What’s New?
👥 New "Contacts Pipeline View" (Lead Management) in Whautomate
Whautomate's "Contacts Pipeline View" makes lead management more efficient. If you're running ads and receiving leads, you can easily organize and manage them using the pipeline view. Simply drag and drop leads between stages—such as No Stage, Lead, Engaged, Customer, and more,—making it easy to track their progress and manage updates effortlessly.
This feature allows you to visually move leads through your process, helping you stay on top of each contact's journey from inquiry to conversion.
Lead management 2
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⚙️ New Export Option for Automations in Whautomate
Whautomate now allows you to export automation rules for easy replication and backup. If you manage multiple locations, set up automations in one location, export them, and import to others seamlessly—saving you time. You can also back up automations before making updates, so you can quickly restore previous versions if needed.
If you are a Whautomate partner, you can set up and test automations for your clients. Once finalized, export the automation rules and share them with your clients, who can easily import them into their own Whautomate accounts
Export Automation Rules 2
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📢 New Class Broadcast Feature in Whautomate
Easily send broadcast messages to class participants for updates, rescheduling, or cancellations. Target groups like
Waitlisted, Booked, Visited, Rescheduled, No Show,
or
Cancelled
to keep everyone informed.
If you need to send updates to your class participants, messaging each person individually can be time-consuming. With Whautomate's new class broadcast feature, simply select the class and click a button to instantly send messages to all participants.
Class Broadcast 2
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⚡ New Automation Trigger: "New Credits Assigned" in Whautomate
Whautomate's new
"New Credits Assigned"
automation trigger lets you notify customers automatically when they are assigned new credits or purchase credits through a subscription plan. Use this trigger to send notifications via WhatsApp, Email, and more, ensuring your clients stay informed about their available credits.
New Credits Assigned Trigger