When integrating WhatsApp into your CRM strategy, you often start with little or no opt-ins. The initial goal is to collect enough opt-ins to reach a critical mass (approximately 800 opt-ins minimum), enabling you to effectively leverage WhatsApp for your marketing campaigns.
A Winning Trio for Rapid Opt-in Collection
To quickly collect WhatsApp opt-ins, focus on three complementary strategies:
⚡ Collect Opt-ins via the Welcome Pop-up
The most effective way to gather a large number of opt-ins is by using a welcome pop-up on your website.
How to optimize this method?
Request WhatsApp opt-ins in the second part of the form, immediately after capturing the email address.
This enriches your contact base and allows you to use these opt-ins for future segmentation and targeted campaigns.
🕹️ Collect Opt-ins at Checkout
Add a clear option on the payment page that invites customers to join your WhatsApp list.
The checkout process is an ideal touchpoint to collect a substantial number of opt-ins.
✏️ Collect Opt-ins via Emails Redirecting to WhatsApp
Send an email to your contact base, segmenting it as needed (e.g., targeting only active contacts from the past 120 days). In the email, announce the launch of your brand’s WhatsApp Club – an approach that highlights and personalizes the opt-in process.
What to include?
Invite your customers to join the club by clicking on a dedicated CTA.
This CTA will redirect them directly to WhatsApp, where they’ll receive a welcome message. From that moment, they are considered opted-in for your WhatsApp communications.
Additional Use Case:
The mail-to-WhatsApp strategy can also be used during key moments, such as collecting VIP list sign-ups ahead of a promotional period or launching a new product. This method maximizes engagement by offering exclusive benefits while expanding your base of qualified opt-ins.
Targeting the Most Strategic Opt-ins
Once you have an initial base, focus on collecting high-quality opt-ins – those from customers with a high likelihood of purchasing. These opt-ins are especially valuable, as their strong potential for conversion justifies the investment in WhatsApp conversations.
🏒 Opt-in Collection: Recent Customers
Opt-ins from recent customers are particularly valuable because they are already engaged with your brand.
How to collect?
Implement an order confirmation flow to request opt-ins after purchase. This adds newly converted customers to your WhatsApp list.
😀 Opt-in Collection: Satisfied Customers
Customers who have given a positive score on your NPS survey are perfect targets for retention.
Why are they important?
These customers have a high likelihood of making repeat purchases and engaging with your campaigns.
How to collect?
Add a WhatsApp opt-in request at the end of your NPS flow, specifically for those who responded positively.
👀 Detailed tutorial on implementing an NPS flow to collect opt-ins from satisfied customers.
✨ Opt-in Collection: Loyal Customers
Your most loyal customers are a key segment to target on WhatsApp.
How to collect?
Activate strategies within your loyalty program:
Propose specific missions or actions to encourage customers to provide their WhatsApp opt-ins.
Add rewards or benefits to incentivize opt-ins through this channel.