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Creating a Free WhatsApp Marketing Bot in 5 Steps

Learn how to create, customize, and deploy your own bot to engage with your audience seamlessly and effectively.

Team Omind

Team Omind

May 15, 2024

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A WhatsApp marketing bot is a software application that utilizes artificial intelligence (AI) and pre-programmed responses to simulate human conversation within the WhatsApp platform. WhatsApp marketing bots provide a flexible way to interact with customers. They can serve as online help representatives, responding to frequently asked questions, resolving problems, and assisting customers with their purchases. 

These bots can also provide tailored updates and promotions depending on user behavior and preferences, which helps to personalize the shopping experience for customers. Additionally, bots gather important consumer information about their demographics, interests, and past purchases, which is invaluable information for developing future marketing strategies. Ultimately, they free up your team to concentrate on more intricate customer interactions by automating monotonous jobs like responding to simple questions. 

Let’s find out more about a marketing bot and how you can create one! 

Building Your WhatsApp Marketing Bot: A Step-by-Step Guide

whatsapp marketing bots 

Creating a free WhatsApp marketing bot is easier than you might think. Here's a comprehensive breakdown of the process in five key steps:

Step 1: Selecting the Right Tool to Build Your Bot

The first step involves choosing a platform for building your WhatsApp marketing bot. There are two main options to consider:

  • Coding Platforms: These platforms offer greater flexibility in terms of functionality and customization. However, they require programming knowledge and experience. Popular options include Twilio API and Chatfuel Chat API.

  • No-Code Platforms: These user-friendly platforms provide drag-and-drop interfaces that allow you to build a bot without any coding expertise. Omind is a good example of a no-code platform; our Engage service includes WhatsApp and also a wide array of other services through which marketing becomes a breeze. 

Choosing the Right Platform:

whatsapp marketing bots

Selecting the most suitable platform depends on your specific needs and technical expertise. Here are some factors to consider:

  • Technical Expertise: If you have in-house developers or are comfortable with coding, a coding platform might offer more control and customization options.

  • Budget: Some no-code platforms offer free plans with basic features, while others have tiered pricing structures. Evaluate your budget and required functionality before making a decision.

  • Features Offered: Consider the specific features you need for your bot, such as broadcast messaging, lead capture forms, and integrations with other marketing tools. Ensure the chosen platform offers the functionalities necessary for your goals. If you're new to bot building, a no-code platform with a user-friendly interface will simplify the process.

Step 2: Prerequisites for Creating a WhatsApp Marketing Bot

Before you begin building your bot, there are a few essential prerequisites you need to have in place:

  • WhatsApp Business Account: This is a free account specifically designed for businesses to interact with customers on WhatsApp. It offers additional features unavailable in the standard WhatsApp app, such as business profiles and message analytics.

  • Verified Facebook Business Manager Account: A verified Facebook Business Manager account is required to manage your WhatsApp Business presence. This account connects your Facebook page to your WhatsApp number, allowing you to leverage various marketing tools.

  • WhatsApp Business Solution Provider (BSP): Access to the WhatsApp Business API is not directly granted by WhatsApp. Businesses need to partner with a verified BSP. The BSP acts as an intermediary, providing the necessary tools and support to connect your bot to the WhatsApp Business API. Talk to us today to find out how to partner with us!

Step 3: Setting Up Your WhatsApp Business Account

Once you've chosen your platform and secured the necessary prerequisites, it's time to set up your WhatsApp Business account. Here's how:

  • Download and Install the WhatsApp Business App: Download the free WhatsApp Business app on your smartphone and follow the on-screen prompts to create a new account.

  • Verify Your Business Phone Number: Enter the phone number you'll be using for your WhatsApp Business account and complete the verification process via SMS or call.

  • Create a Compelling Business Profile: Fill in your business profile with essential information such as your company name, description, website address, and contact details.

  • Connect Your Facebook Business Manager Account: Follow the in-app instructions to link your verified Facebook Business Manager account with your WhatsApp Business account.

  • Partner with a Chosen BSP: Select a reputable WhatsApp Business Solution Provider that meets your specific needs and budget. They will guide you through the API integration process.
creating whatsapp marketing bots

Step 4: Configuring Your WhatsApp Marketing Bot

With your WhatsApp Business account set up, it's time to configure your marketing bot on your chosen platform:

  • Link Your WhatsApp Number: Within your chosen bot-building platform, establish a connection with your WhatsApp Business phone number.

  • Utilize the API Key: Your BSP will provide you with an API key. Securely integrate this key into your bot platform to enable communication between the bot and the WhatsApp Business API.

  • Design Your Bot's Flow: Build your bot's conversation flow using the platform's interface. This involves creating conversation trees with branching options based on user responses. Here are some key elements to consider:
  • Welcome Message: Craft a warm and informative welcome message that introduces your bot and its purpose.
  • Menu Options: Provide users with clear and concise menu options, allowing them to navigate the conversation and find the information they need.

  • Automated Responses: Develop pre-programmed responses to frequently asked questions, product inquiries, and other common customer interactions.

  • Lead Capture Forms: Integrate lead capture forms to collect valuable user information, such as email addresses or phone numbers, for further marketing efforts.

  • Integrations: Explore integrations with other marketing tools to streamline your workflow and enhance functionality (e.g., CRM systems, email marketing platforms).

Don’t forget to test Thoroughly. Rigorously test your bot across various scenarios to ensure smooth functionality and a seamless user experience. This includes testing responses to different keywords and user behavior.

Step 5: Launching Your WhatsApp Marketing Bot and Measuring Success

Once you're confident your bot is functioning flawlessly, it's time to launch it! 

  • Generate Entry Points: Create a QR code for your business profile, allowing users to easily scan and add your bot to their WhatsApp contacts. You can also generate a Click-to-chat link that users can click to initiate a chat with your bot directly.

  • Promote Your Bot: Spread awareness about your bot through various marketing channels, such as your website, social media pages, and email marketing campaigns. Encourage users to interact with the bot to explore its features and benefits.

Measuring Success

The effectiveness of your WhatsApp marketing bot hinges on its ability to engage customers and drive results. Here's how to measure success.

  • Monitor Key Metrics: Track key metrics such as engagement rates (message open rates, click-through rates), conversion rates (leads generated, sales closed), and response times. Analyze this data to identify areas for improvement and optimize your bot's performance.

  • Gather Customer Feedback: Actively solicit customer feedback through surveys or in-app messages. This feedback provides invaluable insights into user experience and helps you identify areas for improvement.

Final Verdict:

Incorporating a WhatsApp marketing bot into your marketing strategy can unlock a wealth of benefits. By following these 5 steps (and the sub-steps within them), you should have an intuitive WhatsApp marketing bot up and running quickly. 

Omind leverages the power of Artificial Intelligence and automation to give you tailored growth and analyses about your customers. Our multi-channel integrations include WhatsApp, Email, SMS, and social media channels to make sure that every demographic of your customer base is covered. To schedule a demo with us and see for yourself, do visit: https://www.omind.ai/schedule-demo.

Business Experience

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Lorem ipsum dolor sit amet, consectetur adipiscing elit. Suspendisse varius enim in eros elementum tristique. Duis cursus, mi quis viverra ornare, eros dolor interdum nulla, ut commodo diam libero vitae erat. Aenean faucibus nibh et justo cursus id rutrum lorem imperdiet. Nunc ut sem vitae risus tristique posuere.

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