Step-by-Step Guide for WhatsApp Maketing Using Automation & Broadcast Features

Table of Contents

Are you planning to integrate WhatsApp Marketing into your Business? Let’s explore what are the initial steps to master it.

WhatsApp for Business provides two essential features, such as WhatsApp Automation & WhatsApp Broadcast, to fulfil your automation goals.

Introduction

With its vast user base and high engagement rates, WhatsApp presents a significant opportunity for businesses to connect with their audience. We all know that WhatsApp is one of the best marketing channels to engage with customers.

Be it professional or personal, people are using it for quick connections. Also, its business adoption is soaring high – by statista. To improve the messaging experience, WhatsApp for Business is frequently rolling out fantastic features.

WhatsApp marketing has been a niche for a long time, and it gained popularity by influencing businesses to have a chatbot on their website. Right now, WhatsApp is the best of the many marketing tools available. You can send bulk messages such as order updates, product announcements, and promotional messages, and the list keeps growing.

Now, let’s get into the details. From now on, we will explore how you can power up WhatsApp marketing strategies. We will dive deep into features like WhatsApp Automation and WhatsApp Broadcast. Stay tight with us .

Evolution of Whatsapp Marketing Automation

Initially, the WhatsApp Business App was meant for small and medium-sized enterprises. Its features include:

  • Handling WhatsApp messages on a desktop.
  • Setting up rapid replies.
  • Greetings and away messages.
  • Legitimate Business profile.

However, the Whatsapp Business App only permits one person to respond to customer requests via WhatsApp. It will cover the messaging requirements of a small-medium enterprise. Also, it allows fewer message requests per day, which is insufficient for larger businesses.

Later, WhatsApp released WhatsApp Business API to meet the requirements of larger or enterprise-level businesses. Now, large enterprises can send messages without limitations by integrating with CRM.

Advent of WhatsApp Chatbot 

We have seen some messaging automation features of WhatsApp above. But the real game changer is the rise of WhatsApp Chatbots. WhatsApp Business API enables automation in the form of chatbots.

As it offers 24/7 customer interaction with businesses, it will increase sales, customer support effectiveness, pace of lead generation, and customer experience.

For a long time, WhatsApp marketing was independent, and it grew in popularity by businesses with a chatbot on their website. Now, companies can do WhatsApp marketing campaigns through chatbots.

However, messaging apps like WhatsApp make more sense when talking about WhatsApp marketing campaigns. Right now, WhatsApp is the best of the many marketing tools available. You can send bulk messages such as order updates, product announcements, promotional messages, etc.

Whatsapp Marketing Automation through Chatbots

If you own an e-commerce store or a restaurant, you might have sent promotional messages or the new menu over a text message. But now, you can create a WhatsApp business account for your enterprise and send the above notification as WhatsApp messages.

Do you know how it helps? Imagine you have a large e-commerce company that is sending your latest offer to millions of customers manually. It’s impossible in any way; that’s where Whatsapp marketing automation through chatbots comes in.

Automation and chatbots help you to advance your marketing efforts. Moreover, you can automate the customer needs in WhatsApp after regular working hours.

Today customers don’t want to wait in queue. They need immediate responses.

Additionally, chatbots for WhatsApp provide personalization—another crucial component of customer-business communication. In today’s world, customers are more demanding than ever, and they expect automated WhatsApp responses to their inquiries along with personalized and memorable experiences.

How do chatbots attain this?

No-code chatbots help answer all the customer queries without getting stumped. Moreover, you can use manual support if the chatbot is stuck in any situation. It means you have complete control over the chatbot.

You can use humour, visual aids like GIFs or videos, and a screenplay highlighting your brand personality to make the conversation memorable. Regarding personalization, the chatbot can collect the details of customers from previous interactions. As a result, they can initiate the following conversation addressing the customer’s name.

How to Do Whatsapp Marketing Automation with Creyoface

Now, the idea of WhatsApp marketing automation is clear. Let’s look at how WhatsApp automation works.
Implementing Whatsapp marketing automation using the creyoface platform is not difficult; you can accomplish it easily and proficiently.

A glimpse of what you can achieve with Whatsapp automation:
  • Customer Onboarding
  • Scheduling Notifications
  • Quick Responses
  • Discounts and Promotions
  • Timely Reminders
  • Out of Office Messages
  • Order Tracking Information 

 Here are steps to implement WhatsApp automation using CreyoFace.

Now, let’s take an example. You already have a chatbot for your business built with creyoface, and you need to send your latest offers through chatbots. Let’s explore the various steps involved in it.

We need to choose relevant WhatsApp message templates for sending these promotional messages to your customers as part of the Whatsapp marketing campaign. Before moving further, let’s go into detail into Whatsapp message templates.

Whatsapp Message Templates

WhatsApp message templates are predefined message structures businesses can use to send messages to their customers through WhatsApp chatbots.

Moreover, WhatsApp creates and approves these templates, ensuring compliance with their messaging policies and guidelines.

Also, template messages are used to start conversations with customers. Unlike regular messages, template messages are the only way to connect with customers who have not yet interacted with you earlier.

How to Choose Whatsapp message template in CreyoFace

To create your Whatsapp message template, log in to the canvas page of CreyoFace. Then, follow the three steps below.

Whatsapp marketimg automation-creyoface login page

Step 1: Navigate to settings, and under templates, you can create and get approval for your WhatsApp message template.

whatsapp marekting automation -templates

Step 2: Then, Tap on Add Templates and provide your template name, choose your category. Since we aim to send an offer, the category will be marketing.

whatsapp marketing automation-whatsapp message template

Step 3: Next, Choose the template type from standard and media interactive. Let’s explore the differences between the standard templates and media interactive. Standard means the message consists of only text. Here is an example of how standard template messages work in chatbots.

whatsapp marekting automation-template formati
Whatsapp Marketing Automation-Standard Template

If it’s media interactive, there will be images and buttons.
Also, You can provide a header, body, and footer part of the message along with buttons such as the call to action and quick reply.
Let’s look at what a media  interactive WhatsApp message template will look like.

sending whatsapp message with button-whatsapp marketing automation
Whatsapp Marketing Automation-Media Intercative Template

Approval of Whatsapp message templates

Preview and save your Whatsapp message template. Moreover, You need to get approval from WhatsApp to proceed with the broadcasting process.

Creyoface provides a feature called sync with WhatsApp that allows users to view the status of the messages within the canvas without checking it in the WhatsApp official.

sync with whatsapp -whatsapp marketing

Additionally, The status of your WhatsApp message template can be seen under the status in the template section.

status section-whatsapp marketing

Also, There are different statuses for a WhatsApp message template, such as submitted, pending, approved, and rejected.

  • The template status turns to submitted soon after we have created the Whatsapp message template.
  • Pending shows that WhatsApp is still reviewing the template. It may take up to 24 hours for a review.
  • Approved means WhatsApp accepted the template and is now usable for sending broadcast notifications.
  • Rejected means during the evaluation phase, WhatsApp rejected the template.

There is also a configure status that allows editing the template messages. By clicking on configure, you can decide the template format.

Whatsapp message template configure

Also, Your WhatsApp message content follows a template format. The template message can include dynamic values specific to each user, like Name, OTP Number, Order ID, Payment Links, etc.

The above dynamic values are represented by {{1}}, {{2}}, {{3}} and so on respectively.

whatsapp message template format

You can only broadcast the messages after getting approval from WhatsApp.

Broadcasting Your Whatsapp Messages through Creyoface

The broadcast feature allows businesses to directly broadcast messages to multiple recipients as part of their WhatsApp marketing campaign.

Using a WhatsApp Business App for broadcasting may not be a good choice. It has limitations in adding the number of contacts. You can add only up to 256 contacts. It will restrict your WhatsApp marketing campaign activities.

But you have a solution for this. If you upgrade to a WhatsApp Business API instead of an App, there is no broadcasting restriction. It will be a boon for your WhatsApp marketing campaign.

Also, with chatbot broadcasting, you can efficiently deliver promotional content, special offers, and exclusive discounts to engage customers on a large scale. Additionally, once you get the approval from WhatsApp, you can broadcast your messages through CreyoFace broadcast.

To start broadcasting the messages, log in to CreyoFace’s canvas page. And then following six steps:

Whatsapp marketimg automation-creyoface login page

Step 1: Navigate to broadcast

broadcast page canvas-whatsapp marketing automation

Step 2: Tap on Add Broadcast to add your created WhatsApp message template for broadcasting to customers.

add broadcast whatsapp marketing automation

Now, we have added the broadcast. We need to customize our broadcast now.

Step 3: Provide a broadcast name and a description.

Step 4: Select the channel.
Since we are talking about Whatsapp marketing, you can select the channel as Whatsapp.

Choose the template that you have created from the list of templates. Remember, you can only broadcast the approved templates.

Step 5: Create a WhatsApp broadcast list.
You need some recipients for the messages to send. For that, we need to create a WhatsApp broadcast list. A broadcast list helps you to send messages to customers. If you have a broadcast list, you don’t have to select them each time.

You can create and upload an  Excel file with columns containing recipient information, such as phone numbers or user IDs.

Whatsapp broadcast li

Also, this WhatsApp broadcast list should contain specific information about the recipients. A User ID column in the Excel file should have the phone number and country code by default. Then, there should be variables with dynamic values such as name, OTP number, etc.

After creating the Whatsapp broadcast list, upload it.

Step 6: After uploading the WhatsApp broadcast list in the Excel file, We have to specify the broadcasting time.

There are four options: Now, every day, Every month, and custom date.

Choose your options and click on save. Then, the broadcasting is complete, and your messages are ready to send to the recipients in your Whatsapp broadcast list.

Conclusion

Broadcast helps to automate Whatsapp messages. Moreover, it is an excellent way to optimize your Whatsapp marketing campaign. We discussed taking your marketing to the next level by automating the messages. Let’s recap what we have learned.

  • Overview of Whatsapp Marketing Automation
  • Chatbot-based Whatsapp Marketing automation
  • Whatsapp Marketing Automation- how it works.
  • WhatsApp message templates and their approval
  • Broadcasting of approved messages through creyoface platform

Ready to Start. Sign in to creyoface to start broadcasting your WhatsApp messages.

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Frequently Asked Questions?

What is WhatsApp broadcasting?

WhatsApp broadcasting is a feature that allows you to send WhatsApp messages, updates, and promotions to multiple recipients in the Whatsapp broadcast list simultaneously. Also, broadcasting is the best WhatsApp marketing strategy to attract more customers to a business. It enables you to reach a large audience  by maximizing whatsapp marketing campaign.Also, it maintains one to one communication.

What Are WhatsApp Marketing Tools?

WhatsApp marketing tools are software or online services that provide features and functionalities to enhance and streamline marketing activities on the WhatsApp messaging platform. These tools are designed to help businesses leverage WhatsApp as a marketing channel to effectively reach and engage with their target audience.

What is WhatsApp broadcasting messages?

WhatsApp broadcast is a characteristic that allows you to send messages, updates, and promotions to multiple recipients simultaneously as part of a bulk WhatsApp marketing campaign. Moreover, It enables you to reach a large audience while maintaining one-to-one communication.

Can I send multimedia content through WhatsApp broadcasting?

You can send multimedia content such as images, videos, and audio files through WhatsApp. You can attach these files directly from your device’s gallery or camera roll. These multimedia contents are helpful for your Whatsapp Marketing campaigns.

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