How to Send Bulk WhatsApp Messages to Leads/Contacts via Kylas WhatsApp Business App?
Need help connecting a WhatsApp Business Messaging vendor?
Refer to this article: How to Connect Pinnacle WhatsApp Account with Kylas
Prerequisites
Before you begin, make sure:
- Your WhatsApp Business vendor is successfully integrated via Kylas Marketplace
- You have Update and Conversation access for Leads and Contacts
Steps to Send Bulk WhatsApp Messages
1. Log in to Your Kylas CRM
- Go to app.kylas.io
- Login using your credentials
2. Select the Target Leads or Contacts
- Click on the Leads or Contacts icon from the left sidebar
- Use filters or select the checkboxes for the records you want to send messages to
3. Click on ‘Send WA Message’ Icon
- Once you’ve selected the records, click on the Send WA Message icon
- A pop-up window will appear, login to the Kylas WhatsApp Business Marketplace app
4. Choose Your WhatsApp Vendor & Template
- Once logged in, in the pop-up, click on your WhatsApp vendor icon
- Select the WhatsApp template you want to use for bulk messaging
- Click Send
You’ll receive a confirmation message saying:
“Bulk job of sending messages is in progress.”
5. Track the Bulk Message Job Status
To track progress of your bulk message job:
- Go to Kylas Marketplace
- Click on Installed Apps
- Open the WhatsApp Business Marketplace app
- Navigate to the Bulk Jobs section to view updates
By following these steps, you can engage your leads and contacts at scale with personalized WhatsApp templates—making communication faster, more efficient, and CRM-integrated.
Use Cases:
|
Use Case |
Description |
|
Lead Nurturing Campaigns |
Send personalized follow-up messages or nurturing content to leads at different funnel stages. |
|
Event or Webinar Reminders |
Notify multiple contacts about upcoming events, webinars, or meetings using ready-made templates. |
|
Promotional Campaigns |
Launch offers, discounts, or product updates in bulk without leaving the CRM. |
|
Payment or Document Reminders |
Remind customers about pending payments, renewals, or document submissions through a bulk WhatsApp message. |
|
Post-Sale Follow-up |
Share onboarding links, feedback forms, or support information with multiple clients after a deal is closed. |
|
Re-engagement Campaigns |
Target cold or dormant leads/contacts with engaging messages to reactivate them. |
Benefits of Sending Bulk WhatsApp Messages from Kylas
-
Direct Messaging from CRM: No need for third-party tools; send messages directly within your Kylas CRM interface.
-
Template-Based Messaging: Use pre-approved, professional WhatsApp templates to ensure compliance and consistency.
-
Save Time: Send messages to hundreds of leads or contacts in one go—eliminating manual effort.
-
Better Engagement: WhatsApp offers higher open and response rates than email, improving communication outcomes.
-
Real-Time Tracking: Track bulk message status, delivery, and performance through the integrated bulk jobs panel.
-
Secure and Authorized: Works only with verified WhatsApp Business vendors, ensuring reliability and compliance.
Conclusion
With Kylas CRM’s integrated Bulk WhatsApp Messaging feature, businesses can scale their communication efforts effortlessly. Whether you're running promotional campaigns or nurturing leads, sending WhatsApp messages in bulk saves time, boosts engagement, and simplifies outreach. All of this—right from your CRM—ensures seamless workflows and better customer relationships.
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