Summary
After setting up your Wati-LeadSquared integration, this guide shows you how to create WhatsApp message templates that work seamlessly with both platforms - Wati and LeadSquared. You'll learn proper formatting for media files, variables, and call-to-action buttons, plus important limitations to be aware of.
Instructions
Template Creation Best Practices
Media File Templates
When including images, documents, or videos:
Go to the Header section in your Wati template editor
Upload your media file
In the text box below the media, always add:
##{{attachmentLink}}This placeholder ensures LeadSquared can properly display the media when sending through the integration.
Templates with Variables
For personalized messages using merge fields:
In the Body section, write your message content
Replace variables with numbered placeholders:
First variable →
##{{1}}Second variable →
##{{2}}
And so on.
Example Transformation: Original message:"Hi ##{{name}}, your order ##{{orderNumber}} is ready."
Formatted for integration:"Hi ##{{1}}, your order ##{{2}} is ready."
#Call-to-Action Buttons
For dynamic website buttons:
Select Call to Action as your button type
Choose Visit website (default selection)
Set action to Dynamic
Combine static and dynamic URL parts:
https://yourdomain.com/##{{buttonLink}}Add clear button text (e.g., "Track My Order")
Important Requirements
Sample Content
For templates using variables or dynamic buttons:
Always provide default values in the Sample Content section
These defaults appear when testing templates in Wati
Example defaults:
##{{1}}→ "Customer"##{{2}}→ "ORD-12345"##{{buttonLink}}→ "tracking"
Using Templates in LeadSquared
After creating templates in Wati, add them to LeadSquared:
For real-time messaging:
Enable LeadSquared Converse in your connector settings
Users can then send approved templates directly to leads
Important Limitations with Wati Integration
The following limitations apply to messages sent through the Wati integration on the WhatsApp connector:
Delivery Status Unavailable: Message delivery status (Sent/Read/Delivered) is not currently tracked and will not appear in your WhatsApp reports.
No Ticks: The single, double, and blue tick indicators for message status will not be visible.
Text-Only Custom Messages: When sending non-template-based messages, you can only send text. Sending custom media files is not supported.
Need help? Feel free to reach out to Wati or LeadSquared support teams.
Frequently Asked Questions (FAQs)
General Questions
1. What is the purpose of integrating Wati with LeadSquared?
→ Integrating Wati with LeadSquared allows you to send WhatsApp messages, receive replies, and automatically create leads from WhatsApp conversations within LeadSquared CRM.
2. What are the prerequisites for setting up this integration?
→ You need an active LeadSquared account, a Wati account with WhatsApp Business API access, and admin access to both platforms.
Installation and Setup
3. How do I install the WhatsApp Business Connector in LeadSquared?
→ Go to LeadSquared's Marketplace, search for "WhatsApp Business Messaging Connector," click Install, and wait for confirmation.
4. What details do I need to configure in LeadSquared?
→ You need to enter your WhatsApp Business Number, an Account Name, enable Lead Generation if required, and select the Lead Source.
5. How do I select Wati as the service provider?
→ After configuring basic details, select Wati from the provider list and proceed to the next step.
6. What authentication details do I need to enter?
→ You must verify your WhatsApp Number and enter your Wati credentials, including the API endpoint (without "https://") and Access Token (without "Bearer").
Messaging and Converse Settings
7. How can I enable real-time WhatsApp conversations in LeadSquared?
→ Go to Converse settings, toggle "Enable Converse" to ON, set user permissions, configure messaging options, and enable template-based messages if needed.
8. What permissions can I set for users?
→ You can define permissions based on user roles or set advanced, custom user-level permissions.
9. How does the "Notify Lead Owner" setting work?
→ If enabled, only the Lead Owner will receive message notifications, even if another user sent the message.
10. Can I send rich media messages?
→ Yes, but you must enable "Send Rich Media" and "Approved Templates" to include media files in your messages.
Advanced Settings
11. How can I map WhatsApp messages to LeadSquared activities?
→ Use "Activity Mapping" to log all incoming and outgoing messages as activities within a specified LeadSquared activity field.
12. What happens if a lead’s phone number does not have a country code?
→ The default country code you configure will automatically be applied when sending messages.
13. What is the WhatsApp opt-out compliance setting?
→ It allows you to manage whether leads can receive WhatsApp messages. You must create a custom "boolean" lead field to store the opt-in/opt-out status.
Template Creation and Usage
14. How do I create WhatsApp message templates in Wati?
→ Use Wati's template editor to format messages, include media files, add variables with numbered placeholders, and define call-to-action buttons.
15. How should I format variables in message templates?
→ Replace variables with numbered placeholders (e.g., ##{{1}}, ##{{2}}) to ensure compatibility with LeadSquared.
16. How do I add call-to-action buttons to templates?
→ Choose "Call to Action" as the button type, select "Visit Website," set the action to Dynamic, and format the URL (e.g., https://yourdomain.com/##{{buttonLink}}).
17. Why do I need to provide sample content in Wati templates?
→ Sample content ensures proper template testing in Wati and must include default values for variables and dynamic buttons.
18. How do I use Wati templates in LeadSquared?
→ After creating templates in Wati, add them to LeadSquared and enable LeadSquared Converse for real-time messaging.
Limitations and Troubleshooting
19. What limitations exist with Wati integration on LeadSquared?
→ Message delivery status (Sent/Read/Delivered) is not tracked, tick indicators do not appear, and non-template messages can only be sent as text (no custom media support).
20. How do I know if the integration was successful?
→ If your credentials are correct, you will see a success message in LeadSquared after completing the setup.