Q: Does Cooby support automated and bulk messages?

In line with <a href="https://www.whappend.com/spam.php">WhatsApp's anti-spamming policies</a>, we currently DO NOT support automated and bulk messaging. This is to protect and save you from getting banned or blocked by WhatsApp. At Cooby, we prioritize user safety and compliance with WhatsApp's terms of service. We believe in fostering genuine and meaningful conversations on the platform while adhering to best practices. Our commitment is to provide a secure and enjoyable messaging experience for all users. We hope this document helps you better understand how Cooby works. For any concerns or questions, kindly email us at ** <a href="mailto:support@cooby.co">support@cooby.co</a> ** 💜

Question 1

Does Cooby support automated and bulk messages?

Accepted Answer

In line with WhatsApp's anti-spamming policies, we currently DO NOT support automated and bulk messaging. This is to protect and save you from getting banned or blocked by WhatsApp. At Cooby, we prioritize user safety and compliance with WhatsApp's terms of service. We believe in fostering genuine and meaningful conversations on the platform while adhering to best practices. Our commitment is to provide a secure and enjoyable messaging experience for all users.

We hope this document helps you better understand how Cooby works. For any concerns or questions, kindly email us at ** support@cooby.co ** 💜

Question 2

Template

Accepted Answer

From now on, you may send recurring messages with a single click. Best part? You can make them personalized with variables so your customers would not even suspect that they're templates!

How to create templates

Open Cooby Extension
Click on the Templates icon found on the navigation bar
Create new templates by clicking on the "+"
Personalize your templates with variables. Choose between:

{{display_name}} - individual contact or group chat name saved on your device

{{whatsapp_name}} - WhatsApp user's chosen name in their profile

![](https://storage.crisp.chat/users/helpdesk/website/-/a/7/7/6/a776868fb0318800/3_2mrsnq.png =580x647)

You can also attach a file to your template.

There are two limitations to consider when attaching templates:
The file size cannot exceed 20MB.

2. You can attach a maximum of 5 files.

How to send templates

Open a conversation that you wish to send a template to
Click on the Templates found on the navigation bar
Select the template that you wish to use

![](https://storage.crisp.chat/users/helpdesk/website/

Question 3

Deal Win Rate Influenced by WhatsApp

Accepted Answer

In today's competitive business landscape, maximizing your deal win rate is crucial for sustainable growth. One effective strategy is the integration of WhatsApp in conjunction with your CRM into your sales processes. Cooby provides you with the power to track your WhatsApp conversations and analyze your key sales metrics to equip your team with tools to succeed.

Cooby allows you to create custom reports that offer you an analysis of your sales pipeline. Shown below is a guide on how to compare your deal win rate with WhatsApp engagement vs. without.

Follow the instructions below to create your HubSpot WhatsApp win rate report:

Go to your HubSpot report page.
Click Create report and select Custom Report Builder.

Select Contact as the data source and choose any CRM object you want to include in the report.

Then, select Activities in the Sales field and click Next.

Search for the Is Closed Won property and drag to the X-axis. Search for the Count of deals property and drag to the Y-axis. Lastly, search for the Cooby property First message sent by contact and drag it to Break down by.

![](https://storage.c

Question 4

Create HubSpot Tickets

Accepted Answer

To create a ticket, open your Hubspot sidebar and open a WhatsApp contact that is linked with a HubSpot contact.

Click on + Add next to Ticket.

Fill in your desired fields
You can also attach the WhatsApp message or associate it with other HubSpot records (contacts, company, deals) when creating a ticket.

We hope this document helps you better understand how Cooby works. For any concerns or questions regarding your HubSpot integration, kindly email us at support@cooby.co 💜

Question 5

Import Contacts

Accepted Answer

Gone are the days when you'd have to save contacts to your mobile one by one first for them to be accessible on WhatsApp Web. You may bulk import unsaved contacts with a simple click!

||| Do not overuse this feature so you do not risk your account being blocked by WhatsApp!

Look for the import icon found above the chat list.
Upload a CSV file of contact numbers with the format of country code + WhatsApp number. You may download a sample CSV file for best practices found in the pop-up itself.
Once you've uploaded the file, select which tab to import the contacts to.
Click on Import it to finalize.

Note:

The phone number you wish to import should be in "TEXT" format within the CSV file.
We only support importing phone numbers and do not support importing WhatsApp names.

||| Importing a large number of chats is prohibited by WhatsApp and can result in your account being banned.

We hope this document helps you better understand how Cooby works. For any concerns or questions regarding communicating at

Question 6

Broadcast

Accepted Answer

Say goodbye to sending a message one by one to a list of contacts. You may now safely bulk send messages through Cooby's Broadcast Message feature without the fear of getting your account blocked by WhatsApp.

||| ⚠️ Do not overuse this feature so you do not risk your account being blocked by WhatsApp.

To do so, simply follow the steps below:

Hover over the tab that you wish to send a broadcast message to
Click on the 3 dots.
Select Broadcast to tab
Choose which template to send as a broadcast message
Ensure the broadcast toggle is on
You can also sort chats into custom tabs and the contacts will be automatically grouped in that tab after sending. (There will be a 10 to 30-second delay in the broadcast as an additional precaution.)
You can also attach a file to your template. There are two limitations to consider when attaching templates:

The file size cannot ex

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