Marketer’s Space: Creating Personalized Experiences with WhatsApp Journeys

Marketer’s Space: Creating Personalized Experiences with WhatsApp Journeys


Hello, marketers!
Welcome to another post in Marketer's Space. In our previous post, we explored the basics of WhatsApp marketing and why it’s a must-have tool for marketers like you. This week, we’re diving deeper into how to maximize your WhatsApp campaign efforts by using WhatsApp Journeys to streamline your work and achieve personalized interactions with ease.

What is a WhatsApp Journey?

In Zoho Marketing Automation, a Journey is an automation tool that helps you create processes for your contacts to follow based on specific criteria. You can automate tasks, set up engagement flows with triggers, and guide your contacts through different steps, performing actions like sending targeted campaigns along the way.

Within the context of WhatsApp, these Journeys involve setting up triggers and corresponding actions to ensure relevant, personalized communication with your audience through WhatsApp.

How Do WhatsApp Journeys Enhance Personalization?

WhatsApp Journeys are designed to respond to specific actions, making them highly precise in their execution. Unlike random messaging, Journeys are triggered only when a specific, relevant action occurs. This ensures that each message is delivered at the perfect moment, tailored to each individual. Let’s look at a practical use case to see how you can utilize WhatsApp Journeys for a personalized customer experience.

Automating Price Sheet Distribution for a Pop-Up Bakery

Maria manages a bakery known for its pop-up stores across the US. During one of these pop-up events, several customers express interest in receiving a price sheet via WhatsApp. Maria faces the challenge of efficiently sending the price sheet to a large number of customers without manual effort. She also wishes to streamline the ordering process. Here’s how she uses Zoho Marketing Automation to solve this problem.

1. Creating the Signup Form:

Maria begins by designing a signup form through Zoho Marketing Automation, where customers can submit their details.

She prints a QR code linked to this form and places it on banners throughout her store for easy scanning.

When customers scan the QR code, they are directed to the form, where they can provide their contact information.
Maria sets the response action so that each new contact is automatically added to a list named “Sent WhatsApp Menu.”

2. Setting Up the WhatsApp Journey:

Next, Maria creates a journey in Zoho Marketing Automation with a trigger set to “Added to List,” targeting the “Sent WhatsApp Menu” list. This journey is activated whenever a contact is added to the list, which is whenever a customer submits the form.
As the action, Maria selects “Send WhatsApp” and creates a new campaign titled “Send Menu to Customer.” She attaches the bakery menu as a PDF in the header and personalizes the body of the message using the personalization feature. To enhance engagement, Maria adds three quick replies to the message content: “Order Now,” “Visit Our Website,” and “Got a Question?”


3. Leveraging Quick Replies:

Maria then configures each quick reply to trigger its own campaign:
For “Order Now,” she creates a campaign featuring a catchy image and a CTA button that links directly to the bakery’s order page.
For “Visit Our Website,” she designs a campaign with an image and a CTA button that directs customers to the bakery’s website.
For “Got a Question?,” Maria sets up a campaign that includes a CTA button labeled “Let’s Talk Food,” which connects the customer to the bakery via a phone call.

This simple automation illustrates how WhatsApp Journeys can be seamlessly integrated into Maria’s marketing strategy, particularly when managing large volumes of customers. Zoho Marketing Automation not only simplifies her workflow by automating the process but also enhances the customer experience by delivering personalized content. Customers receive exactly what they request, making the interaction more engaging and efficient for both the bakery and its patrons.
This is just one example of how you can send personalized messages to your customers using WhatsApp Journeys. We encourage you to explore the possibilities by experimenting with different triggers and actions to discover how powerful and effective your automations can be. We’ll see you in the next post with more ways to leverage WhatsApp Journeys. Until then, happy marketing!

Regards,
Pearlin Nitika
User Education | Zoho Marketing Automation 



    Access your files securely from anywhere

          Zoho Developer Community




                                    Zoho Desk Resources

                                    • Desk Community Learning Series


                                    • Digest


                                    • Functions


                                    • Meetups


                                    • Kbase


                                    • Resources


                                    • Glossary


                                    • Desk Marketplace


                                    • MVP Corner


                                    • Word of the Day



                                        Zoho Marketing Automation


                                                Manage your brands on social media



                                                      Zoho TeamInbox Resources

                                                        Zoho DataPrep Resources



                                                          Zoho CRM Plus Resources

                                                            Zoho Books Resources


                                                              Zoho Subscriptions Resources

                                                                Zoho Projects Resources


                                                                  Zoho Sprints Resources


                                                                    Qntrl Resources


                                                                      Zoho Creator Resources



                                                                          Zoho Campaigns Resources


                                                                            Zoho CRM Resources

                                                                            • CRM Community Learning Series

                                                                              CRM Community Learning Series


                                                                            • Kaizen

                                                                              Kaizen

                                                                            • Functions

                                                                              Functions

                                                                            • Meetups

                                                                              Meetups

                                                                            • Kbase

                                                                              Kbase

                                                                            • Resources

                                                                              Resources

                                                                            • Digest

                                                                              Digest

                                                                            • CRM Marketplace

                                                                              CRM Marketplace

                                                                            • MVP Corner

                                                                              MVP Corner





                                                                                Design. Discuss. Deliver.

                                                                                Create visually engaging stories with Zoho Show.

                                                                                Get Started Now


                                                                                  Zoho Show Resources


                                                                                    Zoho Writer Writer

                                                                                    Get Started. Write Away!

                                                                                    Writer is a powerful online word processor, designed for collaborative work.

                                                                                      Zoho CRM コンテンツ






                                                                                        Nederlandse Hulpbronnen


                                                                                            ご検討中の方





                                                                                                  • Recent Topics

                                                                                                  • When is Zoho Vault getting fuzzy search?

                                                                                                    Seeing posts on here dating back as far as 3 years complaining about Vaults search functionality. It’s terrible. Please include fuzzy search, and sorting of results according to “most applicable”; not just alphabetically.
                                                                                                  • Automation#22 Track Ticket Duration at Specific Status

                                                                                                    Hello Everyone! Welcome back to the Community Learning Series! Today, we explore how Zylker Techfix, a gadget servicing firm, boosted productivity by tracking the time spent at a particular ticket status in Zoho Desk. Zylker Techfix customized Zoho Desk’s
                                                                                                  • Self-Support Portal invites

                                                                                                    I'm a one man operation and I'm using the free version of the Zoho Desk for now, but I am in need of help. When I do test tickets, I get a reply from the system inviting me to join the Self Service portal. I don't plan on using that, so I wonder if there
                                                                                                  • Tip #10: Automatically add tags to Zoho CRM records using form responses

                                                                                                    You may be using tags to filter records, create reports based on specific tags, or let your sales team to know which clients to give priority to. Don't skip tagging for the crm records added via forms. The tags can be set to be automatically captured during the form submission. How it works When you set up a configuration to push form entries into CRM, you can add a tag to them automatically. The tag value can vary based on the respondent's input (captured using form fields), or you can include a
                                                                                                  • Understanding response time

                                                                                                    We have the following set up for our SLA. When a contact first writes in, the response due and resolution due dates are set. When one of our agents responses, the response due goes away. When a ticket gets a response from the contact, it appears to reset
                                                                                                  • Publish multiple languages at once in Knowledge Base

                                                                                                    Does anyone know if it is possible to publish multiple translated articles at the same time? My knowledge base has about 35 languages, and while I have them set up to automatically translate, I still have to go in and select each language and manually
                                                                                                  • Canvas and Related lists

                                                                                                    Hi, As much as I like canvas, when adding in a asection with related lists,it doesnt mimic the same functionality as the standard view within the CRM e.g left hand panel will show the module and total number of records. Is there a way of indicating this
                                                                                                  • Email address ZOHO suggestions in replying - how to delete unwanted suggestions?

                                                                                                    Hi, I have some "unwanted" email addresses suggestions by ZOHO, and made some mistakes by replying for some tickets already. How can I clear this in ZOHO directly, I deleted all web browser history and cookies . Did not help :/ Below example, where one
                                                                                                  • Subform edits don't appear in parent record timeline?

                                                                                                    Is it possible to have subform edits (like add row/delete row) appear in the Timeline for parent records? A user can edit a record, only edit the subform, and it doesn't appear in the timeline. Is there a workaround or way that we can show when a user
                                                                                                  • Zoho Learn vs. Trainer Central

                                                                                                    Hi, I'm currently using Zoho One with a WordPress-based website and WooCommerce to manage my online courses. I would like to know what is the difference between Zoho Learn and Trainer Central and if it's possible for these two platforms to replace WP
                                                                                                  • How to Display a Logo Image on a Public Form?

                                                                                                    I would like to display a logo image in the header of a form. To achieve this, I added an Add Notes field to the form. The code below works perfectly for Zoho users accessing the form. However, when the form is made public, the image does not load properly:
                                                                                                  • Creating a Zoho Online Meeting in a Blueprint

                                                                                                    We are looking for an easy solution to schedule online meetings in a blueprint and ran into the same problem discussed in this topic: https://help.zoho.com/portal/en/community/topic/custom-function-to-set-meeting-to-online-meeting (After connecting Zoho
                                                                                                  • Enabling 'From Number' and 'To Number' fields in the Calls module

                                                                                                    Hello everyone, We've added "To Number" and "From Number" fields in the Calls module as part of our latest update to provide users with the option to enable or disable them through the Calls Preferences tab. When enabled, these fields will be displayed
                                                                                                  • Workaround for Zoho Inventory changing previous Fiscal Year Trial Balance in QBO

                                                                                                    We've run into an issue where Zoho Inventory syncs to QBO and makes adjustments to journal entries from previous fiscal years. Fiscal Year End reporting has been long completed, but the Trial Balance keeps changing. Zoho does not have a fix for this,
                                                                                                  • Route Optimizer

                                                                                                    Does Zoho Inventory offer route optimization for our in-house deliveries? It will save us time to manually route our daily orders. Thank you
                                                                                                  • Can documents attached to different ZohoForms automatically go to different OneDrive folders?

                                                                                                    Hi there, I set a workflow to track and store applications coming in from our website. I created two different Zoho forms, one for unsolicited applications, one for applications to job postings. After any of the forms has been filled in, a new record
                                                                                                  • TeamInbox down?

                                                                                                    Hi everyone, we are getting message "Sorry, this action cannot be performed due to an internal error. Please try again later. We are on the Canadian data centers. Can someone please confirm if the service is down? Thank you! F
                                                                                                  • Purchase Requisition in Zoho Books

                                                                                                    I want to understand if Zoho Books is having the following workflow: PR ( Purchase Requisition ) >> PO ( Purchase order) >>  GRN/SRN ( Goods/Services receipt note) >> Bill
                                                                                                  • Confirmation prompt before a custom button action is triggered

                                                                                                    Have you ever created a custom button and just hoped that you/your users are prompted first to confirm the action? Well, Zoho knows this concept. For example, in blueprint, whenever we want to advance to the next state by clicking the transition, it is
                                                                                                  • Marketer's Space: Streamline marketing and sales by integrating ZMA's Planner with Zoho CRM

                                                                                                    In a competitive market, clear goal-setting and seamless campaign execution are crucial for marketing and sales alignment. When integrated with Zoho CRM, Zoho Marketing Automation's Planner enables marketers to create, manage, and measure campaigns effectively
                                                                                                  • Custom emails for Portals not working

                                                                                                    I changed the standard templates to custom email templates for all three options, but the invitation is still sending the original email layouts. Anyone know why this would be happening? I changed them 2 days ago.
                                                                                                  • Switching scheduled webinars from Live to On-demand

                                                                                                    Now that On-Demand webinars has been added as an option for webinar presenting, is there a way I can edit already scheduled webinars from Live to on-Demand? These scheduled webinars already have people registered. Thanks
                                                                                                  • Zoho CRM v2.1 deprecation or sunset plans ?

                                                                                                    Hi Team Wanted to know if there is any plan to deprecate v2.1 CRM apis https://www.zoho.com/crm/developer/docs/api/v2.1/ and if yes by when
                                                                                                  • Forex Bank Refund Entry

                                                                                                    Hello, please advise how to enter refunds from our bank forex department. The refund was because we were on preferential rates but at the time of USD purchase were not given the preferential rate, therefore the bank calculated the excess that we paid
                                                                                                  • Auto-Populating Custom Field

                                                                                                    This is to request a feature enhancement for our invoicing system. We're currently creating invoices with a single item per invoice and have a custom field called "Related Vehicle." We would like the "Related Vehicle" field to be automatically populated
                                                                                                  • How can i Customize Delivery Note?

                                                                                                    I need to customize delivery note like change the tittle for language purposes and also include only the balance due
                                                                                                  • Delivery note template

                                                                                                    We have some reasonable templates for sales docs but the delivery note one is very limited. It would be nice if we could have the same options as the sales form templates or even create our own by cloning an existing sales template, modifying (ie: removing
                                                                                                  • INTERCOMPANIES INVOICING

                                                                                                    Dears , I paid expenses on behalf of our sister company from my cash account , then month End i issued an invoice to the sister company , my question is how to put the expenses GL in the invoices
                                                                                                  • Zoho CRM Theme Color?

                                                                                                    I've read multiple articles stating it's possible to change Zoho CRM theme colour (top menu bar) from personal settings menu, however, my zoho has no options for this at all and I've looked everywhere........has this feature been removed? I'm currently
                                                                                                  • How can i force the user to select a project when creating an invoice ?

                                                                                                    Hello I tried all the ways that i know , but no way is able to stop creating an invoice without project.
                                                                                                  • Sales

                                                                                                    1/ How can I make a discount on invoice exmple : invoice 5,100 le , custmar pay 5000 and I need to make this 100 le as a discount , how can i make it ?! 2/ Is thare any report can make me match my company’s balance with the customer’s balance?
                                                                                                  • Include Project Hours when Creating Estimates from Projects

                                                                                                    Hi Currently, in Books, you can create estimates from Projects by inserting tasks that pull both the task and the hourly charge rate. But it doesn't pull the budgeted hours for the task, so you manually have to remember the number of hours for a given
                                                                                                  • acc

                                                                                                    Regularly sending statements to customers is an imperative part of many business processes as it helps foster strong customer relationships and provides timely guidance on pay//
                                                                                                  • South African Payment Gateways

                                                                                                    Since the "Demise" of Wave many South African users have moved over to Zoho and yet for years users have been requesting Integration with a South African Payment Gateway to no avail. Payfast was the most commonly requested gateway as it supports recurring
                                                                                                  • CRM Implementation

                                                                                                    I need to implement Zoho CRM. Is there a useful user manual available to guide me through the implementation?
                                                                                                  • Zoho Social integration with Zoho Flow

                                                                                                    Is there any plans for Zoho Social integration with Zoho Flow?
                                                                                                  • Marketing 2.0 has been a catastrophe

                                                                                                    Anyone else having significant issues with their link between their CRM and Marketing automation since moving to version 2.0? We had an easy flow for triggering leads in the CRM to journeys in Marketing Automation but now nothing seems to work properly.
                                                                                                  • Cannot average "Duration (Time)" from Pick List History Tracking in Reports

                                                                                                    Okay, let's say I have a custom module. In this custom module I have a pick-list named "Status" with "New", "In-Progress", "Completed" values. I also have turned ON pick-list history tracking and chose "Time" to track the duration in (instead of "Calendar
                                                                                                  • Customer Statement Template

                                                                                                    Hi. how can i add order number "customer LPO number" in the customer statement. regards
                                                                                                  • Authorize.Net Update: Disable Transaction IP Velocity Filter to Avoid Payment Failures

                                                                                                    Update: The Authorize.Net integration was updated on November 20, 2024. To prevent recurring transaction failures, we recommend disabling the Transaction IP Velocity Filter at the earliest. We’re updating the Authorize.Net integration in Zoho Books on
                                                                                                  • Next Page