As of June 2024, the number of WhatsApp users worldwide is approximately 2.958 billion. It is truly the world's number one social application (data and screenshots are from Statista). WhatsApp is also a commonly used social IM in 58 countries and regions around the world.

The popularity of WhatsApp marketing comes from the accumulation of huge traffic. Below, we take stock of what we need to do before, during and after WhatsApp marketing.
1. WhatsApp account registration
2. WhatsApp interactive account warming
3. WhatsApp risk control unblocked
4. WhatsApp marketing traffic
5. WhatsApp customer management
6. WhatsApp sales empowerment
7. WhatsApp repurchase recommendation
1. WhatsApp account registration
Accounts are the foundation of enterprise WhatsApp marketing. Whether it is B2B refined operations or B2C bulk marketing, accounts are necessary for establishing relationships and marketing. The necessary conditions for account registration are: mobile phone, physical card that can receive verification code, and network environment. Before and after registration, we need to pay attention to the following points:
1. Make sure you enter the correct mobile phone number as WhatsApp will send a verification code to this number to verify your registration.
2. During registration, it is best to ensure that the mobile phone, physical card and login mobile phone are consistent.
3. WhatsApp officially supports multi-account access to two accounts. If you only need multi-account access to two accounts, use the official one.
4. If you encounter unsuccessful registration and insufficient account, you can contact SocialEpoch customer service for answers.
2. WhatsApp interactive account warming
Account warming is an operation to increase the marketing weight of the account. In any case, the purpose of global expanders registering WhatsApp is still focused on marketing, so account warming operations have become a necessity.
The core of account warming is basic configuration and active interaction. That is to say, in the first two weeks before the official start of marketing, actions such as the configuration of the account itself and active interaction will be carried out.
The first is to set up various items of the account, such as name, avatar, nickname, updates, and the addition and communication of a small number of WhatsApp friends; the second is to maintain the activity of the account, that is, daily online and offline activities, interactive communication with friends, dynamic posting, etc., to increase the life of the account and avoid official mistaking it as a marketing account.
Third, companies can interact through the account matrix to increase the weight of each account and solve the problem of account warming. Matrix account marketing is also a decentralized marketing model. The significance of multiple accounts operating at the same time is not only to reduce the marketing frequency and scope of each account, but also to facilitate active interaction during account warming, so that each account can obtain a longer marketing life.

Operators can try this:
1. When a new account is online, do not change it randomly after confirming the name and avatar.
2. If after the number is logged into the device, the previous message remains on the number, do not reply, and the reply will be blocked easily.
3. Send messages to 3-4 accounts every day. It is best to send messages to each other using the numbers saved in the address book of your mobile phone. It is best to send more than 20 messages. Just text. Do not send links.
4. Make phone calls to each other. Each call lasts for more than 5 minutes. It would be better to make a video call if possible.
5. Do not create a new account in a group. The risk control of creating a group is very high.
6. Follow the above content to account warming for 10 days, and perform the operation every day. The purpose is to let WhatsApp recognize that the account is used normally. After ten days, you can send messages normally.
7. Don’t rush to do bulk messaging. You can send it manually. The interval should be at least 3 minutes, and the number of messages should be controlled within 50. Repeat this operation the next day and the number will be stronger. Or combine it with SocialEpoch’s WhatsApp marketing system to set up bulk messaging to reduce account marketing risks.
3. WhatsApp risk control unblocked
The problem of risk control has always existed. For enterprises and marketers, it is important to understand the causes and countermeasures of risk control. As mentioned in the historical article, we need to split the risk control issue into multiple dimensions such as account risk reduction, unblocking, and blocked data retrieval.
- How to account risk reduction:
Account warming is actually part of the account risk reduction work. As for other aspects, enterprises can also use offloading, multi-account access, etc. to reduce the risk of WhatsApp account suspension.
It is inevitable that a single account's marketing behavior is too heavy and it is easy to be blocked. So if we change the idea and disperse the marketing behavior of the accounts, can we let it go and reduce the account suspension risk of each account? And this is also an important solution to the WhatsApp account suspension problem.
In this regard, SocialEpoch provides an account matrix marketing model, a WhatsApp live code tool (Fengliubao) and a multi-account access tool (SalesEpoch). The account matrix can average the marketing behavior of each account, making each account last longer. Combined with the diversion Baohuo code, enterprises can divert customers to multiple different accounts or groups without any concern, and can also generate links to add friends to reduce the risk of account suspension and the pressure of customer service reception. Combined with the multi-account access tool, each single device (mobile phone or computer) can save and log in to multiple different accounts, and achieve network isolation to ensure account security.
- How to unblock:
When a WhatsApp account is registered, it has an initial life value. After registration, whether the mobile phone card, number, and device are consistent, and factors such as language, time zone, location, IP, and marketing level will all affect the service life of the account. It has to be said that many cross-border sales people’s WhatsApp accounts are suspected of excessive marketing, so account suspension is common. After being blocked, the first thing to do must be to unblock and do your best to recover the losses.
Unblocking method 1: Directly apply for customer service help on WhatsApp mobileAttach a screenshot directly to explain the account being blocked and other issues. Please ask customer service to help unblock the account.
Unblocking method 2: Submit it to the official (support@support.whatsapp.com) write an emailWhen unblocking the email, you need to pay attention to two points: first, attach the account information; second, sincerely explain the reason for being blocked and the importance of the account, promise not to violate the rules again, follow the official rules, and hope that customer service can help restore the account functions.

Some accounts can be successfully retrieved through the above methods, while for others that are difficult to retrieve, you can try the third method. Some accounts may be retrieved through this method.
Unblocking method three: find SocialEpoch to unblock efficiently
Through SocialEpoch's self-developed system unblocking method, the unblocking rate is high, which can help everyone recover their accounts as soon as possible. It can also help companies inherit account suspension resources when account unblocking fails, and try their best to retain customer data and avoid corporate losses.
- How to retrieve account suspension data:
Generally speaking, once banned, customer data and chat history are lost together, which means huge business losses. In the case where the account cannot be recovered, these losses are inevitable.
In the SocialEpochWhatsApp SCRMSalesEpoch product, customer data and chat information are backed up. In other words, whether the account is banned or a resigned customer inherits, customer data and chat information can be inherited to the next account in a timely manner, avoiding the loss of important data.
See here for details:
4. WhatsApp marketing traffic
Generally speaking, the WhatsApp marketing channels for global expansion companies include the following:
- Digital marketing: Google, Facebook, Bing, etc.
Advertising is a form of spending money to buy traffic. Such customer data is very expensive. Generally, companies will try their best to retain and promote customer transactions. As an instant messaging tool, WhatsApp has the advantage of timely online communication and low customer turnover losses, making it an ideal position for many companies to invest in marketing and retain funds.
- Content marketing: TikTok, Facebook-like social media platforms and self-media platforms, etc.
Content marketing is a very cost-effective way of publicity and marketing, with long-tail traffic, and once the content is released, it will basically spread across the entire network for a long time. Before pushing, be sure to insert contact information into the content to facilitate customer communication. Many companies choose WhatsApp for customer communication, because WhatsApp is based on mobile phone number registration, making it easier for both parties to interact and communicate through multiple channels.
- Event marketing: online live events, offline exhibition salons, etc.
Activities can bring the dual value of product publicity and traffic to enterprises in a short period of time. During the event, it is particularly important to contact customers and answer their questions in a timely manner while the iron is hot, so many companies will choose to use WhatsApp to attract traffic at the event to handle customer needs and traffic. Or print out the account QR code directly to facilitate customer scanning and communication.
- Other marketing methods: such as channel ecological cooperation, customer recommendations, third-party data replacement, etc.
All of these can use WhatsApp to attract marketing traffic and contact customers in a timely manner.
In the actual operation process, another situation that companies have to face is the need for WhatsApp risk control and customer channel differentiation and data statistics. Because in many scenarios, using one account to receive and reply to customers can easily result in being unable to receive customers in a short period of time, resulting in low customer communication efficiency, and the account also has high risks in risk control.
A better solution is a diversion system, which adds customers to different accounts through a link or QR code. From the client side, it does not affect the customer communication experience. From the enterprise side, it reduces the risk of account suspension and does not fail to divert traffic during account suspension. It can also reduce the reception pressure of each account and truly achieve the diversion effect. It also facilitates backend customer data statistics and differentiation of customer sources.
5. WhatsApp operation management
Customer management includes the retention of customer data and the operation of the customer marketing cycle. From the perspective of enterprise digital assets, every enterprise must try its best to retain every customer. These digital assets include customer contact information, portrait information, chat content, etc.
Customer operation is to gradually build customer trust and promote transaction conversion from the first day when a customer enters the company's WhatsAppowned channel. This is a true owned-channel marketing process that requires efficient management and output of customers, combined with refined and personalized content marketing interactions, to achieve transaction goals.

The customer operation work in this process includes automatic customer response communication, content marketing for thousands of people, follow-up records of customer tag portraits, creation of group chat atmosphere, etc., to achieve refined and personalized customer operation management.

6. WhatsApp sales empowerment
Another core action to improve ROI and GMV is to reduce costs and increase efficiency. Many companies will also design from the WhatsApp business link to reduce the business costs of sales staff and improve conversion efficiency.

WhatsApp is the world's number one social platform. It has the advantage of low-cost direct online access. It is very convenient for corporate marketing and represents timely and rapid response.
Based on WhatsApp communication, operations to improve sales efficiency include:
- Login and communicate with multiple accounts to facilitate communication with customers through different channels;
- Automated replies and translations help sales reduce communication costs when communicating with customers;
- Diversified label portraits record customer data and facilitate group and classification management;
- Automated marketing distribution enables content marketing for thousands of people and publishes richer content;
- Customer data retention management, account suspension data retrieval, chat information storage, etc.;
- The batch import + bulk messaging function makes batch marketing more convenient.
7. WhatsApp repurchase recommendation
Everything is for the purpose of transaction conversion, but transaction is not the end, but a new beginning of after-sales service. It is also a new beginning to further build customer trust and promote repurchase recommendations. At this stage, in addition to groups jointly serving customer needs, companies also need: management and docking of relevant customer data; the function of multiple people collaborating to serve customers; and docking inheritance during customer transfer processes.
Allowing customers to seamlessly connect from transaction conversion to after-sales stage will make the WhatsApp business operation system more complete and provide a better customer experience.
Summary: From WhatsApp account registration to transaction conversion, it has gone through a long marketing cycle and rich marketing process. For enterprises and business participants, how to avoid more "pitfalls" in this long cycle is just a drop in the bucket. Interested friends are welcome to further exchanges.


