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Getting Started With WhatsApp

Build more personal supporter journeys with WhatsApp

đŸ‘©â€đŸ’» At a Glance

WhatsApp is one of the most powerful channels available to fundraising teams, combining exceptional engagement with the immediacy of real-time conversation.

Social Sync brings WhatsApp directly into your fundraising and stewardship journeys, giving nonprofits one connected way to send, receive and respond to supporters in real time.

Use WhatsApp to:

  • Build personalised, behavioural journeys

  • Combine WhatsApp with email, SMS and other channels

  • Trigger messages from registrations, donations, fundraising milestones and activity

  • Receive supporter replies directly into your Inbox

  • Have one-to-one conversations with supporters in real time

  • Respond faster using supporter data and Quick Replies

Our own testing has shown supporters engaging through WhatsApp raise 36% more, with open rates above 85% and response rates reaching 40%+

Automation handles the routine. Your team can focus on the conversations and moments that matter most.


Easy to Set Up and Manage


Social Sync makes it simple to get started with WhatsApp.

Connect your organisation through Meta and Social Sync will help set up your WhatsApp Business Account, dedicated number and supporter-facing profile.

Once connected, manage your profile, connection status, messaging limits and other key information directly from Social Sync.


WhatsApp as Part of the Journey


WhatsApp works alongside the same Journey Builder functionality you already use for email, SMS and other touchpoints.

Combine triggers, delays, conditions and supporter data to create personalised, multichannel behavioural journeys that respond to what supporters actually do.

Welcome someone when they register, encourage them when fundraising slows, celebrate milestones or send a personalised link at exactly the right moment.

Messages can include dynamic content, images, video and interactive calls to action, creating a richer supporter experience than traditional outbound messaging alone.


Turn Messages into Relationships


WhatsApp does not have to stop when the automated message is sent.

When a supporter replies or reacts, the conversation appears directly in the Social Sync Inbox, where your team can respond one-to-one in near real time.

Alongside the conversation, your team can access supporter details, registrations, fundraising activity and the journey that generated the original message.

This connects automation with genuine human stewardship, helping your team answer questions, provide encouragement and build stronger supporter relationships without switching between systems.


Work Faster Without Losing the Personal Touch


Quick Replies help your team deal with recurring enquiries efficiently while keeping responses relevant and personal.

Create reusable answers for common questions, then combine them with dynamic supporter and campaign information such as registration links, fundraising pages or event details.

The result is faster, more consistent communication without making supporter conversations feel automated.


One Connected WhatsApp Experience


Social Sync brings together the parts of WhatsApp that traditionally sit in separate systems: account management, automated journeys, supporter data and one-to-one conversations.

A supporter can register, receive a personalised WhatsApp message based on their behaviour, reply with a question and continue the conversation directly with your team — all within one connected supporter journey.

Send. Receive. Respond. Build stronger relationships and help supporters raise more.

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