Lead follow-up is the journey that messages new leads on WhatsApp with approved templates, with consent, and stops when they reply.
What it does
Journeys has one ready-made journey, Lead follow-up. It starts when a new lead arrives from a web form or a portal email. It is switched on or off; there is no journey builder yet.
Switch it on
- Open Journeys.
- On the Lead follow-up row, choose Activate.
- Read the review of exactly what will happen, then choose Activate again.
The review lists who enters, what they get, who approves, consent, when it stops and who it runs as.
The rules it follows
- Web form leads enter if they ticked the WhatsApp box. A portal lead gets one intro that a person approves first.
- Only approved WhatsApp templates are sent.
- Messages only go to people with consent for follow-ups on WhatsApp. STOP is honoured instantly.
- It stops for a person when they reply, book or reply STOP.
Quiet hours and frequency caps apply too.
Before you can activate
You need a connected WhatsApp number, approved follow-up templates and approved consent wording on your form. The page tells you which one is missing.
Pause or stop
Choose Pause to stop new follow-ups; people already in it stay where they are. On a customer, Stop follow-ups ends it for that person only. It runs as the person who activated it, so if they leave or lose access, follow-ups pause until someone activates it again. Owners and Admins can activate and pause.