How-to guides
Everyday WhatsApp Business questions, answered step by step
Short answer first, then the exact steps. Each guide is based on the Lead Pattern Help Center.
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Send bulk WhatsApp from Excel
Send personalised bulk WhatsApp messages from an Excel file the official way
Read →Broadcast without saved numbers
Why WhatsApp app broadcasts only reach people who saved your number, and how the WhatsApp Business API reaches every opted-in customer without that.
Read →Schedule a WhatsApp message
Schedule WhatsApp broadcasts and messages for a future date and time with the WhatsApp Business API
Read →One number, many users
Let your whole team reply from one WhatsApp business number
Read →Add a WhatsApp button to a website
Add a free WhatsApp chat button to any website
Read →Set up WhatsApp auto-reply
Set up WhatsApp auto-replies for business: greetings, away messages, keyword answers and button menus
Read →Send WhatsApp from Tally
Send Tally invoices, outstanding reminders and statements on WhatsApp today
Read →Send WhatsApp from Zoho
Send WhatsApp messages from Zoho CRM or Zoho Books today
Read →Send WhatsApp from Busy
Send payment reminders and statements from Busy accounting on WhatsApp
Read →
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