WhatsApp mailing to clients from yclients

yclients is one of the most popular CRM in the service sector and there is often a need to make a mailing in WhatsApp. In this article, you will learn how to make a mailing in two clicks using the wsender.ru service to contacts from yclients.

Open the menu section Clients -> Client base .
To download the necessary contacts for the tasks of your mailing, they need to be segmented (filtered) in the contact list.yclients allows you to flexibly filter customer contacts:on visits to you and services
  • by customer parameters
  • by sales
  • etc.

For example, you can download contacts whatsapp and digital marketing that used your services half a year ago. Or those contacts that contacted you, but the deal never came.

2. Export contacts to Excel file

Next, above the list, select Excel Operations -> Export to Excel .

whatsapp and digital marketing

The exported file with contacts will have many columns with data of the downloaded contacts and we need to leave only the column with phone numbers and those columns that are needed if you plan to make a personalized mailing , for example, keep existing phone numbers when moving to the voip cloud to address in a message by name. Above is an example of a file that has been modified for personalized mailing with a name.

4. Uploading an Excel file to the mailing list

On the mailing page, in the recipients section, select Upload from Excel file .



Now you can add a message and start sending from the number you need.

Other useful articles:

  • Case: WhatsApp messaging to incoming clients
  • Case: WhatsApp messaging to your clients
  • Case: WhatsApp mailing to abandoned customers or return to purchase
  • How to make a personalized mailing in WhatsApp?
  • WSender.ru: How to launch a mailing in WhatsApp?2. Export contacts to Excel file
    Next, above the list, select Excel Operations -> Export to Excel .

    In the dialog box that appears, b2b fax lead click the Upload button . The generated Excel file will be sent to your e-mail.

    3. Preparing an Excel file for uploading to the mailing list

    4. Uploading an Excel file to the mailing list
    On the mailing page, in the recipients section, select Upload from Excel file .

    On the page that opens, select the Excel file itself and click the Import button .

    Now you can add a message and start sending from the number you need.

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