WhatsApp Automation Framework

• Which list segments have the highest reply or whatsapp number list  conversion rate?

• What time/day yields the best read and reply rates?

• What’s the lifetime value of leads acquired through it takes a strong leader WhatsApp?

• Are certain agents/teams converting more via WhatsApp?

• What message templates are most effective?

• Performance Improvement Tips

• A/B Test message copy, time, format

• Segment your audience based on behavior or intent

• Use click-to-WhatsApp ads with prefilled CTAs to grow qualified phone list  lists

• Regularly clean inactive numbers to improve metrics

• Use a WhatsApp Business API Provider

  You can’t automate bulk messaging through the standard WhatsApp Business App.

  Use API-based platforms such as:

  • Twilio

  • 360dialog

  • WATI

  • Gupshup

  • Zoko

  • Respond.io

  These platforms let you:

  • Send template messages (pre-approved by WhatsApp)

  • Handle 2-way conversations

  • E-commerce (Shopify, WooCommerce)

  • Calendars (Google Calendar, Calendly

  • Must be pre-approved by WhatsApp

  • Can include:

    • Variables (e.g., name, date, order ID)

    • Buttons (quick replies, links, call-to-action)

  Example:

  css

  ---

  Example Automated Campaign: Lead Nurturing

  1. Day 0: “Thanks for your interest, {{name}}! Here’s our product catalog.”

  2. Day 2: “Have questions? Click below to chat with a rep.”

  3. Day 4: “Still deciding? Here’s a quick demo video.”

  4. Day 6: “Limited-time offer: 10% off your first order.”

  ---

  Track Results

  Monitor:

  • Message delivery & read rates

  • Clicks on CTAs

  • Replies/conversions

  • Opt-outs or blocks

  Use dashboards in your WhatsApp platform or export to tools like:

  • Google Sheets

  • Data Studio

  • Power BI

  Compliance Must-Haves

  • Only message opted-in users

  • Provide an easy opt-out method (“Reply STOP to unsubscribe”)

  • Don’t spam or over-message (WhatsApp monitors this)

  • Respect 24-hour customer service window for non-template messagesould you like help with:

  • A template for an automated WhatsApp campaign?

  • A Zapier or Make scenario to trigger outreach?

  • Setting up a workflow in a tool like WATI or 360dialog?

  Let me know your stack or use case!

  Ensure messages are compliant and hWould you like help setting up a sample performance dashboard or spreadsheet template for your WhatsApp campaigns? Let me know your tools (CRM, API provider, etc.).

Automating outreach with WhatsApp lists lets you scale communication while maintaining personalization, especially for sales, support, onboarding, or marketing campaigns. Below is a step-by-step guide to setting up WhatsApp automation, including tools, methods, and compliance tips.

1. Build & Segment Your WhatsApp List

• Collect numbers via:

  • Website forms (with WhatsApp opt-in)

  • Ads (click-to-WhatsApp)

  • Events or webinars.