Use Case: Sales Conversion¶
This setup is for teams converting leads and re-engaging prospects on WhatsApp.
Goal¶
Increase conversion while keeping conversations compliant with WhatsApp template rules.
Recommended configuration¶
- Use approved templates for outbound initiation.
- Launch targeted campaigns from CSV or API triggers.
- Route positive responses to sales groups.
- Route non-qualified responses to follow-up automation.
Suggested sales flow¶
- Send campaign with clear value proposition.
- Use button responses for intent capture.
- Route high-intent contacts to live agents.
- Continue with human conversation in the care window.
- Re-engage later with another approved template if needed.
KPI suggestions¶
- Delivery rate
- Response rate
- Qualified lead rate
- Agent conversion rate
Practical tips¶
- Keep templates short and action-oriented.
- Match campaign segments to contact attributes/tags.
- Review failed deliveries after each campaign.
Screenshot coming soon.