Business communication needs have intensified as markets accelerate, making smart platform choices crucial. Combining WhatsApp's immediacy with email's formality creates a powerful communication system that connects teams and customers more effectively. This practical guide walks you through linking these complementary tools to eliminate redundancies, speed up response times, and build stronger relationships through consistent messaging across channels.
Enhancing Accessibility: Adding Icons to the System Tray Bar
Once the module is installed, users will notice the addition of two new icons in the system tray bar: the email icon and the WhatsApp icon. These icons provide instant access to essential communication tools without the need to navigate through multiple applications. The email icon allows users to quickly compose, send, and manage emails directly from the system tray, while the WhatsApp icon enables seamless messaging, reducing the time required to switch between different platforms. This feature enhances productivity by ensuring that critical communication tools are always within easy reach, allowing users to manage notifications, send messages, and stay connected effortlessly.
Creating Mail from the SysTray Bar
1. Access Mail Icon: Click on the Mail icon in the system tray.
2. Compose Screen: A mail composing screen appears where you can enter the recipient’s details, subject, content, and attach necessary files.
Sending Emails and Notifications
When you hit send, your message lands directly in your contacts' inboxes, delivering key information without delay and making sure nothing falls through the cracks.
Adding Mobile Numbers
To enable WhatsApp messaging within the workflow, ensure that each contact’s mobile number, including the country code, is specified in the contact form. This ensures automatic population of the mobile number in the WhatsApp message wizard.
Creating WhatsApp Messages from the SysTray Bar
1. Access WhatsApp Icon: Click on the WhatsApp icon in the system tray.
2. Compose Screen: You will be redirected to a message composing screen.
3. Emoji Option: There is an option to add emojis to your messages.
4. Send Message: After clicking 'Send', you will be redirected to WhatsApp Web along with your message.
Your WhatsApp contacts receive messages dispatched through Odoo directly, bridging separate systems into one unified communication flow.
This feature enables smooth communication between different platforms, enhancing workflow efficiency.
Sending Invoices via WhatsApp
Businesses can send invoices directly via WhatsApp using an integrated wizard:
1. WhatsApp Wizard: Use the WhatsApp wizard in the invoice section.
2. Auto-filled Details: Tap 'Send by WhatsApp' to launch a dialog showing the recipient's information and pre-drafted message—all fully editable before you finalize your communication.
WhatsApp Message Template
To maintain consistency and professionalism, predefined message templates for sales orders and invoices can be created. These templates help standardize communication, reduce manual effort, and improve customer engagement.
Connect WhatsApp Through Odoo Website
1. Website form view: In the website form, enter the required phone number along with the country code.
2. WhatsApp Icon on Website: A WhatsApp icon will be available on the website.
3. Send Custom Message: You can send custom messages and choose a message template.
4. Redirection: Clicking on 'Send Message' will redirect to WhatsApp Web, with the recipient set as the number specified on the corresponding website.
Additional Options for Sharing
Clicking on 'Share' will reveal an additional option, 'Whatsapp', in the popup screen.
Here, you can add the customer and additional contents if needed.
Sending Multiple Documents
1. Send Multiple Documents: You can send multiple document references to a single customer.
2. Single Customer Limit: The system restricts document transmission to one client per sending operation.
On clicking send, it redirects to the WhatsApp page.
Integrating WhatsApp and email into business workflows can significantly enhance communication efficiency. This guide provides a comprehensive overview of leveraging these tools effectively, improving productivity, streamlining processes, and ensuring crucial information reaches the right recipients on time.
With the right integrations, businesses can ensure real-time, seamless communication that enhances customer relationships and operational efficiency.