Create Your Customer Journey
To begin, you need to map out the stages of your Customer Journey and identify the touchpoints where a WhatsApp message can be effective.Setting Up Automated Messaging with Hilos’ Flows
Hilos’ flows allow you to automate messaging based on triggers and conditions. Here’s how to set up automated messaging for each stage of the Customer Journey:1. Awareness Stage
This stage is not the one with better results for WhatsApp campaings; check out the Best Practices Section for recommendations
Example Flow 1:
- Trigger: A user visits your website and clicks on your WhatsApp Widget.
- Flow Steps:
- Template Step: Send a welcome message introducing your brand.
- Message Step: Provide educational content related to the user’s interests.
- Question Step: Ask a qualifying question to understand the user’s needs.
- Delay Step: Introduce a short delay to simulate typing.
Example Flow 2:
- Trigger: A user subscribes to your newsletter.
- Flow Steps:
- Template Step: Send a thank-you message with a brief introduction to your brand.
- Action Step: Fetch the latest blog posts from your website.
- Message Step: Share a link to a popular blog post relevant to the user’s interests.
- Conditional Step: Check if the user clicks on the link. If yes, send a follow-up message inviting them to explore more content.
2. Consideration Stage
In the consideration stage, customers are evaluating different options. Use Hilos’ flows to send product information, comparisons, and customer testimonials.Example Flow 1:
- Trigger: A user interacts with a product page on your website.
- Flow Steps:
- Template Step: Send a message with detailed product information.
- Message Step: Share customer testimonials and case studies.
- Question Step: Ask if the user has any questions or needs further assistance.
Example Flow 2:
- Trigger: A user downloads a product brochure.
- Flow Steps:
- Template Step: Send a message thanking them for their interest.
- Action Step: Check inventory for the product they are interested in.
- Message Step: Inform the user about the product’s availability and offer a demo.
- Menu Step: Provide options to schedule a call, request a demo, or ask more questions.
3. Decision Stage
In the decision stage, customers are ready to make a purchase. Use Hilos’ flows to send promotional offers and incentives to encourage purchase.Example Flow 1:
- Trigger: A user adds a product to their cart but does not complete the purchase.
- Flow Steps:
- Template Step: Send a message with a limited-time discount code.
- Message Step: Highlight the benefits of the product and any ongoing promotions.
- Question Step: Ask if the user needs help completing the purchase.
Example Flow 2:
- Trigger: A user views the pricing page multiple times.
- Flow Steps:
- Template Step: Send a message offering a free trial or consultation.
- Conditional Step: Check if the user has previously engaged with a sales representative.
- Message Step: If yes, provide a direct line to the representative. If no, offer to connect them with a sales expert.
4. Purchase Stage
In the purchase stage, customers are making the purchase. Use Hilos’ flows to send order confirmations and delivery updates.Example Flow 1:
- Trigger: A user completes a purchase on your website.
- Flow Steps:
- Template Step: Send an order confirmation message.
- Message Step: Provide delivery updates and tracking information.
- Question Step: Ask for feedback on the purchase experience.
Example Flow 2:
- Trigger: A user selects express shipping.
- Flow Steps:
- Template Step: Send a confirmation message with express shipping details.
- Delay Step: Wait 24 hours.
- Message Step: Send a follow-up message confirming the order has been shipped.
- Contact Update Step: Update the user’s profile with their shipping preference for future orders.
5. Post-purchase Stage
In the post-purchase stage, customers are using the product/service. Use Hilos’ flows to send user guides, satisfaction surveys, and support information.Example Flow 1:
- Trigger: A user receives their order.
- Flow Steps:
- Template Step: Send a message with a user guide or tutorial.
- Message Step: Provide customer support contact information.
- Question Step: Send a satisfaction survey to gather feedback.
Example Flow 2:
- Trigger: A user activates a product warranty.
- Flow Steps:
- Template Step: Thank the user for registering their product.
- Action Step: Fetch the warranty details from your database.
- Message Step: Share the warranty details and how to make a claim.
- Conditional Step: Check if the user is interested in an extended warranty. If yes, provide more information.
6. Loyalty Stage
In the loyalty stage, customers become repeat buyers and brand advocates. Use Hilos’ flows to send loyalty rewards, referral programs, and exclusive offers.Example Flow 1:
- Trigger: A user makes a repeat purchase or refers a friend.
- Flow Steps:
- Template Step: Send a message with a loyalty reward or referral bonus.
- Message Step: Provide exclusive offers and early access to new products.
- Question Step: Ask for a testimonial or review.
Example Flow 2:
- Trigger: A user reaches a milestone (e.g., 10 purchases).
- Flow Steps:
- Template Step: Congratulate the user and offer a special reward.
- Action Step: Update the user’s loyalty status in your CRM.
- Message Step: Invite the user to a VIP event or offer a sneak peek of upcoming products.
- Menu Step: Allow the user to choose their preferred reward (e.g., discount, free gift, or donation to charity).
Recurring Mass Messages
When you have recurring mass messages, such as monthly updates or promotions, you can create a flow that sends these messages automatically based on a trigger.Example Flow 1:
- Trigger: A specific date or event (e.g., the first of the month).
- Flow Steps:
- Template Step: Send a recurring message with updates or promotions.
- Message Step: Provide relevant content or offers based on the user’s preferences.
Example Flow 2:
- Trigger: A seasonal change (e.g., start of summer).
- Flow Steps:
- Template Step: Send a message highlighting seasonal products or services.
- Conditional Step: Check if the user has purchased seasonal items before. If yes, offer a special discount.
- Message Step: Share tips or advice related to the season (e.g., summer travel tips).

