Automate WhatsApp Messaging with Unlimited Digital's Workflow Tools

WhatsApp has become a crucial communication channel for businesses. With Unlimited Digital Marketing, you can now fully integrate WhatsApp into your automated workflows, making client communication faster, smarter, and more efficient. Here's a comprehensive guide on how to use WhatsApp within our automation platform.

Step 1: Start a New Workflow

Navigate to the Automations section and select Create Workflow. Choose Start from Scratch to build a custom automation.

Step 2: Add a Trigger

Click Add New Trigger and search for "Customer Replied".

Step 3: Filter for WhatsApp

Apply a filter using Reply Channel > WhatsApp to ensure the automation responds only to messages sent via WhatsApp.

Step 4: Define the Action

Click the plus (+) icon to add an action and choose WhatsApp from the list of options.

Step 5: Use Smart Branching (Optional)

When using WhatsApp templates with buttons or interactive elements, you can branch logic based on user behavior:

• Flow Completed: Trigger when the user finishes the flow

• Undelivered: Trigger if message delivery fails

• Timeout: Trigger if there's no response in a set timeframe

These branches help automate follow-ups, alerts, or next steps.

Step 6: Save and Activate

Click Save Action, then Publish, and Save to activate your WhatsApp workflow.

Tip: You can use pre-approved message templates for consistency and compliance, especially for outbound communication.

Choosing the Right Phone Number for WhatsApp Messaging

When sending WhatsApp messages via workflows, only verified and connected numbers will appear as options.

Step 1: In your workflow, click the plus (+) icon to add a new action

Step 2: Select WhatsApp as the action type.

Step 3: Choose your preferred sending number from the dropdown list.

Waiting for a Contact's WhatsApp Reply

Create natural conversations by pausing automation until a contact replies via WhatsApp.

Step 1: Start a new workflow from scratch.

Step 2: Add a trigger, such as "Contact Created".

Step 3: Add a WhatsApp action and select a template to send.

Step 4: Click the plus (+) icon and select Wait.

Step 5: Choose Wait For > Contact Reply > WhatsApp, then save.

Step 6: Add the next action to continue the workflow (manual or template message).

Note: If the contact replies, you unlock a Free Entry Point Conversation allowing free-form messages for 72 hours.

Managing Do Not Disturb (DND) for WhatsApp

Respect client preferences by automatically enabling DND based on keywords like "STOP".

Step 1: Create a workflow with a "Customer Replied" trigger.

Step 2: Filter for messages on WhatsApp containing the phrase "STOP".

Step 3: Add an action to enable DND for WhatsApp or all channels.

Frequently Asked Questions

Can I apply DND to specific channels?

Yes, DND can be applied just to WhatsApp or across all channels based on your settings.

What’s the difference between a manual message and a template?

Manual messages can be sent within the 24-hour window. Templates are required for messages outside that timeframe and must be pre-approved.

Can I use WhatsApp alongside Email or SMS?

Absolutely. Combine multiple channels within one workflow for a cohesive client journey.

How does the 72-hour Free Entry Point Conversation work?

This window is triggered when a client starts a chat via an ad or CTA and allows free-form or template messages for 72 hours.

What if a client replies with something unexpected?

The workflow will wait until the defined condition is met. To manage variations, add conditional branches to guide responses.

Why isn’t my phone number available?

Only connected and approved numbers show in the dropdown. Check your Phone Number settings to verify connection.

Can I add multiple sending numbers?

Yes, and you can select the preferred number when configuring each workflow.

Do I need to set the phone number for every workflow?

Yes, you must choose a sending number for each individual workflow.

With WhatsApp integration, Unlimited Digital Marketing empowers you to create dynamic, automated communication experiences tailored to your audience's needs. Start leveraging this tool today to enhance engagement and efficiency across your business.