApp screen, next to the search box above the conversation list, there is a blue bulk message button. Click it and the Send Template window opens.
The window is cleared every time it opens. Your previous selections, search, and template choice are not kept.
Step-by-step sending
1. Select recipients
The window has a contact list. The placeholder text in the search box tells you which source you are searching:
| Placeholder | Meaning |
|---|---|
| Search registered contacts… | Default search |
| Search registered customers… | Customer records only |
| Search contacts in Directory… | Directory only |
| Search Directory and customers… | Both at once. Switches to this automatically when you type something |
- Check the box next to the contacts you want.
- If you have more than one WhatsApp number, use the line filter to list only the contacts you talk to from a specific number.
- The Reset Selection button clears your checks.
2. Select the template
Choose one of the template cards. How the cards read, their statuses, and the preview and details window are the same as on the Sending Templates page.
At the bottom of the window, the Template Status of the template you chose (Approved, Pending, Rejected) is shown.
Parameterized templates cannot be selected here either. The “Parameterized templates are sent through the CRM” warning appears.
3. Review the list
The Show List button shows the contacts you selected as a list; from here you can check who you selected before sending. The button stays disabled if no contacts are selected.
4. Confirm
When you click the send button, the Confirm Sending window opens. It says something like:
The template name template will be sent to the following N contacts:
Below it are the recipient list and a preview that imitates how the message will look on WhatsApp. The preview shows your number’s name, the template title, and its text.
If everything is correct, click Send. If you change your mind, close it; nothing is sent.
Be sure to check the recipient count in the confirmation window. Bulk sends cannot be undone.
During and after sending
When you start sending, a message is added to the conversation for each recipient. It starts in a waiting state and is updated to sent or failed as the server reports the result.
For the meaning of the marks next to messages, see Message Statuses.
Warnings you may encounter
| Message | Cause | Solution |
|---|---|---|
| Please select a template. | You sent without selecting a template | Select a card |
| Please select at least one contact. | No recipients | Check some contacts |
| No message content found in the selected template. | The template’s text could not be read | Refresh the template or choose another one |
| WhatsApp integration not found. | The line to send from could not be determined | Check the integration settings. See WhatsApp |
| No recipient with a valid phone number. | The selected contacts’ numbers are missing or invalid | Fix the contacts’ phone numbers |
Who should not be sent to?
- People without consent: For marketing bulk sends, the person must have agreed to receive messages. Otherwise your WhatsApp line may be restricted. See Lists and Allowlist.
- The same person too often: People who receive templates too frequently may block you and report you. This lowers your number’s quality rating.
Common mistakes
- Sending from the wrong line: If the line filter is not on the right number, messages go out from an unexpected number.
- Skipping the confirmation window without reading it: The recipient count and template name are written there.
- Bulk sending with a rejected template: It fails for all recipients.