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Leveraging the WhatsApp Business API with Sogar CRM

2 June 2026
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The “Complete Guide to Healthcare, Elderly Care, and Retirement,” a seminar organized by the Hong Kong Commerce Charity Fund, was successfully held on May 30th! The event attracted numerous representatives from the business and social welfare sectors to discuss elderly welfare and senior living in the Greater Bay Area.

 

Sogar was honored to serve as the official IT consultant, providing comprehensive WhatsApp Business API marketing and data collection services, injecting powerful momentum into the charitable event with digital technology.

 

Precise Invitation + Intelligent Chatbot

 

Prior to the event, we designed an official WhatsApp Business API account for the organizer as the event invitation channel. Participants could easily register by accessing the official WhatsApp account through WhatsApp, interacting with an AI chatbot, filling in their name and gender, and confirming their attendance at the May 30th seminar.

 

Immediate Post-Event Feedback Collection

 

After the seminar, we implemented Meta’s official WhatsApp Flow (interactive form) technology. Participants could simply scan a WhatsApp QR code to directly fill out an event feedback survey within WhatsApp, including satisfaction levels, speaker evaluations, and suggestions for future events, significantly improving questionnaire return rates and data quality.

 

NFC Digital Business Cards ✕ WhatsApp Business API: Creating the Ultimate Marketing Loop

 

Beyond single-event lead generation, Sogar deeply integrates NFC digital cards with the WhatsApp Business API, fully empowering the foundation’s daily operations:

 

  • Instant Contact Data Entry: Employees equipped with Sogar NFC smart cards can instantly sync contact information to Sogar’s dedicated CRM system with a simple tap between their cards and customer’s phone.
  • Seamless Data Integration and Smart Tagging: CRM lists seamlessly integrate with the WhatsApp Business API platform, enabling precise categorization, tagging, and filtering based on context.
  • Targeted Broadcasting for Daily Operations: During daily operations, employees can precisely send out announcements about future health lectures or charity promotions to the “right audience,” achieving high-response, low-blocking precision marketing.

 

How Technology Makes Charitable Activities More Humanistic

 

WhatsApp, as the most commonly used communication tool in Hong Kong, makes event invitations, instant interaction, feedback collection, and customer tagging more convenient and efficient through intelligent automated processes. We sincerely thank the Hong Kong Commerce Charity Fund for their trust, which has given Sogar the opportunity to contribute technological power to charitable causes through digital cards, CRM systems, and WhatsApp Business API technology.

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