WhatsApp widget for your website

Setting it up

1. Go to Marketing › Integrations › WhatsApp widget for your website. Enter the business name shown, the WhatsApp number visitors chat with, a greeting and the pre-filled message (icebreaker).
2. Choose the placement and colour, and what the button does on desktop and on phones: Show the form first (name, number, message; the lead lands in BMexa, then WhatsApp opens with your icebreaker and their name) or Open WhatsApp directly.
3. Choose who the leads land with and click Generate widget.
4. Copy the one line of embed code and paste it before the closing body tag on every page of your site (or into your site builder’s custom-code setting). Changes you make later reach the site within five minutes.

What happens when a lead arrives

• The lead is created in Clients within seconds, with the source name on the record and on the alert.
• The person you chose on the connection is assigned and gets an in-app alert (and a browser push if they allowed it). If they turned on Lead alerts on WhatsApp, they also get the lead on WhatsApp from BMexa’s number, or from your own connected number when its card has the lead-alert option on; the client’s phone and email are masked in that message.
• Every field we recognise fills the client record: name, phone, email, city, project, budget, purpose, message, campaign. Any other field is kept as a form field and written to the remarks, so nothing the form captured is lost.
• A phone number that already has an open enquiry does not create a second lead: the message is added as a remark on the existing one, and if it came from a different source a lead clash is raised for the manager to settle.
• Assignment rules, duplicate settings and auto-replies apply to these leads as they ship (see Automations & WhatsApp).