Marketing & Sales · WhatsApp
Follow up on every lead, stop the moment they reply.
Most enquiries go quiet because nobody followed up. Set a sequence once: a message when a lead arrives, another when it goes quiet, a nudge after a quotation is sent. A reply or a STOP ends it, so nobody is chased after they have answered.
solset.ai/marketing/automations
Sequence · New enquiry
- Step 1 · on arrivalApproved template
- Step 2 · after 2 daysApproved template
- Step 3 · after 5 daysApprove each
- Sending hoursWorkspace time
- Customer repliedSequence stopped
- STOP receivedOpted out
Illustration of a follow-up sequence. Delays and step counts are an example.
How it works
Set it once, it runs on its own
Template messages only, so they can reach a customer outside WhatsApp's 24-hour window.
solset.ai/marketing/automations
Trigger
- Lead createdTrigger
- No activity for N daysTrigger
- Quotation sent N days agoTrigger
Step 1 of 4 · Trigger
Choose when a sequence starts
A new lead, a lead with no activity for a number of days, or a quotation sent a number of days ago. Each person is in one sequence at a time.
- Quotation follow-ups go to the lead's or customer's phone
- Existing leads are not back-enrolled
WhatsApp follow-ups
Around the sequences
- Team inboxWhatsApp, email and web enquiries in one inbox, on the lead's record.
- Missed-call replyOptional WhatsApp message to a caller you missed, once a day per caller.
- Accepted and paid messagesOptional messages to the customer when a quotation is accepted or a payment arrives.
- Your number or Solset'sSend from your own WhatsApp Business number, or from Solset's shared number.
- Pay for what you sendTemplate messages beyond the free ones are paid from your messaging wallet.
- Campaigns tooOne-off broadcasts and scheduled campaigns run from the campaign planner.
Good to know
- Only Meta-approved templates can be sent by a sequence; free text is for replies inside the 24-hour window.
- Connecting your own WhatsApp Business number goes through Meta's own approval.
Related features
- Marketing campaignsPlan a campaign by objective, schedule steps across channels, and credit the leads it brings.
- CallingClick-to-call on your own Twilio or Exotel account, recordings, missed-call tasks and a power dialer.
- QuotationsThemed quotation PDFs or your letterhead, chosen sections, revisions, approvals and online acceptance.
Questions
WhatsApp follow-ups: questions
The sun is already up
Put your next job on one record.
Create a free workspace, add one real enquiry and take it as far as a quotation. If that is not faster than how you work today, you have lost nothing.