Pinnacle SMS and WhatsApp for Zoho Campaigns

About

Zoho Campaigns is a tool developed by the Zoho team which is very popularly used for email marketing. This helps to have an email database of all leads and contacts and send mass marketing emails to customers. How if the possibility to send SMS and Whatsapp messages to clients is also available with Zoho Campaigns? Then, this is the extension developed for you!

Pinnacle Teleservices is a SMS solution provider and also provides call solutions. The extension "Pinnacle for Zoho Campaigns" will make communication faster, easier, and more convenient for people to connect globally from Zoho Campaigns. This extension thus helps to catch customers easily and at prompt time without any lack of communication.

Pre-requisites for app installation

Should have Zoho Campaigns account
Should have Pinnacle account
Should have approved templates for sending messages to clients

Features

Send messages to Campaign lists

Install Chrome extension

Application Installation and working

Step 1: Go to the Zoho Marketplace and search for the application "Pinnacle for Zoho Campaigns" and install the chrome extension. Once the chrome extension is added, refresh the Zoho Campaigns account and check the Pinnacle icon on the left panel.

Click "Authorize Now" to authorize your Zoho account

Step 2: Click "Accept" by agreeing to the conditions displayed.

Step 3: Now, you have to authorize your Pinnacle account by entering the Pinnacle API key and Pinnacle WABA ID which you can get from your Pinnacle account.

Step 4: Now the extension configuration is done and ready to send messages. Select the Sender ID from the drop-down. Use the "Add recipients" option to add more numbers to whom you want to send messages. Select the approved templates from the drop-down and click the "Send SMS" option to send the message.

Step 5: Now, you will get notified of the status of the sent message.

Step 6: To add a WhatsApp Sender, click the "Add New Sender" option. You also have the option to pin the Sender in default.

Step 7: Select the Channel and enter the WhatsApp Sender ID and Display name. Click the "Save Sender" option so that the sender can be fetched later.

Step 8: For sending WhatsApp messages from the Campaigns list, select the Sender, Select the Campaigns list already created from the drop-down. Select the approved WhatsApp template and enter the values of the placeholders if any. Click the "Send WhatsApp" option to send messages to clients.

Step 9: For sending SMS from the Campaigns list, select the Sender, Select the Campaigns list already created from the drop-down. Select the approved SMS template and enter the values of the placeholders if any. Click the "Send SMS" option to send messages to clients.

This is the installation and working of the application "Pinnacle SMS and WhatsApp for Zoho Campaigns".

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