Without this module, Send by whatsapp on a quote, a sell order or an account statement opens WhatsApp Web with a text and the document's link, and you finish sending it there.
With Sync Pro, the message leaves from Control Total in one click: it goes from your business's WhatsApp number in Sync Pro, with the approved template you chose for that kind of document, and Control Total tells you on the spot whether it was sent. Later you see whether it was delivered or read.
Before you start
You need a team in Sync Pro with its WhatsApp number connected and at least one approved template.
- Open Add-ons, under Settings in the team menu, find the Sync Pro card and buy it: it is a paid module, bought once for life or added to your subscription (see Your plan and support). It does not need any other module.
- In Sync Pro, turn on the API module of your team, under Add-ons.
- In Sync Pro, open Settings → Integrations → API, create a token and copy it. Sync Pro shows it only once; it starts with
spapi_.
Connect
In Control Total, open Settings and the Sync Pro tab. Only whoever can edit the team settings sees it.
Paste the token and press Connect. Control Total asks Sync Pro which team the token belongs to and shows, for example, «Connected to the team WebLabor · WhatsApp +52 55 1234 5678». When Sync Pro cannot tell the number, it shows «WhatsApp connected» alone.
- A wrong or revoked token, a token that is not an API token, or a Sync Pro team with the API module off is not saved: the tab says what happened and how to fix it.
- A Sync Pro team without WhatsApp connected is saved, with a warning that nothing can be sent until you connect it in Sync Pro.
The token is kept encrypted and is never shown again: the tab shows only its last characters. Disconnect asks for confirmation and removes the token and the templates you chose; quotes, sell orders and statements go back to WhatsApp Web.
Choose a template for each document
Under the connection there is a Template selector for Quote, Sell order and Account statement, with the approved templates of your Sync Pro team.
When you choose one, the tab shows How the message will look: the text of the template with each variable highlighted, and one selector per variable to choose what fills it:
- Client name;
- Folio (not for the account statement, which has none);
- Total: the document's total, or what the client owes on the account statement;
- Business name;
- Document link: the public page of the document, the one your client opens.
The preview changes with sample data every time you change a selector. Save asks that every variable of a chosen template has something to fill it with.
A kind of document without a template keeps opening in WhatsApp Web, with the text of Settings → Messages. If a chosen template is removed in Sync Pro, the tab says so and that kind of document goes back to WhatsApp Web until you choose another.
The client's phone must carry its country code
Sync Pro sends to the phone exactly as it is saved on the client, and Control Total adds nothing to it. Write it with the country code in front, such as 529991234567 for a Mexican number (52 is Mexico's code). A phone without it is refused with «The client phone must include the country code (for example 52 for Mexico)» and a link to edit the client.
Send
With the module on, connected and a template chosen, the button of the quote, the sell order and the account statement says Send by WhatsApp. It appears only when the client has a phone, as before.
Press it and wait while it says Sending. Then:
- Sent: Sync Pro confirmed that the message left.
- Sending: WhatsApp has not confirmed it yet; the document's WhatsApp sends show when it leaves.
- Already sent today: the document was already sent today, so it was not sent again. This keeps a double click from sending it twice.
- An error, in clear words: no WhatsApp connected, the monthly limit of contacts of your Sync Pro team reached, a phone without its country code, a template that is no longer available, a revoked token… Under it, Open in WhatsApp Web sends it the usual way.
A quote or a sell order sent through Sync Pro counts toward the monthly sent documents of your plan, as a send through WhatsApp Web does; a send that failed does not count. The account statement does not count, as before.
See whether it arrived
Each send is kept with the document, the client, the phone, the template, who sent it, the date and its state: Sending, Sent, Delivered, Read or Failed, with its error.
- The page of each quote and sell order, and the client's account statement, have a WhatsApp sends block with the sends of that document.
- WhatsApp sends, in the team menu under Settings, lists every send of the team.
Opening either one asks Sync Pro again about the sends that can still change, so a sent message becomes delivered or read there. A message stays Delivered or Sent when WhatsApp does not tell Sync Pro more.
Who can send
Whoever can see a quote or a sell order can send it, and whoever can see a client's account statement can send it. The connection belongs to this team only: another of your teams connects its own.
With the module off
Turning Sync Pro off brings back Send by whatsapp through WhatsApp Web everywhere and hides the tab, the list and the blocks. The connection and the sends are kept, and come back when you turn it on again.