Welcome Series
Start the relationship properly.
Someone has just given you their number. A short, well-paced introduction earns the right to message them again later.
The problem
The moment after a sign-up is the most attention a brand will ever get, and it is usually spent on a single welcome email containing a discount code. That teaches the customer one thing: this brand sends discounts. Everything after it competes with that expectation. A welcome series on WhatsApp has a different job — to establish who you are, what you sell and how often you will be in touch, so that later messages arrive as something the customer recognises rather than an interruption.
How it works
Set it up once. Then leave it running.
-
They opt in
A sign-up, a first order or a chat opt-in adds the contact and starts the sequence with their consent on record.
-
Introduce, do not sell
The first message says who you are and what to expect. Set the frequency expectation early and it will be believed later.
-
Earn the first order
Only once there is context does an offer make sense — and by then it reads as an invitation rather than the entire relationship.
Message sequence
What your customer actually receives.
Every step is configurable — change the timing, drop a step, or keep it to a single message.
-
Immediately
Welcome
Welcome to Baat Store! We will send you order updates here, plus the occasional new arrival. Reply any time — a real person reads these.
-
After 2 days
What we are about
A quick note on how we make our skincare, and how to pick the right product for your skin type.
-
After 5 days
First offer · Optional
Ready to try something? Here is 10% off your first order, valid this week.
Set the frequency expectation early
The most useful sentence in a welcome series is the one that says how often you will be in touch. It costs nothing, and it converts every later message from an intrusion into something the customer already agreed to.
It also does you a favour: having stated it, you are more likely to stick to it.
Space them out
Three messages in three days reads as eagerness. Three messages across a week reads as a brand with something to say. The spacing is doing as much work as the content.
Make the first reply easy
Inviting a reply in the first message — and having a person actually answer — establishes that this is a conversation rather than a broadcast channel. That is the whole advantage WhatsApp has over email, and most brands throw it away in the first message.
Works with your store.
Order and cart data flows straight into the conversation.
-
Shopify
Sync orders, carts and customers.
Frequently asked questions
How many messages should a welcome series have?
Three is a reasonable starting point, spread over a week or so. The constraint is not how much you have to say but how much attention you have been given — a series that outstays its welcome trains people to mute you.
Do I need explicit consent to message someone on WhatsApp?
Yes. Meta requires opt-in before you send, and the opt-in has to be clear about what the customer is agreeing to receive. Keeping a record of when and how each contact opted in matters if it is ever queried.
Should the welcome series include a discount?
It can, but put it last rather than first. Leading with a discount sets the expectation that discounts are the reason to stay subscribed, which is expensive to maintain.
How to set this up
The guides and articles behind this use case.
Product
Journey Builder
Build multi-step WhatsApp automation flows that trigger from customer actions — abandoned carts, sign-ups, purchases and more. No code required.
Article
What counts as opt-in on WhatsApp
Meta requires opt-in before you message anyone on WhatsApp. Here is what a valid opt-in must say, where you can collect it, and what it costs you to get this wrong.
Guide
Managing Message Templates
Create, submit and track WhatsApp message templates, and understand why one gets rejected.
Put this to work on your store.
Seven days free. No credit card. Live in minutes.