The WhatsApp Send Message action lets you automatically send messages to your contacts via WhatsApp based on workflow triggers. This feature can be used to:
Send manual messages or pre-approved templates.
Reach out within the 24-hour messaging window with free-form text.
Use templates for initiating conversations outside that window.
This is especially useful for your dance studio when following up on inquiries, confirming class schedules, or sending promotional content for upcoming recitals.
Action Name: WhatsApp
Action Description:The WhatsApp Send Message action allows for the automatic sending of messages using Enrollio. You can send personalized free-form messages during the free-entry window or use pre-approved message templates to communicate beyond 24 hours. For instance, you can automatically follow up with parents about class details or remind them of costume fittings for the school recital.
Real-Time Messaging: Send immediate WhatsApp messages from a workflow.
Template Use: Utilize pre-approved WhatsApp templates to communicate outside the 24-hour messaging window.
Customization: Personalize messages with dynamic variables (e.g., parent's name, class date).
Conversation Modes: Supports both studio-initiated and parent-initiated conversations.
Below is a step-by-step guide to setting up your WhatsApp action on Enrollio:
Prerequisites:
Ensure that WhatsApp is enabled on your Enrollio account.
For studio-initiated conversations, verify that you have approved WhatsApp message templates.(Refer to the Enrollio WhatsApp Subaccount Setup and How to Create a WhatsApp Template documents for more details.)
Choose the Action Type:
In your workflow builder, select "WhatsApp" from the list of available actions.
Name Your Action:
Provide a descriptive name, for example, "Parent Reminder for Class" or "Dance Recital Update".
Select Message Type:
Choose the appropriate message type:
WhatsApp Template: Ideal for sending messages outside the 24-hour window with a pre-approved template.
Save and Activate:
Save your action and activate the workflow to automatically send WhatsApp messages to your dance studio’s contacts based on defined triggers.
Free Entry Point Conversations:
Parents replying to a WhatsApp message open a Free Entry Point conversation, which allows you to send follow-up messages (free-form or template) for up to 72 hours without additional cost.
Do Not Disturb (DND):
You can set up DND within Enrollio to manage communication preferences for parents who opt out of receiving messages.
Imagine you want to remind parents about an upcoming dance class well in advance. Here’s how you can set it up:
Workflow Setup:
Trigger: A scheduled class reminder.
Action: WhatsApp Send Message.
Name: "Send WhatsApp Class Reminder".
Message Type: Template - Class Reminder.
Template Content:"Hi {{contact.first_name}}, this is a reminder for your dance class scheduled on {{class.date}}. We look forward to seeing you on the dance floor!"
Outcome:
The parent automatically receives a personalized WhatsApp message, ensuring they have all the details for the upcoming class.
This integration makes it easier for studio owners like you to manage communications and keep your students and their families informed and engaged.
By using Enrollio’s WhatsApp action, you streamline your communication processes, making it seamless to manage your studio’s schedule, reminders, and promotional updates—all through WhatsApp directly from your workflow. Enjoy bringing more rhythm and clarity to your studio’s communication!
