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WhatsApp Widget Message Setup Guide

📖 What This Guide Does​

This guide helps you set up the automatic message that appears when parents click your WhatsApp button from your website. Getting this message right is important because:

  • ✅ Our system will automatically identify these as holiday program enquiries
  • ✅ Parents get faster, more helpful responses
  • ✅ No confusion with messages from existing parents

🤖 Why This Specific Format Matters​

Behind the scenes, our AI is constantly monitoring all your incoming WhatsApp messages. It's looking for clues to identify which messages are from new leads interested in your holiday programs.

The problem: Regular daily conversations might mention holidays or programs casually:

  • "My child enjoyed the holiday break"
  • "When does the regular program start?"
  • "Are there any programs available?"

The solution: By using our specific message format, you make it crystal clear to the AI that this is a NEW LEAD from your marketing campaigns, not just a casual mention.

How it works:

  1. 🔍 AI scans every message looking for holiday program enquiry patterns
  2. 🎯 Recognizes the specific format with source + program keywords
  3. ✅ Automatically tags it as a "Workshop" enquiry for proper follow-up
  4. 📈 Tracks it as a lead from your marketing efforts

Result: No more missed leads or confusion between new enquiries and regular parent conversations!

⚙️ Prerequisites​

Before using this guide, make sure you have:

  • ✅ Custom Enterprise Plan subscription - This includes the background AI monitoring system
  • ✅ Background task enabled - Automatically monitors incoming messages for holiday program enquiries

Note: The AI monitoring system is normally set up for you when you subscribe to our Custom Enterprise Plan. If you're unsure whether this is enabled for your account, please contact support.

🎯 SIMPLE MESSAGE BUILDER​

The Template:​

Hi! I <source> about <programme> <programme name>. <intent>

Step 1: Replace <source> (REQUIRED)​

Where did parents find you? Choose ONE approved source:

👥 For Social Media Traffic:

  • saw your ad on Facebook → AI maps to: Facebook/Instagram
  • found you on Instagram → AI maps to: Facebook/Instagram
  • clicked through from your Facebook ad → AI maps to: Facebook/Instagram

🔍 For Search/Website Traffic:

  • saw your website → AI maps to: Google Search
  • found you on Google → AI maps to: Google Search
  • searched for you online → AI maps to: Google Search

⚠️ Important: Only use these approved sources so our AI can properly identify and route your enquiries.

Step 2: Replace <programme> (REQUIRED)​

What are you offering? Choose ONE:

  • holiday programs
  • holiday workshop
  • workshop

Step 3: Replace <programme name> (OPTIONAL)​

Do you want to mention a specific program?

  • Leave it blank ← Most people choose this
  • Add your program name like: - Math Mastery Workshop

Step 4: Replace <intent> (REQUIRED)​

How should parents ask for information? Choose ONE:

  • Could you please send me more information? ← Recommended
  • I'm enquiring about more details
  • Can you send me more information?

✅ EXAMPLES - See How It Works​

Template: Hi! I <source> about <programme> <programme name>. <intent>

Your Choices:

  • <source> = saw your ad on Facebook
  • <programme> = holiday programs
  • <programme name> = leave blank
  • <intent> = Could you please send me more information?

Final Message:

Hi! I saw your ad on Facebook about holiday programs. Could you please send me more information?

Example 2 (With Specific Program):​

Template: Hi! I <source> about <programme> <programme name>. <intent>

Your Choices:

  • <source> = found you on Instagram
  • <programme> = holiday workshop
  • <programme name> = - Science Explorer Program
  • <intent> = Can you send me more information?

Final Message:

Hi! I found you on Instagram about holiday workshop - Science Explorer Program. Can you send me more information?

🚀 READY-TO-USE MESSAGES​

Don't want to build your own? Just copy and paste one of these:

For Facebook/Instagram Ads:​

Hi! I saw your ad on Facebook about holiday programs. Could you please send me more information?

For Google/Website Traffic:​

Hi! I found you on Google about holiday workshop. Could you please send me more information?

For Website Visitors:​

Hi! I saw your website about workshop. Could you please send me more information?

💻 HOW TO SET IT UP​

Step 1: Get Your Message Ready​

  • Use the message builder above OR
  • Copy one of the ready-to-use messages

Step 2: Find Your WhatsApp Widget Settings​

  • Log into your website admin panel
  • Look for "WhatsApp Widget" or "Chat Widget" settings
  • Find the field that says "Initial Message" or "Pre-filled Message"

Step 3: Paste Your Message​

  • Copy your chosen message
  • Paste it into the message field
  • Save your changes

Step 4: Test It​

  • Visit your website
  • Click the WhatsApp button
  • Check that your message appears correctly
  • Done! 🎉

❌ AVOID THESE MISTAKES​

DON'T use messages like these:

  • ❌ "I'm interested in your classes" (too generic)
  • ❌ "Tell me about your programs" (no source mentioned)
  • ❌ "What do you offer?" (unclear what they want)
  • ❌ "My friend told me about you" (sounds like a referral)

DO use messages that:

  • ✅ Mention where they found you (Facebook, Instagram, website)
  • ✅ Mention holiday programs/workshop
  • ✅ Ask for more information clearly

🔍 FINAL CHECKLIST​

Before you go live, make sure your message has:

  • ☐ Approved source mentioned (Facebook, Instagram, Website, or Google only)
  • ☐ Program type mentioned (holiday programs, holiday workshop, or workshop)
  • ☐ Clear request (asking for more information)
  • ☐ Sounds natural (like a real parent would write it)
  • ☐ No spelling mistakes

💡 AI Mapping Reminder:

  • Facebook/Instagram keywords → Auto-categorized as "Facebook/Instagram" leads
  • Website/Google keywords → Auto-categorized as "Google Search" leads

❓ COMMON QUESTIONS​

Q: Can I mention our center's name? A: Yes! Example: "Hi! I saw your ad on Facebook about ABC Learning's holiday programs. Could you please send me more information?"

Q: We have 5 different holiday programs - which one should I mention? A: Use the general term "holiday programs" instead of specific program names. This catches all enquiries.

Q: What if I mess this up? A: No worries! You can always change the message later. Just follow the steps again.

Q: How do I know it's working? A: Messages using this format will automatically be marked as "Workshop" enquiries in your system.

🆘 NEED HELP?​

If you get stuck:

  1. Try one of the "Ready-to-Use Messages" first
  2. Contact your technical support person
  3. Remember: It's better to use a simple message than no message!

✨ Success Tip: Most clients choose the Facebook version: "Hi! I saw your ad on Facebook about holiday programs. Could you please send me more information?" - It works great!