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Get WhatsApp Opt in from your email base

Tutorial and Best Practices for Using Mail to WhatsApp to Collect WhatsApp Opt-ins

Updated over 3 weeks ago

💡 What is Mail to WhatsApp?

Mail to WhatsApp is a strategy where you send an email to a targeted audience, encouraging them to join your WhatsApp channel. The email includes a clear call-to-action (CTA) that redirects users to WhatsApp. This approach can be used in several scenarios:

Launching Your WhatsApp Channel

During the initial stages of implementing WhatsApp, send an email to invite your customers to join your WhatsApp Club. This helps collect opt-ins quickly and efficiently.

Collecting Opt-ins for Special Events

For instance, as Black Friday approaches, create a targeted email offering exclusive benefits to customers who opt into your WhatsApp channel.

Boosting Engagement During Quiet Periods

During slower times, use email campaigns to increase WhatsApp engagement by promoting special offers or new products exclusively for WhatsApp members.


How to Set Up Mail to WhatsApp ?

✏️ Craft the Email

  • Create a compelling email with a clear goal (e.g., joining a VIP list, accessing exclusive offers).

  • Include an enticing CTA button, such as:

    • "Join the VIP List on WhatsApp."

    • "Access Exclusive Black Friday Offers."

🔗 Generate the WhatsApp Redirect URL

To generate the URL for your CTA button:

  1. Log in to WAX.

  2. Navigate to the Flow section.

  3. Use a template such as Welcome to Your VIP List Inbound Message.

  4. Click on Get Started to duplicate the flow.

  5. Configure the Inbound Trigger with a personalized message. Example:

    • "I want to join the VIP List. Send this message to join the list ➡️!"

  6. Click Add Trigger to generate a unique URL.

  7. Copy the URL and paste it into the CTA button in your email.

👋 Set Up the Welcome Message in WhatsApp

In WAX, configure the welcome message for your WhatsApp channel or VIP list, depending on how you have marketed it.

  • Add relevant tags and attributes for future segmentation.

  • Ensure all participants are marked as opt-ins, allowing you to include them in future campaigns.


Customer Journey

Here is the customer experience:

  1. Email Opens: The customer receives an email with a CTA inviting them to join your WhatsApp channel.

  2. CTA Clicks: By clicking the button, they are redirected to WhatsApp with a pre-written message (e.g., "I want to join the VIP List. Send this message to join the list ➡️!").

  3. Message Sent: The customer sends the message, triggering an automated welcome message you configured in WAX.


💥 Examples of Mail to WhatsApp

  • Announcing Your WhatsApp Channel: "We’re now on WhatsApp! Join our Club for exclusive updates and offers."

  • Promoting VIP Memberships: "Black Friday is coming! Join our VIP List on WhatsApp for early access to deals."

  • Boosting Engagement During Quiet Periods: "Don’t miss out! Exclusive offers for WhatsApp members this week."

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