WhatsApp Activate
Your CRM contacts. One action. On WhatsApp.
WhatsApp Activate messages a contact list from your CRM that agreed to be contacted again. It answers their questions and brings each contact to one action: open house, application, call.
ActivateYou reach out to them.
Contact list · Fair
Goal · Open house sign-up
- GHGrace HallConsentReplied
- NWNoah WilsonConsentSent
+3
- SASara AhmedConsentSent
- TPTom PriceConsentSent
- EMElla MorganConsentSent
- 01
Who to contact, and for what
You choose who to contact from a status in your CRM, and the action you want. The agent runs each conversation up to that point, then updates the record.
- 02
Consent first
The agent only contacts people who agreed to be contacted. It stops following up as soon as someone declines in the conversation. Proof of consent is kept so the school can produce it.
- 03
Answers that move things forward
The agent clears up the student’s doubts and guides them to the next step.
Nothing made up.
Every answer is sourced from the school's knowledge base. When the answer is missing, the agent says so and hands over.
Illustrative example
One CRM status. One conversation. One action.
Every reply updates the record. When Grace signs up, the task lands with the admissions team.
Welcome Grace Hall at the open houseFor Admissions team · Saturday 21 November
Grace Hall
Tuesday 21:30 · consent given at the fair+1 617 555 0145
- List
- Fair contact
- Interest
- Marketing bachelor, co-op
- Action
- Signed up for the open house
Call brief
- Situation
- Met at the fair. Interested in the marketing bachelor with a co-op.
- Already answered
- Co-op available after the second year.
- Next step
- Open house on Saturday 21 November.
Illustrative example
International recruitment
Reaching out at the right hour, in the applicant’s language
- webinar sign-ups from 200 prospects
- 30
- applicants’ countries of origin
- 64
- local time of the first message
- 10am
Frequently asked questions
Can we follow up with leads that did not come through the website agent?
Yes. Activate starts from a contact list in your CRM, whatever the lead’s origin (education fair, form, website agent), as long as the contact agreed to be contacted again.
How is consent handled?
The school collects consent before any follow-up and records withdrawals in its CRM. The agent stops following up with anyone who declines in the conversation.
How is it different from WhatsApp Capture?
Activate takes the initiative from the CRM. Capture answers prospective students who write to the school’s number on their own.
What does the school need to provide?
Your brochures, program pages, admission rules, access to your CRM, the contact list to message, with proof of each contact’s consent, and access to the school’s WhatsApp Business number. Our team sets up the agent, tests it with you, then puts it live.
Let’s look at your admissions journey.
30 minutes on your programs, your channels and your CRM.
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