How to Use JugaadX? Product Feature Training Videos

Learn how to use the JugaadX app effectively through our expert-led product feature training videos.

JugaadX Setup

	Send yourself a test message to your freshly setup WhatsApp API number - from any WhatsApp Number
	How to invite your team members on JugaadX
	How team member should accept invitation to login to JugaadX
	Assigning reporting manager and changing reporting structure on JugaadX
	How to Set Up Your WABA Profile
	Adding multiple WhatsApp numbers to your account

Introduction to Templates

	A : What are templates and why are templates needed? What is the approval process?
	B : What is the Approval Process for templates ?
	C : Different types of WhatsApp Templates Categories
	Complete guide to creating and managing templates:: Static Text and Media Templates
	Template with Variables
	Templates with Buttons
	My template is not getting approved/My template is rejected. What should I do?
	Best practices for creating effective templates. Ensure high ROI. Also prevent your number from getting banned by using STOP button
	Sending template messages via JugaadX API. How to make a public cloud media URL using Google Drive. Understand how to change the media header of the approved template with a public media URL using API. How to Pass your System attribute values as an array in the template, which will get auto-populated in place of the template variables
	How to change template header media [image or video or pfd] of existing approved template without the need to re-register the template

Broadcast

	A : How to import your customer data to create Multiple Broadcast channels in JugaadX via Excel upload. Send a template in the channel using the uploaded data.
	B : How to unlock unlimited broadcast potential :: What is the conversation limit and how to increase my conversation limit?
	C : How to send broadcasts or Schedule a broadcast for future date. Explaination of Static and Dynamic Customer Attribute Data mapping while sending template. Explaination of Scheduled Broadcasts section and how to delete scheduled broadcasts.
	D : Important : Tips for effective broadcasting and how to ensure you don’t get blocked

Customer Segment

	Customer Segments [ What are customer segments and why are they needed? Two types of customer segments - Static and Dynamic]
	Creating and managing custom fields
	How to create and manage static customer segment and dynamic customer segments on JugaadX and understanding the difference.

Effective Customer Communication

	Tags
	Customer Notes
	Filter
	How to create and use QUICK REPLIES and save time ? Also see when and how to use MARK AS READ and CLOSE CONVERSATION buttons on chat.

Analytics

	Analyzing Usage | How to use analytics to create, edit and view conversation statistics in count or graphical format

Basic Bots & Automations

	Introduction to Bots and Flows on JugaadX
	Triggers over view
	Action over view
	Automatically Send a hello message when a customer says Hi and assign one of your team members to the chat.
	Automatically Send a template message when a new row gets added to Google sheet.
	Automatically Send a template message when a customer is assigned an agent.
	How to send an interactive message with 3 buttons when a new lead comes and also apply a new lead Tag
	When a new lead is received form CTWA[Click to WhatsApp Ad] | Automatically send message with 10 options [Interactive List] | and then push the data to Google Sheet
	Send a sorry message when a customer clicks on the unsubscribe button on your template and automatically opt the customer out to ensure they don’t receive future messages.
	DRIP CAMPAIGN BOT : Sequence 3 follow-up TEMPLATE messages in a gap of 4 hours using TIME DELAY ACTION COMPONENT | This trigger should be when a template gets delivered via broadcast or inside a chat. Test it out by giving a gap of 10 seconds between each templates to be delivered."

Advanced Bots

	How to create QR code or WhatsApp Chat links that redirects your customer to Your WA API number and triggers a bot automatically.
	On receiving Data From Google Form via Google Sheet, send a template immediately and schedule a birthday message as per the Date of Birth captured in Form. Use same concept to receive data via webhooks while keeping the remaining bot journey untouched.
	Making API calls from JugaadX Bot builder | Using Conditions to branch paths before and after API calls | Demonstration on how to use the API response in furthur bot flow.
	How to Create custom Chat Widgets, link with bots and create automated journey for your website traffic

Settings

	How to recharge your wallet and access invoices from JugaadX | Why healhy wallet balance is important for preventing bots and template messages broadcast failure | Understanding the data in conversation cost report and who can access it.
	Edit profile details like name, login number [with option to change for owner], and email ID. BONUS - why email ID is required and how to use agent info in bot.
	Roles | How to create a custom role to restrict access of my team members | How to change role of existing team member | Difference between WABA role & Org role
	How to use Webhooks to pass event based JugaadX data to 3rd Party CRM or ERP for real-time update | Where to find the developer key and sample Webhook Payloads

Facebook Business Manager Verification

	How to get your Facebook Business Manager Verification done successfully and unlock unlimited broadcasting potential.