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Getting Started With WhatsApp

Build more personal supporter journeys with WhatsApp to engage better and raise more

đŸ‘©â€đŸ’» At a Glance

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

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

Use WhatsApp to:

  • Build personalised, behavioural journeys

  • Combine WhatsApp with Email, SMS and other channels

  • Trigger messages from registrations, donations, milestones and activity

  • Receive supporter replies directly into the unified Inbox

  • Manage one-to-one conversations with the full supporter context

  • 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, while your team focuses 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 create your WhatsApp Business Account, dedicated phone number and supporter-facing profile.

Once connected, you can manage key profile and connection information directly from Social Sync.


Build WhatsApp into the Supporter Journey

WhatsApp works alongside the same Journey Builder functionality used across 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.

You can welcome someone after registration, encourage them when fundraising slows, celebrate milestones or send a personalised call to action at the right moment.

Messages can include dynamic content, images, video and interactive buttons, giving supporters a richer and more actionable experience.


Turn Messages into Conversations

WhatsApp does not stop when the automated message is sent.

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

The single supporter view gives your team access to the wider context behind the conversation, including registrations, fundraising activity and the journey that generated the original message.

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


Work Faster Without Losing the Personal Touch

Quick Replies help your team respond faster to recurring enquiries while keeping conversations relevant and personal.

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

This gives your team faster, more consistent communication without making the supporter experience feel automated.


One Connected WhatsApp Experience

Social Sync brings together the parts of WhatsApp that often sit across different 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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