Mailchimp Whatsapp Automation
Automatically spot your hottest email leads, reach out via WhatsApp, and route them to a sales rep so more clicks turn into real conversions.
Why This Workflow Matters
This workflow helps you act on buying signals the moment they happen. When someone clicks an important link in your email, they’re showing strong interest. Instead of hoping they come back, this automation reaches out instantly on WhatsApp, offers help, and connects them with a real person.
You stay responsive, your team focuses on the most engaged leads, and more of your email traffic turns into customers without extra manual follow-up.
How The Automation Works
- Trigger: When a contact clicks an important link in your email, the automation starts. This shows they’re a high-intent lead.
- ActiveCampaign Actions (Tag high_intent, webhook):
- The contact is tagged as `high_intent` so you can segment and track them easily.
- A webhook sends their details to the D7 WhatsApp API to trigger a WhatsApp message.
- WhatsApp Message Sent:
- The contact receives:
“Saw you checked {{product}}. Want more info?”
- The {{product}} field can be personalized with what they viewed or clicked on.
- Follow-Up Steps (Assign rep):
- When the message is sent, a sales or support rep is assigned to this lead for follow-up.
- Your team can then respond quickly to questions and guide the lead toward a purchase.
- Goal / KPI (Conversion rate):
- You measure success by how many of these high-intent leads convert—such as making a purchase, booking a call, or requesting a quote.
Automation Table
| Step | What Happens | Why It Matters |
|---|---|---|
| 1 | A contact clicks an important link in your email. | Identifies who is most interested and ready to engage. |
| 2 | The workflow is triggered in ActiveCampaign. | Ensures no high-intent click goes unnoticed or unmanaged. |
| 3 | The contact is tagged as `high_intent` | Lets you easily segment and prioritize your hottest leads. |
| 4 | A webhook sends contact data to the D7 WhatsApp API. | Automatically connects your email engagement to WhatsApp outreach. |
| 5 | WhatsApp sends: “Saw you checked {{product}}. Want more info?” | Starts a real-time, personal conversation while interest is high. |
| 6 | The lead replies or interacts in WhatsApp. | Opens a direct, convenient channel for questions and offers. |
| 7 | A rep is assigned to handle this high-intent lead. | Makes sure a human follows up quickly with tailored support. |
| 8 | You track conversions from these leads. | You track conversions from these leads. |
Whatsapp Message Variations
Original:
“Saw you checked {{product}}. Want more info?”
Improved, template-friendly versions:
- “Hi {{name}}, we noticed you checked out {{product}}. Would you like more details or a quick demo?”
- “Thanks for your interest in {{product}}, {{name}}. Can I share pricing, features, or next steps with you?”
- “You recently viewed {{product}}. Are you looking for more info, a quote, or help choosing the right option?”
(If you don’t collect names, remove {{name}}.)
Who This Workflow is For
This workflow is ideal for:
- E‑commerce brands using email to promote specific products and wanting to follow up instantly on product-interest clicks.
- SaaS companies whose email links drive to feature pages, trials, or demos and need quick sales follow-up.
- B2B service providers sending case studies, pricing pages, or proposal links and wanting to contact hot leads right away.
- Education, coaching, and training providers where email clicks to course or program pages signal strong intent.
- Real estate, automotive, and high-ticket businesses where a single high-intent click can lead directly to a sale conversation.
Integrate Now
Activate this Mailchimp – High-Intent Email Lead workflow now