WhatsApp Marketing Checklist

Setting Up for WhatsApp Marketing

Set up a WhatsApp Business account.

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WhatsApp Business App Initial Setup

Complete the business profile with relevant information.

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Business Profile Initial Setup

Set up a product or service catalog.

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Catalog Setup (if applicable) Initial Setup

Configure greeting and away messages.

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Automated Messages Initial Setup

Building Your WhatsApp Audience

Implement clear opt-in methods for collecting phone numbers.

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Opt-in Methods Ongoing

Add a WhatsApp chat button to your website.

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Website Integration Ongoing

Promote your WhatsApp presence on other social media channels.

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Social Media Promotion Ongoing

Use QR codes for easy contact addition.

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QR Codes Ongoing

Content Strategy and Messaging

Develop a content calendar for WhatsApp broadcasts and updates.

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Content Planning Ongoing

Personalize messages based on user segments or interactions.

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Personalized Messages Ongoing

Use multimedia content (images, videos, GIFs) to enhance messages.

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Multimedia Content Ongoing

Keep messages concise and to the point.

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Keep it Concise Ongoing

Campaign Management and Analysis

Organize contacts into broadcast lists or groups.

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Broadcast Lists/Groups Campaign Setup

Schedule messages for optimal delivery times.

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Message Scheduling Campaign Setup

Track key metrics like delivery rates, open rates, and click-through rates.

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Performance Tracking Ongoing

Use WhatsApp for customer support and feedback collection.

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Customer Support Ongoing

Compliance and Best Practices

Ensure all marketing communication is sent to opt-in users only.

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Opt-in Compliance Ongoing

Avoid sending excessive messages.

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Message Frequency Ongoing

Respect user privacy and data protection regulations.

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Respect User Privacy Ongoing