WhatsApp Channel

WhatsApp enables direct, personal communication with your leads. It's ideal for markets where WhatsApp is widely used and for quick, informal engagement.

Overview

Use WhatsApp for:

• Quick follow-ups and responses
• Personal, conversational outreach
• Markets with high WhatsApp adoption
• Time-sensitive communications

Connecting WhatsApp

Requirements

• Active WhatsApp Business account
• Phone with WhatsApp installed
• Stable internet connection

Connection Steps

1. Navigate to Settings → Channels → WhatsApp
2. Click Connect WhatsApp
3. Scan the QR code with your WhatsApp app
4. Wait for connection confirmation
5. Your account appears as connected

INFO

Use WhatsApp Business for better features and compliance with WhatsApp's commercial messaging policies.

Account Status

After connecting, monitor your account status:

Status	Description
Connected	✅ Ready to send and receive messages
Disconnected	❌ Needs reconnection
Pending	⏳ Waiting for verification

Using WhatsApp in GetRaze

With Activation Agents

1. Create an Activation Agent with WhatsApp type
2. Configure message templates
3. Assign to Activation Campaigns
4. Leads receive WhatsApp messages

With Google Maps Agents

1. Enable WhatsApp in Google Maps Agent
2. Select a WhatsApp Activation Agent
3. Collected leads automatically receive WhatsApp outreach

In Conversations

• View WhatsApp conversations in the unified inbox
• Respond directly from GetRaze
• AI agents can handle responses

Message Best Practices

Keep It Conversational

WhatsApp is personal - write like you're texting a colleague:

Good:

Hi {{name}}! Quick question - are you still looking to improve
your lead generation? We have some interesting insights to share.

Avoid:

Dear Sir/Madam, I am writing to introduce our comprehensive
lead generation solution which offers multiple features...

Be Concise

• Get to the point quickly
• Use short paragraphs
• Avoid long blocks of text

Respect Timing

• Consider time zones
• Avoid late night/early morning
• Business hours preferred

Use Appropriate Tone

• Friendly but professional
• Match the recipient's style
• Avoid excessive formality

WhatsApp Templates

Creating Templates

When creating Activation Agents for WhatsApp:

1. Write your initial message
2. Keep it under 1024 characters
3. Use personalization variables
4. Test before launching

Template Examples

Initial Outreach:

Hi {{name}}! 👋

I found {{company}} while researching businesses in your area.
I help similar companies automate their sales outreach.

Would you like to hear how?

Follow-up:

Hi {{name}}, just following up on my last message.

I know you're busy, but I think this could really help {{company}}.
Got 5 mins for a quick chat?

Daily Limits

WhatsApp has strict messaging limits:

Account Type	Approximate Limits
New Account	250 messages/day
Established	1,000 messages/day
Verified Business	Higher limits

WARNING

Exceeding limits or sending spam can result in account suspension. Always respect recipient preferences.

Compliance

WhatsApp Business Policy

To stay compliant:

• Only message people who have a business relationship
• Respond to opt-out requests immediately
• Don't send spam or unsolicited marketing
• Use approved message templates

Best Practices for Compliance

1. Get consent - Only message leads who expect to hear from you
2. Honor opt-outs - Remove people who ask to stop receiving messages
3. Be transparent - Identify yourself and your company
4. Provide value - Every message should offer something useful

Troubleshooting

Connection Issues

WhatsApp won't connect:

• Ensure phone has active internet
• Try scanning QR code again
• Check WhatsApp is updated
• Restart WhatsApp app

Connection drops frequently:

• Keep phone connected to stable WiFi
• Don't use WhatsApp Web on other devices simultaneously
• Check phone battery optimization settings

Message Delivery Issues

Messages not delivering:

• Verify recipient number is correct
• Check if recipient has blocked you
• Review daily limit usage
• Ensure account is in good standing

Low response rates:

• Improve message personalization
• Test different message styles
• Verify contact quality
• Consider timing

Account Restrictions

If your account gets restricted:

1. Stop all automated messaging immediately
2. Review WhatsApp's terms of service
3. Appeal through WhatsApp if applicable
4. Wait for restriction to lift
5. Improve compliance before resuming

Integration with Other Channels

Multi-Channel Strategy

Combine WhatsApp with other channels:

1. LinkedIn first → WhatsApp follow-up
2. Email outreach → WhatsApp for urgent contacts
3. Google Maps leads → WhatsApp for local businesses

When to Use WhatsApp

Scenario	WhatsApp	Email	LinkedIn
Quick response needed	✅ Best	❌	❌
Formal communication	❌	✅ Best	✅
B2B professional	❌	✅	✅ Best
Local businesses	✅ Best	✅	❌
Personal touch	✅ Best	❌	❌

Monitoring Performance

Track WhatsApp metrics in Analytics:

Metric	Description
Messages Sent	Total WhatsApp messages
Delivery Rate	Successfully delivered
Read Rate	Messages marked as read
Response Rate	Replies received
Conversion Rate	Leads converted

Advanced Features

Rich Messages

WhatsApp supports:

• Text messages
• Images and media
• Document attachments
• Location sharing

INFO

Media support availability depends on your account configuration.

Quick Replies

Set up quick replies for common responses in the Conversations inbox.

Automation Rules

Configure when AI agents should:

• Respond automatically
• Escalate to human
• Tag conversations
• Update lead status