Help

Strive help center—search articles, guides, and documentation for messaging, CRM, and automation.

• Account Module

  The Account module allows you to manage your personal profile and account settings in Strive. Through this module, you can update your profile information, manage login credentials, and configure account-related preferences.

• Add Contact from One List to Another then Remove Contacts from Previous List

• Allow/Disallow User to Export Contact

• Appointment Walkthrough

• Assign Ticket Owner When New Ticket is Created (Contact Owner Based)

• Automate to Send WA API Birthday Message on Contact's Birthday

• Automation: Assign Ticket Owner Via Round Robin when New Ticket Created

• Automation Contact Created > Add Tagging

• Automation: Send WA Personal Message on Contact's Birthday

• Automation: Tagging Added > Add Touchpoint

• Before you Broadcast on WhatsApp

• Bulk Merge Feature in Contact Module

• Can I Send Broadcasts While My Business Verification Is in Review?

  Yes, you can send WA API broadcasts while business verification is in review. New business portfolios can reach up to 250 unique customers in a rolling 24 hours with template messages; replies within 24 hours of a customer's message don't count, and all numbers in a portfolio share the limit. Check your limit in WhatsApp Manager > Account tools > Messaging limits, quality rating in Account tools > Phone numbers, and verification in Meta Business Suite > Settings > Security Centre (up to 14 business days). Verification lets Meta consider raising the limit to 2,000 after a quality check; after that, limits rise automatically with good quality and usage.

• Check Invalid Character in CSV File using TextEdit

• Check Your WA API Messaging Limits

• Connect Your Messenger/IG to Strive

• Connecting Coex Error - Already Registered

  If you see the error below when connecting your Coexistence channel to Strive, please follow the linked guide to remove the phone number from your Business Portfolio before trying again.Error:This phone number is already registered with an existing WhatsApp account. To use this number, unlink it from the existing account, then return to this page and enter the number again.Guide:https://scribehow.com/viewer/How_to_Remove_Number_from_Business_Portfolio_Coex__EecgcWD3TN2jcvtNqYhqnw

• Contact Mute Feature

• Contact Rules

  Contact Rules

• Create an autoreply Flow via Ads Keyword

• Create Role with Access to All Ticket + Assign Role to User

• Understanding Flowbuilder Trigger

• Flowbuilder Trigger Another Flowbuilder from Contact's Reply

• Flowbuilder Wait For Reply, Reply In, No Reply In, Smart Delay Explanation (C)

• Getting started with Strive

• Home Module

  Information regarding Home module

• How KPI Pipeline Works

  Open KPI Pipeline from More > Sales. Create a board with a name, goal and average case size in your board currency, then import the Sales Template or add your own stages. Set each stage’s conversion percentage to see how many more deals you need, add deals (the value defaults to the average case size), and move them from the deal panel or by dragging. Read Goal, Shortfall and Avg. Case Size on the board, or use List View for % Goal Achieved. Configure privacy, currency, notifications and Reset Setting in Board Settings.

• How Task Works

• How to Access & Download Payment Invoice

• How to Add Additional Fields in Contact Module

• How to Add All Contact into A List Then Export

• How to Add an Order with Multiple Products for One Contact

• How to Add Contact Custom Field

• How to Add Contact Opted Out into List + Exclude When Broadcast

• How to Add Order (For Singular Product)

• How to Add Sender Email for Broadcast

• How to Add Sender Email for Broadcast

• How to Add Sender Email for Broadcast

• How To Add Sent Audience of Email Campaign into List

• How to Add Tag and Log CAPI in Inbox

• How to Add Tag to Contact in Inbox

• How to appeal for template category

• How to Apply WA API Template

• How to Apply WA Personal Template

• How to Assign an Inbox Ticket to User

• How to Assign Contact Owner

• How to Broadcast Email

• How to Broadcast using WA Personal

• How to Broadcast via WA API Broadcast

• How to Bulk Edit Product Custom Field

• How to Bulk Read Inbox Chats

• How to Bulk Transfer Quick Reply Ownership

• How to Change Bot to Active

• How to Change Flowbuilder Ownership

• How to Change Phone Number for Coexistence Channel into WA Personal Channel

  If you would like to switch your Coexistence number to a WA Personal channel, please refer to this guide:https://scribehow.com/viewer/How_to_Remove_Number_from_Business_Portfolio_then_Connect_to_WA_Personal__sgqxBPWuSEeUT5nIFzJ3hQSteps:Delete the phone number from your Business Portfolio.Disconnect the channel in Strive Inbox.Go to the WA Personal Setup module and connect the device.

• How to Clear Agent Memory

• How to Close an Inbox Ticket

• How to Close Multiple Tickets

• How to Configure Contact Status

• How to Configure Expirable Tags in Strive

• How to Configure Inbox Notification

• How to Configure Round Robin in Contact List

• How to configure to send specific media according to specific Channel in AI Agent

• How to Connect WA Coexistence

  In Strive, go to Inbox > Chat Channels > Connect Now under WA Coexistence, enter your WhatsApp Business number with its country code and click CONTINUE. Finish in Meta's window, then confirm in the WhatsApp Business App with the code shown. You keep using the app; add a payment method in Meta Business Suite before Strive sends paid messages.

• How to Copy URL in Storage

• How to Copy User's Invitation Link

  Easily share the invitation link if the user did not receive the email invitation to join your organisation.

• How to Create a Segment and Auto-Update It with a Template Trigger

  Go to CRM > List (strive.asia/list) > SEGMENT. Click START FROM SCRATCH (or click one of the 13 default templates to open it with its conditions already filled in), enter a Segment name, add conditions with Add condition (AND/OR groups), then click Create template to save it for reuse and/or Create list to save a contact list named ' - DD-MM-YYYY'. To auto-update it, open Template Triggers > CREATE TRIGGER, enter a Title, pick your custom template, choose Schedule Mode (Repeat by interval, or Monthly date and time, default day 1 at 09:00) and optionally an Overwrite List (when set, the same list is cleared and rebuilt each run; when not set, each run creates a fresh separate list), then click CREATE TRIGGER. New triggers are on by default; switch one on or off with the toggle in the Status column. To act on the list, create a flow in Flows > Create Flow with Flowbuilder Type 'Segment', pick the segment trigger and channel, add a step such as Send WA API Message, save and switch Draft to Publish. By default the flow runs only for contacts newly added to the list; tick the re-trigger checkbox to run it for every matching contact on every scheduled run. Needs the Contact List permission, plus Automation for Template Triggers.

• How to Create a Webhook in Shopify

• How to Create and Edit Contact

• How to Create and Utilise Inbox AI Assist

• How to Create Contact Reminder

• How to Create Fighter Flow to send WA API for New Order and In Transit

• How to Create Flowbuilder with Text and Image

• How to Create Keyword Based Flow (For Messenger/IG)

• How to create more than 3 buttons option in WA Coex/API using WA API List

• How to Create New Custom Audience

• How to Create Note in Inbox and Edit Note Colour

• How to Create Org Wide Tag

• How to Create Own Role + Assign to User

• How to Create Product

• How to Create Quick Reply in Inbox

• How to Create Sample Abandon Checkout (Shopify)

• How to create WA Personal multi-option trigger

• How to Delete Inbox Chat

• How to Delete Relationship Persona

• How to Delete Tag

• How to Disable Notification for Certain Group

• How to Edit and Delete a Contact Reminder

• How to Edit Tag Name

• How to Enable Auto Create Contact for WA API/Coex/Instagram/Messenger Channel

• How to Enable Inbox for WA Personal

• How to Export Contacts in Strive

• How To Export Filtered Contacts

• How to Export Product Orders

• How to Filter Based on Tagging

• How to Filter Contact Based on Creation Date (Today)

• How to Filter Contact in Table View

• How to Filter Inbox to Show All Tickets (open and closed tickets)

• How to Filter Tag in Table View

• How to Follow Up Email

• How to Format Phone Number in Strive Template

• How to Get Pixel ID and Access Token (For CAPI)

• How to Import Contacts into Strive via Import Template

• How to Import Order

• How to Import Product

• How to Initiate Chat in Inbox

• How to invite a Member into your Organisation

• How to Keep WA Coexistence Connected (and What to Do If It Disconnects)

  Coexistence can disconnect after app updates, reinstalls, phone changes, 14+ days without opening the WhatsApp Business app, or 30+ days without sending from Strive. Keep the app updated, open it regularly on the main phone, keep using the channel in Strive, turn off battery optimisation (Android) or allow Background App Refresh (iPhone), and avoid reinstalling, restoring backups, switching phones or changing numbers. If it disconnects, check the phone, reconnect using the same steps as How to Connect WA Coexistence, and send Strive support the date/time/time zone with screenshots, failed messages, sync direction, and phone model, OS and app version.

• How to Load Flowbuilder Connection

• How to Log a Purchase and Send CAPI Events

• How to Log Purchase in Inbox

• How to Manually Trigger Flowbuilder in Inbox

• How to Merge Duplicate Contacts in Strive

• How to Preview Chat in Inbox

• How to Re-Add Flowbuilder Channel

• How to Reconnect IG/Messenger In Strive

  Easily select or reconnect Messenger/IG page if it was connected previously.

• How to Remove Contact from Email & WA Personal Campaign When Contact Added to List

• How to Remove Linked Device for WA Personal

• How to Resend WA API Broadcast to Those Under Failed

• How to Reset/Remove Agents Memory

• How to Restart Trigger Your Flow

• How to Retry Shopify Flow Run

• How to Schedule to Send a Flowbuilder in Inbox

• How to Schedule WA API Broadcast in Inbox

• How to Search, Add and Delete Contact Tagging

• How to Search Contact Message in Inbox

• How to Send WA Personal Message to WhatsApp Group in Pabbly

• How to Send WhatsApp Personal Broadcast to WhatsApp Chat Groups

• How to Set Contact Display

• How to Set Up Lifecycle and Filter Contacts by Lifecycle

  Only super admins can turn on Lifecycle and set up stages, in Settings > Lifecycle. After that, a contact's stage is changed from Contact or Inbox, and contacts and chats can be filtered by stage.

• How to Set Up WA Personal

• How to Set User WA API Usage Limit

• How to Setup a Group

• How to Setup App Script for GSheet (On Form Submit)

• How to Setup App Script (New Row Added)

• How to Setup Facebook Based Flow

• How to Setup Flow and Handover to Agent/Human

• How to Setup Flow to Send Tracking Link from Shopify

• How to Setup Flow to Send Tracking Link via WA API

• How to Setup Flowbuilder with Counter

• How to setup Follow Up via WA API Campaign

• How to setup Follow Up via WA Personal Campaign

• How to Setup Relationship

• How to Setup Relationship (CN Ver)

• How to Setup Tagging Based Flowbuilder to Send Tracking Link (CN Ver)

  In this video, it covers on how to setup a tagging based flowbuilder which will send out the tracking link to the contact.First, you will need to apply for the template in WA API Template. Secondly, setup the flow.Then you can import your contact with the tracking link.

• How to Setup Tagging Flowbuilder to Add Row in Google Sheet

• How to Setup Webhook Based Flowbuilder

• How to Setup your Assistants

• How to sign up for Meta Verified for WhatsApp

• How to Stop Active/Running Flow in Inbox

• How to Submit a CAPI Event in Inbox

• How to Switch Between Groups

• How to Switch Between List View and Table View

• How to Sync Google Contact

• How to Track Ad Lead Conversions in Strive

  Go to Report > Conversion (strive.asia/conversion). Leads tab: filter by date, Channel and Ad, then use the status pills All / Untouched (no one has replied yet) / In conversation / Converted (a product purchase is recorded for the contact) / Not attributed (not matched to any ad source you've added); Export downloads the leads. Performance tab: Leads, Replied to, Converted and Revenue (total value of products purchased by attributed leads in the date range), with Break down by Ad, Channel, Conversion type, Product, Recorded by or Flow. Ad sources tab: give each ad a clear name and a Source ID (the ad's ID from the ad platform, e.g. the Ad ID in Meta Ads Manager) with Add ad source (Create Conversion Identity), then click Save; past and new leads from that ad are matched. Works with Click-to-Chat ads on WhatsApp API, WhatsApp Personal, Facebook Messenger, Instagram Direct and TikTok. Needs the Report permission. This is separate from the Lifecycle report's Conversion rate, which counts journeys that reach Won.

• How to Transfer Ownership then Remove User

• How to Trigger from Certain Part of the Flow in Inbox

• How to Turn Off Bot in Strive

• How to Update Agent to Send Specific Media

• How to Update Company Logo

• How to Update Name or Phone Number of Profile

  Click the gear icon at the bottom left, then Account (strive.asia/manage). Click EDIT next to Personal Information, change First name, Last name or Phone number (pick the country code, type the number without the leading 0), then click Save changes at the bottom right. No OTP is needed.

• How to Update Profile Avatar

• How to Update Profile Picture, Description and Display Name in Meta Business Suite

• How to Update User Role to Super Admin Role

• How to Utilise Action Plan

• How to Utilise Google Sheet Update Row Action

• How to Utilise Send WA API Message Action

• How to View the Contacts who Messaged into Multiple Channels

• How to View WA API Broadcast Failed Reason

• Intro to Analytics

• Intro to Automation

• Intro to Birthday

• Intro to Company

• Intro to Contact Basics

• Intro to Contact List

• Intro to Email Mailing List

• Intro to Email Template

• Intro to Inbox

• Intro to Integration

• Intro to Offline Bot

• Intro to Product

• Intro to Relationship

• Intro to Report

• Intro to Storage

• Intro to Touchpoint

• Intro to WA API Mailing List

• Intro to WA Link

• Intro to WA Personal Blaster

• Keyword Based Flowbuilder > Remove Contact from WA API Campaign

• Messenger Broadcast Image Dimension

• Malaysia Number Can't Message Indonesia Recipients (Error 130497)

  When a Malaysia WA API number fails to message Indonesian recipients, the Inbox tooltip may show "Business account is restricted from messaging users in this country." (error 130497). This usually means a Meta Indonesia country restriction was wrongly applied to that number when it was connected. It is per number and currently known on WA API. Indonesian contacts can still message you inbound. Hover the red exclamation mark next to the failed message timestamp in the Inbox to see the reason, then contact Strive support through our WhatsApp support line with the affected number, the latest failed send date/time/time zone (today or yesterday, or after a new test send), and the error message. Support assists to lodge a ticket with Meta. Do not reconnect the number yourself unless support asks.

• New Contact Created > Add New Row in GSheet (via Zapier)

• Note Feature in Inbox

• Onboard Your WA API Phone Number in Converse

• Quick Reply Feature in Inbox

• Remove a Business Integration in Facebook

• Set Up WooCommerce Abandoned Cart Flow

• Setting Up a Facebook Based Flowbuilder

• Setting up your AI Agent Teams

• Setup Simple Flowbuilder

• Strive

  Messaging & Sales CRM Platform for Service Providers

• Strive FAQ

  This article answers some of the most commonly asked questions about using Strive. The questions are organised by category to make it easier to find the information you need.

• Unable Attach Media in Advance Email Builder

  Do ensure that the file name of the image doesn't have ' . If there is, please update the file name then try reattach the file

• Understanding Campaign Message Options (WA API & WA Personal)

• Understanding Flowbuilder Reply Actions

• Understanding Flowbuilder Strive Actions

• Understanding Unsupported Messages for WA API

• Understanding WA API Templates Message

  Understanding WA API Template Category and it's common error.

• Understanding WFR Delay vs Smart Delay vs Node Delay (Flowbuilder)

• Viewing and Deleting a Scheduled Flowbuilder

• WA API Template Approval

• WA API Template button for Visit Website

• WA Coexistence Messaging Limitation

  Difference between WA Business App and WA Business API (for Coex)

• Webhook Flow: Shopify New Order > Send WA API Message

  Create a Webhook flow, choose your WA API channel, Publish, then create an Order creation webhook in Shopify and send a test. Refresh variables in Strive, map First Name to default_name and Primary Phone to default_contact, add Send WA API Message with an approved template, and map variables. Use a separate webhook and flow for each Shopify event. Keep the URL and key private.

• Webhook Flow: Shopify New Order > Send WA Personal Message