WhatsApp Marketing Services

WhatsApp marketing involves creating campaigns, reminders, information messages and conversation flows between a business and its customers on WhatsApp. It includes understanding what a customer needs and deciding what should happen next. Reminding someone of an appointment, responding to a question and passing an enquiry to the sales team are different ways to use this approach.

At DijitalPi, we consider the outgoing message and the incoming reply together. When a customer responds to a campaign, we establish in advance what the conversation concerns, who will handle it and where the enquiry will be recorded. The WhatsApp Business API provides the technical foundation, while message wording and routing decisions reflect how the business operates. This gives the team a clear path to follow after the opening message.

WhatsApp brings a customer's everyday messaging habits into their communication with your business. Customers can type a question, send an image or document that explains their needs, and continue the conversation in the same channel. For the business, the value lies in responding promptly and connecting the conversation to the right person. A well-planned first response helps the customer understand what to do next.

Appointment messages and reminders make previously discussed information easier to find again. Personalised fields, such as a name or appointment time, keep the context clear. Recording an incoming enquiry in the CRM gives the team a request to follow up on. Alongside our approach to CRM setup and customer relationship management, WhatsApp becomes a point of contact that connects customer communication with team responsibility.

WhatsApp Business Platform Setup and Campaigns

We connect your account and phone number through the official WhatsApp Business Platform Cloud API. Using Meta's Embedded Signup account connection flow, we prepare the messaging infrastructure for your business. During discovery, we establish how it will be used: campaign announcements, appointment reminders and customer information messages each shape the messaging plan.

We prepare Meta-approved message templates around that plan. Fields such as names and appointment times personalise the message, while quick reply buttons make responding easier. Together, we decide which information to highlight and which workflow a reply should enter. When planning follow-up communication, the email and WhatsApp flows covered by our Lead Re-engagement service are a related area of work.

Automation and an AI Assistant

We build workflows that automatically greet incoming messages, provide a first response and route enquiries by topic. If a customer writes about an appointment or asks about a service, the workflow defines how the conversation reaches the appropriate team member. Recording the enquiry in the CRM is planned alongside handover to sales or another responsible person. This organises the transition between the initial response and the person handling follow-up.

We build these workflows in n8n and Piflow. Incoming text, image and document messages can be received, and messages can be marked as read. This work connects with our n8n workflow automation service, bringing together the first response, record creation and routing. We design the assistant's communication around clear answers and continuing the conversation with a team member when needed.

WhatsApp Channel Management

A WhatsApp Channel gives brands a separate space for sharing content through a regular publishing plan. We create the content plan, prepare post copy and submit drafts for team approval. Each post makes its topic, the information it offers and the purpose of its link clear. This brings topic selection and final copy review into an organised publishing process.

Posts are published manually from the prepared, team-approved copy. Meta does not provide an official publishing API for Channels, so publication follows this manual step. We use a short-link service for links and measure clicks. Click data helps assess which content attracts interest through its links. Content preparation, team approval and publication follow a defined sequence.

We work through six steps, starting with your messaging needs and continuing through launch and measurement. At each stage, we clarify both the communication customers will see and the work your team will handle. Technical setup, message copy and follow-up responsibilities then support one another.

1. Discovery

We discuss the questions you receive through WhatsApp, the reminders your customers need and who follows up on enquiries. We prioritise needs such as campaigns, incoming message handling or channel publishing. When choosing where to start, we consider both the response customers expect and the team's daily workflow.

2. Consent Setup

We place consent setup at the beginning of the implementation plan and incorporate the framework described in the safe-use section below. We clarify the customer relationship behind each type of message. This gives the team preparing messages a clear basis for communication and campaign planning from the outset.

3. Setup

We complete the account and phone number connection through Meta's account connection flow. We set up automated greeting, CRM record creation and team handover steps in n8n and Piflow. The focus is on defining the path from an incoming customer enquiry to the person responsible for handling it.

4. Templates and Workflows

We prepare copy for campaign messages, customer information and reminders. We define personalised fields, quick reply buttons and the route an incoming response will take. For Channel management, we organise the content plan, post copy and team approval step. We review each message in light of the information the customer expects.

5. Testing

We check message copy, personalised fields, quick reply options and routing steps. We test CRM record creation and handover to a team member. For Channel posts, we review the prepared copy and short links. This lets us assess the customer-facing content alongside the workflow the team will follow.

6. Launch and Measurement

We put the prepared messages and workflows into use and publish Channel posts after team approval. We evaluate clicks on Channel links and review how enquiries are received and passed to the team. We use these findings to refine the wording of subsequent messages and the routing steps.

Consent first is an approach to trust that helps customers understand why your business is messaging them. For commercial electronic communications in Türkiye, we address İYS consent and KVKK privacy notices alongside the individual's explicit WhatsApp opt-in as the foundation of communication. We build campaign plans around consented contact details. Bulk WhatsApp messaging is considered within this same consent-based framework. You can learn about İYS on the official Message Management System website.

We use the official WhatsApp Business Platform for the messaging infrastructure. We plan communication within the framework of the WhatsApp Business Messaging Policy and use template messages for planned sends. This provides a clear working foundation on the official platform, from account and phone number connection through to messaging.

The assistant's reliability is part of the same approach. As with the Pi assistant on DijitalPi's own website, we design the assistant to hand a conversation over to a person when needed, rather than inventing information it does not know. After the initial response, questions requiring expertise or judgement reach the relevant team member. Human responsibility remains clear as the customer relationship continues.

This service suits businesses that want to follow up consistently on WhatsApp enquiries and communicate clearly with customers through the same channel. The need may be as specific as an appointment reminder, or it may involve routing incoming enquiries to different team members. We shape the work around that need.

• Appointment-based businesses: Teams that want to send personalised appointment reminders and handle related questions.
• Businesses receiving sales enquiries: Teams that want to respond to questions, record them in the CRM and route them to the responsible person.
• Brands running campaigns and customer updates: Businesses that want to plan message copy alongside the workflow that follows a reply.
• Brands sharing content regularly: Teams that need a WhatsApp Channel publishing plan, prepared copy and click measurement.

Let's review the questions your customers ask, the messages you need and how your team follows up on enquiries. Together, we can identify a suitable starting point for campaigns, an AI assistant or Channel management, and define the workflow from the first message through to team handover.

Contact us about WhatsApp marketing