Marketing via WhatsApp

Here's how to get started marketing via WhatsApp

Pre-preparation

Before creating a WhatsApp campaign, you need to complete the following steps:

Step 1: Create a YCloud account

Click to register your YCloud account.

Step 2: Create a WABA account

Documents to be prepared:

• A Facebook account

• Phone number.

  • The phone number must be able to receive voice calls or text messages.

  • The number had no previous WhatsApp App or business account.

Click to view Create a WhatsApp Business API Account

Step 3: Create a marketing template

1. Create template

If there are multiple WABA users in the account, please switch the WABA account in the upper right corner.

• Log in to your YCloud account > WhatsApp Manager > Templates > Add Templates

1. Name & Select Type & Select language

Category Select Marketing, name the template and select the template language

1. Edit template content

1. Submit template

Confirm that the template content is correct and click Submit > Confirm

1. After the template is approved, it can be configured and sent

Templates are reviewed by Meta, please be patient. Generally, the audit will be completed within 1 day.

Review failure: If the template is rejected, you can go to the edit page to find out the reason, and modify the template or appeal according to the prompts.

Click to view Create Template

Create a one-time marketing broadcast

Use the Campaign function of the YCloud platform to send marketing messages, promotion notifications or new product recommendations to specific customer groups (such as a customer group or customers with a specific label).

When sending a group message, pay attention to the design and layout of the message content, avoid too commercial and blunt expression. You can use a graphic, lively and interesting way to attract the attention of customers, improve the message open rate and click rate.

Step 1: Add activities

• Log in to your YCloud account > Campaign > Add Campaign

Step 2: Fill in the Campaign information and click Next

Step 3: Select the recipient

Step 4: Confirm the content is correct, click submit, and send it after approval

Step 5: View the group activity data

Select Campaign > Action > Analytics

Download data localization analysis is supported in the upper right corner

Click to view Create a WhatsApp Marketing Campaign

Create automated marketing strategies

Automated Marketing editor with YCloud platform (Journey)

Journey is an automated marketing tool that helps businesses trigger a series of actions based on customer behavior, enabling instant marketing push for specific customer behavior, such as automatically sending a payment reminder when a customer abandons a settlement payment.

In the YCloud platform, you can easily configure such an automated marketing process to automate and personalize marketing messages and improve conversion results.

Step 1: Create Journey

• Log in to your YCloud account > Journey > Create Journey

Step 2: Add Trigger

The Trigger is the Trigger for this Journey, and all conditions in the trigger must be met before it can be successfully triggered.

Step 3: Design process

Drag and drop components and connect them to design a process for execution based on your business scenario. For details about component functions, see Component description

For example, when a customer does not complete the payment after 10 minutes of placing an order, it will automatically send a reminder message, and if the payment is completed during the period, it will not be sent, and the conversion rate of customers will be improved through this automated marketing method.

Step 4: Active and Save

After completing the process setting, click the Save button in the upper right corner, set the status of Journey to active, and click Save.

If the component Settings are incorrect, you can view the error message in the upper right corner of the red box and click the Check button in the upper right corner to check the Settings.

Click to view Create a Journey

Best practice

Through Contact to achieve customer refined group marketing

When using the Campaign function, select Contact segment users for targeted delivery to pave the way for precise marketing

Click to view Contact Grouping

Unsubscribe is allowed, respecting the user's choice

When enterprises send marketing messages, some customers are easy to dislike complaints, resulting in the risk of the account being blocked. In order to prevent blocking, enterprises should add an unsubscribe button when sending mass messages to facilitate users to unsubscribe. After customers join the unsubscribe list, enterprises can choose to filter these customers when sending messages to reduce the probability of complaints.

Click to view Automatically Add Customers to Unsubscribe List

MM Lite API authorization to optimize message reach

MM Lite API is Meta's newly launched interface for sending WhatsApp marketing template messages. Compared with Cloud API, MM Lite API has a higher user reach rate and reading rate. Its marketing messages are optimized by Meta AI system to more accurately reach customers who prefer marketing messages and improve marketing effects. Messages sent using the MM Lite API can be tracked in the advertising system, and if the website has used Pixel burying, it can monitor the effectiveness of marketing messages in the advertising account.

• Only applicable to companies with registered addresses in Brazil, India, Indonesia, Mexico, Chile, Peru, Singapore, Hong Kong, USA.

Click to view How to use the MM Lite API