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How to send WhatsApp pre-filled messages & SmartLink PDF files?

WhatsApp Pre-filled Message on Web

Login to your OutPerform Account & open one of the deal detail page from the list view or pipeline view.

  • Click on Email/Messages tab & you will be presented with two(2) options:
    • Select Email Template : Choose templated emails from the list and click on Send button.
    • Select Whatsapp Template :
      • Select a Whatsapp template from the drop down list.
      • Your selected message will appear in the text box to make changes to the text.
      • Choose a SmartLink PDF file from the drop down to send together with WhatsApp pre-filled message.
      • Tap on Send button to open the Web Whatsapp app or Web Whatsapp Business app.
      • Whatsapp app will open the prospect’s chat screen and pre-fill the message & PDF link, tap on Send from the Whatsapp app.
WhatsApp Pre-filled Message on OutPerform Mobile App

Login to your OutPerform Account & open one of the deal from the list.

  • Tap on Call icon on the bottom left of the screen & you will be presented with three(3) options:
    • Call : Place a call from OutPerform app (If you are subscribed to the call solutions, you will receive a call back and then you will be connected to the prospect).
    • Whatsapp :
      • Select a Whatsapp template from the drop down list.
      • Your selected message will appear in the text box to make changes to the text.
      • Choose a SmartLink PDF file from the drop down to send together with WhatsApp pre-filled message.
      • Tap on Send button to open the Whatsapp app or Whatsapp Business app.
      • Whatsapp app will open the prospect’s chat screen and pre-fill the message & PDF lunk, tap on Send from the Whatsapp app.
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