WhatsApp360: one-click templated messages from a record
A WhatsApp button on every record with a phone number: pick a template, edit the text, open WhatsApp; the send is logged as an activity.
What is it for?#
WhatsApp360 is an add-on app. Once enabled, records with a filled phone field get a WhatsApp button on their Activity card. The goal is to stop the team retyping the same sentences and to stop those conversations from disappearing outside the CRM.
Sending a message from a record#
- Open a record that has a phone number: a Contact, Lead, Account, Patient, Guest or Order.
- Press the WhatsApp button on the Activity card. The number appears at the top of the popup.
- Pick a template from the list. The text arrives already filled from the record's fields.
- Adjust the wording for this particular message if you want.
- Press Open in WhatsApp: the WhatsApp app opens on a phone, WhatsApp Web on a desktop, with the message ready. You press send yourself.
At the same moment a completed WhatsApp activity lands on the record: subject "WhatsApp: template name, number", type WhatsApp, owner you, description the exact text you sent. The timeline then shows who was told what.
Templates and merge variables#
Five ready templates ship with the add-on:
| Template | Use |
|---|---|
| Introduction | First contact with a new lead |
| Follow-up | A nudge after a call |
| Appointment reminder | Before an appointment or meeting |
| Payment reminder | A collection that is due |
| Thank you | After a sale or a service |
These variables are filled at the moment you click: {ad} (first name only), {adsoyad} (full name), {firma} (your organization name from Company Information), {kullanici} (the logged-in user). You can also use the record's own fields, such as {phone}, {email} or {city}. A variable with no value stays in the text as written.
The template editor#
Templates live on the WhatsApp Templates card under WhatsApp360 > Home, not in Setup.
- New Template: a template name plus the body. Click a variable button to append it to the text.
- Every row has Edit and Delete.
- Reset to Defaults restores the five shipped templates.
The home page also shows how many messages went out this month and in total, a short "How it works" summary and a Recent messages list; clicking a row jumps to the related record. That home page is WhatsApp360's only tab: the app is deliberately small, with no separate message object and no inbox.
Setting templates up well#
- Name the template the way your team will look for it: "Quote follow-up", "Shipping info", "Appointment confirmation". Keep the picker short and recognizable.
- Keep the body single-purpose. Long messages get rewritten anyway, and the point of a template is lost.
- Use the record's fields: an amount, a date or an order number inside the template personalizes the message and saves the team copying data by hand.
- Write your company name as
{firma}; change it in Company Information and every template follows.
Because sent messages are typed as WhatsApp, they appear with their own icon on the activity timeline and are easy to tell apart from call follow-ups. Group your task reports by type to see how much each channel is actually used.
Connecting your number to Ohana360#
You can also connect your WhatsApp Business number officially. Incoming messages then land in the WhatsApp360 inbox and your team replies there. You can keep using the number in the WhatsApp Business app on your phone: what you send from the app is added to the conversation too.
- In WhatsApp360 > Home > App Settings, click Connect WhatsApp with Meta, then Continue on Meta in the window that opens.
- Sign in with Facebook, accept the terms, and choose your number and business portfolio.
- If the number is in use in the app, scan the QR code from WhatsApp Business and choose whether to share chat history. This choice is one-time; one-to-one chats from the last 6 months are imported, without the content of photos and videos.
- Click Finish. The number shows as connected on the card.
Limits of the template button#
Enabling it#
WhatsApp360 is an add-on, enabled from the Marketplace for a monthly fee (see Marketplace and Pricing). While the add-on is off, the WhatsApp button is hidden on records.