Workflow templates / Sales & leads
Welcome new store customers
New store customers get a welcome, a tip and a nudge over their first week.
Works with: WhatsApp, Store, An approved Meta template
How it works
- A customer joins your store
- They get your welcome at once
- Two days later they get a tip or an offer
- A week in they are asked for a review or invited back
Steps in the workflow: Trigger, Send a Meta template, Delay, Send a Meta template, Delay, Send a Meta template, End.
Who it is for
Online stores that want new customers to hear from them.
Good to know
- Which messages?
- Meta templates you pick, one for each step. Only approved templates are listed, so it stays a draft until they are.
- Who gets them?
- Customers who agreed to marketing messages. Everyone else is skipped.
- What are the channel limits?
- On WhatsApp, a business can message first only with an approved template (needs a WhatsApp Business account); free-form replies work within 24 hours of the customer's last message. It sends one message per recipient per run, and replies need a separate trigger.