proposal.travel

🧲 Lead capture & marketing

How does WhatsApp work (inbox, campaigns and automations)?

WhatsApp Hub brings sales, marketing and support over WhatsApp into proposal.travel: you connect your number, manage a team inbox with the client's context, and run campaigns and automations by segment. It's a premium feature: if it's not enabled, you'll see a screen to request it.

  1. 1Go to «WhatsApp» and connect your number: it's a one-click setup with Meta's official connection (you can connect one or several numbers).
  2. 2Inbox: each conversation shows the client's context on the side — their record, their trip/proposal, their opportunity and their pending tasks — and warns you of the «24-hour window» (outside it you can only write with an approved template).
  3. 3Work as a team: assign an owner to the conversation, add tags and priority, and leave internal notes the client doesn't see.
  4. 4Templates: create and approve templates to start a conversation or re-engage outside the 24-hour window.
  5. 5Segments and Campaigns: define contact segments and send them a WhatsApp campaign; automate follow-up with the hub's Automations.
  6. 6Analytics: review the performance of your conversations and campaigns.

Consejo: The «24-hour window» is a WhatsApp rule: you can only message freely within 24 h of the client's last message; after that, an approved template is used. Link the conversation to a CRM contact to have their full history at hand.

Still have questions? Write to us at hola@proposal.travel and we'll help.