Template

WhatsApp Onboarding Sequence

7-day WhatsApp onboarding message sequence for SaaS, e-commerce, and service businesses. Copy, customise, and automate in Lodgestory.

Included Templates

Welcome Message

Hi {{name}}, welcome to {{company}}! We're thrilled to have you. Here's what you can do to get started: [Quick Setup Guide] [Watch Demo Video] [Talk to Support]

Setup Checklist

Hi {{name}}, here are your 3 setup steps: Step 1: Connect your WhatsApp number. Step 2: Invite your team. Step 3: Send your first message. [Complete Setup]

Feature Highlight #1

Hi {{name}}, did you know you can automate replies with our Bot Builder? Create your first bot in under 5 minutes — no coding required. [Try Bot Builder]

Feature Highlight #2

Hi {{name}}, connect all your channels in one inbox — WhatsApp, Instagram, Email, and more. Your team will never miss a message again. [Connect Channels]

Pro Tip

Hi {{name}}, pro tip: Use Quick Replies to respond 3x faster. Set up canned responses for your most common questions. [Set Up Quick Replies]

Social Proof

Hi {{name}}, companies like ELIVAAS reduced response time by 80% with Lodgestory. See how they did it. [Read Case Study]

Check-In

Hi {{name}}, how's your experience so far? We'd love to help if you have any questions. [Chat with Support] [Everything's great!]

Upgrade Prompt

Hi {{name}}, your trial ends in {{days_left}} days. Upgrade to Growth for unlimited agents, AI bots, and advanced analytics. [View Plans] [Extend Trial]

How to Use

  1. 1

    Create WhatsApp Templates

    Register each message as a WhatsApp template in Lodgestory. Submit for Meta approval.

  2. 2

    Build the Sequence

    Go to Bots > Automations. Create a new automation triggered by 'New Contact' or 'Signup Event'.

  3. 3

    Set Timing

    Configure the delay between each message — Day 1, Day 2, etc. Messages are sent at the configured time.

  4. 4

    Add Conditions

    Add conditions to skip messages if the user has already completed the action (e.g., skip setup checklist if already set up).

  5. 5

    Monitor & Optimise

    Track open rates, click rates, and completion rates for each message. A/B test subject lines and CTAs.

Tips for Best Results

  • Send the welcome message within 5 minutes of signup for highest engagement
  • Space messages at least 24 hours apart to avoid overwhelming new users
  • Use quick reply buttons for easy one-tap responses
  • Include a 'Talk to Support' option in every message as an escape hatch
  • Track which messages drive the most feature adoption and double down on those

Frequently Asked Questions

Do I need WhatsApp template approval for onboarding messages?
Yes. Each message in the sequence must be an approved WhatsApp template since they're sent outside the 24-hour messaging window.
Can I personalise messages?
Yes. Use template variables ({{name}}, {{company}}, {{days_left}}) that Lodgestory fills from contact data automatically.
What if a user replies during the sequence?
Lodgestory opens a 24-hour messaging window when the user replies. Agents can respond in real-time while the automated sequence continues in the background.
Can I stop the sequence for specific users?
Yes. Users who opt out, unsubscribe, or are manually removed from the automation stop receiving messages immediately.
How do I measure sequence effectiveness?
Lodgestory tracks delivery, read, and click rates for each message. Use the automation analytics dashboard to measure conversion through the full sequence.

Start using these templates today

Included in every Lodgestory plan. Customise and send in minutes.

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7-Day WhatsApp Onboarding Sequence Templates | Lodgestory by Inboxcentral