Send Automated WhatsApp Messages Using Workflows

Introduction

Automated WhatsApp messages help businesses engage with customers at the right moment without manual effort. By using workflows, you can automatically send WhatsApp messages based on specific customer actions or events, such as signing up, placing an order, or reaching a loyalty milestone. This helps improve customer engagement, deliver timely updates, and create a more personalized experience. In this article, we will guide you through how to set up and send automated WhatsApp messages to your customers using workflows.

Note: The marketing template will not work in Workflow.

Here are the steps to send automated WhatsApp messages using workflow:

Step 1: Go to Workflow automation >> Workflow and either create the workflow from scratch or edit the workflow by clicking on the edit icon.

Step 2: Drag and drop the Send WhatsApp action

Note: A WhatsApp message will only be sent if the customer's phone number is available when they enter the workflow.

Step 3: Click on Send WhatsApp, choose the template from the list that you would like to send to customers when they enter the workflow and click on Done.

Step 4: Now, click on Save, choose the throttle option, and mark the workflow as active.

Note: Throttle settings allow you to set the number of times a customer can enter the workflow.

Once the customer enters the workflow, they will receive the WhatsApp message.

Once the customer enters the workflow, you can check the report of No, of sent, Open/delivered, Click/Read, Replied, Order, Revenue, and Created date

Important Notes:

1. Customer Phone Number is Required: Automated WhatsApp messages will only be sent if the customer’s phone number is available in their profile when they enter the workflow.
2. Ensure Customer Consent: Only send WhatsApp messages to customers who have opted in to receive WhatsApp communications to comply with WhatsApp policies.
3. Configure the Correct Workflow Trigger: Make sure the workflow trigger (such as signup, order placed, or loyalty event) is configured correctly so the message is sent at the right time.
4. Use Throttle Settings Carefully: Throttle settings allow you to control how many times a customer can enter the workflow and receive automated messages.
5. Keep Messages Relevant and Timely: Automated messages should be contextual and valuable, such as welcome messages, order updates, or loyalty rewards.
6. Monitor Workflow Performance: Regularly check workflow performance to ensure messages are being delivered and customers are engaging with them.

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