WhatsApp Marketing - A Step-by-Step Guide
  • Jun 21, 2025
  • exldigital by exldigital

What is WhatsApp Marketing?

WhatsApp marketing is a powerful digital marketing strategy that uses the world's most popular messaging app (over 2 billion active users) to connect directly with customers, promote products and services, and uplift business growth. It involves sending targeted messages to individuals or groups who have opted-in to receive updates from your business.

Brief Overview of WhatsApp as a Communication Platform

WhatsApp is a free messaging app renowned for its:

  • High Open Rates: Messages on WhatsApp have a 98% open rate, significantly higher than traditional email marketing.

  • Direct and Personal Communication: Customers feel more connected with businesses they can directly message.

  • Rich Media Capabilities: The ability to share engaging content like images, videos, and product catalogs enhances customer experience.

Global Reach

You can connect with customers worldwide, making it ideal for geographically diverse audiences.

💡 With Exldigital’s WhatsApp marketing solutions, your brand can build real-time engagement, increase conversions, and drive growth through personalized communication.
 

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It has 2 Billion Monthly Active Users: As of 2024, WhatsApp boasts over 2 billion monthly active users globally, spread across over 180 countries. Top Messaging App in Over 133 Countries: WhatsApp reigns supreme as the leading messaging app in a staggering 133 countries. Market Penetration Leader: WhatsApp has achieved a market penetration rate of approximately 97% among chat app users in many countries, particularly in regions like India and Latin America. 

Statistics and Trends Highlighting the Growth and Effectiveness of WhatsApp Marketing

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Click-Through Rates

Click-through rates for WhatsApp marketing campaigns can be as high as 70%, significantly higher than email marketing.

Customer Satisfaction

Businesses that utilize WhatsApp marketing report higher customer satisfaction due to the personalized and convenient communication channel.

Examples of Successful WhatsApp Marketing Campaigns (2024)

  • ZARA: Personalized Shopping Assistant with Gamification (Fashion Industry)

  • Sephora: Exclusive Offers and Beauty Tips (Beauty Industry)

  • Domino's Pizza: Easy Reordering and Order Tracking (Food & Beverage Industry)

  • EcoWarehouse: Interactive Sustainability Education (Environmental Services)

  • Dr. Smith's Dental Practice: Appointment Reminders and Telehealth Consultations (Healthcare Industry)

  • Nike: Early Access and Member-Exclusive Content (Sporting Goods Industry)

  • Duolingo: Interactive Language Learning and Motivational Reminders (Education Industry)

WhatsApp Business

  • Free-to-download app: Perfect for small and medium businesses.

  • Effortless Communication: Connect with customers directly on their preferred platform.

  • Automated Messaging Tools: Utilise greeting messages for new chats and away messages when unavailable.

WhatsApp Business API

Scalability and Automation for Larger Businesses:

  • Paid Service: Ideal for businesses needing to manage a high volume of interactions.

  • Programmatic Message Management: Enables sending and receiving messages at scale through integrations.

  • Business Tool Integration: Connects WhatsApp with chatbot platforms, CRM, marketing automation, or other business tools.

  • Advanced Features: Leverage message templates, quick replies, and session management for personalization.

Defining WhatsApp Opt-In Strategy

WhatsApp marketing offers a powerful tool for businesses to connect with customers on a personal level. But before you can start sending messages, you need to get users to opt in to receive them.

Who is your Brand Persona?

The first step to defining your WhatsApp opt-in strategy is to understand your brand persona — the ideal customer you are trying to reach.

For example, if you are a white label reseller of Exldigital, your brand persona might be businesses looking to improve their customer service & marketing strategy. In this case, you could focus your opt-in strategy on highlighting the benefits of using WhatsApp for customer support, such as faster response times and increased customer satisfaction.

WhatsApp Automation

WhatsApp Automation refers to the process of using software tools to automate repetitive tasks and interactions on the WhatsApp messaging platform — improving efficiency, saving time, and enhancing customer service.

Methods of WhatsApp Automation:

✅ Through WhatsApp Business App

  • Welcome Messages: Greet new customers automatically.

  • Quick Replies: Save time with pre-written responses to FAQs.

  • Labels: Organize and target customer segments with ease.

✅ By Integrating Third-Party Tools with WhatsApp Business API
Third-party platforms like chatbot software (offered by Exldigital) enable smooth customer interaction, automate marketing, and elevate ecommerce experiences.

These tools help:

  • Personalize conversations

  • Send targeted campaigns

  • Optimize sales with AI-based recommendations

  • Provide 24/7 customer support

Cost of WhatsApp Marketing

WhatsApp Business Conversation Pricing (USD) – Set by Meta and varies by region, message type (user-initiated vs. business-initiated), and use case.
 

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Note: These prices are subject to change and may vary based on currency fluctuations and other factors.

Third party Platform costs- such as Exldigital Chatbot Software -

Exldigital Pricing plan

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Exldigital for WhatsApp Marketing and WhatsApp Automation

Exldigital is an AI chatbot marketing software that helps businesses automate tasks and communications across multiple channels — but the core focus is WhatsApp. It offers a comprehensive suite of features designed to enhance your marketing and customer support efforts.

Exldigital offers an intuitive platform for crafting chatbots that revolutionize customer engagement, such as:

  • Advanced Bot Manager: Tailor-made WhatsApp chatbot for your unique needs.

  • Drag & Drop Flow Builder: Craft visually stunning bots effortlessly.

  • User Input Flow & Custom Fields: Personalize marketing with subscriber insights.

  • AI Reply for WhatsApp: Automated support for round-the-clock service.

  • Interactive WhatsApp Forms: Gather data and enhance shopping experiences.

  • Product Showcase: Highlight offerings with rich descriptions and visuals.

  • Sequence Messages: Nurture leads and drive conversions with automated campaigns.

  • Dynamic Subscriber Manager: Segment and target audiences for impactful marketing.

  • WhatsApp Broadcasting: Reach wide audiences with targeted messages and insights.

  • Live Chat: Instant support for real-time issue resolution.

  • Webhook Workflow: Streamline operations with seamless data exchange.

  • WhatsApp Catalog Integration: Showcase products with real-time updates for easy browsing and purchasing.

Setting Up WhatsApp Cloud API with Exldigital

Setting up your WhatsApp Cloud API account with Exldigital is simple and involves several steps:

  1. Create an App: Begin by creating an app on the Facebook Developer site, selecting "Business" as the app type.

  2. Add WhatsApp to Your App: Access the WhatsApp section on the product page of your app and proceed with the setup.

  3. Get a Permanent Access Token: Generate an access token with the necessary permissions for business and catalogue management, as well as WhatsApp messaging.

  4. Configure Webhooks: Set up webhooks to receive messages by providing the Callback URL and Verify Token from Exldigital’s dashboard.

  5. Add a Phone Number: Add and verify your business phone number in the WhatsApp section of your app.

  6. Change App Mode to Live: Switch the app mode from development to live and provide Privacy Policy and Terms of Service URLs.

  7. Connect to Exldigital: Enter your WhatsApp Business Account ID and access token in Exldigital’s dashboard to establish the connection.

To access detailed instructions, refer to our comprehensive blog titled "How to Set Up the WhatsApp Cloud API with Exldigital". This blog provides step-by-step guidance to ensure a seamless integration process.

Are You a Small or Medium-Sized Business Looking to...

  • Compete with larger companies?

  • Offer exceptional customer service?

  • Increase sales and brand loyalty?

  • Automate your e-commerce business and free up your valuable time?

  • Build the next big online marketing company or software service provider?

If you answered yes to any of these questions, then WhatsApp marketing could be your secret weapon!

Large corporations often struggle to provide the same level of personalized attention as smaller businesses. WhatsApp bridges that gap by allowing you to connect with your customers directly on a platform they already use and trust. This fosters a sense of community and allows you to build stronger relationships with your customer base.

The dream of becoming the next online marketing giant is exciting, but the competition can feel overwhelming. Established giants dominate the space, and flashy new tools emerge daily. But what if there's a hidden weapon you've overlooked: WhatsApp Marketing.

So, How Do You Leverage WhatsApp Marketing?

Here's a secret many agencies haven't caught on to yet: White Label Reseller Programs.
Consider a program like Exldigital’s Reseller Program — this allows you to rebrand your WhatsApp marketing service under your own company name.

Benefits of a White Label Reseller Program:

  • Faster Launch: Don’t reinvent the wheel. Offer a pre-built solution that gets your clients started quickly.

  • Scalability for Your Clients: Help them manage massive customer bases with automated features, freeing them to focus on core business.

  • Enhanced Value Proposition: Equip them with a powerful marketing tool that drives results and sets them apart.

Best Practices and Tips:

  • Compliance with WhatsApp Policies: Ensure compliance with WhatsApp's terms of service and privacy policies to maintain a positive reputation and avoid penalties.

  • Ethical Considerations: Adhere to best practices for ethical marketing to build trust with your audience and avoid spamming practices.

  • Continuous Improvement: Regularly analyze performance metrics and gather insights to identify areas for improvement and optimize WhatsApp marketing strategies for better results.

Now that you understand the power of WhatsApp marketing, are you ready to take your customer engagement to the next level?
Sign up for a free trial of Exldigital today and see how you can use WhatsApp to connect with your customers on a more personal level.

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