WHATSAPP AUTOMATION

WhatsApp Automation for Efficient Customer Engagement

Automate WhatsApp messages to respond instantly to customer actions and maintain engagement without manual overhead, using WhatsApp Automation through the WhatsApp Business Platform.

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A WhatsApp automated message encouraging customer activity.

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What is WhatsApp Automation?

WhatsApp Automation lets businesses send timely and personalized messages automatically through WhatsApp. This process leverages business messaging platforms like Convrs – integrated with the WhatsApp Business API or WhatsApp Business Platform – to automate interactions, saving time and boosting efficiency.

How Does WhatsApp Automation Work?

WhatsApp Automation is powered by integrating the WhatsApp Business API or WhatsApp Business Platform with your internal systems or CRM. This setup enables businesses to automate WhatsApp messages based on specific parameters or triggers. These triggers ensure the right message is delivered at the right time, enhancing personalization and engagement.
How WhatsApp Automation or automated messaging work, from platform integrations, setting message triggers, to message delivery.
1Platform Integration
The Convrs Omnichannel Messaging Platform connects with the WhatsApp Business API and your CRM for seamless data sharing, making automated messaging smooth and efficient.
2Message Trigger
Set up predefined triggers that prompt automated WhatsApp messages. These automated messages are designed to be relevant and timely based on customer actions or inactivity.
3Automated Message Delivery
Once triggered, WhatsApp automated messages are sent by the Convrs Omnichannel Messaging Platform, ensuring timely and personalized communication.

Types of Triggers for WhatsApp Automated Messages

  • Inactivity

    These triggers activate automated WhatsApp messages based on a client’s lack of interaction or engagement over a specified period. They're useful for re-engaging customers who haven’t completed an action, like finalizing a purchase or responding to earlier communications.

  • Activity

    These triggers are set off by specific actions taken by a customer such as completing a registration or making a purchase. Automated messages set off by activity triggers help in acknowledging and responding to customer actions promptly.

  • Schedule

    These triggers set WhatsApp automated messages to go out at specific times, such as reminders for events, renewals, or promotions. They ensure communications are sent exactly when needed, maximizing relevance and impact.

Examples of automated message triggers that can be set to activate automated messages: inactivity, activity, and schedule triggers.

How WhatsApp Automation Benefits Your Business

Explore the power of WhatsApp Automation across your organization. From personalized marketing campaigns to streamlined sales processes and responsive support services, discover how each department can leverage automation to enhance communication, improve efficiency, and deliver exceptional customer experiences.

WhatsApp Marketing Automation: Personalized Messages at Scale

Automated WhatsApp messages empower companies to nurture leads and enhance brand awareness without tedious manual effort. Marketing teams can automatically send customized WhatsApp marketing campaigns based on customer behavior and data. This approach ensures that each message is tailored to the individual, increasing engagement and brand loyalty.

Use Cases:

  • Segmentation Campaigns

    Send automated messages with offers and content based on their purchase history or engagement level.
  • Event Alerts

    Notify customers about upcoming sales or events based on their interests or past attendance.
  • Re-engagement Drives

    Automatically reach out to customers who haven’t interacted with your brand recently with personalized incentives.
A WhatsApp Automation use case for marketing: An automated message personalized and tailored to a customer's profile.

WhatsApp Sales Automation: Faster Conversions

WhatsApp Automation streamlines critical communications throughout the customer journey, from initial interest to final purchase. Automating WhatsApp messages ensures timely follow-ups that can increase conversion rates and helps maintain a steady flow of communication with potential customers, making the sales process more efficient and effective.

Use Cases:

  • Instant Lead Response

    Respond to new leads instantly with relevant information.
  • Follow-up Sequences

    Deploy follow-up automated WhatsApp messages to keep the conversation going and the sales process moving.
  • Tailored Insights

    Share personalized tips, recommendations, or market insights based on past customer behavior.
A WhatsApp Automation use case for sales: Automated messages plotted across the customer journey to help decrease customer drop-offs and boost conversions.

WhatsApp Customer Service Automation: Timely and Efficient Support

Enabling WhatsApp Automation or automated WhatsApp messages helps in providing instant responses and in maintaining a continuous support experience without delays. This proactive approach boosts customer satisfaction and builds long-lasting relationships.

Use Cases:

  • Customer Onboarding

    Welcome new customers with all the necessary account information and guidance needed to start using the service or product efficiently.
  • Instant Support Confirmations

    Confirm receipt of customer support requests and provide estimated response times.
  • Status Updates

    Keep customers informed about the status of their orders, support tickets, or ongoing service issues.
  • Feedback Requests

    Collect customer feedback automatically following service or product delivery to enhance quality and customer satisfaction.
A WhatsApp Automation use case for customer service: An automated message sent as a notification or update on a customer's account application.

Types of Automated Messages

Utilize Transactional Messages for real-time updates, Behavioral Messages to boost engagement, Scheduled Messages for timely reminders, Lifecycle Messages for customer journey support, and Notification Messages to keep customers informed.
Automated Messages-Transactional
Transactional Messages
These automated messages are triggered by specific actions taken by users, such as purchases, account changes, or bookings. They provide necessary information related to a transaction or account activity, ensuring customers are updated in real-time.
Automated Messages-Behavioral
Behavioral Messages
Triggered by specific behaviors or interactions users have with your service or website, such as visiting a particular page or abandoning a cart. These automated messages are tailored to the actions of the user to increase engagement and push towards conversion.
Automated Messages-Scheduled
Scheduled Messages
Scheduled automated messages that are sent at specific times or intervals, such as appointment reminders, subscription renewals, or seasonal greetings. They help maintain regular contact and keep your brand top of mind.
Automated Messages-Lifecycle
Lifecycle Messages
Designed to engage customers at different stages of their relationship with your company. These might include onboarding messages for new users, re-engagement messages for inactive ones, or loyalty messages for long-term customers.
Automated Messages-Notification
Notification Messages
These include alerts and updates about products, services, or accounts, which are essential for keeping the user informed about relevant changes or actions needed.

Seamless Integrations for Smooth Automation

Integrate the Convrs Omnichannel Messaging Platform with the WhatsApp Business Platform and your existing tech stack to automate workflows seamlessly.
Integrations supported by the Convrs Platform for WhatsApp Automation

Get started with WhatsApp Automation

Enhance customer experience, engagement, and efficiency — all without manual intervention.
WhatsApp Automation - Automated Messaging Sequences
1Activate Automated Journeys

Use the Convrs Platform to set up automated WhatsApp messaging workflows without coding. Whether for onboarding, re-engagement, or education, these journeys ensure timely communication that improves customer experience and engagement.

Icon 2 alt image text: WhatsApp Automation - Integrations for Personalization
2Personalize Messages with Data

Integrate customer data to create highly personalized WhatsApp automated messages that cater to individual needs and behaviors.

WhatsApp Automation - Monitoring and Management
3Monitor and Optimize Campaigns in Real Time

Track the performance of your WhatsApp automated messages with real-time analytics from the Convrs Omnichannel Messaging Platform. Easily adjust and optimize campaigns for maximum results.

Enable WhatsApp Automation for efficient customer engagement that drives more business

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