Account Management

Master WhatSnap's account management system to connect multiple WhatsApp accounts, configure settings, and organize your messaging operations efficiently.

WhatSnap's account management system allows you to connect, configure, and manage multiple WhatsApp accounts from a single dashboard. This powerful feature enables you to scale your messaging operations while maintaining organized communication channels.

Account Management Overview

Core Account Management Features

📱 Multi-Account Connection

Connect unlimited WhatsApp accounts to your GoHighLevel system using simple QR code scanning. Each account operates independently while being managed from a centralized dashboard.

🏷️ Tag-Based Routing

Every connected WhatsApp account gets a unique tag that determines which account handles specific contacts. This ensures messages are sent from the appropriate phone number.

👥 Automatic Contact Creation

When anyone messages your connected WhatsApp accounts, WhatSnap automatically creates corresponding contacts in GoHighLevel with proper tag assignments.

⚙️ Individual Account Settings

Configure each WhatsApp account independently with custom settings, user assignments, and operational preferences.

Account Management Workflow

Key Account Management Areas

➕ Adding Accounts

Learn how to connect new WhatsApp accounts using QR code scanning

⚙️ Account Settings

Configure individual account settings, assignments, and preferences

🏷️ Tag Management

Understand and manage the tag system for contact routing

👥 User Assignments

Assign GHL users to specific WhatsApp accounts for automatic user assignment

Understanding the Tag System

Tag System is Key: WhatSnap uses a tag-based system to determine which WhatsApp account should handle each contact. Understanding this system is crucial for effective multi-account management.

Connect multiple WhatsApp accounts

How Tags Work

1. Automatic Assignment: Each connected WhatsApp account receives a unique tag (e.g., whatsnap-account-Mike)

2. Contact Tagging: When someone messages a WhatsApp account, their contact gets tagged with that account's tag

3. Message Routing: Outgoing messages use the contact's tag to determine which WhatsApp account to use

4. Manual Override: You can manually change contact tags to switch WhatsApp accounts

Tag Benefits

• Organized Communication: Keep conversations organized by WhatsApp account

• Contact Filtering: Filter contacts by WhatsApp account using tags

• Workflow Integration: Use tags in workflows for account-specific automations

• Persistent Associations: Tags remain even if accounts are disconnected

Multi-Account Strategies

Business Department Separation

Connect different WhatsApp accounts for different departments:

• Sales: whatsnap-account-sales

• Support: whatsnap-account-support

• Marketing: whatsnap-account-marketing

Geographic Distribution

Use different accounts for different regions:

• US-East: whatsnap-account-us-east

• US-West: whatsnap-account-us-west

• International: whatsnap-account-intl

Campaign Segmentation

Dedicated accounts for different types of outreach:

• Lead-Generation: whatsnap-account-leadgen

• Customer-Service: whatsnap-account-service

• VIP-Clients: whatsnap-account-vip

Account Status Monitoring

Monitor the health and status of your connected accounts:

Active Status: Account is connected and ready to send/receive messages

Disconnected: Account needs to be reconnected via QR code scanning

Getting Started with Account Management

1

Connect Your First Additional Account

Start by adding a new WhatsApp account to expand your messaging capabilities.

2

Configure Account Settings

Set up account settings including typing simulation, user assignments, and custom configurations.

3

Organize with Tags

Learn how to use the tag management system to organize and route contacts effectively.

4

Set Up User Assignments

Configure user assignments to automatically route contacts to specific team members.

Ready to expand? With proper account management, you can scale your WhatsApp operations while maintaining organized, efficient communication channels.