We just launched our brand new Lead Automation Rules – which will completely change how you handle new leads.

Now you can automatically assign and add new leads to WhatsApp Sequences — based on any criteria you set.

Create multiple rules and sequences to handle leads from different campaigns or products of interest.

Privyr instantly messages new leads and follows up for you 24/7, until the lead is ready to talk or buy.

How it works

Automatic WhatsApp Follow-Ups & Lead Assignment

New leads can now be instantly assigned to your team AND enrolled into a WhatsApp Sequence, based on the specific lead automation rule they match.

Set multiple rules to trigger different automations

Your rules can trigger different WhatsApp Sequences based on the lead’s details like their source, location, budget, product interest, and many more.

This ensures that if a lead meets specific criteria, they’ll start the correct sequence. For example:

• Leads coming from your “ACME Residences New York” Facebook Campaign get the New York sequence, while those from “ACME Residences Chicago” campaign get the Chicago sequence.
• Leads who fill out your Open House Google Form are automatically assigned to a team member and added to your Open House WhatsApp Sequence.

Full control & visibility over the chat

You can view all the messages from your regular WhatsApp Business app and take over the conversation anytime.

The automatic follow-ups can be set to pause when you manually message a lead or receive a reply. This ensures you don’t over-message someone who’s actively chatting with you.

The follow-up system you can set and forget

By using Lead Automation Rules, you never have to worry about missing leads or delaying follow-ups again.

Even while you’re busy or offline, Privyr is working in the background – automatically engaging every new lead that comes in from:

• Your Facebook, Google, TikTok, or LinkedIn Ads
• Your website or contact forms
• Any other lead source

Getting Started

To set up your Lead Automation Rules:

1. Go to your Automations tab > Lead Automation Rules
2. Click Add New Rule and set your criteria
3. Once added, you can edit, reorder, or remove rules anytime

If you’re using the mobile app, go to Account tab > Lead Automation Rules to set this up.

The post Introducing Lead Automation Rules 🤖 appeared first on Privyr Blog.

This lets you automatically engage new or existing leads via WhatsApp, without getting restricted or banned.

Just set it once, and Privyr automatically sends multiple follow-ups to your leads from your WhatsApp Business number — until they reply or buy.

Win the follow-up game with automations

Leads rarely convert on the first touch. Most deals are won or lost based on how consistently you follow up.

But manually checking in with every lead is exhausting, at different times, and many will slip through the cracks.

With Automated WhatsApp Sequences, you’re always first to follow up and always consistent — no need to track or send anything yourself.

 Build the perfect follow-up system: Add multiple WhatsApp message templates to a sequence and set time delays between each one.

 Automatically execute every touch point across weeks or months: Keep new and existing leads engaged until they’re ready to buy — even if they ignore you the first time.

 One-to-one follow-ups: Messages are sent directly to each lead from your WhatsApp Business number, personalised based on what stage they’re in.

 Never over-message someone: Sequences stop automatically when a lead responds, or when you take over the conversation from your WhatsApp Business app.

 Official WhatsApp Integration: Keep your account safe while automating follow-ups.

Getting Started

1. Go to your Content tab on the Privyr mobile or web app.
2. Under Sequences, you’ll see the option to create a new Automated WhatsApp Sequence.

– Team Privyr

The post New: Automated WhatsApp Follow-Up Sequences appeared first on Privyr Blog.

1. Just go to your WhatsApp Campaigns page.
2. Open a specific WhatsApp Campaign you’ve sent to see its Overview.
3. Click on the “Retry sending to failed recipients” button.
4. Once clicked, Privyr will try sending the message again to failed recipients within the same campaign.

You can access this on Privyr web! We hope you found this pro-tip helpful.

The post Pro-Tip: Retry Sending WhatsApp Campaigns to Failed Recipients appeared first on Privyr Blog.

You can now enable Daily Follow-Up Alerts in your Privyr app!

Get daily summaries on your phone at your preferred times, showing how many follow-ups are due today and which ones are overdue from the past week.

See everything in one go, at times that work for you

Instead of checking each follow-up alert as it comes in throughout the day, now you get a complete overview of what needs your attention – all consolidated into one notification.

This is especially helpful for managing follow-ups that are due at the same time, or reminders that come in when you are busy.

Each summary shows you:

• How many follow-ups are still due today
• Any overdue follow-ups from the last 7 days

Never miss a lead: Catch follow-up reminders for leads that came in overnight, on weekends, or during busy hours

Plan your day: Get your full to-do list at 8 AM and plan your outreach

Stay on track: Enable additional check-ins in the afternoon to make sure nothing was missed

See what’s overdue: Make sure you clear overdue follow-ups from the past week

Jump into action, right away

Tapping on the notification summary will bring you to the Actions tab. Here you can see what you need to do, across many types of activities, and get them done from one place.

Getting Started

To enable this, go to your Account tab > Settings > Follow Ups > Daily Follow Up Notifications.

Choose which times work you want to receive a summary alert – enable one, two, or all three daily check-ins!

The post Get summaries of your daily follow ups and overdue tasks 🔔 appeared first on Privyr Blog.

The follow-up problem

Following up after a client purchases a property is just as important as guiding them through the sale — but it’s easy to overlook. Once the deal closes, you’re already busy with new enquiries and viewings, while your existing clients still need help with loan processing, renovations, move-in plans, and settling into their new neighbourhood. 

Now what if your phone could remind you exactly when to follow up and what to send for every lead – and all you had to do was tap to execute?

Follow-Up Sequences in Privyr lets you do just that. Privyr automatically tracks your progress with every lead and reminds you as each step is due. It’ll make sure you do everything possible to nurture that lead, without having to type, think, or remember anything.

Here’s a proven 3-Step Post Purchase Sequence to help you stay connected with your clients and provide ongoing support after the sale. Just go to your Content tab on Privyr, and look for Sequences to set it up.

Template: 3-Step Post Purchase Sequence

Feel free to customise this sequence for your clients.

Step 1: Send Congratulations Message

"Hi @clientName, congratulations on deciding on your next home for you and your family! What a milestone!

Thank you again for choosing me as your realtor. Rest assured, I’ll be here to assist you with your next steps and coordinate things as needed.

Jason will be reaching out to you in the next few days about your loan application. You’re in good hands :)"

Personalise This Template

Time delay: Wait 2 weeks

Step 2: Contact via Call

Check in on the client, follow up on progress, see where you can assist.

Time delay: Wait 1 month

Step 3: Send Helpful Resources

"Hi @clientName, hope preparations are going smoothly.

I’ve attached a PDF with some resources you may find helpful as you move into your new neighbourhood:
- Recommended contractors & home service providers
- Utility setup guide (electricity, water, internet)
- Nearby amenities (supermarkets, clinics, schools)
- Home maintenance checklist

Let me know if you need any recommendations or assistance!"

Personalise This Template

Why this sequence works

This 3-step sequence is designed to maintain connection and provide ongoing support while ensuring your clients feel cared for after their purchase.
It works because it:
Congratulates clients and celebrates their milestone
Checks in regularly to offer assistance and track progress
Shares helpful resources to make settling in easier and smoother

Top-performing agents who use systematic follow-ups like this consistently build stronger client relationships and gain more referrals over time.

Do this every time you close a deal

Top agents know that thoughtful, well-timed follow-ups after a purchase are what turn one successful transaction into a lasting relationship. With tools like Privyr, you can implement this exact sequence with pre-written scripts and automated reminders, ensuring each enquiry gets timely follow-up and the best chance to secure a viewing.

Stop letting promising property leads slip away. Follow up smarter, faster, and more consistently with Sequences. Try it for free on Privyr today!

The post 3-Step Post Purchase Sequence for Real Estate Clients appeared first on Privyr Blog.

As a Facebook Ads expert, I figured out a system that helps me automatically connect and follow up with new leads — and achieve my conversion goals!

Privyr transforms how I manage Facebook leads, making the entire follow-up process faster, smoother, and more efficient.

Here are five reasons why I love using Privyr with my Facebook Lead Ads:

1. I get instant alerts on my phone when new leads come in
2. I can automatically assign the leads based on any rules
3. I can trigger WhatsApp Auto-Responder and Follow-Up Sequences for Facebook leads
4. I can easily track my progress and timeline for each lead
5. I can automatically optimise my Meta Lead Ad performance

Getting instant alerts when new leads come in

Every time I receive a new lead from my Facebook Lead Ad Campaigns, Privyr automatically sends me an instant alert on my phone. No matter where I am, I can immediately view the lead and the details they submitted.

With just one tap, I can also send them an auto-personalised message or a trackable file via WhatsApp, SMS, and more.

Connecting Privyr to your Facebook Lead Ads takes only a few seconds, and once it’s connected, you’ll never have to manually export new leads from your Facebook Leads Center again.

Automatic Lead Assignment

Privyr lets me set up automatic lead assignment rules to instantly route Facebook leads to the right salespeople. Whether you prefer round-robin distribution or use advanced logic based on specific criteria, your leads are assigned the moment they arrive. This ensures your team responds quickly and no lead slips through the cracks.

WhatsApp Auto-Responder & Follow-Up Sequence

Privyr even lets you automate your first message to new Facebook leads. You can use WhatsApp Auto-Responder to instantly and automatically message new leads with a personalised message through your own WhatsApp Business number. It runs 24/7, even while you’re asleep or offline, helping you connect with leads while they’re the most engaged and likely to respond.

From there, you can add those leads to a Follow-Up Sequence, keeping them engaged with a pre-defined set of actions over multiple days, weeks, or months. Your sequence can include messages, trackable files, call instructions, time delays, and other types of follow-ups.

Privyr automatically tracks and alerts you as each step is due. With one tap, you can execute the perfect playbook without having to think, type, or remember anything.

Track Progress and Performance For Each Lead

Privyr makes it super easy to track your progress and performance for every lead. Each lead has a detailed profile showing contact information, custom fields such as Lead Stage, Opportunity Size, or Birthday. Privyr automatically logs your activity timeline with each lead across mobile and web, giving you a complete history of your interactions with them.

You’ll also get a high-level overview of your Facebook campaigns and team activity, helping you see which campaigns are performing well and which team members are doing more follow-ups or closing more deals.

Meta Lead Ads Optimisation

Privyr’s Meta Lead Ads Optimisation is the fastest and easiest way to train the algorithm to find you higher quality leads, at lower cost. As an official Meta Business Partner, Privyr has native Meta Conversion API support, so the entire setup takes less than 5 minutes and immediately unlocks Meta’s latest AI models to optimise your campaigns from day 1, even with just a few leads.

As you follow up with Facebook leads and move them through your sales funnel, simply update their Lead Stage in Privyr (e.g. from Meeting Booked to Negotiating). Privyr automatically sends this conversion data back to Meta to train your ads on what type of leads you want more of, helping your campaigns reach people who are more likely to convert.

Summary

Privyr doesn’t just help you automatically optimise your Facebook Lead Ads performance— it makes the entire follow-up experience faster and easier.

Once everything is connected, your workflow feels effortless: leads come in, conversations start automatically, and you always know exactly your progress with each lead. For anyone running Facebook Lead Ads, Privyr is the best way to convert more leads without adding complexity to your sales process.

Try Privyr for free today!

The post 5 reasons why I love using Privyr as Facebook Lead Ads expert appeared first on Privyr Blog.

The follow-up problem

When you’re managing dozens of active clients and new insurance leads every week, it becomes almost impossible to remember who to reach out to or what to say months later. By the time you think of checking in, they’ve probably already spoken to another agent.

Now what if your phone could remind you exactly when to follow up and what to send for every lead — and all you had to do was tap to execute each step?

Follow-Up Sequences in Privyr lets you do just that. Privyr automatically tracks your progress with every lead and reminds you as each step is due. It’ll make sure you do everything possible to win that sale, without having to type, think, or remember anything.

Here’s a practical 5-step follow-up sequence to use after meeting an insurance lead, designed to keep you top of mind and move the conversation forward. Just go to your Content tab on Privyr, and look for Sequences to set it up.

Template: 5-Step Post Meetup Sequence

Feel free to customise this sequence for your own leads.

Step 1: Send Policy Recap PDF

"Hi @clientName, thanks again for meeting with me today to share more about ACME 360 Life Insurance.

Here’s the PDF summary of the policy we discussed today.

If you have further questions, let me know anytime. Have a great day!"

Personalise This Template

Time Delay: Wait 1 day

Step 2: Send Follow-Up

"Hi @clientName, have you had time to consider our ACME 360 plan?

One of the best parts is the critical illness coverage that pays out a lump sum, directly to you, to use however you need. This means you can focus on recovery, not bills, if the unexpected happens.

Would you like more info or more time to think about it? I’m here to help.
"

Personalise This Template

Time Delay: Wait 2 days

Step 3: Contact via WhatsApp Call

– Ask if they’ve reviewed the PDF
– Address any questions or objections
– Confirm their next step or decision

Time Delay: Wait 3 days

Step 4: Send Limited Offer

"Hi @clientName, in case you’re still considering ACME 360 Life Insurance, we’re running a limited-time offer.

Your first month’s premium is waived if you finalise your new policy by end of the month. This is a great opportunity to get your coverage started and save a bit upfront.

Would you like me to reserve a time for you to secure this?"

Personalise This Template

Time Delay: Wait 5 days

Step 5: Send Final Follow-Up

"Hi @clientName, just following up one last time on the ACME 360 Life Insurance policy summary I sent over.

My goal is to make sure you and your family get the right coverage as discussed.

Is this something you’d like to move forward with? If now isn’t the right time, just let me know so I can check in at a better moment. "

Personalise This Template

And if they’re still not responsive, add them to a Quarterly Check-In Sequence for long term nurture.

Why this sequence works

This 5-step sequence works because it:

• Strengthens relationships right after the meetup
• Keeps you top of mind with timely, consistent follow-ups
• Creates urgency through limited-time offers

Top-performing insurance agents who use systematic follow-up sequences like this one consistently close more deals than those who rely on memory and manual tracking.

Now every time after a meetup

Every meeting is a chance to turn interest into a sale — don’t let it slip away! With Privyr Sequences, you can follow up at exactly the right time with a pre-defined set of actions, so every lead gets the attention they deserve.

Stop letting hot leads go cold. Start following up effortlessly with Sequences.  Try it for free on Privyr today!

The post 5-Step Post Meetup Sequence to Follow Up with Insurance Leads appeared first on Privyr Blog.

Privyr can now automatically import new leads from your WhatsApp conversations.

Whenever a new chat is initiated in your WhatsApp Business app, a new lead will be created in your Privyr account.

Just connect your number, and Privyr will do the rest!

As a Meta Business Partner, Privyr helps you eliminate manual data entry while keeping your WhatsApp data safe.

How it works

Depending on your settings, Privyr will automatically create a new lead:

When a prospect messages you on WhatsApp for the first time (they could’ve found your number from your ads, social media, etc.)

When you send a message to someone new

A new lead will be created if they’re not already in your Privyr account.

This ensures you save time on data entry, while automatically keeping your CRM up-to-date.

Getting Started

You can set this up under your Integrations tab > WhatsApp Chats.

Once you’ve connected your WhatsApp Business account to Privyr, you’ll gain access to this and many other official WhatsApp automations.

The post New: Import leads from WhatsApp chats appeared first on Privyr Blog.

Now you won’t have to click in and out of each client to view and execute your next steps.

You can complete your pending actions in one smooth flow, simply by tapping left or right to go to the next client.

Why you’ll love Action Mode

Effortlessly navigate between each client that needs your attention by tapping left or right – no need to manually switch screens

Stay in the flow while completing your pending follow-ups, calls, or sequence steps by tapping the suggested action

Focus on what matters and see only the clients you need to perform actions on

Now you can power through your daily to-dos much more efficiently!

To get started, go to your Actions tab on mobile and tap on “Start Action Mode” at the bottom of your screen.

The new Action Mode is now available on the latest Privyr mobile app. We hope you find it useful.

See you at our next update!

– Team Privyr

The post Introducing Action Mode on Mobile ⚡ appeared first on Privyr Blog.

These are people who once showed real interest and reached out with a need. People you probably haven’t spoken to in months?

As the year-end rolls in, business slows down. You’re wondering if you should run more ads, look for new leads, or simply pause and wait for things to pick up in January.

Before you do any of that, try this. It’s a smarter strategy that’s always overlooked: Re-engage the leads you already have in one click, especially your Q1 leads.

They didn’t reject you. They didn’t disappear. They just never heard from you again. And year-end is the perfect time to bring them back.

This is the simplest, highest-ROI year-end strategy to re-engage old leads — and it works better than chasing brand-new ones.

Why your Q1 leads are more valuable than you think

If someone contacted you earlier this year — whether in January, April, or August — they didn’t do it randomly.

Most people don’t enquire “just for fun”. They reached out because something in their life, plans, or goals triggered that interest.

And here’s a truth most business owners overlook: They didn’t reject you. They just never heard from you again.

Schedules got busy. Priorities shifted. They forgot to reply, or they just weren’t ready yet.

But now? Year-end changes everything. These older leads are often warmer and are more likely to respond than any brand-new lead you’ll collect today.

Why year-end is the BEST time to follow up

The end of the year is one of the most powerful moments to reconnect with old leads. People naturally shift into “review and reset” mode, making them far more open to hearing from you again.

This is the time when people:

• Slow down
• Reflect on their goals
• Have more mental space
• Revisit things they meant to do earlier
• Prepare for a fresh start
• Make decisions they delayed all year

In other words: they finally have the time, clarity, and headspace they didn’t have in Q1, Q2, or Q3.

There’s still time to re-engage them — but not much. Send your follow ups now to stand out more. Because soon, every business will start blasting their New Year promos, and your lead’s WhatsApp chats will be flooded with noise.

A simple check-in message today can put you back on their radar. Wait too long, and you’ll lose visibility in the New Year rush.

How to find your old leads in Privyr

If you’re using the Privyr app to manage your leads, here’s how to uncover a goldmine of leads you forgot you had.

1. Open Privyr on mobile or web
2. Go to your Clients tab
3. Click on Filter
4. Set the Date Created field to one of the options below:
   1. January to March (your Q1 leads)
   2. Past 6 to 12 months
   3. All leads from last year

You’ll see the list of leads you’ve captured this past year. A lot of them are still great prospects!

Don’t have a Privyr account yet? You can sign up for free here, then import your past leads from your phonebook, CSV, and other popular integrations. It’s never too late to start keeping track of your leads!

Manually messaging your past leads is not a good idea

Now let’s be honest. Messaging dozens or hundreds of old leads one-by-one via WhatsApp will take forever. I’ll probably give up halfway through.

Even if you’re manually sending the messages, you risk hitting WhatsApp’s new messaging limits, which could get your account restricted or banned.

WhatsApp has been tightening rules around bulk sending, whether it’s done by hand or through unauthorised automated bulk senders. If you want to instantly and automatically message all your past leads without getting banned, the authorised solution is WhatsApp Campaigns.

How to bulk send year-end follow ups via WhatsApp, without getting banned

Privyr’s WhatsApp Campaigns feature solves this problem instantly.

Instead of sending follow-ups one by one, you can:

• Instantly message hundreds or thousands of old leads
• Send from your existing WhatsApp Business number
• Auto-personalise every message
• Stay safe and compliant
• Reconnect with everyone in ONE click

It’s an easy and effective year-end strategy to re-engage old leads. Simply use filters to find your leads from earlier this year, create your message, and hit send.

After sending, you can also track your campaign performance directly in Privyr, with detailed insights on who received your message, who read it, and more.

What should you send: Year-end follow-up ideas

If you want some inspiration, you can always copy one of our ready-to-use templates:

• Follow-up message templates for WhatsApp
• Thanksgiving message templates for clients
• Christmas WhatsApp messages for customers
• New Year WhatsApp messages for clients

Summary

If you take one thing from this article, let it be this: Your old leads are your biggest year-end opportunity.

Your next client may not come from a new ad. They may come from someone who enquired 9 months ago and is finally ready today. One message could be all it takes, and now is the moment to blast your follow ups.

This is the best year-end strategy to re-engage old leads that high-performing salespeople rely on every year.

Re-engage your past leads today with WhatsApp Campaigns in Privyr! Instantly message hundreds or thousands of leads from your WhatsApp Business number, without getting banned. Turn a slow season into your strong finish for the year!

The post The best year-end strategy to re-engage old leads & survive the slowdown appeared first on Privyr Blog.