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WhatsApp Salesforce messagingWhatsApp Salesforce Texting Routines you Need for Next-Level Messaging

Having WhatsApp for business communications does not ensure that you can make the best use of WhatsApp for business. Instead, it needs suitable WhatsApp messaging routines and capabilities to carry on WhatsApp operations effectively. 

Therefore, while choosing Salesforce integration with WhatsApp, you must ensure different WhatsApp messaging routines to untap WhatsApp Salesforce potential.

This will help you pick the best-suited way to perform WhatsApp text operations constructively. 

When you’re tied down to just one or two ways in Salesforce for using Whatsapp, it limits your capabilities for WhatsApp business communications. 

You are less creative with WhatsApp messaging operations and can engage in a limited way.

So, here are various types of WhatsApp Salesforce message routines you can expect from an ideal Salesforce integration with WhatsApp.

Messaging Routines for Productive Salesforce WhatsApp Communication

Single and Bulk Messaging for WhatsApp

The two most common and frequently used methods for WhatsApp communication are single and bulk messaging. 

Sometimes, you must send a single WhatsApp message immediately or on a defined day or time. 

An example of a use case could be when users are unavailable and have to respond immediately to WhatsApp messages or when they have to send time-sensitive recurring messages.

Besides, when you have to convey the same business information at scale for marketing, selling, promoting business offerings, engaging with audiences, or educating them, you need scalable WhatsApp messaging to minimize time, investment, and effort.

This is where you need quick and scalable WhatsApp bulk messaging capability. You should be able to send WhatsApp messages without any restriction of choosing a limited number of audiences in one go. WhatsApp channel selection while sending bulk messages

WhatsApp channel selection while sending bulk messages

One-on-One WhatsApp Conversation

Another preferred mode of communication in business is one-on-one communication. Often, prospects and customers want to engage with brands through one-on-one WhatsApp conversations for faster query resolution.

According to Statista, In the third quarter of 2020, half of the individuals using WhatsApp in the United States were observed to utilize the mobile messaging application daily.

You should be able to communicate with them effectively using a convenient chatting interface.

Therefore, you must be free to choose the communication channel based on the customer’s requirement while conversing one-on-one.

One-on-one WhatsApp conversation

One-on-one WhatsApp Conversation

Productivity Interface for Managing WhatsApp Conversations

When you run campaigns on WhatsApp, you have to segment your audiences or their responses to send the subsequent text based on their campaign replies.

All this can be time-consuming when you have to use multiple tabs to segment your audience’s responses and send bulk messages. Therefore, you should be able to filter audiences and their responses based on keywords and send a subsequent text without much navigation.

You should expect the productivity interface to perform most of your WhatsApp messaging operations using a single window console. With such a productivity interface, you can conveniently converse faster and manage multiple conversations.

Channel tab while sending bulk SMS from Conversation Manager

Sending bulk WhatsApp messages from Conversation Manager

Drip Campaigns for WhatsApp

One of the most important WhatsApp messaging operations is the WhatsApp campaign. While using WhatsApp Salesforce, you should be able to configure WhatsApp drip campaigns without coding and much effort.

Plus, you should be able to target audiences on other channels along with WhatsApp using a single drip campaign. This will help you witness a better response rate. 

WhatsApp tab while configuring action for each SMS in a drip campaign

Choosing WhatsApp as a channel for a drip campaign message 


Simplify WhatsApp Communications Choosing the Best-Suited Routine

When you have various options to use WhatsApp differently, you can be more innovative with your WhatsApp operations. This helps you drive more audience engagement over WhatsApp, and you can achieve your intended goals faster. You can count on WhatsApp Salesforce to interact with prospects and customers at scale, converse one-on-one, engage with audiences without manual intervention, and manage WhatsApp campaigns better and faster. All these routines help you shrink WhatsApp operations time frame and make the most out of Salesforce Integration with WhatsApp.

To dive deeper into how these messaging routines can save you time and effort, turn to our experts at or click here to contact us.