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# Bulk WhatsApp Sharing: How to Send WhatsApp Messages to Multiple Leads at Once?

You can send WhatsApp messages to multiple leads at once from the Leads Dashboard using an approved WhatsApp template.

Instead of opening each lead individually, select multiple leads, choose a sender and template, review the recipients, and send the messages in one go.

This helps you save time on repetitive outreach while ensuring each eligible lead receives the appropriate message.

### When should you use this feature?

For example, if you want to share an offer with 50 leads, you no longer need to open each lead and send the message individually.

You can select all 50 leads, choose an approved WhatsApp template, review the messages, and send them together.

You can send messages to up to **100 selected leads in one action**.

### Step 1: Select the leads

1. Navigate to the **Leads Dashboard**.

![](https://storage.crisp.chat/users/helpdesk/website/-/a/b/8/8/ab884d8153100800/novatech-crm-leads-dashboard-1_ljasx8.png =736xauto)

2. Select the leads you want to message using the checkboxes next to their records.

   ![](https://storage.crisp.chat/users/helpdesk/website/-/a/b/8/8/ab884d8153100800/novatech-leads-dashboard_10mxbyv.png =743xauto)

3. Click **Bulk Actions**.
![](https://storage.crisp.chat/users/helpdesk/website/-/a/b/8/8/ab884d8153100800/image_1nix7qt.png =746xauto)
4. Select **Send WhatsApp**.

   ![](https://storage.crisp.chat/users/helpdesk/website/-/a/b/8/8/ab884d8153100800/modern-crm-bulk-actions-menu_y4ygol.png =749xauto)

The WhatsApp messaging flow will open with your selected leads.

![](https://storage.crisp.chat/users/helpdesk/website/-/a/b/8/8/ab884d8153100800/image_149x2tm.png =710xauto)


### Step 2: Choose the sender and WhatsApp template

###### 1. Select the WhatsApp Business number:

Under **Send from**, choose the connected WhatsApp Business number you want to send the messages from.

![](https://storage.crisp.chat/users/helpdesk/website/-/a/b/8/8/ab884d8153100800/sender_suzt10.png =595xauto)

Only connected WhatsApp Business numbers are listed.

###### 2. Choose an approved template:

Under **Template**, select an approved WhatsApp template available for the chosen number.

![](https://storage.crisp.chat/users/helpdesk/website/-/a/b/8/8/ab884d8153100800/template_19gqt9j.png =575xauto)
Only approved templates can be selected. Templates that are pending approval or rejected cannot be used.

If you change the sender number, you may need to select a template available for that number.


###### 3. Review the template variables:

If your template contains variables, such as a contact's name or your business name, review the **Variables in this template** section.

![](https://storage.crisp.chat/users/helpdesk/website/-/a/b/8/8/ab884d8153100800/variable_18m1vtf.png =554xauto)
This section shows:
* **Variable:** The placeholder number used in the WhatsApp template.
* **Maps to:** The lead field used to populate the variable.
* **Sample value:** An example of the value that will appear in the message.

For example, if your template says “Hi {{contact.name}}”, the contact's name is inserted into the message for each eligible lead.

|| Important: If a lead is missing a required value for a template variable, that lead will be skipped rather than receiving a message with a blank value.


###### 4. Preview the message:
######
Check the WhatsApp message preview to see how the selected template looks with sample values.

![](https://storage.crisp.chat/users/helpdesk/website/-/a/b/8/8/ab884d8153100800/preview_1i3k7ko.png =304xauto)
Once you have selected the sender and an approved template, click **Preview recipients** to continue.


### Step 3: Review the recipients

Before sending, Refrens displays which selected leads will receive the message and which will be skipped.

![](https://storage.crisp.chat/users/helpdesk/website/-/a/b/8/8/ab884d8153100800/whatsapp-message-preview-dashb_ivzzi5.png =617xauto)

You can review the following:
* **All:** View all selected leads.
* **Will send:** The number of leads eligible to receive the message.
* **Skipped:** The number of leads that will not receive the message.

Each lead's status and, where applicable, the reason for skipping are displayed in the recipient list.

![](https://storage.crisp.chat/users/helpdesk/website/-/a/b/8/8/ab884d8153100800/image_dwttw0.png =618xauto)


**Common reasons a lead may be skipped include:**
* The lead does not have a phone number.
* The phone number is duplicated across selected leads.
* A required template variable is missing.
* The phone number is invalid or cannot be processed.

Select a lead in the list to preview the message resolved with that lead's details. 

![](https://storage.crisp.chat/users/helpdesk/website/-/a/b/8/8/ab884d8153100800/whatsapp-campaign-preview-dash_1ci1uex.png =617xauto)
This helps you verify the content before sending.

If no selected leads are eligible, Refrens will display a notice and you won't be able to continue.


### Step 4: Send the WhatsApp messages

After reviewing the recipients, continue to the final step.

![](https://storage.crisp.chat/users/helpdesk/website/-/a/b/8/8/ab884d8153100800/send-whatsapp-scheduling-inter_firl44.png =586xauto)
1. Review the number of eligible leads.
2. Select **Send now**.
3. Confirm the action using the send button.

| Coming Soon: Schedule for Later & Schedule According to Recipient’s Time Zone

Refrens queues the eligible messages for sending in the background from the WhatsApp Business number you selected.

Once the messages are queued, the confirmation screen displays the number of messages queued and the sender number.

![](https://storage.crisp.chat/users/helpdesk/website/-/a/b/8/8/ab884d8153100800/messages-queued-confirmation_nnq4bj.png =473xauto)Click **Done** to close the flow and return to the Leads Dashboard.


That's it! You can now send WhatsApp messages to multiple leads in one action without having to message each lead individually.

In case you need further assistance, reach out to us on live chat support or drop an email at [__care@refrens.com__](mailto:care@refrens.com).