The green tick
Once Meta approves the account, the tick appears beside the brand name in the chat header and the message list, next to a display name registered to your organisation.
WhatsApp reaches doctors in a thread they already have open, sent from a verified brand account rather than an unknown number. Video, PDFs and product cards open inside the conversation, and every view, click and reply is written back to a single HCP profile.
Division of labour
This is not an argument against email. The two channels carry different work, and the programme runs both.
Verified sender
We prepare the business verification, the display name and the verified badge application, and manage them through Meta’s review. The account is registered to your organisation, not to us.
Once Meta approves the account, the tick appears beside the brand name in the chat header and the message list, next to a display name registered to your organisation.
Verification happens at account level, so every campaign that follows runs on the same registered account and the same display name.
An HCP who mutes a verified brand knows who they are muting. An unknown number is more likely to be blocked outright, and a blocked number cannot be reached again.
What we build
Six things are built and run on your behalf. You approve the display name and every template before it goes out.
Your full consented HCP database reached with one approved template, segmented by specialty, country and engagement tier.
Video, PDF, product cards and carousels open inside the conversation, with no download, redirect or login before the HCP sees the content.
We write, structure and submit every message template to Meta, and handle the rejection and resubmission cycle rather than passing it back to you.
Timed reminders at 24 hours, one hour and go-live, sent only to the HCPs who registered.
An HCP who replies is routed to the assigned medical rep with the full message history attached, so the rep does not start cold.
Profiles that have gone quiet on email are approached on a different channel rather than with a louder version of the same one.
The funnel
Most WhatsApp reporting stops at delivered. Every stage below is attributed to the individual HCP profile, the campaign, and the specialty and country segment.
The approved template goes out to the selected segment, inside a send window coordinated with the email calendar.
RecordedRecipient, template version, campaign, timestampThe message reaches the device rather than a filter or a promotions folder.
RecordedDelivery state per profile and per countryThe HCP opens the thread, and where read receipts are enabled the seen event returns.
RecordedSeen event against the profileThe product card, PDF or video opens in-thread without leaving WhatsApp.
RecordedWhich asset was opened, and whenThe link routes to a product page, a registration form or the on-demand library on infrastructure you own.
RecordedDestination, campaign attribution, session tied to the profileThe HCP types back, which opens the service window and routes the thread to the assigned rep with full history.
RecordedReply event, engagement score updated, handover time
Consent
No HCP receives a WhatsApp message from a brand without having opted in to that channel specifically. Consent is captured at portal registration and stored against the profile with a timestamp and a source.
Opt-out is one tap and takes effect immediately across the whole programme, not only the campaign that triggered it. Preferences stay visible and editable by the HCP in the portal preference centre, so the record reflects what they last chose rather than what they chose once.
Every message template clears your own medical and regulatory approval before it is submitted to Meta. The consent record, the template history and that approval are held together as an audit trail and can be produced for review.
Cost
The WhatsApp Business Platform bills per delivered message. The rate depends on two things: the country the HCP is in, and the category of message you send.
There are four categories. Marketing covers campaign sends, webinar invitations and new indication announcements. Utility covers follow-ups to something the HCP did, such as a registration confirmation, a certificate or a reminder for a session they signed up for. Authentication covers portal login codes, and service covers replies inside a conversation the HCP has already opened.
Two things follow, and both change how a sequence is planned. A message the HCP triggered themselves is usually cheaper than a promotional one, so the order of a sequence is worth deciding deliberately, and once an HCP replies a 24-hour service window opens in which messages are free. Meta sets these rates and publishes a calculator by market, currency and category, so use that for current figures and we will plan the campaign around the volumes and markets you actually have.
How it connects
A WhatsApp campaign on its own is a broadcast. Wired into the rest of the programme, each send is timed against the other channels and every event lands on the same profile.
Email carries the invitation and the depth, WhatsApp carries the reminder. Send windows are coordinated so the two never land within the same hour.
Every campaign link is individually tracked, so the visit it produces is attributed back to the send and written to the profile.
The reminder layer sits between the registration and the session, and whether the HCP attended is recorded against the same profile.
Channel consent is captured at registration and honoured on every send; the preference centre is where the HCP changes it.
A reply becomes a handover with the full message history attached, rather than a name on a list to call.
Compliance is judged against your own medical and regulatory approval and the rules of each market, so the channel is built to be auditable rather than to make that call for you. Every recipient has opted in to WhatsApp specifically, the audience is verified healthcare professionals, and every template clears your approval before it is submitted to Meta.
Yes. We manage the verification submission, the display name approval and the technical setup, but the account is registered to your organisation. It stays with you if the programme changes hands.
A personal phone produces no consent record, no template control, no reporting and nothing that reaches your CRM. It also puts the individual rep’s number in the conversation. A registered business account is auditable and measurable, and separates the brand from the person holding the handset.
It depends on Meta’s review queue and on how clean the submitted business documentation is. We prepare the documentation to reduce the rejection cycles, which is usually where the time is lost. We do not control the queue, so we will not quote a date we cannot hold.
Yes. A single verified account can serve multiple countries, with content, language and visibility controlled per market. Rates differ by country, which Meta’s calculator reflects.
Yes, with the appropriate routing. Requests are handed to the medical information function rather than answered in the thread, and the audit trail is preserved.
The whole point
Every channel writes back to the same profile. One record per doctor, one score, one next action — whichever channel produced the signal.
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