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Conversations & messages

Send messages via Conversations

Use this SOP when you want to send an SMS, WhatsApp, email or internal comment from a conversation and want to know when WhatsApp requires free text or an approved template.

Brief overview

Open the right conversation via Conversations into app.ldgns.be. At the bottom of the composer, use the arrow to choose which channel you want to use: SMS, WhatsApp, email or internal comment.

One internal comment is only visible to your team. An email, SMS or WhatsApp message goes to the contact itself. For WhatsApp, the 24-hour window applies: if the contact has not sent you in the last 24 hours, you cannot type a freely chosen message and must select a pre-approved WhatsApp template.

If you often send the same type of WhatsApp message, create your own template via the SOP Create and use WhatsApp template.

Video explanation

View the walkthrough if you want to see the channel selection, the WhatsApp 24-hour window and sending a template in the screen.

Need subtitles?

This video is in Dutch. Click the gear icon in the video player, turn on Closed Captions and choose English under Caption Language.

How to change subtitle language

Step-by-step plan

Step 1 - Choose the right messaging channel

Open the conversation of the correct contact and click on the arrow next to the current channel in the composer. Then choose the channel you want to reply with: SMS, WhatsApp, Email or Internal Comment.

Channel selection menu in Conversations with SMS WhatsApp and Email
Use the arrow to switch between SMS, WhatsApp, email and internal comment.

Step 2 - Use email for longer messages

Choose Email when you want to send a full email message. Check the sender, recipient, subject line, and content before sending.

Email composer in Conversations with sender receiver subject and message field
With email you will see additional fields such as From, From Name, To and Subject.

Step 3 - Use internal comment only for your team

Choose Internal Comment when you want to leave a comment for other users. This message is not visible to the end contact.

Internal Comment composer visible only to the team
Internal comments are intended for internal context and team transfer.

Step 4 - Check the WhatsApp 24-hour window

Choose WhatsApp when you want to answer via WhatsApp. If it says that there has been no message from the user in the last 24 hours, you are not allowed to type a free message. Then you have to get up Select a Template click and use an approved template.

WhatsApp composer with message that there was no message from the user in the last 24 hours and Select a Template button
Outside the WhatsApp 24-hour window, you can only send a pre-approved template.
If the contact did send you within the last 24 hours, you can normally type a free WhatsApp message. Outside of that window, WhatsApp only works with templates that have been pre-approved by Meta. Meta does this to protect consumers against too many messages from companies. That is why messages that companies send to consumers must be approved in advance, and you can expect that such an initial template message will cost money. Once the contact replies, you'll be back in the 24-hour window and can send and receive messages for free.

Step 5 - Select and check the template

Choose the correct WhatsApp template, check the language, category, body and preview and then click Send. Only use templates whose text fits the situation and the contact.

Send WhatsApp Template window with selected template preview and Send button
Check the preview before sending the template.

Step 6 - Check if the message is in the conversation

After sending, the WhatsApp message will appear in the conversation timeline. Check that the message is under the correct contact and that it was sent via the intended channel.

Conversation in Conversations with sent WhatsApp template in the timeline
The sent WhatsApp template message will then be visible in the conversation.

Common problems

I can't type a free WhatsApp message.

The contact probably did not send an WhatsApp message within the last 24 hours. Then use Select a Template and submit an approved template.

The correct WhatsApp template is not listed.

Verify that the template exists and is active in this Leadgains account. For recurring messages, create your own template via Create and use WhatsApp template.

I want to write something down without the customer seeing it.

Use Internal Comment. Never send sensitive or internal context via SMS, WhatsApp or email.

The email fields are incorrect.

First check From, From Name, To and Subject. Only then edit the content and send the message.