WordPress Whatsapp Automation
Instantly deliver ebooks, tag new leads, and send friendly WhatsApp follow-ups from every WordPress download form without extra manual work.
Why This Workflow Matters
This workflow turns every ebook download on your WordPress site into a simple, automated customer journey.
Instead of manually sending files, tagging leads, and following up, everything runs in the background. Your visitors get their ebook right away on WhatsApp, you keep your list clean and organized in ActiveCampaign, and you gently re-engage them with a feedback request later.
The result: more ebook opens, better engagement, and warmer leads ready for your next offer.
How The Automation Works
Here’s what happens step by step:
1. Trigger: Download form submitted
When someone fills out your WordPress ebook download form, it automatically starts the workflow.
2. ActiveCampaign Actions: Add lead tag, start nurture sequence, webhook
- The contact is tagged as a lead in ActiveCampaign, so you know they downloaded your ebook.
- They are added to a nurture sequence , where you can send helpful follow-up emails over time.
- A webhook is fired to the D7 WhatsApp API, which passes the contact’s details to send a WhatsApp message.
3. WhatsApp Message Sent
Using the D7 WhatsApp API, the contact receives an instant WhatsApp message:
> Hi {{name}}, your ebook is ready! Download here: {{download_link}}.
This ensures they get the ebook right away on the channel they use most.
4. Follow-Up Steps: Request feedback after 1 day
After one day, the workflow sends a follow-up step asking for feedback. This can be done via WhatsApp, email, or another touchpoint based on your setup.
5. Goal / KPI: Ebook engagement
The main success measure is ebook engagement : how many people open, click, and interact with your ebook content and follow-up messages.
Automation Table
| Step | What Happens | Why It Matters |
|---|---|---|
| 1 | Visitor submits the WordPress ebook download form | Turns anonymous visitors into identifiable leads you can follow up with | |
| 2 | ActiveCampaign adds a “lead” tag to the new contact | Clearly marks ebook downloaders for future segmentation and targeting |
| 3 | The contact is added to a nurture sequence in ActiveCampaign | Starts a structured follow-up journey to build trust and interest over time |
| 4 | A webhook sends contact details to the D7 WhatsApp API | Connects ActiveCampaign with WhatsApp to trigger real-time messaging |
| 5 | WhatsApp sends: “Hi {{name}}, your ebook is ready! Download here: {{download_link}}.” | Delivers the ebook instantly on a high-attention channel, boosting open and click rates |
| 6 | The contact accesses the ebook via the WhatsApp download link | Increases the chances they actually consume the content you created |
| 7 | After 1 day, the workflow sends a feedback request | Gathers insights about content quality and user experience while you’re still top of mind |
| 8 | Engagement metrics are tracked as Ebook engagement (opens, clicks, responses) | Helps you see how effective your ebook and follow-up journey are, and optimize over time |
Whatsapp Message Variations
Template-friendly variations based on the original message:
1. Hi {{name}}, thanks for your interest! Your ebook is ready to download here: {{download_link}}. Enjoy the read.
2. Hi {{name}}, your requested ebook is now available. Click this link to download it: {{download_link}}. Let us know what you think.
3. Hello {{name}}, here is your ebook download link: {{download_link}}. We hope you find it useful and insightful.
Who This Workflow is For
This workflow is ideal for:
- Online educators and course creators offering ebooks as lead magnets for courses or memberships.
- Marketing agencies using ebooks to generate leads for clients and needing a simple, repeatable follow-up system.
- SaaS and tech companies sharing product guides, whitepapers, or setup manuals via WordPress landing pages.
- Consultants, coaches, and freelancers who use ebooks to showcase expertise and warm up prospects before a call.
- Publishers and content-driven businesses that want more people to actually read and engage with their downloads.
- B2B companies using ebooks, reports, or case studies as part of their sales funnel, especially when WhatsApp is a key communication channel.
Integrate Now
Activate this WordPress – Ebook Download Follow-Up workflow now