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Marketing

Marketing in Whautomate follows one loop: capture leads and client details, group them, message them, and let automations follow up. Start by connecting WhatsApp, then add a form or WhatsApp Flow to capture people, tag and segment them, and reach them with broadcasts and campaigns.

Available withCRM SuiteIncluded in the Complete plan.Plans and modules

Broadcasts to contacts are on every plan. Client segments, forms, WhatsApp Flow forms, email campaigns and your website need CRM Suite.

Suggested order​

  1. Connect WhatsApp so you can send template messages and broadcasts.
  2. Capture leads: publish a web form or a WhatsApp Flow form, and add client tags to everyone who submits it.
  3. Segment: build a client segment from tags, age, workspace and last activity, for example "VIP clients" or "Yoga members".
  4. Message: send a WhatsApp, Telegram, SMS or email broadcast to the segment, then retarget the people who did not read or reply.
  5. Automate: set up drip and birthday campaigns that run on their own.

You are live when a new lead who fills in your form is tagged, lands in a segment and gets your welcome message without anyone on your team doing anything.

WhatsApp Cloud APIConnect your WhatsApp Business number to send messages and broadcasts.Web formsLead capture and intake forms you can share or embed on your website.WhatsApp Flow formsForms people fill in without leaving WhatsApp.Segmentation & BroadcastsGroup clients and contacts, then message the whole group at once.Email broadcastsSend email campaigns to your clients and contacts.WhatsApp Drip CampaignA series of automated messages sent to a group over a set period.Birthday Wishes CampaignSend personalised birthday messages automatically.SitesPublish a website for your business, with live chat built in.
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