WhatsApp marketing automation: the ultimate playbook
Six workflows worth automating first, and how to wire triggers, delays and branches without writing code.
Written by the Blutec team
What is WhatsApp marketing automation?
WhatsApp marketing automation is the use of software to automate repetitive WhatsApp messaging tasks — from welcome messages and follow-up sequences to handling customer queries and triggering event-based notifications.
With Ping by Blutec you can automate the whole WhatsApp funnel, from first contact through conversion and after.
- Faster response times
- 10x
- Lower operational costs
- 60%
- Higher conversions
- 3x
- Scalability
- ∞
The workflows worth automating first
Welcome sequence
Greet new contacts automatically, introduce your products, and guide them through what you offer. New contact joins → welcome message → product menu → personalised recommendation → offer after 24 hours.
Lead nurturing drip
Send a series of educational and promotional messages over time to move leads from awareness to a purchase decision.
Abandoned cart recovery
Trigger automated reminders when customers abandon carts. This workflow alone can recover 20–30% of lost revenue.
Appointment reminders
Send booking confirmations and reminders to reduce no-shows by up to 30%.
Order updates
Automate order confirmation, shipping notification and delivery updates for a seamless experience.
Feedback collection
Trigger feedback requests after purchases, appointments or support interactions to collect reviews and improve service.
Setting it up
- 01
Define triggers
Choose what starts the automation: new contact, purchase, cart abandonment, and so on.
- 02
Create templates
Build message templates for each step in the workflow.
- 03
Build the flow
Use the visual builder to connect triggers, messages, conditions and delays.
- 04
Set timing and conditions
Configure delays between messages and add branching logic.
- 05
Test and launch
Test the workflow end to end, then go live and monitor performance.
Explore WhatsApp automation
Workflows, triggers, chatbots and analytics, all from a visual drag-and-drop builder.