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HortipriseKnowledge BaseWhatsApp Notifications & Messaging
Manage WhatsApp notifications and send custom messages to customers
Updated 2025-10-01
10 min read
WhatsApp Notifications & Messaging System
The WhatsApp notification system enables automatic communication with customers and provides tools for sending custom messages. This powerful feature enhances customer engagement and business communication.
Notification Overview Cards
Notification Features
- Auto Notifications: Automated quotes, invoices, and order updates
- Custom Messages: Personalized WhatsApp communication (Enterprise feature)
- Message History: Complete tracking of all sent notifications
- Template Management: Pre-configured message templates
- Permission-Based Access: Role-controlled messaging capabilities
Notification Settings Tab
Configure your automatic notification preferences and view system statistics:
- NotificationSettings Component: Configure which events trigger notifications
- NotificationStats Component: View delivery statistics and success rates
- Template Configuration: Customize default message templates
- Business Information: Set organization details for messages
- Delivery Preferences: Choose notification timing and frequency
Send Message Tab (Enterprise)
Enterprise Features
Custom messaging capabilities are available for Enterprise plan users only:
- CustomMessageForm Component: Send personalized WhatsApp messages
- Customer Targeting: Select specific customers for messaging
- Template Variables: Use dynamic placeholders in messages
- Media Support: Attach images and documents (up to 10MB)
- Bulk Messaging: Send messages to multiple customers
- Message Scheduling: Schedule messages for future delivery
Message History Tab
Track and review all sent notifications and custom messages:
- MessageHistory Component: Complete log of all sent messages
- Delivery Status: Track successful deliveries and failures
- Message Content: Review sent message content and templates
- Customer Details: See recipient information and contact details
- Timestamp Tracking: Precise delivery times and dates
- Filter Options: Sort by date, customer, or message type
Default Message Templates
System Templates
Quote Generated Template:
"Hello [Customer Name], Your quote has been generated for ₹[Amount] by [Your Organization Name]. You can view it here: [Quote Link] The quote is valid until [Valid Until]. Please review and let us know if you have any questions."
Invoice Generated Template:
"Hello [Customer Name], Your invoice has been generated for order no. [Order ID] by [Your Organization Name]. You can view it here: [Invoice Link] Thank you for the Business!"
Order Status Update Template:
"Hello [Customer Name], Your order [Order ID] status has been updated from [Old Status] to [New Status] by [Your Organization Name]. Order total: ₹[Amount]. Thank you for your business!"
Custom Message Template (Enterprise):
"Hello [Customer Name], [Your Custom Message]"
Permission System
Access Control
- whatsapp_custom_messaging: Required permission for sending custom messages
- Enterprise Badge: Visual indicator for premium features
- Tab Restrictions: Disabled tabs for users without permissions
- Feature Limitations: Clear indication of plan requirements
Best Practices
Notification Best Practices
- Configure automatic notifications for key business events
- Customize message templates to match your brand voice
- Monitor delivery statistics to ensure message success
- Use custom messaging sparingly to avoid customer fatigue
- Keep messages concise and include clear call-to-action
- Review message history regularly for customer communication insights
- Ensure compliance with WhatsApp business messaging guidelines