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15 WhatsApp Promotional Messages that convert like magic

Would you like to improve the ROI of your promotions? Here’s how WhatsApp promotional messages can help you! We have listed the 15 best WhatsApp promotional message templates to increase your sales.

WhatsApp is currently a leading business communication platform. In addition to a superior communication platform, WhatsApp & WhatsApp Business is also an excellent marketing tool that can promote your business to excellent heights. In this article, let’s briefly look at WhatsApp Promotional Messages and showcase 15 must-have templates that can help your business marketing strategies.

What are WhatsApp promotional messages?

Since over 2 billion people use WhatsApp, the platform has become a powerful marketing tool for businesses to reach people across the globe. Any message that businesses use to promote their business through WhatsApp or WhatsApp Business can be defined as a WhatsApp promotional message. This can include deal/offer notifications, product announcements, the latest updates, new events, etc. Since WhatsApp has a 97% message open rate, WhatsApp promotional messages are more effective than other forms of promotions. This is one of the main reasons why many global leaders have started marketing via WhatsApp.

Can you send promotional messages through WhatsApp?

WhatsApp does not allow businesses to send direct marketing messages or newsletters to attract customer attention. Since September 2021, however, WhatsApp Business will enable businesses to send product/service promotion messages & deals to their customers in the form of template messages. These template messages (or business-initiated messages) must be pre-approved by WhatsApp to ensure that they adhere to their business & commerce policies.

One of the best ways to send promotional messages via WhatsApp is through groups or broadcast lists. A business owner can create separate groups for each customer segment and send targeted messages to attract their attention. One can also create a customized broadcast list with relevant customers to send personalized promotional notifications in bulk.

Read more: How to send WhatsApp Broadcast: A guide for 2022

15 Creative WhatsApp Promotional Message Templates That Convert Very Well

Let’s look at 15 creative WhatsApp template messages that can yield more conversions for your business. You can simply copy & paste these messages to start increasing your revenues.

For the launch of a new product

To grow your business, you need to make sure that your customers are appraised of all new products and services that you are launching. This template allows you to maximize the reach of your new product and get it in front of interested customers. Click on the icon near each template message to copy it to your clipboard.


Hi <Customer>, did you know that we’ve just launched our latest product (product name)? Since we feel that it would be the perfect fit for you, we’re giving a 20% discount just for you. The offer is only for a limited period of time, so don’t delay, go to <your business link> to view & purchase!


An upcoming sale

This template allows you to let your customers know about a new sale to stay ahead of the curve.


Get ready for your 2022 Diwali clearance sale. Up to 70% off on major brands. The sale starts on <date>, mark your calendars now!


For promoting trending products

By letting your customers know about products that are currently trending on social platforms, your business can tempt interested customers to make a purchase.


Did you know that our <product name> has been the talk of the town? Don’t miss out on <product> that trending in <social platform>, click here to purchase now – <link>


Time-sensitive offers and coupon codes

Remind your customers about time-sensitive offers/deals and encourage them to make a purchase on time to enjoy the deal.


Dear customer, your coupons are expiring in two days. Take advantage now & get 50% off on your next purchase!


New designs & stock update

To grow your revenue, it is important to notify your existing customers about new designs to gain their attention. Sometimes, a simple ‘back-in-stock’ notification can work wonders for your sales figures.


Hi, the <product> that you were looking for is back in stock now. To avoid a last-minute rush, make sure to place an order now – <link>


Seasonal and holiday offers

Take advantage of the holiday season by informing your customers about new offers that they are most likely to make a purchase on.


Hi! Wish you a happy <holiday/season>. To celebrate this holiday season, we’re offering 30% off on everything at <business link>. Get your order now!



Conducting exciting games/challenges can increase the bond you have with your customers and encourage them to make a purchase.


Did you know about our latest challenge – <game/challenge>? For a chance to win a <VIP pass/discount/free product>, participate by <posting a picture, sending your latest bill, filling out this survey, answering these questions> at <link>

Abandoned Cart Recovery

Promotional offers can also be sent to customers who’ve abandoned their carts while shopping. This can nudge them into completing the sale.


Oh no! It seems that you’ve not completed your purchase yet. Complete the purchase within <hours> and get 20% off for all the items in your cart.


Suggested read: WhatsApp Cart Recovery Tips You Can Use Now!


Upselling is the process of nudging existing subscribers/customers to choose a higher-tier service or product. By using this template to upsell your existing customer base, you can drastically lower your acquisition cost.


Hi! It’s time to renew your subscription. You can choose to renew your current plan or upgrade to <plan name> and enjoy exclusive benefits.


Loyalty Rewards

Loyalty points can be used as a powerful tool to attract more customers and increase revenues. The loyalty rewards template allows you to send these messages to existing customers to build their loyalty and generate more sales.


Hi <Customer>, we have added <Number> Loyalty Rewards points to your account. Redeem them by clicking here! <link>


Upcoming Event

Inform your customers about the upcoming offline & online events that your company will be conducting. This can help drive traffic to your website and encourage more people to check out your offerings.


Hi <Customer>, you’re invited to join our <event/event name> on <date range>. Visit our <site/shop> during the event to <learn about new products/get exciting rewards/offers>.


How to write effective WhatsApp promotional messages

To ensure that your WhatsApp promotional message is successful, it is important to make the most of the opportunity by writing messages that are appealing to your customer base. The following points will help you increase the effectiveness of your WhatsApp promotional messages:

Make it short and concise

A short, concise and directed message can encourage customers to engage with the message and eventually purchase the product. So, it’s critical to not create long, disjointed and complex messages. Rather, you can create a succinct message that talks about your products & services in a few sentences.

Use persuasive words and phrases

It’s also critical that your messages use persuasive language that is easy to understand and act upon. If your message is perceived as a sales pitch, it might not pass WhatsApp’s internal review. This can also discourage customers as they might perceive it as Spam Messages. On the other hand, aggressive or confusing messages can irritate customers & also end up discouraging them from making a purchase.

Suggested read: 27 Best WhatsApp Business Greeting Messages (Copy Now!)

Be specific about what people get for their money

Today’s customers value honesty and transparency. Therefore, it is important to outline the specific value propositions in your message to target customers who are genuinely interested. If your company sends vague promotional messages, it will not only risk losing customers but also alienate your existing customer base.

Offer guarantees and credibility

Your brand reputation hinges on the fact that your customers can trust what you say and can make informed decisions. Your company’s credibility can either help them grow your business or can harm it when they lose trust. So, make sure to communicate your credibility in your WhatsApp promotional message to build trust and encourage customer confidence.

Use ChatPro for your marketing campaigns on WhatsApp

Now that you’ve understood the benefits of WhatsApp promotional messages, you might be looking forward to using them in your existing WhatsApp marketing strategy. While creating promotional templates might seem like a walk in the park, there are some minor roadblocks especially when it comes to getting the WhatsApp template message approved. This process can be made simple by partnering with ChatPro, an experienced WhatsApp Business Service Provider. ChatPro’s WhatsApp Business Solution offers native integrations with e-commerce platforms like Shopify, Zoho and Woocommerce. Check out our other integrations here. We also offer industry-specific WhatsApp chatbots and excellent WhatsApp broadcasting solutions.


WhatsApp for sales: 13 tips to boost your business

WhatsApp for sales you own a business, it’s important to consider using multiple platforms to market and advertise your business. WhatsApp for Business can help you find new ways to connect with customers and promote your business.

In 2022, WhatsApp has become a critical factor in determining a company’s sales & marketing efficiency. As one of the leading digital communication platforms today, WhatsApp Business is being used by many companies across the globe. While there are several guides that touch on WhatsApp communication strategies, there is very little guidance on how to use WhatsApp Business to boost a company’s sales. That’s why we created this article to provide valuable tips that could help both new & old company owners.

Why choose WhatsApp Business for sales

Before we start with the tips, let’s look at why WhatsApp is a natural choice for companies that are looking to boost their sales. With over 2 billion users currently active on WhatsApp, the platform competes with modern sales-oriented channels like Google, Facebook, etc. In addition, WhatsApp allows companies to have personalized communication with each and every client. This makes it a much more effective platform than its contemporaries. All of these are accentuated by the fact that WhatsApp Business has a host of features like broadcasting, shared inbox, automation, etc., that allows companies to market their products & services in a much more engaging manner. This is why businesses that have adopted it as their sales channel have been raving about the power of it.

13 Tips to Boost Sales with WhatsApp Business

WhatsApp Business, like any other platform, can yield the best results only when it is used efficiently. The following tips & tricks will help your company boost sales with WhatsApp Business:

Use official WhatsApp number with WhatsApp Business API

Any experienced businessman would know that business revenue is built on trust & transparency. So it only makes sense to have an official, verified WhatsApp number for your company. This adds a green verified tick to your WhatsApp profile and builds trust with your clients instantly.

  • Use WhatsApp Web

Since WhatsApp Business allows you to use four devices, you need to consider using WhatsApp’s desktop application, WhatsApp Web. Since many small and medium companies prefer managing their business processes using a desktop or laptop, it might not be efficient to switch between using WhatsApp on the phone and other tools on the desktop. WhatsApp Web can also be accessed from any device running a web browser like Google Chrome or Mozilla Firefox.

Add customers to broadcast list

Sending bulk messages to customers and clients is one of the most effective ways to market your product instantly and boost sales. WhatsApp broadcast lists allow businesses to add thousands of customers who can be notified instantly about any business update, announcement, news, product launches, sales, etc. By using a broadcast list you can avoid the tedious & irritating process of sending a message to each and every client individually.

Also Read: The quickest way to send 1000 messages at once on WhatsApp

Send interesting content

WhatsApp is a platform that allows you to personally connect with each customer. As a company owner, you should not waste this valuable opportunity to educate your clients and engage them with useful content. This allows you to build meaningful connections with customers and turn them into valuable leads. By keeping your content unique & interesting, you will be able to boost sales and generate new leads in no time.

Automate your replies

In a time where customers expect instant resolutions, failing to use WhatsApp automation can end up hurting your sales. With just a few taps, you can set up automated replies in WhatsApp so that your team can instantly answer any customer queries on the go. This allows your clients to feel important and valued.

Establish your product visibility

Make your product more visible by using features like WhatsApp catalog. Showcasing your product image, price & other details through catalogs to the right customers can help boost your sales immensely. This also helps your clients understand your products better and makes them feel more valued.

Use the power of Facebook ads

While WhatsApp alone can significantly increase product exposure & sales, combining the platform with Facebook ads can significantly amplify your sales. If you already have a significant amount of followers on Facebook, you should consider leveraging this network through Facebook click-to-chat campaigns.

Earn customers loyalty

To enhance your business profits, it’s important to build loyalty among your customers. You can create periodical events, offers & deals through WhatsApp Business to further strengthen your company’s loyalty. When these customers feel appreciated, they will turn into repeat customers.

Share link to your shop

WhatsApp allows companies to create online shops with existing product catalogs. The links to these shops can be directly sent to customers either through personal chats, groups or broadcast messages. You can also showcase these links on your brand websites & offline stores to boost visibility & sales.

Use Links & QR Codes

If you own a brick-and-mortar store, you can direct traffic to your online store with the help of WhatsApp links & QR codes. Since most offline stores can be busy, sending customers directly to your WhatsApp profile will create a much more welcoming environment that can result in a sale. Furthermore, you can also use this opportunity to send customers a virtual map of the nearest outlet where they can pick the product they want to purchase.

Also Read: Five ways you can use WhatsApp QR code for your business

Use custom automated lists

Many companies fail to see the benefit of post-sales assistance. There’s no better time to collect customer opinions than right after a sale. WhatsApp is the perfect medium because it allows you to create customized automated lists that can be used to collect important information that can help create an actionable strategy to increase sales.

Constantly analyze & innovate

Much like all marketing & sales campaigns, WhatsApp Business strategies also need to be constantly analyzed based on the most recent set of customer data. Many WhatsApp Business Partners like ChatPro enable businesses to collect a wide range of data about their customers and help them build a 360-degree view of their clients. This allows you to keep a closer watch on their needs, interests, behavior & preferences to identify new sales opportunities.

Schedule your process

Creating a comprehensive schedule for all your sales & marketing communication is critical to delivering the best results. This not only helps you schedule important tasks such as launching new products or updating your pricing strategy, but it also makes it easier for you to manage communications & track your goals and results. Organizing your customer lists & scheduling messages can help eliminate last-minute mistakes and missed updates.

Focus on re-engagement

It is well-known that remarketing products & services to existing customers can boost your sales significantly. You can create custom WhatsApp broadcast lists with first-time customers and notify them about similar products. Alternatively, you can add people who’ve abandoned their carts and send custom offers to them. The possibilities are endless.

Things to avoid when selling on WhatsApp

In addition to the tips mentioned above, companies should also be aware of the following points and avoid them.

Don’t try to sell all the time

While WhatsApp allows companies to share notifications and information about deals/offers, it doesn’t allow them to openly share marketing communications & newsletters. Therefore, it’s important to make sure that not all of your communications are sales-focused. This can also irritate the customers and make them block your company’s profile completely.

Avoid sending (too many) bulk messages

There’s no doubt that WhatsApp broadcasts can provide immense benefits for your company. However, it is important to do it in moderation. Sending unnecessary bulk messages can reduce your brand’s authenticity and lead to customer loss. Use this strategy properly to avoid losing customers.

Avoid generic greetings

While creating your automatic greeting messages, it is important to ensure that the messages are engaging and intuitive in nature. Only when customers connect personally with your greeting messages will you gain their trust. Avoid using generic messages or common phrases, especially in automatic greetings & broadcast lists to ensure a warm & personal touch.

Don’t forget to get feedback.

Customer feedback is the lifeline of any business. You can collect it through several methods, such as direct questions in chats and through surveys. However, you should make sure that you are actually listening to what your customers are saying. The trick is to create a culture where feedback is seen as an opportunity to improve your services and products.

Don’t be rude or inappropriate

While this might seem obvious, it’s something that deserves a second mention. WhatsApp’s commerce & business policies are strict. So, it is important to make sure that none of your brand messaging violates the platform’s policies. Violations can result in temporary and permanent bans from WhatsApp, which could be a major detriment to your business revenue.

Get started with Whatsapp marketing and sales through ChatPro!

We’ve clearly outlined some of the major tips for boosting your sales through WhatsApp. You can also get guided assistance from the experienced team at ChatPro, a major WhatsApp Business Partner in India. ChatPro’s WhatsApp Business Solution offers native integrations with platforms like Zoho, Shopify and Woocommerce. We also offer industry-specific WhatsApp chatbots customized to the needs of each market. Industries we currently support: Education, Travel, Banking and Finance, Real Estate and E-commerce. So, don’t hesitate to sign up now!

Differences between WhatsApp and WhatsApp Business

See the major differences between WhatsApp and WhatsApp Business. The features, limitations and much more explained in detail.

In today’s digital world, communication is fast becoming a critical component of business success. Many digital businesses have started to use a wide range of platforms to improve their communication process and create meaningful relationships with their clients. Among those platforms, WhatsApp has proven to be the best.

Why is WhatsApp so popular?

WhatsApp is one of the leading communication platforms in the current generation because of its host of features, user-friendly design, intuitive UX & security. The platform also helps users communicate seamlessly using videos, pictures and other multimedia messages. From a business perspective, WhatsApp’s ever-growing user base is enticing because it provides access to a host of global/local customers.

What is Whatsapp Business?

While WhatsApp is used for personal communications, WhatsApp Business was started to help small businesses communicate with their customers. The user interface and design of WhatsApp Business are very similar to the normal WhatsApp which makes it familiar for both the businesses and customers. Brands can create a comprehensive profile with address, website link, contact number & email in help customers learn more about them. Also, the business app provides messaging and automation tools that ensure seamless customer support.

Whatsapp vs Whatsapp Business: What are the differences?

While the interface of the Business application is highly similar to the regular there are some fundamental differences between both. It’s critical that business owners understand the following key differences to make sure that they identify any opportunities that they have.

Account Creation

WhatsApp & WhatsApp Business Account Settings Screen

Both allows their users to create a personal profile. While WhatsApp only allows its users to add a profile picture and a description, the business application enables businesses to add other details including category, address, hours, email address and website link. This allows the businesses to build a trustworthy & professional brand image for themselves.

Suggested Read: How to Open a WhatsApp Business Account: A Step-by-Step Guide

Security & Privacy

Both WhatsApp & WhatsApp Business offers end-to-end encryption for all chats. This allows businesses to communicate with their customers without worrying about any potential data leaks. In addition to encryption, businesses using WhatsApp Business can also verify their details by providing the required information and increasing customer trust. Businesses should also comply with the GDPR, a regulation that was set up to ensure that customers are not spammed by businesses.

Furthermore, also ensures additional security from spam messages. In WhatsApp Business, Businesses cannot initiate free-form conversations and can only send pre-approved template messages.

WhatsApp vs WhatsApp Business

Messaging Abilities

Much like WhatsApp, WhatsApp Business also allows businesses to send text and multimedia messages through one-to-one, broadcast and group messages. Both the platforms also support WhatsApp’s in-chat payment. In addition to general messages, also allows businesses to send Quick Replies & automate Greetings/Away messages. These automated messages are very useful for businesses because they can offer superior customer support 24/7 without requiring an additional support team.

Multimedia Support

This is a point that is common for both WhatsApp and WhatsApp Business. Both platforms enable their users to share videos, images and audio files. The multimedia support that WhatsApp offers is one of the main USPs that the platform provides. In fact, WhatsApp also allows its users to send multimedia messages as broadcast messages or notifications. This gives businesses the opportunity to share informative posts that are more interactive in nature.


WhatsApp is free for all users. However, businesses are charged based on the number of conversations that they partake in a 24-hour session. Businesses will not be charged for replying to user-initiated conversations, however they will be charged for all template messages and notifications. These charges vary based on the region that the users are based in. WhatsApp Business also helps businesses by providing 1000 free conversations per month.

Suggested Read: WhatsApp vs WhatsApp Business: Differences and FAQs

Is WhatsApp Business better than normal WhatsApp?

This is a question that runs on the minds of many business owners while they think about choosing WhatsApp Business. If you are one of those people, we can confidently say that the business app is better than normal WhatsApp. For small and medium businesses, WhatsApp Business provides many advantages that are hard to find in the normal WhatsApp. The host of features provided by the business app allows businesses to get more out of the platform. Moreover, the Business app is designed in a way that it can help businesses establish a strong brand image. The platform also ensures that businesses can build trust and reach a global audience.

WhatsApp Business features and benefits

Since WhatsApp Business was built for businesses, it offers a list of features. These additional features provide immense benefits to businesses from all walks of life. The following are some of the critical features:

Chat Labels

The customer support team can label their chats in WhatsApp Business. By marking important conversations with customers, businesses can ensure seamless customer experience. Moreover, these labels also allow other teams in the business to identify and fix any issue immediately.

In addition to the normal user-level, group-level and text-level search, WhatsApp Business also allows businesses to search chats based on labels. This could help create a highly efficient customer workflow.

Link Sharing

In addition to using the contact number and chatbot, also allows businesses to create and share short links to customers that they can use to start their conversations. Businesses can create a short link and add a default message that will be shown when the customer clicks the link.

Once the customer clicks the link, they will be sent to a web page that shows the business information and the message. They can then click ‘Continue to Chat’ to start a private chat with the business.

Automation & Analytics

Automate your process with WhatsApp Broadcast

Businesses can set automatic ‘Greeting messages’ that will be shown to the customers when they initiate the chat. They can also set ‘Away messages’ to be shown during holidays or non-business hours. Furthermore, WhatsApp Business also lets businesses track customers and conversations to generate insightful reports. It also allows them to use the chatbot to run surveys and gain valuable feedback.

In addition to these features, also provides more benefits to small and medium business owners. Click here to learn more.

Think Beyond WhatsApp Business App. What is WhatsApp Business API?

There’s no doubt that WhatsApp Business offers excellent benefits for small & medium businesses. However, businesses that are looking to grow exponentially might find the app lacking. That’s why launched the API.

The API (application program interface) enables businesses to seamlessly integrate WhatsApp Business with workflows. Since the API is just an interface, businesses need to partner with WhatsApp Business Partners to create their own profile. This step also acts as a verification process that shows is trustworthy.

Suggested Read: To know more about this process, check our WhatsApp Business API blog.

While this might seem like a hassle, the API offers numerous features and opportunities. In addition to automation support, the API also allows businesses to automate an entire conversational flow that can guide customers through a specific query/process. This allows businesses to offer the best customer support even with a limited staff. Furthermore, WhatsApp Business API also allows businesses to create customized chatbots that are specifically designed for their domains. For example,

  • WhatsApp Education chatbots help schools, universities and other businesses in the education domain provide admission support to new students and online assistance to their existing students.
  • WhatsApp Travel chatbots are designed to help travel agencies & guides offer seamless support to customers.
  • Real Estate chatbots help realtors communicate with their customers & offer assistance from any location at any time.
  • WhatsApp BFSI chatbots help banks & other financial institutions to improve customer service through live chat.
  • WhatsApp E-Commerce chatbots help e-commerce sites offer 24/7 support to their customers and guide them throughout the purchase process.

Therefore, we can clearly see that businees API offers a huge advantage to businesses that are looking to scale across the globe.

Frequently Asked Questions on WhatsApp Business

Why do I need a business account?

WhatsApp Business is a platform that is specifically created to help businesses their customer base, build a stronger presence and promote themselves in an efficient way. For many small and medium-sized businesses, the app is a suitable solution for building a loyal customer base. This is because it offers a host of useful features like message automation, chat labelling and much more. So, your business should definitely choose the account and start using the app.

How do I identify a WhatsApp Business profile as a customer?

If you are a customer, then you can click on the contact number of the check its WhatsApp profile. If the profile has either the ‘Business Account’ or the ‘Official Business Account’ label, then it is a business account. Official Business Accounts will have a green tick mark next to the profile name as they have been verified by the WhatsApp team.

How many messages can I send on WhatsApp Business?

WhatsApp Business has a messaging limit and it is determined based on the number of conversations th sends in a rolling 24-hour session. The messaging limit can be divided into four tiers, namely:

Tier 1: Limits messages to 1000 customers in a 24-hour session.

Tier 2: Limits messages to 10,000 customers in a 24-hour session.

Tier 3: Limits messages to 1,00,000 customers in a 24-hour session.

Tier 4: Unlimited business-initiated conversations in a 24-hour session.

When businesses install they start at Tier 1 and then move to the next tier once they exceed the limit. Please note that it takes nearly 7 days for WhatsApp to move a business to the next tier.

How much does WhatsApp Business cost?

WhatsApp charges businesses per conversation. These charges are calculated in a rolling 24-hour period. WhatsApp splits the conversations into two basic categories:

User-Initiated – These are chats where a business responds to a customer. Since the chat was initiated by the customer, WhatsApp doesn’t charge businesses for replying to these chats.

Business-Initiated – These are greeting messages, notifications and other template chats that are initiated by the business. WhatsApp charges businesses for these conversations and this price differs based on the user’s location.

In addition, WhatsApp offers 1000 free conversations per month to each business.

How can I send a message to 10000 contacts on WhatsApp?

The app allows businesses to send bulk chats to 1000+ contacts using the broadcast list. You can create a broadcast list on WhatsApp by following these simple steps:

  • Open WhatsApp.
  • Go to the main menu.
  • Choose “New Broadcast”
  • Select Plus (+) and add your desired contacts. (You can send broadcast messages to only saved mobile numbers)
  • Tap on done.
  • Your broadcast list is ready.

Please note that WhatsApp only allows businesses to send pre-approved template messages as broadcast messages.

How can I change my WhatsApp number to WhatsApp business?

You can change your account to a WhatsApp Business account if it is associated with the you are running. Simply follow these steps to convert to a business account:

  • Download the WhatsApp Business application to your device.
  • Review the terms and register your mobile number.
  • Transfer your existing account and allow access.
  • Add business profile details and get started.

While the process is easy, we would advise you to backup your files.

Can I use WhatsApp and WhatsApp Business on the same number?

No. Both your Business numbers should be linked to their own unique numbers. If you wish to use both the apps on the same phone, you can install both the applications and create two unique accounts based on your personal number and business number.

What is the meaning of ‘This chat is with a business account WhatsApp’

This is a notification that is shown to customers who receive a message from a account. If you are seeing this when you receive a chat communication, then you can determine that the sender is an Official WhatsApp Business Account.

What does this message mean: ‘This Business account has now registered as a standard account on WhatsApp’

WhatsApp gives businesses the freedom to stop using the app for conversations at any time. When a business stops using the app and switches to a regular (either temporarily or permanently) to communicate with its customers, this notification will appear on the customer end along with the message. This basically notifies the customers that they are now communicating with an account that was previously a business account.  

Supercharge your WhatsApp Business account with ChatPro

If you’re looking to increase your revenue with Business, you can easily create an account with ChatPro. ChatPro is an Indian Service Provider that offers excellent WhatsApp integration support to businesses from all domains. In addition, ChatPro also provides WhatsApp Broadcast & no-code WhatsApp Chatbot solutions for seamless customer support. So don’t hesitate, sign up now for a free trial!

How to Convert WhatsApp to Business Account

Wondering how to convert a whatsapp account to a business account? Read on. This guide will take you step by step through the process of converting your current WhatsApp account into a business account.

In today’s digital world, it is important for companies to create a superior customer ecosystem that can help them maintain an edge over their competitors. To do that, they need to use a communication tool that will help them interact with customers across the globe efficiently and easily. In addition, they should be able to do that at a fraction of their business expenses.

WhatsApp and its global dominance

With the world being more connected through its social networks and instant messaging apps than ever before, the popularity of WhatsApp (one of the most popular apps worldwide) cannot be denied. WhatsApp can be used in more than 200 countries worldwide and it is available on both iOS and Android. Since it is free, WhatsApp is fast becoming the choice for both personal and professional communications. The app has more than 3 billion users worldwide and it is the most popular app in over 100 countries. It has also been downloaded over 5 billion times (both Android & iOS).

In India, WhatsApp is the most used mobile communication app with over 75% of smartphone users having the app installed on their device according to research from Pew Research Center. This is the highest market penetration among its competitors (including Facebook Messenger and WeChat).

WhatsApp Business: What is it and why do companies love it

WhatsApp Business is the business communication platform that was created by WhatsApp to help company owners communicate better with their customers. The main goal of WhatsApp Business is to provide companies with the means and tools to provide a flawless customer experience. WhatsApp allows companies to reach a global audience of over 3 billion. This allows companies to grow exponentially. In addition, WhatsApp also has one of the highest message open rates. So, companies can rest assured that there will be a high level of customer interaction when using the app.

All in all, WhatsApp Business gives companies the means to communicate with their customers and maintain a unified conversation with their audience. With features like away & greeting messages, WhatsApp Business also allows companies to automate their customer experience. All of these features combine to give companies a superior edge over their competition. If you’d like to know about how WhatsApp is different from WhatsApp Business, you can read more at Differences between Whatsapp and Whatsapp Business.

How to convert WhatsApp account to WhatsApp Business account: A step-by-step guide!

If you are a WhatsApp user, Convert WhatsApp to Business Account then it’s very easy to convert your existing account into a WhatsApp Business account. Simply follow these steps

For Android Users

  • Backup Your WhatsApp Account

backup your whatsapp chats

Before starting the migration process, it is important to back up your current WhatsApp data. To start backup, you need to go to SETTINGS > CHATS & CALLS > CHAT BACKUP and then click on Backup.

Note: You can also choose if you want to backup your photos and videos on this screen.

  • Download WhatsApp Business

download whatsapp business

The first step is to download the WhatsApp Business application from Google Play and agree to the Terms and Conditions.

  • Transfer Data

transfer data from whatsapp to whatsapp business

Once you accept the terms, you can enter your current registered mobile number and initiate the transfer. You also need to give permission to add chat & media to your business account.

Note: If you are using the same device to migrate, WhatsApp will identify the registered mobile number.

If you are migrating from one device to another, this process might take some time as you need to wait till all the data is transferred.

  • Create Your Profile

create your whatsapp business profile

Once the transfer is complete, you can restart the application and start creating your business profile. In addition to your business name and profile picture, you can also add your business category.

whatsapp business profile details

You can also add additional business information like address, sub-category, office hours and e-mail address to help educate your customers by clicking on Explore > Business Profile.

For IOS Users

  • Backup Your WhatsApp Account

As mentioned earlier, it is important to back up your WhatsApp data. To start backup on iOS, you need to go to SETTINGS > CHATS > CHAT BACKUP > BACKUP or BACKUP NOW.

Go to the Apple App Store and search for WhatsApp Business. Then, download the app and agree to the Terms and Conditions.

  • Transfer Data

Once you accept the terms, you can enter your current registered mobile number and initiate the transfer. You also need to give permission to add chat & media to your business account.

Note: If you are using the same device to migrate, WhatsApp will identify the registered mobile number.

If migrating from one device to another, this process might take some time as you need to wait till all the data is transferred.

Once the transfer is complete, you can restart the application and start building your business profile. In addition to your business name and profile picture, you can also add your business category.

  • Add Additional Information

Click on Explore > Business Profile to add additional business information like address, sub-category, office hours and e-mail address to help educate your customers.

Learn how to create a new WhatsApp Business account.

Benefits of using a WhatsApp Business Account

A WhatsApp Business account provides several benefits to companies. In this section, we will outline some of the most important ones to provide an overview of how WhatsApp Business can help your company grow beyond borders:

Easy Create Custom Message Templates

Interacting with customers using a WhatsApp profile Convert WhatsApp to Business Account will be tough when you start growing. As your customer base grows, you might be forced to either limit the conversations or increase your staffing to cope with the increased demand. By choosing to migrate to a WhatsApp Business profile, you will be able to create and use template messages that are already pre-configured. Templates allow companies to quickly send automated messages to their customers. This also ensures consistency in your messaging, helps reduce the amount of effort spent on each individual message and reduces the potential of mistakes.

To know how you could use template messages to engage with both new and existing customers, you can check out our WhatsApp template blog.

WhatsApp Business Supports Automated Messages

With WhatsApp Business, your company can easily automate its customer communication by creating Away and Greeting messages. These automated communication strategies by creating customised message templates help create a more personalised customer experience by allowing your company to stay in constant touch with your customer base. Automating business communications and notifications using message templates also helps cut down your business costs as you can operate your communication channels with less manpower. Away and Greeting messages that can automatically initiate customer conversations can also be a great way to streamline the process of customer feedback and improve customer retention.

Read more: How WhatsApp Business helps automate your business process

Quick Replies

With WhatsApp Business, your company can also create customised messages that can be sent as Quick Replies to their customers. Moreover, WhatsApp Business even suggests replies based on information like location, business hours, etc. These quick replies can be instantly sent to the customers by pressing the default key ‘/’ or any other keyboard shortcut that you set. There is a limitation, however, because Quick Replies cannot be used to send media like photos and videos. Even so, it provides a massive advantage to companies as it allows them to provide a more personalized customer experience.

Further reading: How to set-up WhatsApp Automated Notifications.

Easy Add Labels to the Conversations.

This is perhaps one of the best advantages for companies in the growth phase. The rapid influx of new customers and the rising demand of existing ones might make it tedious for companies to respond to messages and escalate them to the right team. Because of this, they might miss important opportunities to resolve customer issues and increase their brand reputation. WhatsApp Business Convert WhatsApp to Business Account enables companies to add custom labels that can be used to organize and sort customer conversations automatically. As an added benefit, it allows teams to quickly sort through conversations and identify the ones that need urgent attention. This allows them to resolve customer issues quickly and increase customer satisfaction. It is also a great way to create and maintain a unified communication structure across the board.

Whatsapp Business allows you to set the business location.

Unlike WhatsApp, WhatsApp Business allows company owners to add additional profile information like location, business hours, website address, etc. This allows them to build trust with new customers and add additional avenues of communication with existing customers. Information like address would drive more customers to your physical store and increase your company’s overall revenue. Furthermore, companies can also get verified from WhatsApp to get the Trusted Business badge, which can help in increasing customer trust, and make customers more likely to make purchases.

Interested to know the detailed benefits of a WhatsApp business account? Read here.

WhatsApp Business API: Going beyond WhatsApp for Business

Ultimately, WhatsApp Business allows companies to communicate with their customers efficiently by offering a variety of features. It offers companies an edge over others in their same domain in today’s competitive environment and helps them increase their brand value and revenue. While there is no denying that the platform offers excellent assistance to companies, it is also not the ultimate communication tool. This is simply because of the fact that WhatsApp Business is designed for small and medium business. Much like how outgrow WhatsApp and incorporate WhatsApp Business to maximize their opportunities, they would feel the need to use other platforms and communication channels to supplement and go beyond WhatsApp Business.

That’s where WhatsApp Business API comes in. Unlike the business app, the API is an application interface created by WhatsApp to help growing companies unify their business communication. The API, which can be incorporated into any existing CRM platform, offers a host of automation and analytic tools/features that go beyond what the regular WhatsApp Business app offers. To know more about the benefits of WhatsApp API and how to quickly incorporate it into your workflow, check out our complete WhatsApp Business API guide.

Supercharge your WhatsApp Business Account with ChatPro!

If you are looking to grow your brand with WhatsApp Business, then you could partner with ChatPro. ChatPro can help guide you on all things WhatsApp. With years of experience in helping businesses create customised WhatsApp Business and API strategies to grow their revenues, ChatPro can help your company maximise its growth potential. Sign up for a free trial now!

Top three ways to integrate WhatsApp to your website

Integrate WhatsApp to your website your business uses , here’s a quick tutorial for adding WhatsApp to your website. With a simple click of a button, customers can contact you with questions or set up appointments.

With over three billion users worldwide, WhatsApp is currently considered one of the best communication platforms of today’s generation as the app has become a vital part of people’s daily lives. Since most people are familiar with the app, it has become a great business communication tool for companies across the world. WhatsApp Business, the business app from WhatsApp, is preferred by most small and medium businesses that want to connect with a large group of clients and customers. While integrating the business app or the API is the first step, there are a lot of additional steps that your business can take to maximize the potential of using WhatsApp Business.

Why should you integrate WhatsApp into your website?

Many business owners use WhatsApp Business but they forget to showcase that they provide the ability for customers to communicate through WhatsApp. One of the ways that they can do it is by integrating WhatsApp into their website. Integrating WhatsApp into your website can offer several significant benefits to your business. We’d like to outline some of the most critical ones here:

Increase engagement on your website

As mentioned earlier, WhatsApp greatly improves customer engagement. This is simply because it is the most popular app. Today’s customers expect businesses to proactively reach out to them. Rather than incorporating some other communication platform, integrating WhatsApp will help businesses to have one-to-one communication with interested customers on a platform that they are familiar with. A WhatsApp button on your site also increases the trust factor between your business & customers, which will further increase engagement.

Suggested Read: How to Create a WhatsApp Chatbot: No-code Guide

Keep in touch after visitors leave your website

A WhatsApp integration on your website will basically be akin to adding a live chat tool to your site. While both might be synonymous in nature as they offer several similar features, there is a significant difference. When a customer raises a query through live chat, they have to stay on the page till they receive an answer. This is a two-way sword as it both tests the customers’ patience and increases the stress on your customer service team. Since WhatsApp routes all the chats to the app, you can answer the query even when your customer leaves the page. This way you can stay connected with your customers longer and build lasting relationships.

Give personalized assistance in the customer’s own language

WhatsApp helps businesses cater to the demands of their customers in their own language. As people are increasingly becoming mobile-first, businesses need to ensure that they can provide better customer service by communicating in the customer’s language and even by providing help in the native language. Integrating WhatsApp into your website will allow you to reach customers across India and offer personalized assistance to them in their native language.

Share rich media content with customers easily

With Instagram, YouTube and other visual platforms taking a center stage in today’s digital communication scene, customers expect businesses to incorporate visual media in their customer service portfolio. WhatsApp helps you to engage with your customers efficiently by sharing images and videos with them. From simple product images to demos and visual guides, WhatsApp can help you elevate your customer service offering and provide a better customer experience.

The top three ways you can integrate WhatsApp into your website

Now that we’ve outlined the benefits of a WhatsApp integration on your website, we would like to outline three major ways to do that:

Add WhatsApp link to website (Click to chat)

One of the simplest ways to incorporate WhatsApp into your website is by creating and adding ‘Click to chat’ links. Once a visitor or a customer clicks on the link shared on your website, they will be transported to a WhatsApp chat screen either on their phone or on WhatsApp Web. This allows them to directly chat with you or any of your customer support executives. Some WhatsApp service providers like ChatPro, even allow you to add personalised messages to greet the customers.

Steps to generate WhatsApp link with ChatPro

  1. Enter your WhatsApp Business Number with Country Code on the WhatsApp Link Generator page.

whatsapp link generator

2.   Add a personalised message (optional) and preview the content. This can help you connect with your customers better.

Add personalised message

3.   Click on Generate my link to generate your unique WhatsApp Business link and a unique QR code.

Copy your WhatsApp QR code generated and publish it


Chat through WhatsApp’s QR Code

QR codes are the latest addition to WhatsApp’s ever-expanding list of features. It allows your business to simplify both online and offline customer acquisition. With ChatPro, you can generate a unique WhatsApp QR code. You can simply paste the WhatsApp QR codes to your website and they can be easily scanned by interested customers. QR codes can also help you boost your offline engagement as they can be pasted in physical stores and other locations.

Add WhatsApp Chat Button to the website

The next popular method of WhatsApp integration is adding a WhatsApp chat button. When compared to links, chat buttons are preferred by businesses because it allows for more customization. WhatsApp chat buttons also show up much more prominently on the website and thus can be noticed by customers easily. ChatPro also allows businesses to easily create personalised WhatsApp chat buttons. Let’s look at the steps below

  1. Add your WhatsApp details including the business number, business name and an availability tag. This availability tag represents the status.

Generating WhatsApp Chat Widget

2.  Customise your widget: You can add a Business Logo or a unique chatbot avatar; a personalised welcome text that will be displayed when your customer lands on your screen.

Customize whatsapp chat button

3.  Add a generic question and a list of options to further help your customers (optional).

FAQs for your WhatsApp Chat buttonWhatsApp Chat Widget Preview

4.  Choose the placement of your widget and add a customised Trigger Message.

5.  Click on Generate Widget Code and embed the generated website code on the desired webpage. You can also enter your email address to get your widget details in your mail.


WhatsApp Website Integration: Automate WhatsApp Chat on your website.

One of the most unique selling points of WhatsApp is its ability to help automate customer conversations. Both WhatsApp Business, which was created for small businesses, and WhatsApp API, which was created to help enterprises, allow businesses to automate their customer support.

WhatsApp API does it better because it seamlessly integrates with your business CRM and allows your business to provide a seamless omnichannel experience for the customers.

Automated Notifications

With WhatsApp API, you can create pre-approved template messages that can be sent as automatic notifications to customers. These include greeting messages, away messages, broadcasts and other custom notifications that can be set up in response to specific customer actions. These allow your business to be responsive and capture customer attention immediately. For more about automated notifications, you can read our WhatsApp Notifications blog.


WhatsApp API allows your business to send quick auto-replies to your customers. These quick replies are a set of predefined messages that you can create based on what your customers are frequently asking about. By creating good auto-replies, your customer support team can instantly solve customer queries. To know more about automatic replies, check out our blog post.

Shared Inbox

ChatPro’s WhatsApp API integration allows your entire customer support to view all your customer conversations on a single screen. In addition, it also allows for a collaborative environment where conversations can be labelled/tagged and sent to the respective team/executive instantly.

Automated Chatbots

For growing businesses, WhatsApp chatbots are a definite must because it allows them to completely automate an entire conversation flow with little to no human intervention. By creating questions and answers/lists of options that can guide your customers, you can generate an automated response system that lets your customers solve their problems faster. And what’s better, ChatPro allows you to do it easily without any use of complicated codes.

Suggested Reading: How to Automate WhatsApp Business Messaging

Start to Integrate WhatsApp to your Website with ChatPro Today!

There’s no doubt that integrating WhatsApp on your website offers great returns. So, don’t miss out on all the benefits that WhatsApp integration can offer. With ChatPro, integrating WhatsApp into your website is easy. So add WhatsApp chat to your website now and boost your revenues now!

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25 WhatsApp Business Auto Reply Message Samples (Copy Now!)

WhatsApp Business Auto Reply Message if you’re thinking about using auto reply on WhatsApp for your business, this post is just for you. Learn how to set it up, how to write WhatsApp auto reply messages and make use of auto reply samples!

WhatsApp Business has currently become a mainstay in the Indian business communication and marketing field. With its wide functionality and easy-to-use nature, it is already considered one of the most successful business communication platforms in the digital space. This is further enhanced by the variety of features that it has to offer. One of those features is the auto-reply messages for WhatsApp.

What is Auto Reply in WhatsApp Business?

As the name implies, WhatsApp Business’ Auto Reply feature enables businesses to pre-set messages that can be sent to customers automatically once a set of criteria is fulfilled. When it comes to WhatsApp Business, the app allows businesses to set Greetings and Away messages. You as a business owner can choose to add variables like customer name, date & time to ensure a personalized experience for all of your clients. The auto-reply feature also makes it possible for you to send pre-written messages directly from the WhatsApp Business app.

Suggested read: How to Automate WhatsApp Business Messaging

How to write an effective Auto Reply Message for WhatsApp Business

To write an effective WhatsApp Auto Reply message, it is important to pinpoint the purpose of the message. Since WhatsApp has the highest message open rates in today’s digital world, business owners should study their customers’ journeys and create the best auto-reply messages that will not only assist them but actively guide them.

Businesses should also make sure that their auto-reply messages are engaging and on-point. If they don’t, they risk alienating their user base and lowering their brand value. This is a risk you can’t afford to take as the last thing you want to do is lose one of your most important customers. Since auto-replies can differ based on a specific set of scenarios, there is a need for businesses to research and identify the right keywords and variables that need to be accounted for. By doing so, they can not only create relevant and action-oriented messages but ones that have the best chance of engaging their audience.

Here are 25 WhatsApp Business Auto Reply samples to help you out

Now that we’ve seen the benefits of implementing automatic reply messages, let’s take a look at some of the most relevant auto reply message templates. Click on the icon next to each message to copy the template to your clipboard!

Away auto reply message

Thank you for reaching out to us! We will get back to you as soon as possible. We hope that you have a great day!


After-working hours auto reply message

Hello! Seems like you’ve reached out to us while we are away. We’ll get back to you as soon as we’re back at the office.


New product launch auto reply message

Thanks for showing interest in our latest product <product name>. We value your relationship and hope to connect with you shortly.


Order confirmation auto reply message

Thanks for ordering <product name>. We have processed your order and expect the delivery to take place within 2 working days. You can track the order using <Code>.


Sales and promotion auto reply message

Dear customer, thanks for reaching out to us. We will get back to you shortly. As part of our Summer Sale, we are running offers on various products. You can check them out here – <URL>


Holiday auto reply message

Happy Diwali! Our team will respond to your query as soon as possible since we are busier than normal.


FAQs auto reply message

Hi there! Seems like you raised a query. Our team will contact you to answer the query as soon as possible. You can also check out our FAQ section <Link> to get some relevant information that you might find useful.


Online service features auto reply message

It looks like you’ve enquired about <feature name>. We will reach back to you as soon as possible. You can also check out our service information page to find relevant information.


Review requests auto reply message

Dear <customer name>, we would like to hear your feedback about our services. Kindly share your experience on our <Link> and help our customer services team get to know about your experience.


Delayed response auto reply message

Hi, thanks for reaching out to us. Due to increased workload, our team might not be able to respond immediately to your query. We would like to apologize in advance.


Refund auto reply message

Hi <customer name>, we have received your refund request. Our team will review the request and get back to you. You can read our refund policy to understand whether your product is eligible for a refund.


Travel enquiry auto reply message

Hi there, we have received your enquiry about our holiday package. One of our agents will reach out to you to plan your next trip.


Vehicle service booking auto reply message

Hi customer, we have received your service booking request for <Vehicle name>. Our service technician will pick up your vehicle shortly.


Food order auto reply message

Bon Apetit customer, your food order has been confirmed. We will notify you when our partner picks up the order for delivery.


Doctor consultation auto reply message

Hi <customer>, your consultation with <doctor name> has been scheduled for <Date and Time>. Kindly share your reservation number <reservation ID> with our reception when you arrive at the hospital.


Admission enquiry auto reply message

Hi there! We have registered your interest for admission. Please fill up the form to book your interview slot. You can find more information about our admission policy here <Link>.


Service subscription auto reply message

Hi, thanks for subscribing to our <service name>. We are pleased to welcome you to our family. You can check out some relevant content on our blog <url> and you can also download the app to get regular updates about our services.


Transaction auto reply message

Hi <customer name>, we regret to inform you that your latest transaction has failed due to insufficient balance. You can try again using a different mode of payment.


Opt-In auto reply message

Hi there, thanks for reaching out to us. We will get back to you shortly. You can also choose to opt-in to receive relevant information about latest offers, new products & services.


Enrollment auto reply message

Hi, thanks for enrolling with our <organization name>. We are pleased to welcome you to our family. You can download the app to receive regular updates about our services.


Feedback auto reply message

Hi there, we appreciate your feedback. We will get back to you shortly. You can also choose to visit our FAQ page to get some useful information.


Abandoned conversation auto reply message

Hi there, we would like to close this conversation since we haven’t received any input in the last <time>. Please feel free to reach out to us again if your issue is unresolved.


Technical issue auto reply message

Hi <customer name>, we are currently experiencing a delay in communication due to some technical issues. Please hold on and we will get back to you shortly.


Property enquiry auto reply message

Hi there, we have registered your interest in buying our <Property name>. One of our representatives will be in touch shortly to provide further information.


Insurance claim auto reply message

Dear <customer>, we have received your insurance claim request and we are happy to help you. However, we need some more information from you to process the claim. Our insurance agent will get in touch with you shortly.


Suggested read: How to send WhatsApp Broadcast: A guide for 2022

Setting Up Auto Reply with WhatsApp Chatbots

By setting up automatic replies in WhatsApp Business, business owners will be able to instantly reply to their customers and maintain a significant level of trust and reliability with their customer base. To help businesses streamline their communications across all interfaces, WhatsApp has also enabled automatic replies in its chatbot, which can be created using the WhatsApp API application interface.

One of the benefits of enabling automatic replies in WhatsApp chatbots is that it not only allows owners to add text messages but also media as replies instantly. It also enables them to create a list of options that customers can choose from and translate that into unique conversation flows that can be easily automated.

To set-up automatic replies in WhatsApp chatbot, you have to partner with a WhatsApp Business Service Provider (BSP) that offers an easy-to-use WhatsApp interface and tools to create conversation flows.

Automate messages on WhatsApp Business with ChatPro

ChatPro, one of the leading WhatsApp BSPs in India, has experience in developing, deploying and customizing WhatsApp chatbots and interfaces.  With the latest technology and expertise, it enables businesses to not only create custom chatbots but also automate their customer conversations for efficient customer engagement. In addition to helping businesses with automatic replies, ChatPro can also provide invaluable guidance on WhatsApp template messages, list creation, data migration, analytics and much more. So, don’t hesitate to contact our team!

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WhatsApp Business Opt-ins: Everything You Need To Know

Are you looking for new ways to connect with your audience? In this post, we’ll explain everything you need to know about running successful WhatsApp business opt-ins.

Being one of the best communication platforms for businesses in the current era, many companies have started to use WhatsApp Business to engage with customers & attract new customers. With the increased popularity of WhatsApp Business and its chatbot, it is critical for company owners to understand the customer opt-in procedure, rules of the business account, and other useful information that can help them use the platform effectively.

What is WhatsApp Business Opt-in?

WhatsApp chatbots are currently one of the most popular chatbot applications simply because its cheap and customer-friendly. In addition to helping companies with instant customer support, chatbots also enable companies to expand their customer base with verified WhatsApp customers. While companies can reply to customers who start a conversation, WhatsApp doesn’t allow companies to initiate conversations without obtaining an opt-in.

customers before sending messages:

According to WhatsApp policies, companies need to get consent from customers before sending messages from their business accounts. This procedure is called the WhatsApp Business opt-in process. WhatsApp opt-ins were initially collected by third-party channels but WhatsApp has since provided several options to collect consent from customers. Companies can now send consent messages through:

  • SMS
  • Website Chatbots
  • IVR Calls
  • In-App Notifications
  • And WhatsApp Messages (when the customer initiates the conversation)

Primary guidelines while collecting WhatsApp Business Opt-in

WhatsApp Business Opt-in:

WhatsApp Business opt-in was specifically created to enact WhatsApp’s strict no-spam policy. The app has created three primary guidelines that companies need to follow while collecting consent from their customers. They are:

  • The opt-in message from the company should clearly specify that by accepting this communication the customer is willing to receive messages from them on WhatsApp.
  • The company should ensure that its name is prominently mentioned in the consent message.
  • The company should also make sure to follow the regional business & consumer laws that are applicable to a particular state/country.

Once a company adheres to these three guidelines, it can initiate conversations with its customers and send proactive templates to them. For more about how business-initiated templates work, you can check out our blog on WhatsApp template messages.

7 Best Ways to Collect Opt-ins for WhatsApp Business

Ways to Collect :

Now that we’ve explained what WhatsApp opt-ins are and offered a brief view of the primary guidelines companies should follow while collecting them, let’s take a look at some of the most effective ways of collecting consent from customers.

  1. WhatsApp Conversation Opt-Ins

The easiest & most used way to obtain opt-ins from customers is by asking customers who have already initiated a conversation with a company. This is because this subset of customers have not only shown interest in your company and its offering but are also highly familiar with the platform. Therefore, they would most likely opt to receive communications through WhatsApp.

This method is also considered easy because your team can send predefined opt-in messages that can be sent instantly once they resolve a particular query. Once the customer agrees to the messages, you can send notifications to them.

2.  Website Opt-Ins

Your website is an integral part of your company and it can be used to help gather opt-ins with the help of opt-in buttons, pop-up banners and even a dedicated landing page where you can easily embed an opt-in box to help get consent from them. Once the customer clicks the banner or fills the form, you can instantly transfer them to WhatsApp and send across a notification with the consent message.

3.  QR Code & In Person

Shops and other businesses with physical locations can use their reception desks and store managers to collect WhatsApp opt-in consent from the customers who visit their stores. This has helped these small businesses get connected with their customers through the platform.

QR code is another simple and cost-effective method that you can use to collect opt-ins. Companies can easily collect consent from customers who visit their physical location. Customers can easily scan the QR code to get an opt-in message and accept the terms instantly.

4.  Phone Calls & IVR

One of the traditional ways of collecting opt-ins is to use call centers and IVR (Interactive Voice Response) operators to help them collect consent from their customers through voice calls. Once the customers answer the call, companies can inform them about the WhatsApp business opt-ins. process and send them opt-in messages instantly.  While using IVR and call centers, it is important for companies to make sure that these channels follow strict opt-in practices and regulations.

5.  In-App Notification

If you are a company that is using a mobile app, it opens up another avenue for your company to collect consent. By sending in-app notifications reminding customers that your company uses WhatsApp and sharing opt-in notifications. One of the positives of using in-app notifications is that most WhatsApp Business Service Providers like ChatPro will be able to help you integrate WhatsApp applications into your mobile app. This will ensure that the in-app notifications are received seamlessly.

6.  SMS

SMS opt-ins are one of the first methods of WhatsApp Business opt-ins. While this might look like a predatory method to collect consent, it is still being used by companies simply because it is cost-effective and easy. Since most WhatsApp users will be using the platform on a mobile phone, SMS notifications can also help ease the opt-in process and make it hassle-free. This is where SMS opt-ins stand out from all other opt-in methods because they are simple and require little work.

7.  Delivery & Transactional Notifications

You can use your transaction notifications for obtaining WhatsApp business opt-ins. information. To do so, you have to add either the WhatsApp opt-in button, QR code or your WhatsApp link on your billing invoice/delivery messages. No matter whether you are sending notifications through e-mail or SMS, the information is automatically forwarded to the customer once they open the message and read it.

Updated WhatsApp Opt-in Policy for Business Initiated Messages

We’ve now seen a brief overview of the WhatsApp Business opt-in process and how you can use several channels to nudge customers to give consent for your messages. In addition to this knowledge, it’s also critical to look at how you should frame the opt-in message and other business-initiated communications that you’d be sending after you receive consent.

Business Initiated Messages:

Business-initiated messages are simply messages that are initiated by a company. Unlike normal conversational messages, WhatsApp has created a clear set of policies/regulations to moderate business-initiated messages. Therefore, companies need to create messages or templates that they’d be using and get them approved by WhatsApp. WhatsApp’s business policy was created to ensure that all customers have a quality experience when interacting with companies.

blog post.

While learning all the regulations and adhering to them might look complicated, companies can opt to For more information on how WhatsApp Business notification templates can be created, you can also check out this blog post.

FAQs on WhatsApp Business Opt-in

  • Can I send WhatsApp messages to customers without sending opt-in messages?

While you can send messages to customers who have not opted in, the messages might not be delivered and show a ‘User not opted in’ error response. Even if some messages go through, it is not advisable because WhatsApp is GDPR compliant and it strictly prohibits this type of behavior.

  • How will WhatsApp check if I have sent opt-in messages?

WhatsApp routinely checks companies and conducts random audits to check opt-in conversations. In addition, users can also block or report your company for sending notifications without consent.

  • What actions will WhatsApp take if I send notifications to customers without getting their consent?

WhatsApp has the right to revoke the license and WhatsApp Business registration of any company that does not comply with its regulations. Companies that have been banned might find it hard to re-register on the platform and reclaim their audience.

  • Should I maintain a record of all the opt-in messages?

Yes, companies should maintain a record of all the opt-in replies from the customers. While this might not be clearly implied by WhatsApp, a record of the conversations will immensely help the company during WhatsApp’s compliance audits.

  • Can I obtain a WhatsApp opt-in using offline modes like forms?

Yes, WhatsApp allows companies to collect consent through offline forms. However, much like digital records, companies should make sure to document offline forms and store them safely.

  • Can I get WhatsApp Business opt-in consent through Ads on platforms like Facebook?

Yes, WhatsApp opt-in responses can be collected through Ads on Facebook, LinkedIn and other platforms. However, the company should ensure that the customer is redirected to WhatsApp and use the platform to obtain opt-in.

This process becomes much easier if your company runs a ‘Click to WhatsApp Ad’ on Facebook. When a customer clicks on the call-to-action button ‘Send Message’, they are redirected to WhatsApp and the opt-in is obtained in the background during that process.

Start to Increase your Opt-in Rates for WhatsApp Business with ChatPro!

There is no denying the fact that WhatsApp has become a major part of business communications. Therefore, WhatsApp opt-in is important for companies looking to communicate with customers. If you need help with the WhatsApp opt-in process, ChatPro can help you collect opt-ins through various channelChatPro is a pioneer in offering excellent WhatsApp Business solutions to companies across the spectrum. You can request a free demo and explore ways to enhance your opt-in process right now!

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Top 10 WhatsApp Business Tools in 2022

What is WhatsApp Business used for?

For people who aren’t familiar with WhatsApp Business Tools, it is the business communication platform that was launched by WhatsApp, the world’s No. 1 text messaging platform. WhatsApp Business & WhatsApp Business API were developed to help businesses seamlessly connect with their customers through text, voice & video communications and proactively offer real-time assistance to them. Since it has around 1.5 billion active users,  it is one of the best platforms to attract new clients, engage existing ones and expand your brand identity.

In addition to being a superior customer support platform, WhatsApp Business is also an excellent marketing tool that can grow your business. With WhatsApp Business, your business can:

  • Reach more customers through chatbots.
  • Engage customers on a more personal level with automated messages.
  • Improve your brand image with instant resolutions.
  • Promote your products & services through rich product/service catalogs.
  • Share latest news/deals with broadcast lists.

Suggested Reading: 8 WhatsApp Business Best Practices For 2022

What are WhatsApp Business Tools?

The WhatsApp Business platform is a sound communication tool that helps businesses connect with customers. However, the native iteration of the platform offers only basic communication support that might not satisfy all the needs of a specific business. For example, e-commerce businesses that wish to curb cart abandonment might not see excellent benefits by integrating just the WhatsApp Business API platform. They might need a tool like chatbot that can offer more personalized customer support and increased engagement. With a good WhatsApp tool, your business will be able to simplify its marketing efforts and communicate more effectively with your customers.

Top 10 WhatsApp Business Tools

The following is a list of some of the most used WhatsApp Business tools in 2022. This list will help you identify the tool that is critical for your business growth and integrate it to improve your processes.

WhatsApp Shared Inbox by TimelinesAI

The WhatsApp Shared Inbox tool from TimelinesAI helps businesses manage WhatsApp chats across several devices & profiles on one screen. This helps increase the collaboration between your teams and ensure seamless issue resolutions for all your customers. In addition to enabling single-window chat management, the shared inbox can also help your business integrate WhatsApp chats into Salesforce, PipeDrive and other service providers.


  • Manage personal & group chats from a single screen.
  • Ability to label chats & set follow-ups/reminders.
  • Enables mass messaging features using CSV files.


  • Slow chat loading speeds and minor bugs.
  • No feature to auto-assign tasks based on specific conditions.
  • Mass messaging supports limited numbers and the starter plan only allows 50 messages per month.

Suggested read: WhatsApp’s Shared Inbox and its Uses

No-code WhatsApp Bot by chatPro

chatPro’s no-code WhatsApp chatbots are the best in the business because it provides endless customization and excellent automation. The company’s USP is creating unique and engaging multilingual bots that cater to specific business domains and purposes. In addition to automated no-code chatbots that offer 24/7 support, the company also provides a superior no-code workspace that takes care of all lead generation and customer support needs.



  • Since it is a new platform, businesses might take some time to get completely acclimated to its features.
  • If no other user is added, all chats are assigned to the same user.
  • Limited opportunities when it comes to integrating & managing WhatsApp groups.

Suggested read: How to Setup WhatsApp’s No-Code Chatbot

WhatsApp Business APIs by WATI.io

WATI.io offers excellent WhatsApp Business integration support to businesses and enables them to completely manage customer communications using WhatsApp. The platform also provides WhatsApp integration support to several leading CRMs, social media and messaging tools.WATI’s USP is its ability to provide custom WhatsApp API solutions to businesses based in several domains including e-commerce, real estate & healthcare.


  • No fee for setting up WhatsApp Business APIs.
  • Provides access to rich media messages & interactive buttons.
  • Single platform for managing customer queries, template messages & WhatsApp broadcasts.


  • Some customers have noted that the message dashboard & message sorting function are slow & do not update in real-time.
  • WATI adds its own branding on the chat widget since it is not part of their subscription.
  • Webhooks & some other features are not part of the basic plan.

Suggested read: All you need to know about WhatsApp Business API

Bulk messages from WappBlaster

WappBlaster is a leading WhatsApp marketing service provider that provides WhatsApp bulk messaging support for businesses. The automation platform helps businesses create target WhatsApp broadcast lists and send template messages in multiple languages. An intuitive user interface and anti-blocking algorithm for bulk WhatsApp messaging are its unique selling points.


  • Multilingual messaging capability.
  • Provides access to rich media messages & interactive buttons.
  • Single platform for managing customer queries, template messages & WhatsApp broadcasts.


  • The reporting process is not elaborate and does not have demographic filters.
  • Cannot edit already sent messages & change typos/grammatical mistakes easily.
  • Sending videos & HQ photos might slow down the bulk messaging process.

Suggested read: How to send WhatsApp Broadcast: A guide for 2022

Customer support widgets from Callbell

Callbell is a chat management service provider that excels in offering custom WhatsApp chat widgets for businesses. The company helps businesses create & integrate chat widgets into websites and other channels and take control of customer conversations. The company also provides WhatsApp chat management solutions to businesses and helps them connect with their customers seamlessly.


  • Free chat widget installation. The company only charges for the channels that businesses chose in their plan.
  • Ability to continue conversations even when the customer leaves.
  • Easy and quick widget installation.


  • Past conversations will take a while to load and some conversations might get lost.
  • Reduced ability in sending voice messages or large files.
  • No integration with Google +

Suggested read: How to use WhatsApp Business for marketing

Surveys from Outside Voice

Outside Voice is a company that specializes in building structured data layouts using WhatsApp API and creating premium surveys. The company lets businesses build targeted video, audio and text surveys & forms through WhatsApp. This allows them to get much more meaningful and deeper responses from their customers.


  • Ability to run video surveys through WhatsApp.
  • Can be deployed quickly and easily, and it doesn’t need mobile web.
  • Collates and shows all responses in a single window.


  • Since it is a survey platform, there are less CRM/social media integration opportunities.
  • There are also limited opportunities for AI automation & insight generation.
  • The company’s response-based pricing system can make it an expensive option for small businesses.

Virtual WhatsApp environments from Boxy

Boxy is a physical device that can help create a GDPR compliant WhatsApp environment. It helps users in remote locations connect to WhatsApp without worrying about the GDPR regulations. Since Boxy is designed to work as a complete WhatsApp console, it can connect to computer accessories like webcam and keyboard.


  • Creates a GDPR compliant WhatsApp environment.
  • Can connect to webcam, monitor and keyboards to act as a comprehensive WhatsApp web system.
  • Small and easy-to-use box design that can be carried anywhere on-the-go.


  • Physical devices are prone to hardware issues and damage.
  • Limited opportunities for mobile integrations.
  • Could be considered pricy because it is a physical device.

WordPress WhatsApp plugin from Userlike

Userlike is a company that offers excellent WhatsApp integration opportunities for WordPress plugin. With Userlike, businesses can integrate chatbots, buttons, forms and other WhatsApp features into their WordPress websites easily. The company provides plugin plans that suit the need of every business.


  • Provides integration assistance to CRM tools for a unified messaging solution.
  • Offers multilingual chatbot creation assistance.
  • Provides options to integrate and use on mobile phones.


  • WhatsApp widgets with all the features are only available in the costliest plan.
  • Advanced automation options are limited.
  • The interface is not intuitive and it might take some time getting used to it.

Reminders from Reminders

As the name implies, Remindex is a leading reminder software that helps people and businesses track their activities, mark expiration dates and set reminders to help them finish the activity within the deadline. With WhatsApp, Remindax will help businesses send automated alerts & reminders to their customers. Businesses can also set multiple customized reminders with minimal effort.


  • Set personalized automated reminders & notifications.
  • Excellent automation assistance to help send reminders on-the-go.
  • GDPR compliant and secure messaging support.


  • Limited opportunities for analytics and insight generation.
  • Options for making bulk changes are limited.
  • Some clients have informed me that the customer service response time is rather slow.

Web chats from EazyBe

EazyBe is an extension that allows businesses to engage in web chats with their customers through WhatsApp easily. The tool allows businesses to select phone numbers and start conversations immediately with their customers. This helps them to instantly connect with their customers and generate a personalized customer experience efficiently.


  • Easy one-click WhatsApp conversations from your website.
  • Helps businesses connect with customers without the need to save their mobile numbers.
  • Easy to set-up and run. Provides a free plan.


  • Limited integration opportunities since it is an extension.
  • Little to no ability to engage in multilingual conversations.
  • Data tracking & analytics options are highly limited.

Limitations of having Multiple WhatsApp Business Tools

Now that we’ve looked at some of the most popular WhatsApp Business tools and identified the benefits that they provide, you might be tempted to choose all of them in a bid to increase your profits. However, it is not advisable because each tool has a distinct use case and it is better to choose the best ones that suit the needs of your business. There are several limitations in choosing multiple tools, they are as follows:

  • It is expensive – Many WhatsApp Business tools will require you to buy a monthly or annual subscription plan to access all their features and use all their services. This can make it more expensive, especially for small and medium businesses.
  • It will be confusing & counter-productive – It will not be easy for you to manage multiple WhatsApp Business tools or make informed decisions about how each tool performs. Issue resolution will also become an issue as your team has to be in touch with multiple vendors.
  • They may interfere with each other – Some businesses have noticed that their multi-tool integration might interfere with each other and cause problems when it comes to managing conversations, sharing files and sending broadcast messages.
  • There might be a lack of innovation – Many businesses that had used multiple WhatsApp Business tools have informed that they suffered from a severe lack of innovation simply because they didn’t have the time to analyze their business needs and their requirements through proper planning. This means that they might be using obsolete tools that are difficult to upgrade. This might hinder their progress and even lead to poor results.

Suggested read: How Chatbots Are Making Life Easier For Small Businesses

Automate your entire business process on WhatsApp with chatPro!

If you’re looking for a simple yet effective WhatsApp tool that can help your business process to be better organized and ensure excellent profits, look no further than chatPro!

chatPro’s WhatsApp Business Solution offers native integrations with e-commerce platforms like Zoho, Woo-commerce and Shopify. Check out our other integrations here. We also offer industry-specific WhatsApp chatbots customized to the needs of each market. Industries we currently support: Education, Travel, Banking and Finance, Real Estate and E-commerce.

How To Add Whatsapp Link To Instagram

Whatsapp Link To Instagram this conversion rate. Why should you embrace this addition? it’s quite simple, you can easily drive traffic to your business page by making use of this feature.

Business communications have become integral to growth and stability in the current market environment. This has made companies choose the best communication tools to ensure superior growth. WhatsApp has slowly become a key tool for businesses to stay connected with their clients, employees, and partners. The platform’s reach and host of features have propelled it to the top of the communication sector. While there is no denying that WhatsApp provides excellent benefits for companies, many owners & managers fail to identify the best way to increase its reach and efficiency. This is especially true when it comes to connecting it to other social media platforms except Meta.

What are WhatsApp links and why do you need to add them to Instagram?

As the name implies, WhatsApp links are clickable hyperlinks that direct users to a company’s WhatsApp profile. So, it is one of the best ways to showcase that your business uses WhatsApp across the web. When the WhatsApp link is clicked on, the user will be redirected to the company’s WhatsApp profile. By adding a link to the desired social media platform like Instagram & Meta, a company can promote themselves & their business better, increase customer engagement, and boost sales.  Whatsapp links added to instagram also helps companies to market their business through WhatsApp and build personalized customer support. Furthermore, this also adds value to the business by giving it a great online presence and a strong market share.

Benefits of Adding WhatsApp Links to Instagram

As mentioned earlier, there are several benefits to adding a WhatsApp link to Instagram. Let’s look at five of the most important ones:

Direct conversation through Instagram

Whatsapp links added to Instagram enables us to have a direct conversation with customers through instagram. Since most people are familiar with the platform, it offers easier communication and a more personalized connection. Companies also prefer WhatsApp links to an Instagram Direct Message (DM) because it helps them identify stronger leads that are more interested in their business.

Increased flexibility

As we all know, Instagram and WhatsApp are popular social networks in their own rights. By combining the might of Instagram’s social reach with WhatsApp’s robust features, companies can increase their online presence and grow their brand faster. By adding WhatsApp links to Instagram, you can also add more flexibility to your communication strategies. For example, you can use the link to send out a marketing message to your audience by embedding a call to action in the Instagram post or you can share a recent company achievement on your Instagram profile by sharing the link to the post.

Increase customer opt-ins

WhatsApp Business owners need to get consent from customers before they start sending messages to them. Getting consent from customers might be a hassle if companies try getting through their website or other non-digital methods. By linking ‘Click-to-chat’ WhatsApp links to Instagram, customers can start conversing with your company easily without adding your WhatsApp Business number. This way, users will become engaged with your business and become more loyal customers.

Suggested read: Looking to Opt-in More Customers to Your WhatsApp Business? Here are a few tips

Increase brand visibility

As a company grows, its brand becomes popular too. With the increased use of social media, the brand visibility is also more. WhatsApp links can add more value to your Instagram profile and ensure that customers learn more about your company. By showcasing your brand’s profile through multiple methods, you can be more proactive and increase brand visibility.

Resolve issues faster

Customers want a fast resolution in today’s digital marketplace. When a customer experiences an issue with your product or service, the first thing he is going to do is to try and reach out to a customer service team through the internet. WhatsApp links are essential to resolve issues fast. If your customer needs resolutions, he/she can quickly reach your support team by clicking on the WhatsApp links rather than wait for a resolution by posting it as an Instagram message or DM.

Examples of Instagram profiles using WhatsApp link in bio

We can clearly see the benefits of adding a WhatsApp link to an Instagram profile when we look at some real-life examples. Let’s look at some of the best integrated WhatsApp links below:

WhatsApp number added to Instagram profileWhatsApp number added to Instagram profile

Two ways to add WhatsApp links to Instagram

There are two major ways to add WhatsApp links to Instagram pages. They are:

Adding WhatsApp link to Instagram bio

The first method is adding WhatsApp links to the personal bios of the Instagram accounts. In order to this, companies should have a professional Instagram & WhatsApp Business account. By showcasing WhatsApp links on the bios, companies can help customers resolve their queries faster and increase trust/brand value.

Adding WhatsApp link to Instagram story

The second method is adding WhatsApp links as stories on Instagram profiles. Instagram stories are a popular feature because they are short, engaging, and have a much higher reach compared to other posts. Since WhatsApp Business links are linked directly to the business WhatsApp profile, companies can showcase their WhatsApp accounts to a wider range of customers.

Companies can use either of these methods to increase brand recognition and drive growth.

WhatsApp link for Instagram: How to create a shareable link for your business

To share a WhatsApp link on Instagram, one needs to create a shareable link. WhatsApp Business users can

  • Go to Settings or More Options (for iPhone & Android devices respectively)
  • They should then click on ‘Business Tools’. Inside ‘Business Tools’, they should click on ‘Short Link’.
  • iPhone users can then tap ‘Copy Link’ to copy the link while Android users can tap on the link directly to generate the links.

WhatsApp API users can contact their Business Service Providers to generate customized WhatsApp links with welcome messages. In the case of ChatPro, you can enter your business details in the WhatsApp Link Generator page to create a free WhatsApp Business link.

How to add WhatsApp link to Instagram bio

Step 1: Create a WhatsApp link for your profile from https://ChatPro.com/whatsapp-link-generator and click on preview to test the link/message.

Step 2:  Open Instagram & access your business account.

Step 3: Click on ‘Edit Profile’ to go to settings.

Step 4: Paste the link in the ‘Website’ field & save. This will showcase your WhatsApp link on your Instagram profile. Your customers can click on the link to directly communicate with you on WhatsApp.

How to add WhatsApp link to Instagram story

Step 1: Create a WhatsApp link for your profile from https://ChatPro.com/whatsapp-link-generator and click on preview to test the link/message.

Step 2:  Open Instagram & access your business account.

Step 3: Click on the ‘New’ button and select ‘Story’.

Step 4: Tap on ‘Create’ and then select ‘Stickers’

Step 5: Select ‘Links’ from the ‘Stickers’

Step 6: Click on ‘Links’ to add your WhatsApp link and a custom sticker text.

Step 7: Now the Link sticker will have your WhatsApp link. You can make it more prominent by adding a WhatsApp sticker along with the Link.

Step 8: If you are uploading a picture or a video to your Instagram story, you can add the image and follow the same steps to add a link on top of the image.

Beyond WhatsApp link for Instagram: Other ways to add WhatsApp on Instagram

Another way of showcasing your WhatsApp profile on your Instagram page is by adding WhatsApp buttons or QR code scans to your Instagram page. Both of these can be showcased as either an Instagram post or a story post.

Companies need to generate WhatsApp QR codes through their Business Service Providers (which is a simple process with ChatPro) and then add the QR code image as a post. This allows users to scan the QR code and directly connect with your team via WhatsApp.

Add WhatsApp Button to your Instagram profile

The following steps will show how WhatsApp Business owners can embed WhatsApp Buttons on their Instagram profiles and generate more revenue.

For Android users

Step 1: Open WhatsApp Business & tap on ‘More Options’

Step 2: Select ‘Business Tools’ & tap on the ‘Reach More Customers’ section.

Step 3: Tap on the Facebook/Instagram option under the ‘Reach More Customers’ section. This opens a window providing an option for sharing WhatsApp links through Facebook or Instagram.

Step 4: Select ‘Instagram: Add WhatsApp to your profile’, which will open a new Instagram log-in page.

Step 5: Enter your Instagram Professional credentials (You can also log-in through Facebook).

Step 6: Tap on ‘Add WhatsApp to your profile’ after logging in.

Step 7: Enter your WhatsApp Business phone number and tap on ‘Add’ to link WhatsApp with Instagram.

Step 8: A ‘WhatsApp Added’ prompt will be shown as a confirmation. You have now successfully added a WhatsApp button to your Instagram page.

For iOS users

Step 1: Open WhatsApp Business & tap on ‘Settings’

Step 2: Tap on Facebook/Instagram option under ‘Settings’. This opens a new window providing an option for sharing WhatsApp link through Facebook or Instagram.

Step 4: Select ‘Instagram’, which will open a new Instagram log-in page.

Step 5: Enter your Instagram Professional credentials (You can also log-in through Facebook).

Step 6: Tap on ‘Add WhatsApp to your profile’ after logging in.

Step 7: Enter your WhatsApp Business phone number and tap on ‘Add’ to link WhatsApp with Instagram.

Step 8: A ‘WhatsApp Added’ prompt will be shown as a confirmation. You have now successfully added a WhatsApp button to your Instagram page.

Omni-channel communication: Convert leads from WhatsApp and Instagram with ChatPro.

In conclusion, we can clearly see that creating an omni-channel communication environment by connecting Instagram with WhatsApp Business provides excellent benefits to companies. WhatsApp Business Service Providers like ChatPro don’t just help generate links/QR codes and link them to Instagram, they also help manage & track conversations that were generated through those links. This provides you with the ability to understand how customers are engaging with your brand and generate insights to drive much more targeted messages that will help drive greater conversions. This ensures that you are not missing out on any opportunity to grow your company. So, don’t hesitate to book a free trial!

How to send WhatsApp Messages from Google sheets

ChatPro’s WhatsApp APIs will allow you to start sending messages from Google Sheets, so you can reach your contacts quickly and easily. Here’s a complete step-by-step guide.

WhatsApp Business has become the gold standard in business communication because of its inherent features. One of the best ones is Broadcast Messaging, which allows businesses to send bulk messages/notifications in a few simple steps. This article will examine how you can easily send bulk WhatsApp messages using Google sheets.

WhatsApp Business API is an application programming interface created by WhatsApp to help medium to large businesses communicate with their customer base efficiently. Businesses need to partner with a WhatsApp Business Service Partner to set up and integrate WhatsApp Business API into their workflow. Since the API supports a wide range of communication and automation features that can assist all sizes of businesses, it is preferred by leading companies in various domains. With this in mind, we can say that WhatsApp Business API is the most popular and effective API for many business needs.

For a more in-depth look at how WhatsApp Business API can benefit your business, you can check out our complete WhatsApp API guide.

What is a WhatsApp Broadcast message?

Broadcast list:

Like WhatsApp, WhatsApp Business API allows businesses to create broadcast lists with a host of contacts. Business owners can send bulk notifications to all their contacts instantly with just a simple click. Businesses need to save all the customer phone numbers before adding them to the broadcast list. Once the contacts have been added, business owners can send the latest arrivals, product insights, delivery notifications, subscription information & more to all the customers on the list.

Businesses prefer broadcast lists because it allows business owners to create targeted lists with different customer segments and send personalized notifications to each group of customers instantly. While both broadcast lists and groups are a collection of contacts, they both have a stark difference. Messages sent via broadcast lists are sent directly to a customer’s personal WhatsApp screen and not posted on a group where everyone else can see the message.

Note: While WhatsApp Business restricts business owners to add only 256 contacts, WhatsApp Business API can allow business owners to add an unlimited number of contacts.

Read: What is the difference between WhatsApp groups and WhatsApp broadcasts?

5 Reasons why you should use Google sheets for Broadcasting WhatsApp Messages

Fast Broadcasting

By using Google Sheets for WhatsApp broadcast messages, your team will be able to stay organized and finish all the critical updates well before time. This enables them to send bulk messages faster and get them approved much earlier than they normally do.

Completely Hassle-Free

Updating broadcast lists and messages in Google Sheets is one of the best ways to reduce confusion and stress. This eliminates the need for last-minute back-and-forth discussions between colleagues which is crucial to ensure timely notifications are sent to the customer base. Furthermore, Google Sheets also enables business owners to check each notification to ensure all customers are updated and eliminates the need for employees to manually track everything.

Schedule Messages Earlier

Google sheets allow your team members to add a complete set of template messages at the start of the month and schedule them to be sent at a specific time. Operating in this way means they don’t have to waste time creating individual broadcast messages every time. Also, having all the template messages waiting for them will save the team members time and also allow them to send messages even if they are offline.

Operate with a Reduced Workforce

Since Google Sheets can allow businesses to organize their broadcast lists efficiently and schedule messages, the job of updating the lists can be completed by just one or two people. This is helpful for small businesses that are operating with a limited workforce. The process also requires less training, which results in fewer mistakes and improves the overall efficiency of the business.

Backup Contacts & Messages

Google Sheets also help businesses backup contacts and messages. For businesses using WhatsApp cloud API, Google Sheets can act as a backup since it is synced with the cloud. It can also be used as a repository for business owners to add business-specific data. This gives them a better idea of their business marketing strategies and helps generate excellent insights regarding customer acquisition & retention.

Segment Faster

When it comes to WhatsApp broadcasting, customer segmentation plays a critical role. This is because it allows businesses to create a diversified marketing strategy by sending personalized messages to different groups of people. With the help of Google Sheets, business owners can quickly segment their customer base into groups. Google Sheets also prevent business owners from accidentally sending duplicate messages and ensures the right message is sent to the right customer.

Suggested read: How to send WhatsApp Broadcast: A guide for 2022

How to Send WhatsApp Messages from Google Sheets? A step-by-step guide

Step 1:

Download the ChatPro to Google Sheet extension and install it.

Step 2:

Create a Google Sheet with three fields (Phone, Status & Name) and add the respective Broadcast List details.

Note: The ‘Status’ field will be empty and it will be changed to ‘Updated’ once you send the Broadcast.

Step 3:

Click on the ChatPro Extension in the menu section of the Google Sheets and select WhatsApp Broadcast.

Step 4:

When the Authorization pop-up appears, click on ‘Continue’

Step 5:

Sign in to your ChatPro account and provide access.

Step 6:

Now, click on the ChatPro – ‘WhatsApp Broadcast’ option again to run the script.

Step 7:

Enter your ChatPro log-in credentials and click on submit to go to the configuration screen.

Step 8:

Click on ‘Account Config’ under Configuration. Then choose the phone number that you want to send the message from.

Step 9:

To get the API Key & API Secret, go to your ChatPro account and click on ‘API Key’ on the menu.

Step 10:

Copy and paste the API Key & API Secret from the screen to the Authentication Form.

Step 11:

Close the window, run the ChatPro – WhatsApp Broadcast API extension again & click on ‘Broadcast Configuration’ under Configuration.

Step 12:

Select the relevant sheet (Sheet 1 in this example) and click on Configure. This will take you to the mapping screen.

Step 13:

In the mapping screen, map the named columns (Phone/Status/Name) to the relevant fields and click on ‘Submit’.

Step 14:

In the next field, select your desired template from the list of pre-approved Template Messages that you’ve already created.

Step 15:

After selecting the desired template, you can add one or more fields to the existing template & click on ‘Submit’. (We have added the mapped ‘Name’ field in this example.)

Step 16:

In the next box, enter the Sender information from the list of available team members that have been added. (We have chosen our ‘Test’ bot in this example)

Upon clicking on ‘Submit’, you’ll receive a confirmation stating that your ‘Configuration has been updated’.

Step 17:

Close the window and select ChatPro – WhatsApp Broadcast API again. Select ‘Run Once’ under the ‘Run Broadcast’ section to start sending your broadcast message.

Step 18:

Once the messages are sent, the status column will be populated with the Sent/Date information.

Congratulations, you’ve now learnt how to easily send WhatsApp Broadcasts from Google Sheets using the ChatPro Extension. For a more detailed run-through of the process, you can check out our Training Video.

Suggested read: 27 Best WhatsApp Business Greeting Messages (Copy Now!)

Send WhatsApp messages from Google Sheets with ChatPro API!

Through this article, we’ve seen the benefit of using Google sheets for broadcasting WhatsApp messages and also briefly looked at how ChatPro’s extension makes the process much easier. With ChatPro, a leading WhatsApp API service provider, your business can not only send WhatsApp broadcasts easily and efficiently but also gain a whole lot of additional WhatsApp API assistance. Our team has experience in helping businesses with their WhatsApp integration, template messages, chatbot configurations, etc. So, start enjoying the benefits by signing up for our free trfial!