The Ultimate Guide to using WhatsApp Business
Written by
Rohit Srivastav

The Ultimate Guide to using WhatsApp Business

Hey there, what’s up? 

So, you are interested in knowing how to use WhatsApp for Business. Well, why wouldn’t you? 

There are as many as 1.6 billion people around the world using it as of 2019. If not all, most of your customers could be using WhatsApp. It is certainly a smart move to connect with the customer using WhatsApp – the platform they’re familiar with. 

Besides, with the launch of WhatsApp Business, it has become easier to connect with the customer in a 1:1 professional setup. Using WhatsApp for Business you can automate your responses, have chatbots address customer issues, and provide personalized experiences to your customers and do much more. 

Businesses of all sizes – from grocery stores to banks – are excited about using this app. The reason being WhatsApp for Business represents a unique opportunity for brands to provide immediate, fast, and safe communication to its users. Before we move on to discussing how you should use WhatsApp for Business , let’s understand a bit about what exactly it is and how it works. 

What’s WhatsApp Business? How’s it different from the WhatsApp consumer app? 

Like the name suggests, WhatsApp Business is specifically designed for business use cases. It looks and feels just like the WhatsApp consumer app that you and I use to talk to family and friends. But comes with added capabilities and tools to help businesses communicate better. 

Some of WhatsApp Business features are: product/service catalog, business profile, quick replies, analytics, chat labels, and chat migration. Not to forget, you will be able to send emoticons, stickers, photos or videos, audio or video call, and use web access. Customers can interact with businesses without downloading any separate app other than their regular WhatsApp consumer app. And just like WhatsApp consumer app, WhatsApp Business is free to download. 

Who’s it for and why brand need to use WhatsApp Business? 

“Customers today don’t want to call or email a business – they want to send a message. And since customers are on WhatsApp, businesses need to be too.” 

– Mitu Singh, Product Manager for WhatsApp Business

First things first, although the official website says that it was primarily built keeping SMEs in mind, WhatsApp launched its API in 2018 to cater to big brands and micro-businesses. Some examples of which I came across recently are Netflix, KLM, Bookmyshow, Flipkart, and Oyo. And on the personal front, my vegetable vendor and neighborhood grocery store also use WhatsApp Business. So, there you go. The reason is WhatsApp Business app is simple yet sophisticated enough to cater to customers of any business from a vegetable vendor to a global airline. 

WhatsApp seems to have benefited greatly from its free messaging, free calls, clean and simpler user interface proposition and continues to grow exponentially compared to its alternatives. As per AdWeek, as of January 2019, more than 5 million businesses use WhatsApp Business every month. The interesting part is that this growth has been achieved within one year of the launch. 

With WhatsApp constantly improving the app and adding features to it, more and more businesses are expected to join the network. It is bound to become the most attractive communication platform in the multi-channel marketing mix. By adopting WhatsApp Business, marketers can derive these benefits: 

  • Easy and quick adoption
  • Instant and real-time communication opportunity
  • Real and rich conversations
  • Automation at scale
  • Access to a massive user base in a familiar setting

Recommended read: WhatsApp Business: Reimagine Personalized Customer Engagement through Smartech

6 ways to use WhatsApp Business app

WhatsApp Business provides you with an opportunity to interact with users in a more private and secure environment. The simplicity of the platform, further, makes it easy to have informal and friendly conversations with them. That said, WhatsApp is not going to let marketers serve their users with bulk promotional/advertising messages. The core intent, as per the company, remains to create compelling customer experiences. 

Keeping this in mind, brands can use WhatsApp Business to only send messages to their existing customers/leads who have explicitly opted-in to receive the communication. Any unwelcome activity is completely frowned upon and may as well get your business barred from using the app. Therefore, marketers must practice caution while using the app. 

It is also worth noting that even though WhatsApp Business only allows messaging to the users, there’s no end to the creativity that can be employed here. Let’s go through some of the use cases that we found so far: 

While you go through this article, we highly recommend that you watch this webinar we hosted in partnership with Chetan Kumar, who manages Strategic Partnerships at WhatsApp.  

On-demand Webinar The WhatsApp Business Solution – Reimagine Personalization in the Engagement Economy

The webinar will walk you through varied ways to use WhatsApp Business API across industries, how to setup automation using Netcore, and also addresses some of the key questions related to the product. 

1. Delighting customer

In the times of extreme competition, there’s no doubt in saying that companies that will engage the customer in the best way will score the maximum wins. Customer engagement no longer remains an option; it’s a must. One of the major eCommerce players in India, Flipkart, understood this well. In collaboration with Netcore Smartech, Flipkart designed a WhatsApp chatbot specifically for the Big Billion Sale event. The event required Flipkart to deal with the massive inflow of traffic to its website and interact with users in a fun and interesting way.

Relevant ReadHow Netcore’s Whatsapp chatbot helped Flipkart deliver customer delight at scale

2. Tailor recommendations

As human beings, we often seek recommendations – what to buy, what to watch, where to eat, what to wear, etc. There are times when the decision-making doesn’t come easily. At such times, it always helps to have someone out there suggesting you best options as per your liking. Businesses can fit well in this role pretty easily using WhatsApp business. Netflix has been doing so in a personalized way and seems to be quite good at it. Based on my watch history, it creates tailored recommendations as to what to watch next. 

Recommendations by Netflix over WhatsApp

3. Collect customer feedback

WhatsApp Business can be an excellent tool for collecting customer feedback. Businesses can interact with customers at different touchpoints. You can send prompts for customers to share their reviews or ratings with you. Since WhatsApp allows you to interact in so many fun ways, you can go as creative as you want with this.  

 OYO collecting customer feedback over WhatsApp

4. Handling customer issues

Compared to other channels, back and forth messaging is quite easier on the WhatsApp Business app. Since the platform is built in such a way that it demands brevity, it is easy to get the issues resolved, get the answers, and also report issues. If in case, you have a massive pool of users to cater to and a limited size of the customer service team, we recommend you to deploy automated replies and chatbots and turn this into a self-help channel. Besides, bots allow you to respond promptly and can handle multiple customers at once. Here are some good examples of how this can be done:

Delhivery support over WhatsApp Chatbot

5. Send reminders, alerts, notifications

While Email marketing and SMS marketing have been useful and successful in their own right, WhatsApp Business adds a new dimension to your multi-channel marketing strategy. Using it you can send important notifications about product updates, new releases, remind users about an event and share any critical information. Some usage examples are payment reminders, cancellation of an order, flight information, travel documents, delivery updates, or downtime notification, etc. 

6. Showcase products or services

WhatsApp recently released catalog feature keeping in mind the needs of eCommerce brands. The move is expected to help eCommerce generate new users. Using this feature, businesses can turn the app into a “mobile storefront” for their brand and showcase the whole range of their products and services. 

How to get started with WhatsApp Business

Before you start with the implementation of WhatsApp Business, first you need to decide whether you need WhatsApp Business app or WhatsApp Business API. Here are some key similarities and differences between WhatsApp Business and WhatsApp Business API: 

WhatsApp Business App WhatsApp Business API
Ideal for micro and small businesses Ideal for medium to large enterprises
Requires customer opt-in Requires customer opt-in
End-to-end encryption End-to-end encryption
Free-to-use Charges apply basis cost per delivered message*
Allows users to set quick replies, away messages, and greetings Supports complete automation
Cannot be integrated with any existing engagement or marketing automation platform Can be integrated with existing customer engagement or marketing automation platform.

*Replies to customer-initiated conversations remain free on  WhatsApp Business API. However, any replies after the 24-hour window from the first message are to be charged a cost per delivered message, depending upon the country. You can access the pricing details here on this link

While the process for implementing the WhatsApp Business app (for small businesses) is as simple as creating your personal account, getting started with WhatsApp Business API takes a bit longer. The reason being WhatsApp has restricted the use of its API to limited users to keep the quality of the service. Businesses need to go through a verification and approval process upon which they can start using the API. To get started with the API, here’s what you need to do: 

1. Create a WhatsApp business account on Facebook Business Manager and verify your business. Here are the steps you’ll need to follow. After this, your business will be reviewed for compliance and you’ll require approval from WhatsApp. This step is initiated automatically on the backend. 

2. Once you get the approval, you’ll need to add a phone number for your business. Note that it can also be a landline and toll-free number other than mobile. The phone number must not have been used earlier with WhatsApp Business API. 

3. After this, you’ll need to add a Display Name to your profile upon which it will be reviewed by WhatsApp. There are certain guidelines that businesses need to follow at this step; you can access them here.  

4. Once all the reviews are done, you’ll get a Base64-encoded certificate which is required for validating your WhatsApp Business API client. 

5. As a last step of the registration process, you’ll need to set up a line of credit for your account to enable a payment method for billing. 

6. Once the registration of your WhatsApp Business API client is done, you’ll need your developer team to help you with the remaining setup process. The steps for which can be accessed here and shared with them.

Best practices to using WhatsApp Business app

  • Send messages to customers who want to be contacted
    No one enjoys receiving random messages from unknown numbers. Rule #1 – never ever message users who do not want to be contacted. WhatsApp takes this very seriously and blocks businesses that do not adhere to this basic rule. For any kind of promotional marketing, it’s best to other marketing channels. 
  • Message with purpose; never spam
    While many of your users will authorize you to contact them, it will always be a bad practice if you bombard them with messages. It is always best to plan out your messaging strategy in advance. Think through your messaging type, schedule, and timing for providing a good customer experience. 
  • Be crisp and concise in tone
    The very nature of conversations on WhatsApp demand brevity in messaging. As such, marketers should be careful while crafting their messaging. If it is too long to read, customers will barely read it. The best practice would be to keep the messages short and to the point. 
  • Throw in some creativity and fun
    WhatsApp supports several features that allow you the freedom to go creative in your conversations. By making use of emojis, gifs and multimedia, you can capture your customer’s attention and throw in some fun vibes to your messaging. 
  • Make it personal
    Even though the conversations on WhatsApp are supposed to business-related, the approach needs to be personal. That is to say, your messaging needs to reflect the human side of your business – that is creative, open, and familiar. At the same time, the word of caution here would be to always be aware that you will be representing your company. 
  • Consistency in branding
    WhatsApp allows businesses to add details like email, business name, display picture, address, category, description, and website. Like any other channel representing their businesses, these fields are crucial from the branding perspective. In order to come across as genuine and trustworthy, you must always ensure to display an accurate and consistent representation of your brand. 
  • Send the right message to the right audience
    Just like email, practicing a good segmentation strategy on WhatsApp will ensure the relevancy of your message. Also, you’ll not have to deal with any kind of negative backlash. 

WhatsApp being WhatsApp, will always keep on coming up with more exciting features. Since the company is aware of this pressing need of businesses to connect with customers in a personalized way, there’s no stopping for them anytime soon. More and more businesses are expected to join their network. And if you too want to talk to your customers and engage them on the channel they like – WhatsApp Business is your place to be at.
For any kind of help in integrating it into your business, feel free to get in touch with us!

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