"Customer's 'Last Purchase Date' is X days ago."
"Contact's 'Birthday' is today."
Add WhatsApp Action: Within the workflow, add an action to "Send WhatsApp Message."
Select Template & Personalize: Choose the appropriate pre-approved template and map CRM contact properties to the template variables.
Set Delay/Schedule: Add a delay step before the WhatsApp action if you want it sent at a specific time relative to the trigger (e.g., "Send WhatsApp whatsapp number list welcome message 1 hour after lead signs up"). For fixed-time broadcasts, you'd typically use the broadcast feature within the WhatsApp API platform itself, often syncing segments from the CRM.
Benefits:
Deep Personalization: Leverage all the rich data in your CRM for hyper-personalized scheduled messages.
Automated Customer Journeys: Integrate WhatsApp into complex multi-channel marketing and sales funnels.
Unified Data: All WhatsApp interactions are logged against the customer's profile in the CRM.
Key Use Cases for Scheduling Messages to WhatsApp Lists:
Promotional Campaigns: Announcing sales, discounts, new product launches (e.g., "Eid Special Offers - launching tomorrow at 10 AM!").
Event Reminders: Sending invites, reminders, and follow-ups for webinars, workshops, or in-store events.
Seasonal Greetings: Sending personalized greetings for festivals (Eid, Pohela Boishakh, Durga Puja) with relevant offers.
Content Distribution: Scheduling delivery of newsletters, blog updates, or helpful tips to opted-in subscribers.
Re-engagement Campaigns: Scheduling messages for lapsed customers or those who haven't interacted recently.
Educational Series: Drip-feeding information about a product or service over several days.
Transactional Alerts: (Though often real-time, can be scheduled if appropriate) Order confirmations, shipping updates, appointment reminders.
Compliance with PDPO 2025 (Bangladesh) When Scheduling:
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