My company offers discounts during festive seasons. How do I advertise these discounts on WhatsApp?

To send promotions and advertisements through WhatsApp, you’ll have to create a customer notification template in Zoho Books and mark the Template Category as Marketing.

Once the template is created and approved, follow these steps:

  • Go to Sales, navigate to Customers and select a customer.
  • Click the Send dropdown in the Receivables section and select WhatsApp Message.
  • The contact person and the message template will be auto-populated in the following Send WhatsApp Message pop-up.
  • Click Send.

The promotional WhatsApp notification will be sent to the respective contact person.

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