The Serri WhatsApp CRM contains all the necessary lead information that is essential for the user qualification

Table of Contents

  • What all lead details the Serri  WhatsApp CRM contains?

  • Can I change the tags of the user from the contact page itself?

  • Does the lead fields/attributes map in real time in Contacts Page?

  • How do I save contacts in Serri ?

  • Can the contacts be imported/exported?

What all lead details the Serri  WhatsApp CRM contains?

The Serri  WhatsApp CRM contains all the necessary lead information that is essential for the user qualification and which will also be used to segregate the audience up to multiple levels in order to send targeted campaigns. It contains Name, Mobile, Tags, Source, Last Active, Created At, State, First Message Tag and all the Attributes assigned to the user via the chatbot.

Can I change the tags of the user from the contact page itself?

Yes, new tags can be added and old tags can be removed from a group of the audience selected using the filters. It can be done individually as well. The procedure is the select the audience segment or individual contacts and clicks on the “Manage Tags” button. From here, tags can be removed and new tags can be added.

Does the lead fields/attributes map in real time in Contacts Page?

Yes, all the entries are mapped in real time in Contacts Page. There is no delay.

How do I save contacts in Serri ?

The contact details of all the incoming users are saved automatically in the Serri  WhatsApp CRM as soon as they sends a message to WhatsApp Business API number of the business. Moreover, if the business needs to send a broadcast campaign to the leads collected from contact forms and various other sources apart from WhatsApp, a CSV file can be imported and all the contacts will get saved.

Can the contacts be imported/exported?

Yes, the contacts can be imported and exported in CSV format.



FAQ

FAQ

07

Why Choose Serri?

08

How Can Serri Transform My Business?

10

What Do I Need to Get Started with Serri?

09

Getting Started with Serri: How Long Does It Take?

16

What Level of Support Does Serri Offer?

06

How can I get the WhatsApp Business Verified green tick?

03

Can I use my existing WhatsApp number with SerriWAMS?

17

Is Serri Safe for Bulk Messaging?

15

Migrating to Serri: Is It Complicated?

12

Can Serri Assist in Customer Acquisition?

19

Understanding Serri's Payment Terms?

11

Are There Any Hidden Charges with Serri?

20

Interested in Volume Discounts?

© Serri Labs Private Limited

All product and company names are trademarks or registered trademarks of their respective holders. Use of them does not imply any affiliation with or endorsement by them

© Serri Labs Private Limited

All product and company names are trademarks or registered trademarks of their respective holders. Use of them does not imply any affiliation with or endorsement by them