Option CRM
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Beginner friendly • QR focused

Bulk WhatsApp Sender Helper Manual

From your first QR scan to a responsibly managed campaign.

A visual, plain-language guide for business owners. Learn how to connect WhatsApp, prepare consented contacts, create useful messages, test safely and understand every report.

10 min quick start 14 visual chapters Consent-first guidance

Pune Sales

Connected / Open

QR MODE

First test journey

5 / 5 checks
QR linked securely
Own number selected
Preview verified
Test delivered
Opt-out checked
Test first. Launch second.

One important truth

QR mode is a linked-device connection, not the official Meta bulk-messaging API. Option CRM adds responsible controls, but no software can promise delivery, native button rendering or freedom from account restrictions.

Your first campaign

The safe path from zero to sent

Follow this order every time. Testing first prevents most avoidable mistakes.

01

Connect QR

Link a WhatsApp account like WhatsApp Web.

02

Add contacts

Import only people who agreed to hear from you.

03

Create

Write a clear message and preview every variable.

04

Test

Send to yourself before selecting an audience.

05

Launch small

Begin with a small group and responsible delays.

06

Monitor

Watch replies, failures and opt-outs; pause when needed.

Start here/01

What QR mode actually means

Connecting Option CRM is similar to linking WhatsApp Web. Your phone owns the account; Option CRM uses an authorised linked-device session to send and receive.

Remember

Your WhatsApp or WhatsApp Business account remains on your phone.

The Option CRM server must stay online while campaigns are running.

Closing the browser does not necessarily stop a running backend campaign—use Pause or Stop.

Large-scale promotional messaging is more reliably supported through the official Meta Cloud API.

Remember

Use a dedicated WhatsApp Business number, enable two-step verification and keep a backup of important business data.

Avoid

Never scan a QR supplied by an unknown person and never share your Option CRM session folder.

QR setup/02

Connect your first WhatsApp number

Keep your phone and Option CRM screen open together. A QR expires, so scan the newest one.

Step by step

1

Sign in to Option CRM and open WhatsApp Numbers.

2

Choose Add WhatsApp Account and enter a clear name such as “Pune Sales”.

3

Generate the QR code.

4

Android: WhatsApp → three-dot menu → Linked devices → Link a device.

5

iPhone: WhatsApp → Settings → Linked Devices → Link a Device.

6

Scan the Option CRM QR and wait until the account shows Connected/Open.

7

Send one text message to your own phone before doing anything else.

Remember

If the QR expires, generate a fresh QR. Do not keep scanning an old screenshot.

Avoid

A connected status means the socket is ready. It does not guarantee that every future message will be delivered.

Connection health/03

Read the account status correctly

Check the status before every test or campaign. Never assume yesterday’s connection is still healthy.

Remember

Connected/Open — ready for a test message.

Connecting/Reconnecting — wait; do not start a new campaign.

QR Required — scan the latest QR from the account owner’s phone.

Disconnected/Error — check phone internet and server logs, then reconnect.

Logged Out — the linked session was removed; generate and scan a new QR.

Remember

Name each account by branch or purpose so the correct sender is easy to select.

Rotation/04

Use several WhatsApp numbers carefully

Option CRM can rotate eligible recipients across selected connected accounts. More accounts improve workload distribution; they do not make unwanted messaging acceptable.

Step by step

1

Connect and test every account separately.

2

Select only the accounts intended for the campaign.

3

Choose sequential rotation for predictable order or random rotation for mixed distribution.

4

Set a reasonable minimum and maximum delay.

5

Launch a small batch and confirm each account is actually sending.

6

If one account disconnects, pause and inspect recovery instead of repeatedly restarting the campaign.

Example • 1,000 opted-in recipients with five accounts
Better

Option CRM distributes work among eligible accounts according to campaign settings. Do not assume an exact 200/200/200/200/200 split unless the final report confirms it.

Avoid

Do not run several unrelated automation systems against the same WhatsApp account.

Audience/05

Prepare clean, consented contacts

Good campaigns begin with a trustworthy list. A number existing on WhatsApp does not mean its owner agreed to receive promotions.

Step by step

1

Add contacts manually, paste numbers, or import CSV/Excel/vCard.

2

Include country codes: an Indian number should normally be stored as +91 followed by the mobile number.

3

Use groups and tags such as “Existing customer” or “Appointment reminders”.

4

Review duplicate, invalid, archived and blacklisted contacts before sending.

5

Use WhatsApp availability verification in batches when needed.

6

Export a backup before a large cleanup.

Example • Sample CSV
Better

Name,Phone,City,Consent Rahul,+919876540001,Pune,Yes Meera,+919876540002,Mumbai,Yes

Avoid

Never use purchased lists, scraped numbers, random numbers or members copied from unrelated groups.

Permission/06

Understand consent and opt-out

Consent means a person knowingly agreed to receive this type of WhatsApp communication from your business.

Remember

Valid: the customer selected a clear WhatsApp-updates checkbox.

Valid: the customer started the chat and requested an update or quotation.

Valid: the customer subscribed through a form that clearly described the messages.

Invalid: assuming every old customer wants promotions forever.

Invalid: hiding WhatsApp consent inside unrelated terms.

Treat “STOP”, “remove me”, “Not Interested” and equivalent local-language requests as opt-outs.

Remember

Identify your business and include a simple way to stop future promotions.

Avoid

Never manually bypass a blacklist entry for a promotional campaign.

First test/07

Use Quick Send before a campaign

Quick Send is the fastest way to prove the selected account, number format and message are correct.

Step by step

1

Open Quick Send & OTP.

2

Select a connected WhatsApp account.

3

Enter your own test number with country code.

4

Write a short message and preview it.

5

Send and check the actual phone—not only the dashboard.

6

Confirm links, line breaks, emojis, attachment and reply handling.

Example • Clear appointment message
Better

Hello {{firstName}} 👋 Your appointment is confirmed for {{date}}. Reply HELP if you need assistance.

Remember

“Accepted” means the provider accepted the submission. It does not yet mean “delivered” or “read”.

Campaign builder/08

Build and review a campaign

A campaign combines the audience, content, attachments, interactive actions, sending accounts and pacing.

Step by step

1

Give the campaign a name that your team will recognise later.

2

Choose contacts or owned contact groups.

3

Write one message or add approved variations.

4

Add a supported attachment, buttons or popup menu only when useful.

5

Select connected WhatsApp account(s) and rotation mode.

6

Review minimum/maximum delay, batches, breaks and business hours.

7

Confirm opt-out controls and preview with sample contact data.

8

Send a test, then begin with a small real audience.

Avoid

Do not press Start twice. Use the campaign screen to pause, resume or retry.

Content/09

Write messages people welcome

Relevant, recognisable and concise messages earn better replies than loud, misleading promotions.

Remember

Say who you are and why you are contacting the recipient.

Keep the first screen short and give one clear next action.

Use emojis as signposts, not decoration on every line.

Verify price, date, offer, stock, phone number and link before launch.

Use {{firstName}}, {{city}} and other variables only when the contact data exists.

Example • Promotion
Avoid

BUY NOW!!! LAST CHANCE!!! CLICK IMMEDIATELY!!!

Better

Hello {{firstName}} 👋 Our weekend collection is now available. Would you like to see the catalogue?

Remember

SpinTax such as {Hello|Hi|Namaste} creates choices. Double braces such as {{firstName}} are contact variables.

AI & variations/10

Generate, edit and approve AI suggestions

Bodhi AI Message Studio can draft text, variations, captions and interactive content when a provider is configured. Bodhi AI assists; you remain responsible for approval.

Step by step

1

Describe the goal, product, audience, language and tone.

2

Choose 1–20 variations and the required output type.

3

Review every generated fact, price, date, link and claim.

4

Edit or regenerate weak suggestions.

5

Select only approved variations and preview variables.

6

AI never sends by itself—campaign sending still requires your action.

Remember

Ten AI versions should be meaningfully different. SpinTax combinations may repeat when the audience is larger than the available combinations.

Avoid

Do not paste API keys, passwords or unnecessary customer information into an AI prompt.

Buttons & menus/11

Use interactive messages with a fallback

QR-native buttons and popup menus are experimental. Meta may render, change or suppress them, so every campaign needs understandable fallback text.

Remember

Use no more than three buttons with short, distinct labels.

Popup menus support up to ten total rows in the current capability rules.

Give every button and row a unique internal ID.

Image + three buttons can be one experimental card.

Image + popup menu is sent as a two-part smart sequence.

If native rendering fails, Option CRM may deliver numbered text instead.

Example • Service choice
Better

Which service would you like? [View Plans] [Talk to Us] [Not Interested] Fallback: Reply 1, 2 or 3.

Avoid

A mocked protocol test proves payload construction, not guaranteed rendering on every WhatsApp version.

Risk reduction/12

Use responsible sending controls

Delays, batches, breaks and rotation help control workload. They cannot turn unsolicited messaging into safe messaging.

Remember

Start with a small opted-in audience and a spare/test account.

Use random delay within a reasonable minimum and maximum.

Schedule during appropriate business hours.

Pause when failures, negative replies or opt-outs rise.

Avoid sending the same promotion repeatedly to silent recipients.

Move genuine high-volume business messaging to Meta Cloud API.

Remember

There is no universal “safe messages per minute” number. Account history, consent, relevance and recipient reactions all matter.

Avoid

No software can guarantee that a WhatsApp account will never be restricted.

Live control/13

Monitor, pause and recover correctly

Watch the live report and understand the difference between submission and recipient activity.

Remember

Accepted — the provider accepted Option CRM’s submission.

Delivered — recipient device delivery was reported.

Read — a read receipt was available; recipients can disable receipts.

Replied — Option CRM linked an inbound response.

Failed — submission or delivery processing failed.

Partial — one part of a multi-message sequence succeeded and another did not.

Pause stops new submissions; already accepted messages cannot be recalled.

Resume uses saved progress and duplicate-prevention records.

Remember

If a QR disconnects between an image and its menu, reconnect, inspect the partial status and resume once. Do not create a duplicate campaign.

Protect the business/14

Secure accounts and customer data

QR sessions are equivalent to a logged-in device. Treat them like passwords.

Remember

Use strong passwords and WhatsApp two-step verification.

Serve Option CRM over HTTPS and restrict administrator access.

Never share `.env`, database exports, API keys or session files.

Back up MongoDB and test restoration.

Give staff the smallest role they need.

Remove unknown linked devices immediately.

Rotate any key that was pasted into chat or exposed in a screenshot.

Avoid

A Option CRM administrator should never ask a customer for their UPI PIN, WhatsApp PIN or full database password.

Troubleshooting

Fix common problems without guessing

Start with the simplest check, test once, and avoid repeated clicks that can create confusion.

What you see

QR is missing or expired

Likely reason

Old QR or connection request timed out

What to do

Refresh once, generate a new QR and scan it immediately.

What you see

Account keeps reconnecting

Likely reason

Phone/server internet or competing linked automation

What to do

Check both connections, remove unknown devices and stop other automation.

What you see

Message accepted but not delivered

Likely reason

Recipient/device/network/privacy or provider decision

What to do

Verify the number, wait for status updates and do not blindly resend.

What you see

Button became plain text

Likely reason

Experimental native payload was not rendered

What to do

Use the numbered fallback and test the current WhatsApp version.

What you see

Popup menu did not open

Likely reason

Native QR menu suppressed or unsupported

What to do

Confirm the text fallback and use Meta Cloud API when native UI is essential.

What you see

Campaign paused

Likely reason

Disconnect, circuit breaker, operator action or repeated errors

What to do

Read the pause reason, fix the account, then resume once.

What you see

Duplicate contact warning

Likely reason

Same normalised phone already exists

What to do

Update the existing contact instead of importing another copy.

What you see

AI unavailable

Likely reason

No valid key, quota, model or provider health

What to do

Check AI provider settings; write/edit the message manually meanwhile.

FAQ

Questions business owners ask

Short, honest answers before you start sending.

Q1Is Option CRM an official Meta product?
No. QR mode uses a linked-device connection. Optional Meta Cloud API mode is the official transport when separately configured.
Q2Can Option CRM guarantee no ban?
No. Consent, relevance and responsible behaviour reduce risk, but WhatsApp alone controls account enforcement.
Q3Will three buttons and popup menus always appear?
No. In QR mode they are experimental and version-sensitive. Always prepare a readable text fallback.
Q4Can I connect five or ten numbers?
The architecture supports multiple owned instances, but each server must be load-tested and every account must be connected and monitored.
Q5Can I close the browser?
The server may continue running. Use Pause or Stop if you intend to halt new submissions.
Q6Does accepted mean delivered?
No. Accepted is provider submission acceptance; delivered requires a later recipient delivery update.
Q7Can Option CRM detect every person who blocked me?
No. WhatsApp intentionally does not provide a reliable “this person blocked you” event.
Q8Can Bodhi AI send messages automatically?
Bodhi AI Message Studio generates editable suggestions. A human must approve content and start the send workflow.

60-second launch checklist

Do not start until every relevant box is true.

Ready for a responsible first test?

Connect one spare WhatsApp number, send to yourself and confirm the real phone experience before creating a campaign.

Open WhatsApp Numbers