A WhatsApp message needs a reason to be there. An abandoned cart, a product launch or an order update gives that reason context. Build campaigns around the customer’s situation, then make the next step easy to understand.
Choose the right WhatsApp workflow
A bulk campaign is useful when you want to share a launch, seasonal offer or announcement with a selected Shopify audience. An automation fits an event-driven customer journey: recovering a cart, welcoming a subscriber or communicating an order update. Start with the customer moment, then choose the workflow that matches it.
WhatsApp Marketing Hub offers ten automation presets, including cart recovery, win-back, welcome messages, post-purchase upsell and review requests, alongside order confirmations and delivery updates. You control the supported timing and messages. Cart recovery stops automatically when the order is completed, keeping the reminder connected to an unfinished purchase.
Match the message to the moment
A welcome message starts a relationship. A recovery reminder returns to an unfinished purchase. A win-back campaign gives a quiet customer a reason to visit again.
Use an automation for a supported store event and a bulk campaign for a selected audience. Keep the timing and message relevant to the purpose of each.
Prepare the complete customer experience
Review the approved template, image, personalization and destination together. A useful message should still make sense when the customer reads it outside your store.
Use your own business identity and messages that fit your brand. Check the selected audience and subscriber requirements before scheduling.
Follow the result beyond the send
Separate drafting, approval and scheduling so you can review the message before it reaches customers. Saving a draft should not be confused with launching a campaign.
After sending, follow recorded delivery events and attributed orders. Attribution links messaging with orders under the app’s rules; it does not prove every linked purchase was incremental.
An example: a cart reminder with a direct route back
An illustrative reminder could read: “Hi Alex, the items you picked are still in your cart. Take another look and complete your checkout when you are ready.” Pair it with the appropriate checkout destination and a relevant product image where supported. Do not promise reserved inventory unless the store actually reserves it.
Use an approved message template, confirm the audience is eligible and review personalization before scheduling. Start with a useful reminder rather than assuming every cart requires a discount. If you choose to include an offer, check its real conditions and how it appears at checkout.
Understand the bill and the outcome
Obsedia Pro costs $29 per month with a 14-day subscription trial. Usage fees are separate. The Obsedia usage fee is $0.01 for each qualifying delivered message: a non-test message that Meta confirms as both billable and delivered. Meta messaging costs are separate, so the subscription price is not the total cost of sending campaigns.
Use Results to follow sent and delivered messages, attributed orders and attributed revenue. A recorded status journey shows how an individual message progressed. Attributed orders connect messaging activity with purchases under the app’s attribution rules; they should not be read as proof that every linked order would otherwise have been lost. Compare the outcomes with the full campaign cost and your store’s broader sales context.
Choose one customer moment. Define the audience, write the full message and check the next action before scheduling. Follow delivery and attributed orders after sending.
