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Back to School Strategy 🛍️

Opt-in Collection, Automation, and Campaigns: Your Step-by-Step Back-to-School Strategy

Updated over 3 weeks ago

🚀 3-Step Back-to-School Plan

👉 Choose your path:


Need a step-by-step? → Follow the stages below.
Already advanced? Jump straight to the one that fits your needs.

1️⃣ Step 1: Build the Foundations 📚

  • Essential flows (Abandoned Checkout, Order Tracking, NPS, and Welcome)

  • First opt-in collection (Mail-to-WhatsApp + Checkout Opt-in)

  • Automation optimization (A/B Testing, Dynamic Images)

Already set up? Move on to Step 2.

2️⃣ Step 2: Activate Your Customers 🎯

  • Back-to-School campaigns by sector (fashion, beauty, home, food, sports…)

  • Inspiration from our clients: Clarins, The Smilist, Soi Paris, Unbottled, and more.

Already running? ✅ Jump directly to the BFCM Guide.


Step 1: Lay the Foundations 📚


1. Start with Key Automations

🛍️ Recover abandoned payments with the Abandoned Checkout Flow

We start with a key automation: the Abandoned Checkout Flow, designed to deliver immediate results and quickly prove the ROI of WhatsApp as a strategic channel.

💰 This best-selling flow helps our partner brands recover up to 15% in incremental revenue from abandoned carts.

📜 It is based on legitimate interest (GDPR), allowing you to retarget high-intent prospects in the marketing funnel without friction.

Abandoned Checkout Automation – WAX Template

📦 Build customer loyalty with the Order Tracking Flow

Offer a seamless experience by allowing users to track their order directly in WhatsApp.
This flow, with its high interaction rate, sends strong signals to META and helps “warm up” your account quickly.

👉 On average, 20% of customers want to track their parcels in WhatsApp.

Order Tracking Automation – WAX Template

💬 Boost customer reviews with the Post-Purchase NPS Flow

To improve your score on Trustpilot, Judge.me, Yotpo… and collect valuable customer satisfaction data, this flow is ideal. It also allows you to enrich your marketing segments with insightful feedback.

📲 Convert prospects with the Welcome Flow (pop-up)

Nous poursuivons avec un levier de collecte puissant : la popup en deux étapes suivie d'un flow de bienvenue.

📈 Cette mécanique permet de transformer jusqu’à 70 % des visiteurs ayant donné leur email en abonnés WhatsApp.

🎁 En ajoutant un incentive à l’étape 2 (réduction, concours, canal exclusif…), vous démultipliez encore vos conversions.

🔒 Design simple et progressif, respectueux de l’expérience client et des règles de transparence.

✅ With these 4 flows activated, you’ve already built solid foundations and triggered your first opt-in levers.

👉 To go further and grow your WhatsApp base, it’s time to prioritize your opt-in channels.

2. Prioritize Your Opt-In Levers

Collecting opt-ins is essential to maximize your campaigns and segment your audience effectively 👥.

Once your essential flows are activated, you already have 3 key opt-in levers in place (Tracking Flow, Welcome, NPS).

To accelerate collection even more, activate these 2 quick and effective levers 👇

Collect opt-ins directly at checkout 🛒

Add a WhatsApp button at checkout to convert your buyers into WhatsApp subscribers.

Turn email opt-ins into WhatsApp subscribers ✉️

Offer an incentive (discount, early access) in exchange for signing up to WhatsApp. Add a WhatsApp button in your emails to convert your readers into subscribers.

Everything in place? ✅ Perfect!

3. Optimize Your Strategy with Our Options

Once your foundations are set, you can go further with advanced features to maximize performance 👇

Dynamic Images (Shopify)

Automatically pull in product images when items are added to cart or notified back in stock.


A/B Testing

Test tone, emojis, formats, or conditions to identify the best-performing version.

🎉 Congrats on reaching this stage!

Your flows are live and your first opt-ins are coming in.

Move on to Step 2 to launch your campaigns and boost your ROI.


Step 2: Activate Your Customers This Back-to-School Season 🎯


1. Define Your Business Priority: Campaign Ideas by Sector

👉 Each industry has its own back-to-school highlights. Get inspired by our examples to find the campaign category best suited to your audience.

🔽 See campaign ideas by sector (click to expand the full table 👇)

SECTEUR

EXEMPLES

CATÉGORIE(S)

Fashion / Jewelry 👗🛍️

  • Back-to-School lookbook carousel

  • Early access to Fall collection

  • Editorial & Inspirational

  • Collection Launch / Archives

Cosmetics / Beauty 💄

  • Skincare tips

  • Post-summer routine

  • “Back to Glow” offer

  • Editorial & Inspirational

  • Editorial & Inspirational

  • Targeted Promotion

Home & Decoration 🏡

  • “Back to Home” selection

  • New arrivals promotions

  • Editorial & Inspirational

  • Targeted Promotion

Sports & Wellness 💪

  • Back-to-School sports packs

  • Back-to-School sports packs

2. Campaign Examples from Our Clients

💡 Here are some campaigns already launched by our clients. Get inspired by these real examples for your next activations!

1️⃣ Collection Launch / New Arrivals 🛍️

(Objective: create excitement and generate immediate traffic.)

👀 See all examples of “Collection Launch / New Arrivals”

2️⃣ Promotions & Special Offers 🎯

(Objective: boost your sales and clear stock quickly.)

See all examples of 2️⃣ Promotions & Special Offers 🎯


3️⃣ Editorial & Inspirational Campaigns ✨

(Goal: inspire and engage your customers beyond discounts by tapping into the back-to-school momentum.)

3. Create Your Campaigns with the WAX Library

📚 Find all these ready-to-use templates in your WAX Library and launch your campaigns in just a few clicks.

I have a question

FAQ – Back-to-School Strategy 📚

1. Why launch the Back-to-School strategy now?
Because September is when customers return to their shopping habits. Acting early keeps you top of mind ahead of competitors, helps you collect as many opt-ins as possible, and prepares you for major peaks like BFCM or Christmas.

2. How long should I keep this strategy active?
Ideally throughout September, with a steady sending rhythm. You can extend some campaigns (e.g., French Days, good habits) into early October.

3. Should I only send promotions?
No. The best results come from a mix of promotional messages (to boost ROI) and utility or inspirational messages (to maintain engagement and list quality).

4. What are the most effective formats for this period?
Product carousels, flows with dynamic images (Shopify), and short messages with clear buttons perform very well. “Catalog” campaigns also help increase average basket size.

5. How do I measure the success of my Back-to-School campaign?
Track click-through rate, conversion rate, and opt-in base growth. Compare with previous periods to measure the impact of Back-to-School on your sales and engagement.

6. What if my WhatsApp base is still small?
Prioritize your opt-in levers: welcome pop-ups, checkout opt-in, Mail-to-WhatsApp campaigns, and Meta Ads leading to WhatsApp. The bigger your base, the more profitable your campaigns will be.

7. Can I reuse these flows for other key moments?
Yes. Message structures and some mechanics (early access, re-engagement, product carousel) can be adapted to other key periods like BFCM, Christmas, or seasonal sales.

Check out this FAQ to get answers to your questions. If you have any others, don’t hesitate to reach out to your CSM.

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