Mekari Qontak
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How to Create WhatsApp Sales Funnel: A Guide

Published 17 March 2023
Last updated 15 November 2023
How to Create WhatsApp Sales Funnel: A Guide

The rise of messaging apps has changed how businesses communicate with their customers.

WhatsApp, in particular, has emerged as a powerful marketing tool for businesses looking to connect with their customers on a more personal level.

In this article, we will guide you through creating a WhatsApp sales funnel to help you reach your target audience, build brand awareness, and drive conversions.

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Table of Contents

What is WhatsApp sales funnel?

WhatsApp sales funnel is a set of steps a business takes to guide a prospect through the buying process on WhatsApp.

It typically includes attracting potential customers, engaging them with personalized messaging, offering value and exclusive deals, and ultimately converting them into paying customers.

By creating a sales funnel on WhatsApp, businesses can build customer relationships, increase brand loyalty, and drive sales.


Why use WhatsApp as a business channel?

WhatsApp is a popular messaging app that allows people to send text messages, photos, videos, and audio messages to each other over the internet.

It has over 2 billion active users worldwide, making it an attractive platform for businesses to communicate with their customers.

Businesses can use it to reach a wider audience and connect with customers who prefer to communicate via messaging apps.

On the other hand, WhatsApp also offers a WhatsApp Business API that allows businesses to automate specific tasks, such as sending appointment reminders or order updates.

WhatsApp can be a valuable tool for businesses to communicate with customers, build relationships, and provide a better customer experience.

Also Read: Understanding What is WhatsApp Business API


Benefits of the sales funnel on WhatsApp

Using a sales funnel on WhatsApp can offer several benefits for businesses, including:

1. Increased engagement

WhatsApp’s messaging format can offer a more personal and conversational approach, which can help to increase engagement with potential customers and encourage them to move further down the sales funnel.

2. Real-time communication

WhatsApp allows businesses to communicate with customers in real-time, which can help address any questions or concerns quickly and efficiently.

3. Targeted messaging

By segmenting potential customers based on their interests or behaviors, businesses can send targeted messages more likely to resonate with them and move them further down the sales funnel.

4. Improved conversion rates

By guiding potential customers through each sales funnel stage, businesses can improve their chances of converting them into paying customers.

5. Automation

As mentioned before, WhatsApp also offers a Business API that allows businesses to automate specific tasks, such as sending reminders or follow-up messages, which can help to streamline the sales funnel process.


How does a sales funnel in WhatsApp work?

Here is a general overview of how a sales funnel on WhatsApp might work:

1. Awareness stage

In the first stage, businesses use WhatsApp to create awareness about their product or service.

This might involve sending a broadcast message to a targeted list of potential customers, sharing links to blog posts or other content, or running a WhatsApp ad campaign to reach a wider audience.

2. Interest stage

Once potential customers know about the business and its product or service, the next stage is generating interest.

This might involve sending out targeted messages that highlight the benefits of the product or service, sharing customer success stories or testimonials, or offering exclusive discounts or promotions.

3. Consideration stage

As potential customers become more interested in the product or service, the next stage is to move them toward consideration.

This might involve sending more detailed information about the product or service, answering any questions they may have, or offering a free trial or demo.

4. Purchase stage

Once potential customers have considered the product or service and are ready to purchase, the final stage facilitates the transaction.

This might involve sending a link to a product or checkout page, providing payment options, or arranging a delivery or pickup.

5. Loyalty stage

After people have made a purchase, it is important to maintain their loyalty.

You can do this by offering excellent customer service and value-added services such as regular updates, new product launches, and discounts.

6. Advocacy

Finally, satisfied customers can become your brand advocates and help you promote your product or service to others.

You can encourage them to share their experience with your product or service on social media and other channels.

You can also offer them referral discounts or other incentives for referring new customers.


How to create a WhatsApp sales funnel?

Here is a step-by-step on how to build a WhatsApp sales funnel:

1. Identify your target audience

Define the audience you want to target with your WhatsApp sales funnel. Determine their needs, preferences, and pain points to create content that will appeal to them.

2. Set up a WhatsApp Business account

Create a WhatsApp Business account and customize it with your name, logo, and profile picture.

This will help you establish your brand on WhatsApp and make it easier for customers to recognize your business.

3. Build your contact list

Start building a contact list by encouraging people to opt into your WhatsApp marketing messages.

You can promote your WhatsApp number on your website, social media, or other marketing channels.

4. Develop a content strategy

Create valuable and engaging content that will appeal to your target audience. This can include product updates, special offers, and other relevant information.

Be sure to use a conversational tone that is appropriate for WhatsApp.

5. Engage with your customers

Use WhatsApp to engage with your customers by responding to their inquiries, addressing their concerns, and providing support. This will help build trust and strengthen your relationship with them.

6. Offer exclusive deals and promotions

Offer exclusive deals and promotions to your WhatsApp subscribers. This will encourage them to stay engaged with your business and make purchases.

Also Read: How to Blast Messages on WhatsApp in 4 Easy Steps

7. Track your results

Use WhatsApp Business API to track the performance of your WhatsApp sales funnel. This will help you identify improvement areas and make data-driven decisions to optimize your funnel.


WhatsApp sales funnel strategy with WhatsApp Business features

Here are some strategies for using each of WhatsApp Business’s features to improve your sales funnel:

1. WhatsApp Business Profile

Your WhatsApp Business profile is the first thing customers will see when interacting with your business on WhatsApp.

Set up a complete and informative profile, including your business name, logo, description, and contact information.

This will help establish credibility and make it easier for customers to contact you.

2. Automated Greetings

Set up automated greetings to welcome customers when they first message your business on WhatsApp.

This is an excellent opportunity to introduce your business and provide customers with basic information about your products or services.

3. Quick Replies

Use quick replies to respond to common customer inquiries quickly and efficiently. This can include frequently asked questions, pricing information, or instructions on how to place an order.

Also Read: How to Set Auto Reply on WhatsApp

4. Catalog

Use WhatsApp Catalog to showcase your products or services in an easily accessible format.

This allows customers to browse your offerings and make purchasing decisions without leaving the app.

5. Order Tracking

Once a customer places an order, use WhatsApp Order Tracking to provide updates on their order status. This will help build trust and improve the customer experience.

6. Payments

Enable payments on WhatsApp to make it easy for customers to complete their purchases directly on the app.

This can significantly reduce friction in the sales funnel and improve conversion rates.

7. Broadcast Lists

Use broadcast lists to send promotional messages or updates to customers who have opted to receive them.

This is a great way to keep your customers engaged and informed about your business.

Learn more about how to send broadcast messages on WhatsApp here.

8. Template Messages

Use template messages to automate common customer interactions, such as order confirmations, appointment reminders, or shipping updates.

Providing timely and relevant information can save time and improve the customer experience.

Also Read: Examples of WhatsApp Sales Template and Greeting Messages

9. Chatbot

Implement a chatbot to handle more complex customer inquiries or provide personalized recommendations based on customer preferences.

This can improve engagement and reduce the workload on customer support teams.

Learn more about WhatsApp chatbot and how to make it in 5 easy steps.

10. Customized Notifications

Use customized notifications to send personalized customer messages based on their behavior or preferences.

For example, you could send a discount code to a customer who has added items to their cart but still needs to complete their purchase.

11. WhatsApp Business API Analytics

Use WhatsApp Business API analytics to track your sales funnel’s effectiveness and identify improvement areas. This can help you optimize your messaging and improve conversion rates.

12. Integrations with CRMs and other business tools

Integrate your WhatsApp API with your CRM or other business tools to streamline your sales funnel and automate workflows.

This can provide a more seamless customer experience and improve efficiency.

Also Read: How to Maximize Your Sales with WhatsApp Commerce and 10 Tips for Boosting Sales with WhatsApp


What’s next?

As you can see, creating a WhatsApp sales funnel can help you attract, engage, and convert your prospects into loyal customers.

By offering personalized messaging and exclusive deals, you can build a strong relationship with your customers and drive sales.

To optimize your WhatsApp marketing efforts, consider integrating with a WhatsApp Business API provider like Mekari Qontak.

This allows you to manage your WhatsApp messages, integrate with your CRM, and provide omnichannel service software. Get started now!

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