How to Automate Your WhatsApp Marketing with MomentShift in 5 Easy Steps

WhatsApp is one of the most effective communication channels for customer engagement today. But managing replies, running broadcasts, and following up manually can be time-consuming and inefficient.

MomentShift solves this challenge with a powerful WhatsApp automation platform that helps businesses simplify customer communication, automate workflows, and increase conversions—all from a single dashboard.

In this guide, we’ll walk you through five easy steps to fully automate your WhatsApp marketing using MomentShift.

Step 1: Create Your MomentShift Account

Sign up at MomentShift and get started with your free or business-tier account. Once you log in, you'll gain access to a user-friendly dashboard where you can manage contacts, campaigns, bots, and more.

• Verify your WhatsApp Business number
• Connect via the WhatsApp Business API
• Import or sync your contact list from CRM or CSV

Tip: MomentShift offers code-free onboarding, so you don’t need any technical skills to get started.

Step 2: Set Up a WhatsApp Chatbot

Use the MomentShift Chatbot Flow Builder to design automated conversations that respond to users instantly—even when you're offline.

With just a drag-and-drop interface, your chatbot can:

• Answer FAQs automatically
• Guide users through your sales funnel
• Collect leads and user information
• Connect to human agents when needed

Example: A user asks about your pricing, and the chatbot responds with plan options and a payment link—all within seconds.

Step 3: Run Broadcast Campaigns

With MomentShift's Broadcast Module, you can send targeted promotional or transactional messages to thousands of users—without spamming or losing personalization.

You can:

• Schedule broadcasts at optimal times
• Add dynamic placeholders like {name}, {product}, {discount}
• Segment users based on activity or preferences
• Track open, click, and response rates

Pro Tip: Combine broadcasts with triggers (e.g. cart abandonment) to automate follow-ups.

Step 4: Create Auto-Reply Flows

With MomentShift’s Auto-Reply Flow Builder, you can create custom responses to specific keywords, actions, or form submissions.

Use cases include:

• Welcome flows after someone says “Hi”
• Catalog sharing when a user types “menu”
• Follow-up after an order or inquiry is completed

Flows can include buttons, images, product links, and even file attachments for richer conversations.

Step 5: Analyze and Optimize with Real-Time Insights

MomentShift offers a robust analytics dashboard to help you understand and improve performance.

Track:

• Message delivery and read rates
• User interactions and drop-offs in flows
• Conversion and response time metrics

Let MomentShift’s AI help you identify weak points and optimize flows automatically for better results.

Final Thoughts: Why Choose MomentShift

MomentShift empowers your business to stop chasing leads manually and start building automated, high-converting WhatsApp experiences that scale.

Whether you’re a startup or a large enterprise, WhatsApp automation with MomentShift helps you:

• Respond to customers instantly
• Run smarter, personalized campaigns
• Turn chats into revenue—on autopilot