Getting Started on the Route Mobile Panel

1. Go to myaccount.rmlconnect.net/login
2. Enter your username and password
3. Click Sign In

1. Once you enter the main page, you will find icons of all the Route Mobile products on the left side.
2. Click the WhatsApp icon, and a pop-up will appear.
3. You may select one of the following:
   • Dashboard
   • Send Message
   • Opt-In Dashboard
   • Reports
   • Templates

Select a suitable operation type:

1. Single Number
   When you want to send a message to a single number.

2. Multiple Numbers (Generalized Messages)
   When you want to send the same WhatsApp message to more than one number.

3. Multiple Numbers (Personalized Messages)
   When you want to send personalized WhatsApp messages to multiple contacts.

WhatsApp Session Message

Session Text & Session media

• Customer initiates a message thread by sending a message to the business, and the brand can include multimedia messages while replying.
• Responses incur no charge within 24 hours.

WhatsApp Session Message

1. Template (Text/Media)
   Brand sends a text message or a multimedia message with image/video.

2. Quick reply template
   Brand shares the message with quick reply buttons where a customer can click to respond back.

3. Call to action template
   Brand can include a button with a hyperlink that redirects the customer to another source.

To send the message:

1. Choose the country code.
2. Enter the mobile number and click Next.
3. Type the message that you want to send to your customer.
4. If you need extra information in delivery reports, type it in the extra information box.
5. Click Send.
6. After the message is sent, you will receive a notification in the right corner stating, “WhatsApp message has been sent successfully.”

Points to note while setting up the campaign

1. Campaign Name: Enter your campaign name.
2. Sender Number: Select the brand’s number from which you need to send the message.
3. Template name: Only the approved list of templates appears as per the account.
4. Language code, Media Header: Based on the selected template, the language code, message type, header, and button position appear by default and cannot be changed. If the template has multiple languages, those languages appear in the dropdown.
5. Header Media URL: Enter the correct URL.
6. Message Body: Enter the details that you want to reflect in the variables of the message body. If a template has 3 variables, the system should not allow adding more than 3 variables in the body section.
7. Button Details: Button details auto-populate, such as Call to Action button or Quick Reply button.
8. Button URL: Add the variable in case of a dynamic URL.
9. Click Next once you complete the setup.

There are different types of templates available for the user.

Here is a sample template that a brand can customize as a personalized message:

1. Name of the Patient
2. Hospital Name
3. Test Name

The details will be entered in the respective sheet with a particular format.

Note: Sample file format is given in the next slide.

1. Multiple Numbers Upload (Generalised Message Upload)
   Upload only end user phone numbers in the upload file.

2. Multiple Numbers (Personalised Message Upload)
   Upload end user phone numbers and headers passed in header URL, variables, dynamic URL, and extra field in the upload file.

3. Schedule (Time Zone & Date/Time)
   Brand can schedule for a certain date and time when the message needs to be sent to the user.

Note: Click Multiple numbers guidelines for the detailed instructions.

Multiple numbers guide should be included for reference similar to template guidelines.

On the main Dashboard, you will see:

1. Date Range Selection
   Users can select the Start Date and End Date for the details they would like to see.

2. Message Type Selection
   Select Message Type: Template & Session Message (MO/MT) or All (for both).

   • Template Messages: Notification messages are considered template messages.
   • Session Messages: Conversational messages using a two-way communication channel fall under session messages.

3. Enter the Mobile Number
   Enter the particular mobile number on which you would like to retrieve the analysis.

Trend analysis

A graphical representation of total messages.

• Submitted
• Sent
• Delivered
• Failed
• Read
• Fallback

Click the percentage button on the right corner.

The data will be converted as a percentage of Messages Submitted, Sent, Delivered, Read, and Failed, and it will be displayed in the same trend analysis window.

1. Summary (Graphical Representation)
   This provides a graphical summary of Messages Submitted, Total Delivered, Read, and Failed.

2. Geographical analysis
   This provides a location-wise analysis of WhatsApp Business messages.

Summary (Count)

• Total Submitted: The total mobile numbers uploaded in a campaign.
• Total Sent: The total number of WhatsApp messages sent to WhatsApp.
• Total Delivered: Total number of WhatsApp messages delivered to the user.
• Total Received: Total number of incoming messages received from the users.
• Total failed: Total number of WhatsApp messages that have failed to be delivered.

Media Analysis (Count)

Media Type Analysis provides detailed analysis for the following attachments or rich media used in WhatsApp messages:

• Button: Clickable buttons attached in WhatsApp messages.
• Call To Action: Call to action buttons attached in WhatsApp messages. This can be a URL redirection button, a direct number dialer to the brand, or both.
• Image: Pictures attached in WhatsApp messages.
• Interactive List: Messages including a menu of up to 10 options.
• Interactive Reply: Multiple reply options from which users can select what they want from your business.
• Quick Reply: The users can select the desired quick reply. The message will automatically appear in the text input field.
• Text: Number of text-based messages sent in WhatsApp.
• Template and Media Templates: Number of templates sent in WhatsApp.
• Location: Location attached with the WhatsApp message.

Opt In Dashboard

• Choose the date range and select the option.
• Use the WhatsApp / Third Party filter.
• View or download the desired reports for future reference.
• This dashboard is exclusive to WhatsApp customer opt-ins.

Daily Reports

• Choose the Message Type and enter the Mobile Number to view the report.

Archive Reports

Create Report

• Choose the Start date and End date.
• Create a detailed report by clicking the Create Reports button.
• Choose projections to create the report.
• Click Submit Your Report to submit the creation request.
• Your report creation request will be displayed in the Reports section with Active status.
• Once the download is done, the status changes from Active to Completed. Your file is ready, and you can click the Download button to get the report.

Summary Reports

You can also get the detailed summary of the campaign.

• Choose the Start date and End date range to get the data.
• Click Submit to display the details. You can also download it as a .csv file by clicking the Export button.

Actions:

1. Select the category from the options

2. Choose any one of the Header Type below

• Text: Send only text information to the customer.
• Media: Send an image, video, or document along with text.

Enter the Header Text and Footer Text.

Type your message in the body.

Message Formatting: You can use different message formats like bold, italic, strikethrough, emoticon, etc.

3. Choose the button from the list

You can add a Call To Action button or Quick Reply button.

4. Click Submit once all required details are filled in