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Welcome Flow & Lead Enrichment

The Welcome Flow is the most critical automation in your WhatsApp marketing strategy. It is the first interaction a new lead has with your brand. In this guide, we’ll show you how to build a flow that not only welcomes users but also segments them and syncs their data to your CRM or Email tool.

🚨 Check out our YouTube Guide on this (German), or just follow the steps below:

Intro

A Welcome Flow starts the moment a user sends their first message (via a widget, QR code, or link). It is the digital "handshake" that sets the tone for your future customer relationship.

Building the Welcome Flow

In the Chatarmin Flow Builder, your Welcome Flow should be triggered by a specific Keyword (e.g., "START" or "HELLO").

  • The First Message: Keep it friendly and offer immediate value, such as a discount code or a welcome gift.

Double Opt-In

Compliance is key. Before sending any marketing content, your flow must include a Double Opt-In (DOI) step.

  • The Action: Ask the user to confirm their subscription by clicking a button (e.g., "Yes, I want the newsletter").

  • Documentation: Chatarmin automatically logs the timestamp and IP address once the button is clicked, making the lead GDPR-compliant for future campaigns.

Lead Enrichment

Don't just collect phone numbers—collect data! Lead Enrichment allows you to ask questions to learn more about your customers.

  • Interactive Questions: Ask for their First Name, Gender, or Product Interests (e.g., "Are you interested in Men's or Women's fashion?").

  • Storing Data: Each answer is saved as a "Property" or "Tag" in the Chatarmin user profile. This allows for hyper-personalized targeting in future campaigns.

Email Sync

WhatsApp and Email should work together.

  • Asking for Email: You can ask the user for their email address within the WhatsApp chat.

  • Real-time Sync: Chatarmin can automatically push this email address and the associated WhatsApp data to your Email Service Provider (like Klaviyo). This ensures your omnichannel marketing stays consistent.

Recap

A successful Welcome Flow follows this hierarchy:

  1. Trigger (Keyword)

  2. DOI (Legal confirmation)

  3. Incentive (Coupon/Gift)

  4. Enrichment (Gathering preferences)

  5. Sync (Sending data to other tools)

Live Test

Always test your flow from the customer's perspective. Scan your QR code and walk through the conversation. Check if:

  • The buttons work correctly.

  • The tags are being applied to your profile in the Chatarmin dashboard.

  • The discount code is delivered as expected.

Important Note

Ensure your "Fallback" is set. If a user sends a message that doesn't match a specific keyword, make sure you have a Default Reply or a clear path to human support so the customer never feels ignored.

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