Instant Lead Qualification via WhatsApp Flow

 

Use Case: When someone submits a contact or lead form on your website, immediately trigger a WhatsApp conversation to qualify the lead.

 

Example WhatsApp Message:

“Hi John, thanks for reaching out! What service are you most interested in? (Web Design / Marketing / Automation)”

Why it matters:

 

• Engages the lead in real time
• Reduces drop-off
• Auto-segments them for tailored follow-ups

Appointment / Consultation Booking Confirmation

 

Use Case: A visitor books an appointment via WPForms — automatically confirm the booking and share next steps over WhatsApp.

Example WhatsApp Message:

“Hi Sarah, your consultation is booked for Thursday at 3 PM. We’ll call you at this number. Reply ‘CONFIRM’ to lock it in.”

Why it matters:

• Improves attendance rate
• Provides clarity
• Reduces no-shows

 

Order Confirmation + WhatsApp Catalog Flow

 

Use Case: After an order is placed via a WPForms-based product order form, trigger a WhatsApp message confirming the order and optionally show the WhatsApp catalog.

Why it matters:

• Builds trust with instant updates
• Allows users to reorder or view related products
• Enables easy support via chat

 

Newsletter Signup or Event Registration

 

Use Case: Upon a newsletter or event signup, send a WhatsApp message to welcome and inform users.

 

Example WhatsApp Message:

“Thanks for signing up for our webinar! We’ll send you the link here 1 hour before we go live.”

Why it matters:

• Increases open rates
• Prepares attendees
• Reduces email clutter

 

Survey or Feedback Collection

 

Use Case: After service delivery or interaction, send a quick feedback form on WhatsApp automatically via WPForms webhook.

 

Example WhatsApp Message:

“Hi! Can you take 20 seconds to rate our service? Click below to begin.”

Why it matters:

• Boosts response rate
• Collects user sentiment
• Improves service quality

 

Support Ticket Acknowledgment

 

Use Case: When a customer submits a WPForms support request, instantly send a WhatsApp message with a ticket reference.

 

Example WhatsApp Message:

“We’ve received your support request. Your ticket ID is #4857. We’ll get back within 1 hour.”

Why it matters:

• Reassures customers
• Enhances support transparency
• Reduces duplicate requests

Product Inquiry Follow-Up via WhatsApp

Use Case: A visitor fills out a product inquiry form asking about availability, pricing, or features. Instantly send a WhatsApp message with product details or a follow-up question.

 

Example WhatsApp Message:

“Hi Alex! Thanks for your interest in our leather backpack. Would you like to see color options or delivery time?”

 

Why it matters:

• Converts curiosity into conversation
• Speeds up the sales cycle
• Creates a personal shopping assistant feel

 

Custom Quote Request Response

Use Case: When someone submits a quote request form (e.g., for software, services, or bulk pricing), Tarjeeh.ai triggers a WhatsApp message acknowledging the request and offering next steps.

Example WhatsApp Message:

“Thanks for your quote request, David! Our team is reviewing the details and will reach out within 2 hours. In the meantime, can you confirm your budget range?”

 

Why it matters:

• Manages user expectations
• Keeps users engaged during quote processing
• Enables upselling through chat

 

Webinar Reminder and Countdown

Use Case: A user registers for a webinar via WPForms, and Tarjeeh.ai sends a WhatsApp message 24 hours and 1 hour before the event with details and a join link.

Example WhatsApp Message:

“Hi! Your webinar ‘Marketing Automation 101’ is tomorrow at 4 PM. We’ll remind you again 1 hour before we start. See you there!”

Why it matters:

• Reduces no-shows dramatically
• Keeps your event top-of-mind
• Increases live participation

 

Job Application Acknowledgment

Use Case: When a candidate applies for a job via WPForms, automatically confirm receipt via WhatsApp and provide further instructions or estimated review time.

Example WhatsApp Message:

“Thanks for applying to our Digital Marketing role, Ayesha! Our HR team will review your application this week. Stay tuned!”

 

Why it matters:

• Improves candidate experience
• Reduces follow-up emails
• Builds employer credibility

 

Free Trial or Download Access

Use Case: User signs up for a free trial, demo, or downloadable resource. Instantly deliver access via WhatsApp for better visibility than email.

Example WhatsApp Message:

“Here’s your link to start the 14-day trial: [link]. Let us know if you have questions—we’re here to help!”

 

Why it matters:

• Higher open and click-through rates than email
• Boosts activation and usage rates
• Encourages faster product adoption

 

Shipping Update Notifications

Use Case: A user fills out a form to check delivery status or track a shipment. Tarjeeh.ai sends real-time updates via WhatsApp using order ID or phone number.

Example WhatsApp Message:

“Your package is on the way! 📦 Expected delivery: Thursday. Track here: [link]”

 

Why it matters:

• Reduces support inquiries
• Improves user trust and satisfaction
• Makes logistics communication proactive

 

Upsell or Cross-Sell After Purchase

Use Case: After a user submits a form confirming a purchase, trigger a WhatsApp message offering related items, upgrades, or add-ons.

Example WhatsApp Message:

“Thanks for your purchase! Would you like to add a travel pouch for only $5 more? Just reply YES and we’ll include it.”

 

Why it matters:

• Increases average order value
• Makes the offer feel exclusive and timely
• Adds a personal touch to post-sale communication