# WhatsApp business card Business card is needed to send automatic WhatsApp messages to the client (for example, if you have a basic tariff in Kommo.com where you can't set up salesbot) and to send automatic WhatsApp messages to clients who are not registered in amoCRM (contractors, executors, etc.). {% hint style="danger" %} WhatsApp business card only works starting from the "Standard" tariff.\ If you have an "Initial" tariff, then when creating a trigger for sending a message (business card), a warning about the need to change the tariff will be displayed.\ \ ![](https://2698812344-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FcL4cMgr32epKlKAkiQmx%2Fuploads%2FiDnnLfgfYQldeIJwwoeG%2F%D0%B0%D0%BD%D0%B3%D0%BB%204%20-%20%D0%B2%D0%B8%D0%B7%D0%B8%D1%82%D0%BA%D0%B0.png?alt=media\&token=379f458b-d3e6-480b-b193-97358aaa1ed6) {% endhint %} ## Instructions with screenshots on how to set up a business card 1\) Go to the funnel settings in Kommo.com. ![](https://2698812344-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FcL4cMgr32epKlKAkiQmx%2Fuploads%2FGaryscl8pwXFr4b4JLdo%2F%D0%A1%D0%BD%D0%B8%D0%BC%D0%BE%D0%BA%20%D1%8D%D0%BA%D1%80%D0%B0%D0%BD%D0%B0%202022-02-28%20%D0%B2%2013.52.17.png?alt=media\&token=8cf1af69-4747-41ac-8ad8-f00270e5ef05) 2\) Under the desired status (in the screenshot an example with the status "WhatsApp business card"), where you set up a business card, click on an empty cell. ![](https://2698812344-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FcL4cMgr32epKlKAkiQmx%2Fuploads%2F7niQ3VvJOUsKgVFw81Sj%2F%D0%A1%D0%BD%D0%B8%D0%BC%D0%BE%D0%BA%20%D1%8D%D0%BA%D1%80%D0%B0%D0%BD%D0%B0%202022-02-28%20%D0%B2%2017.04.15.png?alt=media\&token=ef9b7c63-ef5f-4a51-917b-071eeaab5540) 3\) Select the Radist.Online trigger. This trigger will check the availability of WhatsApp on the numbers when deals are created or go to this stage. ![](https://2698812344-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FcL4cMgr32epKlKAkiQmx%2Fuploads%2F1l9UbUF2mksrEZEwKyxJ%2F%D0%A1%D0%BD%D0%B8%D0%BC%D0%BE%D0%BA%20%D1%8D%D0%BA%D1%80%D0%B0%D0%BD%D0%B0%202022-02-28%20%D0%B2%2014.09.25.png?alt=media\&token=f1561b18-69eb-4d04-a12a-5f0673900859) 4\) Set the trigger to execute "When transitioning or creating in a step". Click "Configure". ![](https://2698812344-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FcL4cMgr32epKlKAkiQmx%2Fuploads%2F7Kqg4uqx9rFipfoKLzAe%2F%D0%A1%D0%BD%D0%B8%D0%BC%D0%BE%D0%BA%20%D1%8D%D0%BA%D1%80%D0%B0%D0%BD%D0%B0%202022-02-28%20%D0%B2%2014.11.36.png?alt=media\&token=fe1a2240-90d8-4032-a1d6-2ea04bf81f14) 5\) This will open a window for configuring the trigger. ![](https://2698812344-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FcL4cMgr32epKlKAkiQmx%2Fuploads%2F8LvGEukvzGSYbsv3HArZ%2F%D0%A1%D0%BD%D0%B8%D0%BC%D0%BE%D0%BA%20%D1%8D%D0%BA%D1%80%D0%B0%D0%BD%D0%B0%202022-02-28%20%D0%B2%2014.13.03.png?alt=media\&token=3e8a4d7b-f069-4420-ab94-6bc411f52728) 6\) The first field "Trigger Action" has 2 values: * Check the availability of WhatsApp ([set up a trigger to check the numbers registered in WhatsApp, setup instructions here](https://docs.radist.online/docs/our-products/whatsapp/if-the-customer-number-is-not-in-wa-then-send-a-text-email-or-perform-another-action)). * Send a message (setting up a WhatsApp account, which is described in these instructions). ![](https://2698812344-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FcL4cMgr32epKlKAkiQmx%2Fuploads%2F75fQopVnc0lGSYSIvGya%2F%D0%A1%D0%BD%D0%B8%D0%BC%D0%BE%D0%BA%20%D1%8D%D0%BA%D1%80%D0%B0%D0%BD%D0%B0%202022-02-28%20%D0%B2%2014.13.41.png?alt=media\&token=a252d29e-f380-418c-a522-05bb50aa1818) Leave the second action "Send Message". 7\) To send a message instead of salesbot to a contact created in a deal, the "Recipient number" field must be left blank. ![](https://2698812344-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FcL4cMgr32epKlKAkiQmx%2Fuploads%2FITFAdcy39RP39UYeT8uJ%2F%D0%A1%D0%BD%D0%B8%D0%BC%D0%BE%D0%BA%20%D1%8D%D0%BA%D1%80%D0%B0%D0%BD%D0%B0%202022-02-28%20%D0%B2%2017.08.35.png?alt=media\&token=6e1c7c39-245d-4175-ac19-7d0cdd41f9d5) 8\) The message will be sent to the first phone number of the main (first) contact. ![](https://2698812344-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FcL4cMgr32epKlKAkiQmx%2Fuploads%2FWjkxpH6wSC3VuL7QjED2%2F%D0%A1%D0%BD%D0%B8%D0%BC%D0%BE%D0%BA%20%D1%8D%D0%BA%D1%80%D0%B0%D0%BD%D0%B0%202022-02-28%20%D0%B2%2014.17.00.png?alt=media\&token=fcbad3e3-1708-47b8-bd60-a30ac67e6a09) 9\) To send a message to a contact who is not in the transaction, the field "Recipient number" must be filled with the phone number through +7. ![](https://2698812344-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FcL4cMgr32epKlKAkiQmx%2Fuploads%2FF22C3l5dsrjWkVukiOUC%2F%D0%A1%D0%BD%D0%B8%D0%BC%D0%BE%D0%BA%20%D1%8D%D0%BA%D1%80%D0%B0%D0%BD%D0%B0%202022-02-28%20%D0%B2%2017.08.57.png?alt=media\&token=b851ac4e-9bf4-4cec-a405-1b57ae2b2e53) {% hint style="info" %} If you need to send a business card to several customers, a separate trigger is configured for each individual contact. It is not possible to specify numbers in the field separated by commas! {% endhint %} **If you want to pull values from transaction fields into the text of the business card, use the following masks:** {{rand}} - A random string of length 32 (Example: wfcc9rtwzu75xdl4f0optv7zabmxr2pw) {{randint}} is a random number between 0 and 100 (including 0 and 100) {{current\_date}} - The current date (UTC) in YYYYY-MM-DD format (Example: 2019-10-30) {{contact.id}}, {{lead.id}} - contact id and transaction {{contact.name}}, {{lead.name}} - contact and transaction name {{contact.cf.N}}, {{lead.cf.N}} - contact and transaction fields, N=did field {{contact.cf.N.M}}, {{lead.cf.N.M}} - Contact and transaction fields typed, N=id field, M=id value type (e.g., for the "work phone" field) {{contact.phone}} - The first number of the contact, regardless of type {{contact.email}} - The contact's first email, regardless of type {{contact.email.other}} - Email other}} {{contact.email.work}} - Email slave. {{contact.email.priv}} - Email private. {{contact.phone.work}} - {{contact.phone.work}} {{contact.phone.other}} - Other {{contact.phone.mob}} - Mobile {{contact.phone.phone}} - Direct {{contact.phone.fax}} - Fax {{contact.phone.workdd}} - {{contact phone workdd}} {{lead.price}} - {{transaction budget}} field If something is not mentioned in the list above, then it is not there. 10\) Click "Save" - "Done" - "Save" funnel. 11\) Done. The business card sent in the transaction looks like in the screenshot. This is a note with the phone number to which the business card was sent and the text of the business card. ![](https://2698812344-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FcL4cMgr32epKlKAkiQmx%2Fuploads%2FHoQRgtEjRkCzzt86SHQ9%2F%D0%A1%D0%BD%D0%B8%D0%BC%D0%BE%D0%BA%20%D1%8D%D0%BA%D1%80%D0%B0%D0%BD%D0%B0%202022-02-28%20%D0%B2%2017.12.38.png?alt=media\&token=a272647d-c7e8-4fff-b568-2b5ca2bc68b5) {% hint style="info" %} Business card chat on WhatsApp in a transaction does NOT initiate. If you need to automatically start a chat, then use salesbot with communication initiation. {% endhint %}