Skip to main content
Sign in

The Basics of WhatsApp Marketing: Everything You Need to Know. Discover effective strategies for engaging customers through WhatsApp, including consent-based messaging and audience segmentation.​

The Basics of WhatsApp Marketing: Everything You Need to Know

Guide Takeaways

  • WhatsApp is one of the world's most preferred communication channels, with 2B users across 180+ countries.
  • Customers increasingly expect to message businesses the same way they message friends and family.
  • WhatsApp supports rich conversational experiences through media, templates, buttons, lists, and automation.
  • It enhances every stage of the customer journey — pre-purchase, purchase, and post-purchase.
  • The WhatsApp Business API enables scalable automation, personalized messaging, and omnichannel integration.
  • High-quality messaging is essential to avoid blocks and maintain strong WhatsApp Quality Ratings.
  • WhatsApp requires opt-ins for business-initiated outreach and enforces strict template approval.
  • WhatsApp works best as a complementary channel within an omnichannel strategy, not a replacement.

Q&A Highlights

  • Why should businesses use WhatsApp for marketing?Because customers prefer conversational communication. WhatsApp delivers high engagement, fast responses, and a more personal experience.
  • What types of messages perform well on WhatsApp?Abandoned cart reminders, product recommendations, delivery updates, promotions, FAQs, and support conversations.
  • What makes WhatsApp different from SMS or email?It supports rich media (images, videos, audio, buttons, lists), real-time interaction, and conversational automation.
  • What are business-generated vs. user-generated messages?User-generated: customer initiates; replies are free within 24 hours.Business-generated: company initiates; requires opt-in + approved template.
  • How does WhatsApp prevent spam?Through Quality Ratings, template approval, opt-in enforcement, and customer feedback signals (reports/blocks).
  • What are WhatsApp messaging tiers?Tier 1: 1K unique users/dayTier 2: 10KTier 3: 100KHigher quality unlocks higher tiers.
  • Can WhatsApp replace other channels?No. It should complement email, SMS, paid ads, and social, creating a cohesive omnichannel experience.

Why WhatsApp?

If your ads and social channels are the bait that lures customers in, conversations are how you convert those leads into long-term relationships with your business. Companies are already spending over$248 billion dollars a year on digital ads, but they need a clear, efficient path to continue the relationship after the 'click.'

WhatsApp gives your marketing processes a personal touch by using chatbot-powered, message-based conversations to prequalify leads before connecting them with a virtual sales agent. What's more, it's quickly becoming the preferred method of communication for customers:

  • 81% of buyers message businesses to ask about products or services.
  • 74% message businesses to make a purchase.
  • 75% message businesses to get support.

It's no longer a matter of if you should use messaging for customer communications, it's a matter of how to use messaging well.

Infographic showing pre-purchase, purchase and post purchase actions from a customer.

Top 7 most important WhatsApp marketing features

Doing WhatsApp marketing well means making it about more than just the text. Elevate the experience using rich media like images, videos, and audio-sharing to keep customers engaged with your business. Gather data and preferences conversationally to build richer profiles (with proper opt-in consent, of course), and use this information to create a more personalized customer experience.

Here are seven WhatsApp marketing features to take advantage of when elevating your messages:

Feature

What it does

Why it matters

Images

Lets businesses send JPG/PNG visuals

Makes messages more engaging and improves clarity

Audio

Allows sending voice notes

Helps explain things quickly and adds a personal touch

Video

Sends short instructional or promotional videos

Drives higher engagement and showcases products better

Location sharing

Shares store locations or pickup points

Reduces friction and improves customer experience

Interactive buttons

Offers CTA or quick-reply buttons

Speeds up responses and reduces typing effort

Lists

Lets users choose from up to 10 options

Great for selections like bookings, products, or categories

Stickers

Sends fun, expressive branded stickers

Humanizes the brand and increases customer connection

Images

With WhatsApp, you can make each message more impactful by including pictures in either JPG or PNG formats. Whether you're sending an abandoned cart reminder, a thank-you note to someone who signed up for your list, or even responding to customer queries, adding images will take your content from good to great.

WhatsApp conversation from a customer asking what colours do a pair of trainers come in. Business replies that they are available in grey, malibu, white and frost.

Audio

Voice messages are the new text message, and WhatsApp is leading the pack, with an average of 7 billion voice messages being sent per day. Now you can use the platform to communicate this way with your customers.

Is your customer struggling with instructions on how to use a product or service? Instead of copying and pasting a long, generic text explanation, make it more actionable and engaging by sharing a dedicated voice message.

WhatsApp conversation where user asks for instructions to set up speaker. Business responds with an audio file with a voice recording of the instructions.

Video

49% of marketers say video helps them engage their audiences. With WhatsApp, you can send instructional videos, welcome videos, or feature showcases in an engaging and delightful way.

WhatsApp conversation from a business to a customer including a video and short message asking the customer if they have questions.

Location Sharing

Want to make it easier for your customers to find your stores? Do you offer pick-up services and want to create a seamless experience for your client? WhatsApp enables location sharing, including precise coordinates and the ability to add the location name and street address to each response.

Conversation with a map displaying a store location.

Interactive Buttons

WhatsApp also allows you to send messages that have interactive buttons. This minimizes hassle for the end-users, who just need to tap a button to respond. Interactive buttons can be:

  • Call-to-action buttons: allow your customer to call a phone number or visit a website.
  • Quick reply buttons: allow your customer to respond with a simple text message.

WhatsApp message where the user can select different options depending on what they need. In this case they are signing up to either get updates or no updates.

Lists

This dynamic, personalized feature lets your customers select from a list of up to 10 options. Is a prospect interested in buying a car? Provide a list of vehicle types to choose from. Are they looking to book an appointment? Show them the available reservation times.

WhatsApp conversation where the user can select the type of vehicle they are interested in by clicking on a list of options.

Stickers

People enjoy adding emojis and GIFs to their messages to express emotions and reactions. WhatsApp takes this to another level by letting you share stickers—often animated—with your customers. This is yet another way to connect with your customers on a human level and build a more personal relationship between brand and consumer.

Coffee company WhatsApp thread where the business replies to their coffee order with a coffee sticker.