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WhatsApp

How to schedule a WhatsApp message for later

In Conversations, open the conversation, pick the WhatsApp channel, set up the template or text, click the button next to Send, and choose the date and time. Free-form messages can only be scheduled within 24 hours of the customer's last message.

Updated on

Before you start

  • WhatsApp must be connected in Settings › WhatsApp.
  • To schedule a template, it must be approved.
  • To schedule free-form text, the customer must have messaged you recently: you can only schedule up to 24 hours after their last message.
  • The date and time must be in the future.
Where to find it

Conversations › customer's conversation › WhatsApp channel › button next to Send

Step by step

Schedule a template

  1. Open Conversations and click the customer's conversation.
  2. Pick the WhatsApp channel and select the template you want to send.
  3. Click the button next to Send (calendar icon).
  4. Choose the date and time and click Schedule Send.

Schedule free-form text

  1. Open the conversation of a customer who messaged you in the last 24 hours.
  2. Pick the WhatsApp channel and type your message.
  3. Click the button next to Send and choose the date and time (up to 24 hours after the customer's last message).
  4. Click Schedule Send.

The scheduled message shows up in the conversation with its send date and time.

Tips

  • For messages you send again and again (appointment reminders, follow-ups), use a workflow instead of scheduling them one by one.
  • To schedule for many contacts, use a bulk send with the scheduling option.

Common problems

  • I can't pick the date I want for free-form text → Free-form text can only be scheduled within 24 hours of the customer's last message. For anything later, schedule an approved template.
  • I want to change a scheduled message → Scheduled messages can't be edited. Delete the scheduled message in the conversation and schedule a new one.
  • Scheduling gives an error → Make sure the date and time are in the future.
  • I don't see the schedule icon → First pick the WhatsApp channel and a template or text; the button is next to Send.

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