Member Success · WhatsApp

Message Picker

14 approved messages. Find the one that fits, then send it from CRM.

8 Leads 6 Players

Two ways to send

Which one you use depends on a single thing: did they message us in the last 24 hours?

They messaged us in the last 24 hours

Reply in the chat

The conversation is open, so you type your own words or drop in an approved message.

  1. Open the person in Leads or Players.

  2. Click Messages in the left-hand list.

  3. Click the reply arrow to open the chat.

  4. Type your reply, or pick an approved message by name.

  5. Read it back, then send.

We message first, or it has been over 24 hours

Send an approved message

The chat is shut. Only an approved message goes through, and it starts from the record.

  1. Open the person in Leads or Players.

  2. Click Send WhatsApp Template at the top of the record. On Players it sits under the … button.

  3. Pick the message by name.

  4. Read it back, then send.

Showing all 14 messages.

Nothing here fits

Ask for a new message

Message Max on Cliq. Four things make it quick to build:

  • The situation. What had just happened when you needed it.
  • Leads or Players. A message only works on the one it was built for.
  • Roughly what you would say. Your own words are fine, it gets rewritten anyway.
  • How often it comes up. Once, or most weeks.

It will not be ready the same day. Every new message goes to WhatsApp for approval before anyone can send it, and that queue is not ours. While you wait: if they messaged you in the last 24 hours, type it yourself in the chat.

SwingFIT Academies · internal reference · not for members