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Jan 23, 2023
7 minutes read

How to build customer relationships with WhatsApp Business Platform

Boasting an engagement rate of over 70%, the WhatsApp Business Platform has proven itself as a precious channel for building customer relationships. But how do you use this popular channel to your advantage and grow your audience and business? This article will share everything we know about building better customer relationships on WhatsApp.

How Can You Attract Customers to WhatsApp?

Attracting new customers using the WhatsApp Business Platform comes down to your goals regarding customer care and how you plan to use this popular messaging channel.

As it can be used throughout the customer journey to increase conversion rates and improve customer satisfaction, it isn’t just about helping you solve incoming questions; actively promoting WhatsApp will help you garner more sales in the long run.

There are many ways to promote WhatsApp Business as your communication channel – read on to find out which ones are the best!

What Are WhatsApp Entry Points?

An entry point refers to how customers can contact a business or brand. For example, an email address or phone number is an entry point, such as the call-to-actions on your website, social media posts, etc.

Regarding the WhatsApp Business Platform, the entry point is the channels and/or call-to-actions you use as a portal for your customers to convert them to chat app users, where you can engage them in more personalized and interactive conversations.

whatsapp service-automation faq

Building a WhatsApp entry point into every step of your users’ customer journey is possible. This can be done pre-purchase, through sharing information with customers who want to learn more about a product or service, or during purchase, where customers can choose items for purchase and send purchase updates.

WhatsApp entry points can also benefit a business by offering better customer care and loyalty, providing them with post-purchase support that will, in the long run, help to increase repeat purchases and customer retention.

How to Integrate Click-To-Chat Entry Points

Promoting WhatsApp Business on a multitude of different platforms is possible by creating buttons that connect customers to your WhatsApp channel when tapped. This way, you can demonstrate clearly that WhatsApp is your primary communication channel.

The buttons, also known as “click-to-chat” entry points, will need to be integrated into your platform, whether that’s a webpage or social media - but once they’re up and running, your customers will be able to start a conversation via WhatsApp through a simple tap, for instance, if they want to request more information about a product or get suggestions, tutorials, or tips.

For example, when a customer clicks on the “chat with us” button, their phone number is collected, and a link is created that initiates a chat with them, opening the conversation automatically.

How to Create WhatsApp QR Codes

If you’re looking to integrate a WhatsApp QR code for your customers to scan with their mobile phone cameras - which will take them directly to WhatsApp, opening a conversation window within the app - you can do this with an online generator. Alternatively, if you’re a CM.com customer, we can create your unique WhatsApp QR codes for you, just like the one below:

whatsapp get started qr code

The neat thing about this WhatsApp QR code is that it can be used both on- and offline. It’s also possible to personalize the code to display a pre-filled message when the conversation window is opened, engaging the customer from the get-go.

Where to Include Your WhatsApp Entry Points?

On Your Website (organic)


It’s possible to promote WhatsApp on your website as your service channel. Just ensure they’re in a prominent place on the page. If you need help creating online WhatsApp buttons, CM.com offers a piece of code to quickly implement as a chat button on your website, which can be found here.

website-whatsapp-entry-point

  • On your contact page

The most obvious place to mention your WhatsApp presence is on your company contact page, and it should be the number one spot to place a click-to-chat entry point in case a customer is looking for the best way to reach out to you. By promoting WhatsApp as a communication channel on your contact page, you’re likely to notice a decline in the number of incoming phone calls as customers opt to make use of a more simple WhatsApp, with its intuitive synchronous conversation layout, over a more costly phone service - saving everyone time and money.

  • On your product pages and blogs

Your product pages are likely optimized for user experience and mobile use. But what if your visitor has a question? You wouldn’t want them to hunt for the best way to contact you, as they could quickly lose interest and leave your website. Instead, if they can click a button on the product page and jump-start a WhatsApp conversation on their mobile phone or via WhatsApp Web on their PC, the process will feel much more seamless, retaining a good image of your brand.

On Social Media (organic)

Entry points can be set up on social networks such as Twitter, Instagram, and Facebook organically. This can be a permanent link in your social media bio or added as a link to your post or story so that whenever a customer taps the link, they’ll be directed to WhatsApp and promoted to start a conversation.

Via Interactive Voice Response or “IVR” Deflection (organic)

If you’re finding it difficult to deal with an overload of calls during peak hours, you can activate your IVR and refer your customers to WhatsApp instead. This way, you’ll never miss a conversation, and your customer will feel in control.

IVR deflection will also ensure queue times are minimal since agents will be more productive, managing multiple WhatsApp conversations simultaneously.

In Printed Ads, Catalogs, and Flyers (paid)

WhatsApp is an easy way to move the offline customer journey online. While this might sound complicated, it isn’t. This is where the popular QR code proves its ease of use. For example, if your ad advertises a new product, you can invite interested customers to contact you via WhatsApp and share a link to the product demo video. Or, if it’s an ad from a restaurant, you can opt for your consumers to contact you to make a reservation. Whatever the use case, starting the conversation is easy as it simply entails adding a QR code with a wa.me link behind it!

With Click to WhatsApp Ads on Social Media (paid)

Another social media route you can go down is creating click-to-WhatsApp ads on platforms like Facebook and Instagram. When your ad triggers your customers, they can click a button and contact you directly through WhatsApp. This will allow you to open up communication with your customer much faster, with the conversation being of real value.

The examples of print ads we discussed above can also be used just as quickly in social ads. Add the wa.me link or show a QR code and invite consumers to contact you via their favorite messaging channel.

How to Receive an Opt-in for WhatsApp

If you want to use WhatsApp Business Platform to not only respond to incoming messages but to actively send out notifications or send messages, you’ll need your customers to give you consent first via an “opt-in”. This opt-in must be done via a third-party channel, which can be any you already used to communicate with your customer, for example, your company website, app, email, SMS, store, and so on.

whatsapp optin

It’s also important to state which type of messages you’ll be sending and the frequency your subscribers will be receiving them, especially if you’re hoping for high volumes of opt-ins. On the flip side, offering an easy opt-out option is essential, especially if you want to lower the threshold to share a personal phone number, for example.

For customers asking for order or status notifications, it’s best to share an opt-in link in your status or order confirmation email. (Remember, you can only send them notifications once they have opted in to receive them). Status notifications will also allow you to keep your customers up to date, so make sure the link is visible and that customers are aware of the benefits of opting in.

Get Started With WhatsApp Business Platform

As the world’s number one messaging channel, WhatsApp has an enormous global reach. Its rich media, innovative features, and multiple use cases make it a great addition to any communication strategy.

If you’re looking for an interactive tool to communicate with your customers, the WhatsApp Business Platform is a great option. With so much happening on digital platforms these days, why not use the world’s biggest communication channel and reap the rewards it can bring you and your customers?

Get Started with WhatsApp Business

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Guylaine Bergé
Is Product Marketer for CPaaS (SMS, Voice and OTT Channels). Guylaine likes to bring the right information at the right time and empower people to make things happen. Bringing the right insights to product, sales and marketing to allow succesfull product to go to market is what drives her everyday. She enjoys to keep up to date to the last CPaaS trends and loves to hear and share our last customer success stories.

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