How to Enable and Use WhatsApp Groups
Before creating a WhatsApp Group in HelloSend, make sure your WhatsApp number is connected and the Groups option is enabled. Once enabled, you can create groups, add participants, send and receive messages, and manage group conversations directly from the HelloSend Inbox.
Open WhatsApp Channel Settings
Start by opening the WhatsApp channel settings in HelloSend. This is where you can manage your connected WhatsApp numbers and enable group messaging.
- Log in to your HelloSend account.
- From the left sidebar, go to Settings → Channels → WhatsApp .
- Locate the WhatsApp number you want to use for group messaging.
- Make sure the number is successfully connected to HelloSend before continuing.
Enable Groups for Your WhatsApp Number
Enable the Groups option for the connected WhatsApp number that you want to use for group conversations.
- Select your connected WhatsApp number.
- Turn on the Groups switch.
- Once enabled, WhatsApp group conversations associated with the number can be received and logged in HelloSend.
- You can view and manage supported group conversations from the HelloSend Inbox.
Note: When Groups is enabled, group messages are logged in HelloSend. If you do not want messages from a particular group to be logged, you can block that group.
Create a New Group from the Inbox
After enabling Groups, you can create a new WhatsApp Group directly from the HelloSend Inbox.
- Open Inbox from the HelloSend sidebar.
- Click the + icon to create a new conversation.
- Select Create WhatsApp Group from the available options.
- The group creation window will open, where you can enter the group details and add participants.
Enter the Group Details
Enter the basic information required to identify and organize the WhatsApp Group.
- Group Name: Enter a clear name that helps users identify the purpose of the group.
- Participants: Add the WhatsApp numbers of the people who should be part of the group.
- Group Description: Add a short description explaining the purpose of the group. This field is optional.
Using a clear group name and description makes it easier for your team to identify the correct conversation in the Inbox.
Add Participants
Add the WhatsApp numbers of the people you want to include in the group.
- A minimum of 3 participants must be added when creating the group.
- Make sure every participant number is a valid WhatsApp number.
- Review the numbers carefully before creating the group to ensure the correct participants are included.
Create the Group
Once the group details and participants are added, review the information and create the WhatsApp Group.
- Check the group name and description.
- Confirm that the required participants have been added.
- Click Create Group.
- Once successfully created, the group conversation will appear in the HelloSend Inbox.
- You can begin sending and receiving WhatsApp group messages directly from HelloSend.
View Message Read Status
Read Status helps you identify which group participants have viewed a message.
- Open the WhatsApp Group conversation in the Inbox.
- Hover over the group message whose status you want to check.
- View the Read Status information for that message.
- HelloSend displays the group participants who have seen the message.
- Use this information to confirm whether important messages or updates have been viewed by the intended participants.
Saving Group Conversations to CRM
WhatsApp group conversations in HelloSend can be associated with your CRM records. This helps your team keep important group communication connected with the relevant customer, contact, or CRM record.
When a group conversation is relevant to a particular customer or business record, you can select the appropriate CRM module and associate the conversation with the required record.
- Open the required WhatsApp Group conversation from the HelloSend Inbox.
- Choose the appropriate CRM module where the related customer or business record is available.
- Select the relevant contact or CRM record that you want to associate with the group conversation.
- Once associated, the group conversation can be connected with the selected CRM record for easier reference.
- This allows your team to maintain important customer communication history alongside the related CRM information.
Saving group conversations to CRM makes it easier for users to understand previous communication without switching between HelloSend and the CRM repeatedly.
Note: Associate the group conversation with the CRM record that is most relevant to the customer communication so your team can easily identify and review the conversation later.
Blocking a WhatsApp Group
When WhatsApp Groups are enabled for your connected number, group messages can be received and logged in HelloSend. However, you may have certain groups that are not relevant to your business communication or do not need to be tracked in the HelloSend Inbox.
In these situations, you can block a specific WhatsApp Group from HelloSend. Blocking helps you control which group conversations are logged and keeps your Inbox focused on relevant customer and business communication.
How to Block a WhatsApp Group
- Go to the HelloSend Inbox.
- Open the WhatsApp Group conversation that you no longer want to track.
- Select the option to Block Group.
- Once the group is blocked, new messages from that group will no longer be logged in HelloSend.
- The blocked group will no longer contribute unnecessary conversations to your Inbox.
When Should You Block a Group?
You can use the block option for groups that do not need to be monitored as part of your customer communication workflow.
- Personal WhatsApp groups that are not related to business communication.
- Internal groups that do not need to appear in the HelloSend Inbox.
- Inactive or unnecessary group conversations that you no longer want to track.
- Groups that are not relevant to your customer support, sales, or communication workflows.
Note: Blocking a WhatsApp Group in HelloSend only stops its messages from being logged in HelloSend. It does not remove, delete, or leave the group in WhatsApp.
Using the block option helps keep your HelloSend Inbox organized by ensuring that only relevant WhatsApp Group conversations are tracked and available to your team.
Benefits of WhatsApp Groups in HelloSend
WhatsApp Groups in HelloSend help teams manage group communication more efficiently by bringing group conversations, participant management, CRM association, and message tracking into one place. This reduces the need to switch between multiple applications and helps teams maintain better visibility over important conversations.
- Manage individual and group conversations in one Inbox: View and manage both one-to-one WhatsApp conversations and group conversations from the HelloSend Inbox, making it easier for your team to handle communication from a single place.
- Create WhatsApp Groups directly from HelloSend: Create new WhatsApp Groups without switching to the WhatsApp mobile application. You can enter the group name, add participants, and provide an optional description directly from HelloSend.
- Add and manage participants easily: Add the required WhatsApp participants while creating a group and keep group communication organized for the relevant customers, team members, or stakeholders.
- Keep important conversations visible to your team: Group conversations remain available in the HelloSend Inbox, allowing team members to follow discussions and understand the context of ongoing communication.
- Maintain communication history in one place: Keep WhatsApp Group messages available within HelloSend so your team can review previous discussions and continue conversations with better context.
- Associate group conversations with CRM records: Link relevant WhatsApp Group conversations to the appropriate CRM contact or record. This helps maintain customer communication history together with the related CRM information.
- Reduce application switching: Manage group communication from HelloSend and connect it with your CRM workflow, reducing the need to repeatedly move between WhatsApp, HelloSend, and your CRM.
- Track message read status: Check which group participants have viewed a message by using the Read Status option. This can help your team confirm whether important information has been seen by the intended participants.
- Control which groups are logged: Block groups that are not relevant to your business workflow. Once blocked, new messages from those groups will no longer be logged in HelloSend.
- Improve team collaboration: Give your team better visibility into group discussions involving multiple customers, internal members, or stakeholders, helping everyone stay informed and communicate with the right context.
By managing WhatsApp Groups inside HelloSend, teams can keep group communication organized, accessible, and connected with their existing customer communication workflows.
Conclusion
WhatsApp Groups in HelloSend provide a simple way to manage group communication alongside your regular WhatsApp conversations. By enabling Groups for your connected WhatsApp number, you can create new groups, add participants, send and receive messages, and manage group conversations directly from the HelloSend Inbox.
The feature also gives your team better visibility into group communication. You can check the read status of messages to see which participants have viewed them, helping you understand whether important updates have reached the intended members.
When a group conversation is related to a customer or business record, it can be associated with the appropriate CRM record. This helps your team maintain relevant communication history and access important conversation context without repeatedly switching between HelloSend and your CRM.
You can also control which groups are tracked in HelloSend by blocking groups that are not relevant to your business workflow. Blocking a group prevents its messages from being logged in HelloSend while leaving the original WhatsApp Group unchanged.
Overall, WhatsApp Groups help teams keep group communication organized, maintain better conversation visibility, connect relevant discussions with CRM records, and manage important customer and stakeholder conversations from one centralized workspace.
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