Article: How to Send Dynamic Files with Message Templates via WhatsApp
Yong Wai Ting
Stage:
OthersProposed Solutions:
Use Zapier or Make.com to access a Contact's file URL and send it through a WhatsApp Message Template
- Prepare a Google Sheets with the following columns/fields: Phone number, Name, Email, Pdf link and Checkbox (refer to first screenshot).
- Once all the data in the fields are filled in, business can tick the checkbox for Zap/Make to trigger. Refer to the following steps accordingly:
A) Using Zapier
- Trigger: Add the New or Updated Spreadsheet Row in Google Sheets trigger with the Checkbox being the Trigger Column.
- 1st Action: Create or Update Contact in respond.io.
- 2nd Action: Send a message template in respond.io and input the file variable to template placeholder {{1}}.
B) Using Make.com
- Trigger: Set up Watch New Rows with the filter condition as checkbox row and set condition.
- 1st Action (Router): Set up filter condition as phone number identifier to check Contact’s existence in respond.io:
*if Contact exists in respond.io, it will update the contact details.
*if Contact does not exist in respond.io, it will create the Contact.
- 2nd Action: Send a Message template in respond.io and input the file variable to template placeholder {{1}}.
