# Marketing via WhatsApp

{% hint style="info" %}
WhatsApp, a widely used messaging app around the world, has become an important tool in the field of marketing. It is popular for its immediacy, interactivity and wide user base. Marketing through WhatsApp can not only improve brand visibility, effectively reduce marketing costs, and achieve more accurate targeting. Therefore, this direct, secure and efficient communication mode opens up new ways for enterprises to expand their market and brand building, and is a powerful channel to connect enterprises and customers and promote business growth.
{% endhint %}

> **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](https://www.ycloud.com/console/#/entry/login?lastPath=https%3A%2F%2Fwww.ycloud.com%2Fconsole%2F%23%2Fapp%2Fdashboard%2FgetStarted) 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.

<figure><img src="https://3466127247-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FSIAnjLP6KQY5rvyuaq5K%2Fuploads%2FatSLvGNb8onukZCUHlzd%2Fimage.png?alt=media&#x26;token=af91b76c-e181-4044-b62f-30aa838dee1c" alt=""><figcaption></figcaption></figure>

Click to view [Create a WhatsApp Business API Account](https://helpdocs.ycloud.com/help-center/kuai-su-ru-men/chuang-jian-whatsapp-business-api-zhang-hu)

### 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](https://www.ycloud.com/console/#/app/getStarted) > WhatsApp Manager > [Templates](https://www.ycloud.com/console/#/app/dashboard/template) > [Add Templates](https://www.ycloud.com/console/#/app/dashboard/templateSetting/add)

<figure><img src="https://3466127247-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FSIAnjLP6KQY5rvyuaq5K%2Fuploads%2Ft3NcSqISrl6N8jzV3QuW%2Fimage.png?alt=media&#x26;token=8c249fbf-db9d-47f0-86a2-6b1ca3dffb5a" alt=""><figcaption></figcaption></figure>

2. **Name & Select Type & Select language**

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

<figure><img src="https://3466127247-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FSIAnjLP6KQY5rvyuaq5K%2Fuploads%2FvNFTe1FlvovYk3gOjja3%2Fimage.png?alt=media&#x26;token=fc84451c-a5ed-4c9a-a14b-94784a87cee6" alt=""><figcaption></figcaption></figure>

3. **Edit template content**

<figure><img src="https://3466127247-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FSIAnjLP6KQY5rvyuaq5K%2Fuploads%2FkXuU32TjDemueWfsDsre%2Fimage.png?alt=media&#x26;token=782a3c33-e6c9-4a51-acb1-031122afa12b" alt=""><figcaption></figcaption></figure>

4. **Submit template**

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

<figure><img src="https://3466127247-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FSIAnjLP6KQY5rvyuaq5K%2Fuploads%2FtmZ5EYrjtHyWKmhxvcGO%2Fimage.png?alt=media&#x26;token=22414789-164d-4291-b94c-5b1f6b40ced9" alt=""><figcaption></figcaption></figure>

5. **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.

<figure><img src="https://3466127247-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FSIAnjLP6KQY5rvyuaq5K%2Fuploads%2FTeA9tKcLL5maHAACTgMc%2Fimage.png?alt=media&#x26;token=918c22a3-3da6-496d-b8ef-6d4bec1bfafa" alt=""><figcaption><p>Rejected template</p></figcaption></figure>

Click to view [Create Template](https://helpdocs.ycloud.com/help-center/whatsapp-accounts-zhang-hao-guan-li/mu-ban-guan-li/chuang-jian-mu-ban)

## 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.&#x20;

### **Step 1: Add activities**

* [Log in to your YCloud account](https://www.ycloud.com/console/#/app/getStarted) > [Campaign](https://www.ycloud.com/console/#/app/bulkMessages/logs) > [Add Campaign](https://www.ycloud.com/console/#/app/bulkMessages/whatsapp/send)

<figure><img src="https://3466127247-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FSIAnjLP6KQY5rvyuaq5K%2Fuploads%2FV0GqbmfctdivMPVVvlgk%2Fimage.png?alt=media&#x26;token=e49818b4-cafa-434a-a6cb-e8b1cd0a75ff" alt=""><figcaption></figcaption></figure>

### **Step 2: Fill in the Campaign information and click Next**

<figure><img src="https://3466127247-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FSIAnjLP6KQY5rvyuaq5K%2Fuploads%2FqFkkFBIYuHxGDnd9q8ko%2Fimage.png?alt=media&#x26;token=058be914-f31e-4f28-863e-be2c5f7c6913" alt=""><figcaption></figcaption></figure>

### **Step 3: Select the recipient**

<figure><img src="https://3466127247-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FSIAnjLP6KQY5rvyuaq5K%2Fuploads%2FeBvqPaZVejFluCsateVP%2Fimage.png?alt=media&#x26;token=a50a9c07-5cb3-40ee-a415-85471df5772d" alt=""><figcaption></figcaption></figure>

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

<figure><img src="https://3466127247-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FSIAnjLP6KQY5rvyuaq5K%2Fuploads%2FckV3vKCMaS3EuUN1VHiB%2Fimage.png?alt=media&#x26;token=8d4afb3d-6c79-453e-87d8-ebf0ac251217" alt=""><figcaption></figcaption></figure>

### **Step 5: View the group activity data**

Select Campaign > Action > Analytics

<figure><img src="https://3466127247-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FSIAnjLP6KQY5rvyuaq5K%2Fuploads%2Ff73mPkASnoGHm0YoWYxp%2Fimage.png?alt=media&#x26;token=c3810fa3-67a5-43d8-a70e-c04e91c7d421" alt=""><figcaption></figcaption></figure>

Download data localization analysis is supported in the upper right corner

<figure><img src="https://3466127247-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FSIAnjLP6KQY5rvyuaq5K%2Fuploads%2FF4mSzFtbRx8O2kl2nV4k%2Fimage.png?alt=media&#x26;token=12272683-d461-4a82-8c3c-0dbfb2afc10b" alt=""><figcaption></figcaption></figure>

Click to view [Create a WhatsApp Marketing Campaign](https://helpdocs.ycloud.com/help-center/campaign/chuang-jian-whatsapp-ying-xiao-huo-dong)

## 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.

<figure><img src="https://3466127247-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FSIAnjLP6KQY5rvyuaq5K%2Fuploads%2FqhFMakVPG8s2SkCnPZhD%2Fimage.png?alt=media&#x26;token=c5f167f2-4086-49d5-8f37-c40a3c2d727d" alt=""><figcaption></figcaption></figure>

### **Step 1: Create Journey**

* [Log in to your YCloud account](https://www.ycloud.com/console/#/app/getStarted) > [Journey](https://www.ycloud.com/console/#/app/journey/list) > Create Journey

<figure><img src="https://3466127247-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FSIAnjLP6KQY5rvyuaq5K%2Fuploads%2FFfav0PIQ2SqtzopHLIYY%2Fimage.png?alt=media&#x26;token=4b32ecbe-ad62-4177-b8db-de7e2b378bef" alt=""><figcaption></figcaption></figure>

### **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.

<figure><img src="https://3466127247-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FSIAnjLP6KQY5rvyuaq5K%2Fuploads%2FzNMSUst40bfzAk4WLRG8%2Fimage.png?alt=media&#x26;token=7cff0c2f-80e8-435b-af17-936aba707ad7" alt=""><figcaption></figcaption></figure>

### **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.&#x20;

<figure><img src="https://3466127247-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FSIAnjLP6KQY5rvyuaq5K%2Fuploads%2F6A1EOLSTnigL9LGqxtZ1%2Fimage.png?alt=media&#x26;token=b7da157a-7d99-466d-a808-77b029a7041b" alt=""><figcaption></figcaption></figure>

### **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.

<figure><img src="https://3466127247-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FSIAnjLP6KQY5rvyuaq5K%2Fuploads%2Fb7ULhc822TAzjmZJYyig%2Fimage.png?alt=media&#x26;token=13e152b6-9a46-455b-b7cf-24dec37e7c3b" alt=""><figcaption></figcaption></figure>

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.

<figure><img src="https://3466127247-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FSIAnjLP6KQY5rvyuaq5K%2Fuploads%2F61tPnzs3g7ad2OoPQ8AU%2Fimage.png?alt=media&#x26;token=8a3627aa-0b2d-410b-badd-77dc1a9b2dbd" alt=""><figcaption></figcaption></figure>

Click to view [Create a Journey](https://helpdocs.ycloud.com/help-center/journey/chuang-jian-yi-ge-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

<figure><img src="https://3466127247-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FSIAnjLP6KQY5rvyuaq5K%2Fuploads%2F4qzDPMPYyyLEdL0N36JC%2Fimage.png?alt=media&#x26;token=376b834a-a21c-4082-98af-55ce0f8e28da" alt=""><figcaption></figcaption></figure>

<figure><img src="https://3466127247-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FSIAnjLP6KQY5rvyuaq5K%2Fuploads%2FB07CCcGBvuDWROrH4Ijc%2Fimage.png?alt=media&#x26;token=e75f6cb3-de65-43e8-999c-8a6a8700fdfb" alt=""><figcaption></figcaption></figure>

Click to view [Contact Grouping](https://helpdocs.ycloud.com/help-center/contact/lian-xi-ren-fen-zu)

### **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.

<figure><img src="https://3466127247-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FSIAnjLP6KQY5rvyuaq5K%2Fuploads%2Ft8qYkkVWGn7a4VJ8L9f9%2Fimage.png?alt=media&#x26;token=ff4e8890-d8b0-4ef2-8f3a-b96b258281fe" alt=""><figcaption></figcaption></figure>

Click to view [Automatically Add Customers to Unsubscribe List](https://helpdocs.ycloud.com/help-center/chatbot/zui-jia-shi-jian/zi-dong-jiang-ke-hu-tian-jia-dao-tui-ding-lie-biao)

### **MM Lite API authorization to optimize message reach**

[MM Lite API](https://www.ycloud.com/console/#/app/integrations/mmLiteApi) 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.

<figure><img src="https://3466127247-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FSIAnjLP6KQY5rvyuaq5K%2Fuploads%2FxXjHtTlCbU496NOTDOLP%2Fimage.png?alt=media&#x26;token=a0ef1f8e-07a6-48b7-9928-56f72b3854e2" alt=""><figcaption></figcaption></figure>

Click to view [How to use the MM Lite API](https://helpdocs.ycloud.com/help-center/integrations/mm-lite-api)

{% hint style="info" %}
With the widespread use of WhatsApp in marketing, communication between businesses and customers has become more direct and secure. In this article, we explore how to leverage this platform to enhance brand engagement and business growth. WhatsApp not only provides a powerful communication channel for businesses, but also helps them build closer customer relationships through its immediacy and interactivity. In the future, as technology continues to advance and user behavior changes, constantly optimize your strategy to adapt to changing market and user needs. Now, it's time to put this content into practice, kick-start your WhatsApp marketing journey, and achieve long-term business success.
{% endhint %}


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