With DoubleTick’s Google Sheets extension, you can easily send customised PDF messages directly to your customers. Follow these steps to set up and start broadcasting messages.
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Step 1: Install DoubleTick WA Broadcast Extension
Open the Google Sheet containing your customer data.
Go to Extensions in the top menu.
Click on Add-ons > Get add-ons.
In the search bar, type DoubleTick WA Broadcast.
Select DoubleTick WA Broadcast and click Install.
Once installation is complete, close the add-on pop-up window.
Step 2: Launch DoubleTick WA Broadcast Extension
Go to Extensions in Google Sheets.
Select DoubleTick WA Broadcast and click Send WhatsApp Message
Step 3: Configure Message Settings
Select Rows:
To send the message to specific rows, choose Select Rows.
To send the message to all customers listed in the sheet, select Entire Sheet.
Map the Fields: Use the dropdown menus to map each field accurately:
Phone Number: Select the column containing customer phone numbers.
Customer Name: Select the column with customer names.
PDF Column: Select the column where PDF links are stored.
Step 4: Choose the Message Template and Channel
Select a Template: Choose the template you want to send to your customers from the dropdown.
Select Channel: Choose the appropriate channel name to send the message.
Step 5: Send the Message
After configuring all the options, click Send Message.
The DoubleTick extension will start sending personalised WhatsApp messages with the dynamic PDFs attached.
