WhatsApp Overview

Send personalized, instant messages to your prospects with WhatsApp on Upscale.
Written by Upscale
Updated 1 year ago

Add a personal touch when you connect with prospects where they're most active — WhatsApp. Add WhatsApp messaging to your sequence to communicate with prospects instantly. 

Steps to add WhatsApp Message to an Existing Sequence

  • Go to Sequences > Select the sequence 
  • Add a step between two steps by clicking on the + icon
  • Select Step Type > WhatsApp Message
  • Define Time Interval, Task Priority, and Task Notes (Optional)
  • Click on Add Step 
  • Type your message (optional) and click on Add to save changes

Steps to add WhatsApp Message to a New Sequence

  • Go to Sequences > Create Sequence
  • You can select from creating New sequence
  • Give it a name, and other details
  • Once the sequence is created > Add Step 
  • Select Step Type > WhatsApp Message 
  • Define Time Interval, Task Priority, and Task Notes (Optional)
  • Click on Add Step to save the changes

Create WhatsApp Message Task 

  • Go to Tasks > Create Task 
  • Select prospect(s) 
  • Select Step Type > WhatsApp Message 
  • Define Time Interval, Task Priority, and Task Notes (Optional)
  • Click on Create to save the changes
  • Type the message you want to send 
  • Click on Add to save the task 

Related Articles

  1. Emails 
  2. Phones and calls
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