👀 Strategy Overview
🚀 Why follow this action plan?
WhatsApp is a powerful marketing channel, but it requires a precise approach. META closely monitors interaction quality, making a well-managed warm-up period essential to avoid restrictions.
This 30-day plan is your roadmap to unlock the full potential of WhatsApp and maximize your ROI with proven strategies.
The 3 Key Objectives:
🤖 Set up WhatsApp automations
👉 Create 4 automations (2 marketing and 2 utility) to balance your use cases and send positive signals to META.
🚦 Collect WhatsApp opt-ins
👉 Activate 3 strategic opt-in channels: pop-up, checkout, and email-to-WhatsApp.
✅ Succeed in your account warm-up period
👉 Ensure optimal configuration and high-quality interactions to avoid restrictions.
Expected Results:
💸 20x ROI from your automations.
💬 A strong opt-in database (💡 1 opt-in generates an average of €1.5).
🏄♀️ A fully warmed-up account, ready to launch marketing campaigns.
🎁 Follow this plan (3 active opt-in channels + 4 automations in place) and we’ll refund your first month’s license fee.
🌱 Week 1
🤖 Set up your first marketing automation: Abandoned Checkout
🤖 Set up your first marketing automation: Abandoned Checkout
We start by setting up a key automation: the Abandoned Checkout flow, designed to generate immediate results and quickly demonstrate the ROI of WhatsApp as a strategic channel.
💰 This best-selling flow enables our partner brands to recover up to 15% in incremental revenue from abandoned carts.
📜 It is based on legitimate interest (GDPR), allowing you to retarget highly engaged prospects in your marketing funnel without friction.
Abandoned Checkout Automation – WAX Template
👀 How to Set Up the Abandoned Checkout Automation, click here
Week 2 👯
🤖 Set up your first utility automation
🤖 Set up your first utility automation
Your META Quality Score is still fragile. To strengthen it, it’s essential to balance your flows:
Marketing flows: Maximize conversion but may generate user complaints.
Utility flows: Deliver real customer value, boost click rates, and send positive signals to META.
Here are three key options:
Tracking Flow - Recommend Option 💬💬
Offer a seamless experience by allowing customers to track their orders directly in WhatsApp. This high-interaction flow sends excellent signals to META and helps “warm up” your account faster.
👉 On average, 20% of customers want to track their orders via WhatsApp.
Order Tracking Automation – WAX Template
👀 How to set up the Order Tracking flow in WAX, click here
Ideal for improving your Trustpilot score and collecting customer satisfaction data. It also allows you to enrich your marketing segments with valuable feedback.
Encourage customer recommendations to drive organic growth and strengthen engagement around your brand.
🚦 Launch your first opt-in collection channel
🚦 Launch your first opt-in collection channel
At the same time, it’s essential to launch opt-in collection channels to quickly build a base of WhatsApp users. This will allow you to target them later in your marketing campaigns.
Here are the three key options:
Opt-in request via pop-up: Add a phone number request to your pop-up – Recommended 💬💬
🌁 Examples of welcome pop-ups
🌁 Examples of welcome pop-ups
👀 How to set up opt-in collection via a pop-up? Click here
Opt-in request at checkout: Ask customers for their opt-in directly on your checkout page.
Mail-to-WhatsApp: Announce to your email base that you’ve just launched your WhatsApp club and invite them to join.
Week 3 🏄♀️
🤖 Set up your second marketing automation
🤖 Set up your second marketing automation
The choice of marketing flow depends on your current business priorities:
⚡️ Upsell Flow: Increase order value – 5% average conversion rate
Propose complementary products or upgrades after a purchase to increase average order value, based on purchasing behavior.
👋 Welcome Flow: Guide prospects through your funnel – Convert 20% of prospects
Welcome new prospects with a personalized message and special offers to encourage engagement with your brand.
🎁 Birthday Flow – Create a personalized experience – 8x ROI
Send special messages and offers for your customers’ birthdays, strengthening loyalty and driving repeat purchases.
↩️ Winback Flow: Re-engage inactive customers – Win back up to 15% of dormant customers
Target customers who haven’t purchased for a while with offers or reminders to bring them back.
🚦 Launch your second opt-in collection channel
🚦 Launch your second opt-in collection channel
Opt-in request at checkout - Recommended Option 💬💬
👀 How to implement opt-in collection at checkout? Click here
Mail-to-WhatsApp: Inform your email base that you’ve just launched your WhatsApp club and invite them to join.
Opt-in request via a pop-up: Add a phone number request to your pop-up – implemented in week 1 ✅
Week 4 🚀
🤖 Set up your second utility automation
🤖 Set up your second utility automation
Post-purchase NPS Flow: Recommended Option 💬💬
If you want to improve your score on TrustPilot or other similar platforms, this flow is ideal. It also allows you to collect conversational data on customer satisfaction, which you can use to enrich your marketing segments.
Encourage customer referrals to drive organic growth and strengthen engagement around your brand.
Provide an optimal customer experience by allowing users to easily track their order.
🚦 Launch your third opt-in collection channel
🚦 Launch your third opt-in collection channel
With three opt-in levers, you’ll be able to reach your critical mass of opt-ins fairly quickly and even start segmenting as your database grows, allowing you to further personalize your campaigns.
Mail-to-WhatsApp: Announce to your email base that you’ve just launched your WhatsApp club and invite them to join – Recommended Option 💬💬
👀 Examples of Mail-to-WhatsApp campaigns
👀 Examples of Mail-to-WhatsApp campaigns
How to set up a Mail-to-WhatsApp to collect opt-ins? Click here
Opt-in request at checkout: Ask your customers for opt-in on your checkout page
Opt-in request via a pop-up: Add a phone number request to your pop-up
📅 Schedule your QBR
📅 Schedule your QBR
Schedule your QBRs with your CSM. These sessions will allow you to evaluate your performance, identify areas for improvement, propose new flows, and share a benchmark of the top-performing WhatsApp campaigns.