Skip to main content

​
Introduction

WhatsApp Marketing allows you to connect your WhatsApp Business account to Fermion and send automated reminders for your live classes. In today’s fast-paced world, students often miss live sessions due to forgetfulness or busy schedules. By integrating WhatsApp, you can ensure timely notifications and increase attendance rates, improving engagement and student satisfaction.

​
Connecting WhatsApp Business to Fermion

Follow these steps to link your WhatsApp Business account to Fermion and enable automatic class reminders.
1

Enable WhatsApp and Email Marketing Features

Go to Manage Features in Fermion and ensure that “Email and WhatsApp Marketing” feature in the marketing section is enabled. Without this, you will not be able to connect to WhatsApp or send automated reminders. To learn more about enabling features, head over to manage features
2

Navigate to WhatsApp marketing

Go to Marketing Tools → WhatsApp Marketing in your instructor dashboard. Click on Set up WhatsApp Account to connect your WhatsApp account with Fermion Start whatsapp marketing
3

Log in to Meta account

You will be redirected to Meta to log in with your account. Use the credentials associated with your WhatsApp Business account. Sign in at Meta
4

Connect your account to Fermion

To allow Fermion to manage your WhatsApp Business account, you need to share account permissions. Click on Get Started to provide permissions
Fermion will have access to:
  • Add or link phone numbers
  • Create message templates
  • Send and receive messages
  • Assign users to your account
  • Access your metrics
5

Fill in business information

Please enter the business information concerned with your school. Your audience will not see this information on your WhatsApp profile.
6

Choose WhatsApp Business account

Decide which WhatsApp Business account will belong to your business portfolio. You can either select an existing account or create a new WhatsApp Business profile.
  • Profile Name: Fermion Academy - Example
  • Display Name: Fermion Academy - Example (should match business name and follow WhatsApp display name guidelines)
  • Category: Select the category that best describes your business Click on Next to move to the next step!
7

Add WhatsApp phone number

Choose how your messages will appear to users. You can:
  • Use a display name only
  • Add a new phone number (verification is required)
    Make sure you utilize a number that is not associated with a WhatsApp account while verifying. In that case, you will have to deactivate your current WhatsApp account
  • Go ahead and verify WhatsApp number with the OTP provided by Meta.
8

Add payment methods

Before proceeding, make sure to add a payment method and complete your business details. This step is mandatory to finalize the connection with WhatsApp.
9

Add Business and GST Details alongside Payment Method

Before you can finalize the WhatsApp Business connection, you must add your business details, GST information, and a payment method.
Adding GST details is mandatory. Without providing valid GST information, the setup will not work and you will not be able to send messages through WhatsApp Business.
Make sure to:
  • Click on Add Payment method to add a payment method
  • Click on Edit in Business info to add correct and updated information about your details
  • Enter your GST number correctly.
10

Finish setup

Click Finish. Your WhatsApp Business account is now linked to Fermion and ready to send live class reminders.
And here you go, your WhatsApp account is now linked with Fermion and you can start sending messages on WhatsApp directly inside Fermion. We are adding few more documentation for references:

​
Sending live class reminders

Once your WhatsApp Business account is connected to Fermion, you can start sending automated reminders for your live sessions. Follow these steps to create and link a WhatsApp message template for your class reminders.
1

Create a WhatsApp message template

Go to the Message Templates section under Marketing Tools → WhatsApp Marketing and click Create Template.In this section, you can design a new message template using dynamic variables such as session name, start time, and participant name.
2

Customize your template

Preview the message on the right side to see how it will look to your students.
Make sure your tone is friendly and professional, and all dynamic variables are correctly inserted.Example Template:
  • Template Name: live_session_reminder
  • Header: Live Session Starting Soon
  • Body: 
    Hi {{participant_name}},

Your live session "{{session_name}}" starts at {{session_start_time}} 
in {{time_until_start}}.

Don't miss out on this exclusive learning opportunity! 
Join us for an interactive session where you can ask questions 
and engage with the instructor.
  • Footer (Optional): Powered by Fermion
  • Button Text (Optional): Join Live Session

​
Template Variables

When creating your WhatsApp message template, you can use dynamic variables to automatically personalize each reminder. These variables are replaced with real data for every student and session, making each message feel tailored and professional.Below are the variables currently supported in Fermion WhatsApp templates:
VariableDescription
{{participant_name}}Automatically inserts the participant’s full name.
{{session_name}}Displays the name of the live session.
{{session_start_time}}Shows the exact start time of the live session.
{{time_until_start}}Displays how much time is left before the session starts (e.g., “in 30 minutes”).
Once done, click Save Template to store it in your WhatsApp marketing template library. Your template will now be sent to WhatsApp for approval and would take some time to get approved by Meta.
3

Toggle Live Session reminder and link a template

After saving the template, Toggle the Live Session Reminders button and link the created template to the reminder. At a particular moment, you can only link 1 template to the live session reminder.
4

Start sending reminders

Once linked, Fermion will automatically send WhatsApp reminders to all enrolled participants before the live session starts.By default, Meta allows you to send up to 250 messages per day.
However, this limit can be increased by verifying your business and scaling your message tiers.
5

Learn how to increase message limits

To learn how to increase your WhatsApp message limit, refer to the official Meta documentation:
Learn more about WhatsApp messaging limits
And that’s it! You’re all set to start sending WhatsApp reminders straight from Fermion. No more missed classes or last-minute confusion.
⌘I