Leverage the Power of WhatsApp Automation: Tips for Marketers (2025)

Over the last few years, WhatsApp has gained enormous popularity as an instant messaging platform. As per the report, WhatsApp has over 2.7 billion monthly active users. 

From this, you can understand the power WhatsApp holds right now for businesses. Many businesses have started using the WhatsApp business platform to connect with customers.

The best thing about WhatsApp business is that it’s not a platform that came into existence and businesses started using it. WhatsApp actually deliver results!

As per the statistics, WhatsApp has an average open rate of 98% and a response rate of 40% which is much higher than SMS and Email.

WhatsApp has transformed the way businesses connect with customers. Additionally, WhatsApp automation has led to an easier lead nurturing and conversion process. In WhatsApp Marketing, a lot of automation is involved.

In this blog, we will discuss in detail about WhatsApp automation and its use cases. First, let’s start by understanding what WhatsApp automation is.  

What is WhatsApp automation?

Automation refers to automating repetitive and mundane tasks. WhatsApp automation means automatically send bulk WhatsApp messages, alerts, notifications, offers, and so on. 

WhatsApp automation can be done using the WhatsApp Business App or WhatsApp Business API. It helps to automate support chats with customers to a certain extent. 

You can set up WhatsApp automated messages. This way when a customer sends you a message, they’ll receive a reply automatically without human intervention. 

This feature enables you to respond to customers quickly even when your support team isn’t available. This way you can enhance customer experience and increase satisfaction. 

However, for more advanced WhatsApp automation, you need to use tools like WebMaxy WhatsApp Commerce. 

We’ll talk about WhatsApp marketing tools in the later section. Now, let’s discuss the advantages of WhatsApp automation. 

Advantages of WhatsApp automation 

There are many advantages of automating WhatsApp for business that we have mentioned below:

10 best use cases of WhatsApp automation 

WhatsApp automation helps businesses stand out in the competitive market. Here, we will tell you the best use cases of WhatsApp automation. 

1. Run WhatsApp campaigns 

With WhatsApp automation, you can create WhatsApp campaign to reach out to your target audience. You can segment your customers based on demographics, interests, and behaviors. 

Then, you can send out different messages to segmented groups. This way you’ll be able to deliver personalized messages and get more conversions. Further, you can sort out chats with no response and send them follow-up messages. 

WhatsApp automation helps you manage your customers throughout the funnel effortlessly. You can push customers ahead in their buying journey and drive sales. 

2. Welcome new customers 

WhatsApp automation can help you automate messages to welcome new customers. You can start the conversation as soon as a customer contacts your business on WhatsApp. 

You can send out a message giving a brief about your business and its offerings. Here is an example of NEWME and the WhatsApp message they sent to customers to welcome them. 

3. Sending out away messages 

Away messages are sent to customers when they text beyond your business working hours. This WhatsApp message helps to convey to customers that you have received their message and you’ll respond within working hours. 

This feature is great for keeping customers informed. You can engage customers even when your support team isn’t available and ensure no customer goes unaddressed. 

4. Send delayed notifications 

Customers get frustrated if they don’t receive a reply or aren’t informed for a long time. You can send automated WhatsApp messages to customers and tell them that you can’t address them immediately.  

In case, your support representatives are busy, you can tell customers the time frame in which they’ll be able to attend them. Customers appreciate clear communication and the honesty of a brand. 

5. Set auto-replies for FAQs 

WhatsApp automation enables you to handle FAQs easily. You can create and set auto-replies for commonly asked questions. You can also save these responses so that your support agents can use them if required in any conversation. 

6. Share order tracking details 

WhatsApp marketing automation helps you to share order tracking details with customers easily. You can send automated WhatsApp messages to customers giving them the order no. and tracking details. Have a look at the example of Ravel below. 

7. Share discounts and offers 

WhatsApp automation helps you to send messages to customers related to sales, discounts, and offers. You can send promotional messages to customers and entice them to make purchases. 

WhatsApp has a high open rate. Therefore, there are more chances of driving sales through it. You can also notify customers about the exclusive discounts or offers available to them. See how Nat Habit has sent end-of-the-year sales messages to its customers. 

8. Abandoned cart recovery

Many times customers add products to the cart but exit without making the purchase. It can be due to any reason but you can recover the abandoned cart customers with WhatsApp automation. 

You can segment the abandoned cart customers and send them personalized messages on WhatsApp. Send free shipping and limited-time offers to encourage customers to make the purchase. 

9. Post-purchase support 

According to statistics, 96% of customers leave a brand if they don’t get good support. You must provide post-sales support if you want to retain your customers for a long time. 

You can set automated WhatsApp messages for queries that customers might have after the delivery of your product like exchange or return policy. You can guide them on how to go about it. 

10. Ask for feedback and review

With WhatsApp automation, you can take customer feedback. After a few days of purchase, you can send automated WhatsApp messages and ask customers to provide feedback. 

Taking customer feedback will help you know the scope of improvement. You can find out the areas where your customers might be facing problems and make changes accordingly. 

How to do WhatsApp automation? 

You can do WhatsApp automation with WebMaxy WhatsApp commerce. This WhatsApp automation tool not only allows you to automate messages but handles a large volume of queries as well. Now, we will discuss in detail about the features of WebMaxy WhatsApp commerce.

Schedule a demo with our experts to learn more about WhatsApp commerce and its features, connect with us at info@webmaxy.co. 

Integration of WhatsApp Automation with Various Channels 

Integrating WhatsApp Automation with other communication channels like email, social media, or SMS, can make a smooth, multichannel experience that keeps customers connected with brands wherever they are.  

By matching WhatsApp with other platforms, businesses can reply faster, build strong connections, and retain regular messaging across touchpoints.  

Let us check out here the exact reason why multichannel communication is necessary and how to set up such integrations easily.  

Advantages of Multichannel Communication 

A. Improved Customer Reach   

Multichannel communication initiates businesses connect with customers on their favorite platforms, whether that’s WhatsApp, social media, or email. In actual, studies show that 90% of consumers need consistent interactions across channels and integrating WhatsApp with other tools help deliver that smooth experience.  

B. Customer Experience  

Consistency is tough to build a brand trust, when you integrate WhatsApp with other channels. Customers get a unique experience irrespective of their journey. This stops miscommunication and permits customers to pick up conversations on any platform, whether they initiated on WhatsApp or a website chatbot. 

C. Faster Response Times  

By aligning WhatsApp with CRMs or support systems, businesses can strengthen inquiries from multiple channels in one place. This helps support teams reply faster and with context, resulting in faster, more efficient service. 

D. Enhanced Data Insights   

Integrating WhatsApp with other platforms also offers valuable data insights by capturing customer communications across channels. These insights can open customer choices, pain points, and engagement trends, allowing businesses to refine their messaging and enhance customer satisfaction. 

How to Smoothen Integration WhatsApp with Other Platforms 

1. Connect WhatsApp to Your CRM 

Integrating WhatsApp with your CRM (like HubSpot) centralizes customer data and offers teams with a complete view of each customer’s history and preferences. CRM integration also enables more personalized interactions, as agents can check past conversations and customize responses accordingly. 

2. Use an Omnichannel Support Tool 

WebMaxy offers omnichannel support, allowing businesses to manage WhatsApp with other channels like SMS, email, and social media from a single dashboard. This setup retains messages organized, helps avoid duplicate responses, and allows support teams to respond smoothly. 

3. Automate Channel Switching for Complex Queries 

Set up workflows that automatically divert inquiries from WhatsApp to other channels if needed. For example, an automated message could direct customers to an email or website link if a query needs detailed documentation. So, each channel is used for its strengths, the overall customer experience.  

4. Allow Data Sync Across Platforms 

Make it sure that customer data from WhatsApp conversations is synced across platforms, so that information like order history, choices, and support queries are accessible at all points. Various platforms offer integration solutions with real-time data sync, maintaining customer profiles up-to-date and reducing manual data entry.  

5. Test and Refine Multichannel Interactions 

Regularly test interactions across channels to make sure about the smooth transitions and consistent experiences. Grab customer feedback on how smooth it smoothens to switch from WhatsApp to other channels and adjust as needed to retain a cohesive experience.  

Basic Automation with WhatsApp Business App

The WhatsApp Business App is developed for small to medium-sized businesses to control customer interactions more effectively. 

While it is without the WhatsApp Business API power, it normally provides some valued automation features that can mostly improve your customer communication. 

1. Setting Up Away Messages

What It Does: Those away messages are auto responses delivered when customers message you out of the business hours. 

Set up Steps: 

• Open the WhatsApp Business App. 
•  Settings > Business Tools > Away Message. 
• Switch over to the Send Away Message option. 
• Tailor your message (e.g., “Thanks for contacting us! We’re currently closed. We will get back to you during our business working hours.”). 
• Bring a schedule for when the message must be sent. 

2. Setting Up Greeting Messages 

What It Does: Those are auto messages welcoming new customers or greet present customers after an inactivity period. 

Set It Up: 

• Settings > Business Tools > Greeting Message. 
• Switch over to the Send “Greeting Message” option. 
• Create your greeting (e.g., “Welcome to [Business Name]! How can we help you today?”). 
• Select the recipients (new contacts or only certain people). 

3. Quick Replies 

What It Does: Quick replies are pre-written messages that can be delivered with just a few clicks, save time for frequent responses. 

Set Up: 

• Settings > Business Tools > Quick Replies. 
• Add a new quick reply (e.g., “/hours” for your business hours). 
• Try the shortcut in chats by typing “/” following up by the quick reply keyword. 

Limitations of Automation with WhatsApp Business App

But, if you’re a large business looking to use WhatsApp to reach global audiences, then WhatsApp Business is not the right option for your business! WhatsApp Business App is identical for small and medium businesses. 

There are multiple limitations of the WhatsApp Business App such as: 

If you want to achieve the Use Cases mentioned, choose WhatsApp Business API for WhatsApp Automation of messages to users. 

WhatsApp automation: The conclusion 

WhatsApp automation makes it easy for marketers to get customers directly through WhatsApp. You can automate chat and ensure no customer goes unaddressed at any time. 

A WhatsApp automation tool like WebMaxy WhatsApp Commerce comes with more advanced features. You can create workflows to target customers at different stages of their buying journey.  

You can segment your target customers and send personalized messages. This will help you enhance customer experience with your brand and boost sales. WebMaxy WhatsApp Commerce lets you sell directly through WhatsApp and increase revenue. 

WhatsApp automation FAQs