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Top 10 Best Practices for WhatsApp Marketing Automation

Best practices for WhatsApp automation and marketing using WhatsApp Business – feature image showing automation icons, WhatsApp logo, and branding by Serri.

WhatsApp marketing automation uses software to send messages to customers based on preset triggers. It helps businesses stay connected and communicate effectively at the right time.

Key Benefits of WhatsApp Marketing Automation

24/7 Support
Never miss a customer query again. Automation ensures your business is available around the clock, even outside business hours.

Fast Replies
Respond instantly with automated messages, improving customer satisfaction and reducing wait times.

Increase Conversions
Timely follow-ups and personalized messages help move leads through the funnel, boosting your conversion rate effortlessly.

More Sales
By engaging customers at the right time with the right message, automation drives more sales and increases overall revenue.

Illustration showing WhatsApp automation benefits like 24/7 support, fast replies, increased conversions, and more sales with Serri branding.

10 Best Practices for WhatsApp Marketing Automation

1. Personalize Your Messages

Make your messages feel personal. Use the customer’s name and refer to their past activity with your business to build a real connection and make them feel valued.

2. Segment Your Audience

Group your contacts based on their purchase history, what they’re interested in, or where they’re from. This helps you send more relevant and targeted messages.

3. Automate Common Replies

Save time by setting up automatic replies for common questions like order updates or FAQs. It helps you respond quickly and consistently.

4. Schedule Your Messages

Send your messages at the right time. Use scheduling tools to reach people when they’re most likely to engage, based on time zones and peak hours.

5. Use Rich Media

Don’t just send text. Add images, videos, or even voice notes to make your messages more interesting and engaging.

6. Track Your Results

Keep an eye on how your messages are performing. Look at things like open rates, replies, and conversions to see what’s working and what’s not.

7. Connect WhatsApp to Your CRM

Link WhatsApp to your CRM so you can manage customer data better, personalize messages easily, and follow up more efficiently.

8. Follow the Rules

Always get consent before messaging customers, and give them a way to opt out. Staying compliant builds trust and keeps you out of legal trouble.

9. Focus on Value

Every message should offer something useful, like tips, updates, or special deals. Avoid sending too many promotional messages that might annoy people.

10. Keep Improving

Don’t just set it and forget it. Keep testing different messages, formats, and timing to see what works best for your audience. Learn and adjust as you go.

Serri as a Solution

For WhatsApp Marketing Automation, you need the WhatsApp Business API. Facebook provides the WhatsApp Business API, but doesn’t provide a platform to use. Here, an official Meta tech partner, Serri, comes into place.

Serri simplifies WhatsApp API and marketing for your business – visual of a person using a laptop with WhatsApp and API icons for automation.

Serri helps you get the WhatsApp Business API and provides WhatsApp marketing services

With Serri, you can send messages to unlimited users, automate order and delivery updates, run retargeting campaigns for potential buyers, and provide live chat support on as many devices as you need. 

Plus, you can set up chatbots to handle sales and customer questions automatically. It’s a great all-in-one solution for streamlining your WhatsApp marketing efforts.

Here you can see feedback from users who use Serri 

Book a quick demo and see how Serri can take care of all your WhatsApp marketing needs.