WA Portal

Channels

Name	Type	Status

Inbox

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Contacts

Quick recipients for one-off sends and campaigns.

➕ Add a new contact

Name

Phone (country code + number)

Customer Database

Your travel agency partners, in one searchable list.

⬇ Excel ⬇ CSV

➕ Add a new customer

Travel Agency Name

Contact Person Name

Mobile Number (with country code — used for WhatsApp)

City

Agency Type

📣 Send bulk campaign to selected customers

0 customers selected

Channel Message (use {{name}} to personalize with the contact person's name)

Reminders

Birthday messages and custom follow-ups, sent automatically.

🎂 Birthday messages

When a customer's birthday matches today's date, this message is sent automatically once a year. Add a birthday to a customer in Customer DB to include them.

Channel Message (use {{name}} for the contact person, {{agency}} for the agency name)

➕ Add a reminder

Customer

Title

Date

Repeats

Channel

Message (use {{name}} to personalize)

Customer	Title	Date	Repeats	Last sent

⏰ Set up the daily automatic check (one-time setup)

Since this runs on hosting that doesn't stay always-on, a scheduled cron job needs to "ping" the app once a day so it can check for due birthdays and reminders. Ask your assistant if you'd like help setting this up in hPanel's Cron Jobs — it's a one-time step.

Quick Send

Channel Phone number

Message

Templates

Channel

Pulls your approved message templates directly from your Meta Business Account so you can use them in Quick Send and Campaigns without retyping them.

Name	Language	Category	Status

Campaigns

Channel Campaign name Message template (use {{name}} to personalize)

0 contacts selected (check boxes in the Contacts tab)

Name	Progress	Status

Flows

Name	Trigger	Status