In this article, we are going to look at the basic aspects so that you can add WhatsApp to your list of communication tools.<\/p>\n\n\n
Why sell on WhatsApp?<\/h2>\n\n
The first thing we are going to do is look at some of the advantages that WhatsApp offers as a sales channel.<\/p>\n\n
Which is really the reason to use it.<\/p>\n\n
\u00b7 Direct and personal contact<\/h3>\n\n
Like email marketing, WhatsApp allows for private and direct communication.<\/p>\n\n
However, you have to be careful, as WhatsApp is normally used in private\/family environments, which a sales channel would not be.<\/p>\n\n
This is why communication must be polite and at reasonable times to avoid causing annoyance.<\/p>\n\n
Remember, WhatsApp is normally used as a private or family channel, something a business trying to sell is not.<\/strong> Therefore, you have to be careful with communications.<\/p>\n\n As it is mainly a private or family channel, users expect very relevant communications or those from their close circle; therefore, the open rate is usually around 90-98%.<\/p>\n\n What is important?<\/strong><\/p>\n\n Above all, don’t send unsolicited messages, because there’s a high risk of them being reported as such and your sender being blocked.<\/p>\n\n As we saw before, we have to make sure that communications are relevant, polite, and timely.<\/p>\n\n WhatsApp is a familiar environment for users: they already use it, and it lets them communicate privately and in both directions.<\/p>\n\n Therefore, it is a convenient and easy-to-use medium.<\/p>\n\n Because it’s a conversational medium, it lets you use a range of sales strategies immediately, in real time.<\/p>\n\n This allows an experienced sales team to convert an initial conversation into a sale.<\/p>\n\n Therefore, the ROI<\/a> can be very high.<\/p>\n\n Furthermore, of course, it can be used as a support and help channel, building customer loyalty.<\/strong><\/p>\n\n The first thing you should know is that WhatsApp offers a specific application for businesses, WhatsApp Business<\/strong>, with features more geared towards sales and customer service.<\/p>\n\n Download the WhatsApp Business app and set up your company profile. <\/p>\n\n Your business description, opening hours, address, link to your website, and social media. <\/p>\n\n A complete profile conveys trust and professionalism. <\/p>\n\n In addition to all this, add a profile picture (for example, your company logo) that is easily recognizable.<\/p>\n\n WhatsApp Business allows you to display a catalog within the chat. <\/p>\n\n Upload photos of your products with their name, description, and price. <\/p>\n\n This way, customers can see your offer without leaving the conversation, making the purchasing process simpler. <\/p>\n\n To give an example, if you sell clothes, the customer can browse models and check stock directly in the chat.<\/p>\n\n You can have this ready with the WhatsApp Business messaging tools, and thus save time.<\/p>\n\n For example, you can create an automated welcome message to greet those who write to you for the first time. <\/p>\n\n But you can also set up quick replies (predefined messages)<\/strong> for frequently asked questions. <\/p>\n\n For example, you could have information about the available payment methods.<\/p>\n\n This way, you not only save time, but you can also serve customers when you’re not available.<\/p>\n\n Although there are many automation options, remember that contacts expect to receive personalized service, so you should try to offer it whenever possible.<\/p>\n\n Remember that it’s personalized service that makes the difference and, ultimately, increases the chances of a sale.<\/strong><\/p>\n\n Although we might think that WhatsApp is a fairly informal channel, the truth is that your customers expect a respectful tone.<\/p>\n\n You can be friendly while still taking care of things like tone, spelling, etc.<\/p>\n\n Now that we have everything ready, we need to think about some strategies, so to speak.<\/p>\n\n Some things will seem obvious to you, but it doesn’t hurt to review them anyway.<\/p>\n\n Sometimes we forget the most obvious.<\/strong><\/p>\n\n It’s a shame to have an instant communication channel and get this as the first reply:<\/p>\n\n So why use WhatsApp<\/strong>?<\/p>\n\n Normally, your customers will expect that, at least within business hours, you respond immediately.<\/p>\n\n If this is not possible for you, maybe WhatsApp is not the channel you need.<\/p>\n\n Of course, if the questions are about buying your product or service, an immediate response will help.<\/p>\n\n All the information you offer your customers on WhatsApp must be easily verifiable on your website.<\/p>\n\n And, of course, if the WhatsApp channel is handled by several people, the information offered must be the same.<\/p>\n\n Imagine if each person gave different information, how could you trust them?<\/strong><\/p>\n\n Listen patiently and always try to put yourself in the customer’s shoes.<\/p>\n\n This doesn’t mean you should always agree with them, but try to understand their reasons, and not turn inquiries into arguments.<\/p>\n\n As we have seen before, on WhatsApp you can share much more than text.<\/p>\n\n Images, videos, audio\u2026<\/strong><\/p>\n\n You have many options to give customers the information they need to answer their questions.<\/p>\n\n The advantage is that you can adapt to the needs of each customer.<\/p>\n\n In all your communications, you can include some type of call to action that helps the customer move forward in the sales funnel.<\/p>\n\n Something as simple as:<\/p>\n\n Also, if you work with the WhatsApp API, you can use buttons (for example, \u201cBuy now\u201d or \u201cView catalog\u201d buttons). <\/p>\n\n The key is to use each message to move customers forward in the funnel.<\/strong><\/p>\n\n Earlier we mentioned the importance of moving contacts forward in the sales funnel.<\/p>\n\n However, you have to be careful.<\/strong><\/p>\n\n It doesn’t hurt to share a discount code if you have one, for example. <\/p>\n\n But saying there are only a few units left in stock, if it’s something the customer can’t see on your website<\/strong>, can look like you’re trying to force the sale.<\/p>\n\n Urgency is a basic sales technique, which also works very well.<\/strong><\/p>\n\n Although like everything, in excess it loses its effectiveness.<\/p>\n\n As much as we would like, not all sales are closed on the first contact.<\/strong><\/p>\n\n If only, right?<\/p>\n\n That’s why it doesn’t hurt to do a little follow-up a couple of days after the initial contact, to find out if everything is fine or if they have any more questions.<\/p>\n\n That said, don’t overdo it<\/strong>: a friendly reminder is one thing, insisting every day is another.<\/p>\n\n In short<\/strong>, if there’s one thing to highlight, it’s not to overdo it. Don’t overwhelm people.<\/strong><\/p>\n\n And remember that sending mass messages to numbers without authorization is considered spam and can damage your business’s reputation (or even cause WhatsApp to block your business account!). <\/p>\n\n In addition to what we have seen so far, you can use some tools to help you with sales management from WhatsApp.<\/p>\n\n You can use a CRM (Customer Relationship Management)<\/a> to organize information about the leads and customers who reach you via WhatsApp. <\/p>\n\n Tools like Zoho or others allow you to register every inquiry, make notes about customer needs, and track what stage of the sales process they are in. <\/p>\n\n This way you can keep your follow-ups more organized and not lose opportunities in the sales funnel. <\/strong><\/p>\n\n For example, you could schedule reminders to contact a potential customer who asked for information.<\/p>\n\n This is a double-edged sword.<\/p>\n\n While automating communications can help you serve more contacts, on the other hand, it is not the personalization users expect from this channel.<\/p>\n\n In the end, you will have to choose which path is more interesting for you, automate or humanize.<\/p>\n\n One way to close sales directly from WhatsApp is to offer direct purchase links.<\/p>\n\n For example, PayPal or Stripe links, etc.<\/strong><\/p>\n\n This way you can send customers a link from which they can complete the purchase directly.<\/p>\n\n And if needed, you can help them directly<\/strong> with any questions that come up during the process.<\/p>\n\n The WhatsApp Business app offers broadcast lists<\/strong>, which let you privately send the same message to many contacts at once (up to 256 recipients per list). <\/p>\n\n This is a good option for sending promotions or news to your customer base, as long as they have given you their consent<\/strong> and have your number saved (otherwise, the message won’t reach them). <\/p>\n\n If you need to send larger volumes, you can use a tool like Mailrelay, which works through the WhatsApp API.<\/strong><\/p>\n\n However, the API requires following strict Meta policies: message templates must be pre-approved and users must have opted in to receive communications. <\/p>\n\n If your business scales, using the API with a provider like Mailrelay will allow you to create and send broader WhatsApp Marketing campaigns.<\/p>\n\n Although WhatsApp doesn’t have metrics as broad as an email marketing tool, you will have the basics in WhatsApp Business:<\/p>\n\n Always remember to analyze this data to optimize future campaigns.<\/p>\n\n For example, if you notice that certain promotional messages had a low response, you can try another type of wording.<\/p>\n\n Or if you see that certain times are not effective, you can try others.<\/p>\n\n If you’re already one step away from closing the sale, how do you make sure you don’t lose it?<\/strong><\/p>\n\n This should be a priority.<\/p>\n\n The purchasing process should be easy, and as we mentioned before, if questions come up along the way, you can help them.<\/p>\n\n At the end, you can confirm the purchase with the customer, indicating their order number, so they can track it.<\/p>\n\n And of course, also thank them for the purchase, mentioning that they will receive more information by email if that is the case.<\/p>\n\n This avoids confusion and strengthens customer loyalty.<\/p>\n\n Differentiate yourself from the competition by offering good support after the sale. <\/p>\n\n Most businesses are only interested in you leaving a review, so they can later use it in their marketing channels.<\/p>\n\n Instead of this, go further and show interest in whether there’s anything they would improve, or if everything went well.<\/p>\n\n Genuine interest will give you information, and also helps build customer loyalty.<\/p>\n\n WhatsApp is also useful for collecting opinions. <\/p>\n\n If everything has gone well, you can ask your customers to leave you a review or rating. This will make your company more trustworthy in the eyes of future customers.<\/p>\n\n Both communication channels, WhatsApp and email, can work together so you get the best of each.<\/p>\n\n The reality is that today most people use multiple channels for their digital connections.<\/p>\n\n Since customers are not in a single place, you will also have to connect with them through multiple means.<\/p>\n\n For example, you can send a newsletter<\/a> with news and offers by email (the ideal channel for longer, more detailed and visually rich content) and then use WhatsApp to remind your contacts to check their inbox, where they’ll find a special offer. <\/p>\n\n This double exposure reinforces the message and increases the probability of conversion.<\/strong><\/p>\n\n With an email marketing tool like Mailrelay, you can automate a welcome email series.<\/p>\n\n Once this initial phase is finished, where the contact has received essential information about your product or service, you can also contact them via WhatsApp.<\/p>\n\n With Mailrelay<\/strong> you get all automation features, unlike other platforms (such as Mailchimp<\/a> or Brevo<\/a>) that limit them to paid plans.<\/p>\n\n While on WhatsApp you can send short and concise messages, email allows you to offer more information. <\/p>\n\n For example, you could send a complete catalog, a brochure, or a newsletter with several sections and high-quality images. <\/p>\n\n Mailrelay offers a newsletter editor with AI features to write engaging content<\/strong>, which helps you create professional emails even if you’re not an expert designer or copywriter. <\/p>\n\n All with a simple and easy-to-use interface.<\/strong><\/p>\n\n Mailrelay’s free account lets you send up to 80,000 emails a month to up to 20,000 contacts, completely free. <\/p>\n\n This far exceeds the limits of free accounts from other tools (which usually restrict to 2,000\u20135,000 contacts or fewer monthly messages). <\/p>\n\n What can you do with such a large free account? <\/strong><\/p>\n\n To begin with, you can manage a large subscriber base and do email marketing at scale without investing from day one. <\/p>\n\n This means it’s all profit.<\/strong><\/p>\n\n Every sale you have will have cost you nothing.<\/strong><\/p>\n\n Mailrelay offers expert technical support on all accounts, even on the free plan.<\/p>\n\n By phone, live chat, or tickets.<\/strong><\/p>\n\n If you have any questions, you just have to contact us, and we will help you as soon as possible.<\/p>\n\n It’s useless to send emails if they don’t arrive or you don’t know what happens to them. <\/p>\n\n At Mailrelay, we help you get the best possible deliverability.<\/strong><\/p>\n\n Our support team has decades of experience in email marketing deliverability, which allows us to help you effectively.<\/strong><\/p>\n\n You will be able to check this through real-time reports and statistics. <\/p>\n\n You will be able to see who opened your emails, which links they clicked on, click heat maps to know which areas of the newsletter attracted the most attention, etc. <\/p>\n\n With this data, you will be able to truly optimize your campaigns.<\/p>\n\n Mailrelay’s statistics allow you to make decisions based on data, which improves your ROI<\/a>.<\/p>\n\n Take advantage of all the tools at your disposal. Your customers are on multiple channels, and Mailrelay offers you email, SMS and WhatsApp<\/a> so you can reach them wherever they are.<\/p>\n\n It’s the most effective, proven way to increase your sales: be where your customers are.<\/strong><\/p>\n\n Jose Argudo<\/strong><\/p>\n\n\n\n CMO at Mailrelay. Writes about email marketing, copywriting and conversion for small businesses and entrepreneurs.<\/p>\n\n\n\n More articles by Jose<\/a> \u00b7 LinkedIn<\/a><\/p>\n<\/div>\n<\/div>\n<\/div><\/div>\n","protected":false},"excerpt":{"rendered":" WhatsApp has become one of the strongest communication channels, especially due to its volume of users, with more than 2 billion active users worldwide. This, combined with a message open rate of around 98%, makes it a very interesting communication channel. Selling on WhatsApp is therefore a possibility. In this article, we are going to […]<\/p>\n","protected":false},"author":124,"featured_media":86961,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_uag_custom_page_level_css":"","footnotes":""},"categories":[588],"tags":[],"class_list":["post-87072","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-without-category"],"yoast_head":"\n\u00b7 High open and response rate<\/h3>\n\n
\u00b7 Convenience for the customer<\/h3>\n\n
\u00b7 High conversion and ROI<\/h3>\n\n
![\"Prepare](\"https:\/\/mailrelay.com\/wp-content\/uploads\/2025\/10\/email-settings-checkbox.jpg\")
<\/figure>\n\nStep 1: Prepare your WhatsApp Business for selling<\/h2>\n\n
\u00b7 Create and optimize your WhatsApp Business profile <\/h3>\n\n
\u00b7 Include all relevant details <\/h3>\n\n
\u00b7 Set up a product or service catalog<\/h3>\n\n
\u00b7 Prepare welcome messages and quick replies<\/h3>\n\n
\u00b7 Personalize the service <\/h3>\n\n
\u00b7 Initial best practices <\/h3>\n\n
![\"Effective](\"https:\/\/mailrelay.com\/wp-content\/uploads\/2025\/10\/sales-funnel.jpg\")
<\/figure>\n\nStep 2: Effective strategies for selling on WhatsApp<\/h2>\n\n
\u00b7 Respond quickly<\/h3>\n\n
\n
\u00b7 Build trust from the first contact <\/h3>\n\n
\u00b7 Use attractive multimedia content<\/h3>\n\n
\u00b7 Include clear calls to action <\/h3>\n\n
\n
\u00b7 Don’t overdo the urgency<\/h3>\n\n
\u00b7 Don’t drop the follow-up<\/h3>\n\n
![\"Tools](\"https:\/\/mailrelay.com\/wp-content\/uploads\/2025\/10\/sales-grow.jpg\")
<\/figure>\n\nStep 3: Tools and technology that boost sales on WhatsApp<\/h2>\n\n
\u00b7 CRM and contact management<\/h3>\n\n
\u00b7 Automation with bots <\/h3>\n\n
\u00b7 Payment links and integrated e-commerce<\/h3>\n\n
\u00b7 Broadcast lists or API for mass messages (with permission)<\/h3>\n\n
\u00b7 WhatsApp Analytics and metrics <\/h3>\n\n
\n
![\"Techniques](\"https:\/\/mailrelay.com\/wp-content\/uploads\/2025\/10\/conversion.jpg\")
<\/figure>\n\nStep 4: Techniques to close the sale and build customer loyalty<\/h2>\n\n
\u00b7 Offer a simple purchasing process <\/h3>\n\n
\u00b7 Confirm and thank them for the purchase <\/h3>\n\n
\u00b7 Offer good after-sales support<\/h3>\n\n
\u00b7 Invite feedback and testimonials <\/h3>\n\n
![\"WhatsApp](\"https:\/\/mailrelay.com\/wp-content\/uploads\/2025\/10\/email-marketing.jpg\")
<\/figure>\n\nWhatsApp and Email Marketing: joining forces to multiply sales<\/h2>\n\n
\u00b7 Multichannel reach <\/h3>\n\n
\u00b7 Lead nurturing and process automation <\/h3>\n\n
\u00b7 Detailed content and complete catalogs by email<\/h3>\n\n
\u00b7 The largest free account on the market <\/h3>\n\n
\u00b7 Dedicated technical support (even on free accounts)<\/h3>\n\n
\u00b7 Deliverability and analysis <\/h3>\n\n
Conclusion<\/h2>\n\n
![\"Jose](\"https:\/\/mailrelay.com\/wp-content\/uploads\/2026\/10\/jose-argudo-cmo-mailrelay.jpg\")
<\/a><\/figure>\n<\/div>\n\n\n\n