Immediately on sign-upMarketing
welcome_v1Welcome to {{business}}, {{first_name}}! We’ll send new arrivals and tips here, no more than twice a month. What are you shopping for today?
GiftsFor meJust browsing
MARKETING USE CASE
Make the first message count.
When someone subscribes, signs up or buys for the first time, welcome them on WhatsApp with something useful and an open door to reply.
7-day free trial · about 15 minutes to connect your number · Meta bills message charges to you directly (you add a card in Meta)
9:41
Today
This business uses a secure service from Meta to manage this chat. Tap to learn more.
Welcome to Northline, Sarah! We’ll send new arrivals and tips here, no more than twice a month. What are you shopping for today?
Reply STOP to opt out
10:02 amGiftsFor meJust browsing
A gift for my sister, under $60?
10:14 am ✓✓Lovely! Our candle and soap set is $52 and ships tomorrow. Want the link?
10:15 amMessage
Form · New customer
Illustrative example. Names and details are made up.
FOR OWNERS
Start every relationship with a reply.
A short welcome from your own number sets up the conversation you’ll want to continue.
- Team
- Marketing
- Starts from
- Google Sheets · Zapier · Shopify · Contact import
- Goal
- A warmer start, earlier replies and more first purchases or bookings.
- Meta category
- Marketing
IN PRACTICE
The moment someone signs up is when they’re most interested in you. A welcome on WhatsApp that says what they’ll get, how often, and asks one easy question starts a real relationship. The reply to that question tells you what they want, which makes every later message more relevant.
THE JOURNEY
How it runs.
- Starts when
- A new row arrives in your sign-up sheet, a Zapier-connected form submits, or Shopify creates a new customer with consent.
- Stops when
- Reply, first purchase or booking, opt-out, or two messages sent.
- Send A short welcome with what they can expect and one useful link.
- Wait Two days, or until they reply.
- Branch If they replied, notify your team. If not, send a helpful second message (a guide, a bestseller, how to book).
- End Stop after two messages and add them to your regular audience.
SHEET TRIGGERNew Sheet Row
SEND MESSAGEwelcome_v1
WAIT FOR REPLYTimeout: 2 days
NOTIFY MEOn reply
SEND MESSAGEwelcome_guide_v1
END FLOWEnd Flow
Styled like ConvoHut’s flow builder. Every node is editable.
THE FULL PLAYBOOK
Everything you need to launch it.
The exact messages, the sheet, the build and the rules.
2 days later, if no replyMarketing
welcome_guide_v1Hi {{first_name}}, here’s our most-loved range, picked by customers: {{link}}. Reply any time with questions.
Template names and wording are examples. Write in your own voice and submit templates to Meta for approval; Meta confirms the category.
Welcome series · example sheet
| A | B | C | D | E | |
|---|---|---|---|---|---|
| 1 | first_name | phone | source | interest | consent |
| 2 | Mia | +61 4•• ••• | Website pop-up | Gifts | yes |
| 3 | Tom | +61 4•• ••• | In-store QR | Coffee | yes |
| 4 | Ana | +61 4•• ••• | Instagram form | Skincare | yes |
Only the phone column is required. The highlighted row is the newest: adding it starts the journey. Example data only.
- TriggerNew Sheet Row
Your sign-up form or Zapier adds a row. Or use Customer Created in Shopify.
- Send Messagewelcome_v1
Map first_name; set {{business}} to your name.
- Wait for ReplyTimeout: 2 days
- Notify MeOn reply
Your team follows up on the answer.
- Send Messagewelcome_guide_v1
Timeout path only.
- End Flow
On reply
The team sees the answer (gifts, for me, browsing) and replies with something relevant.
On timeout
A single helpful follow-up, then the contact joins your normal campaigns.
On opt-out
The contact leaves the journey straight away and is excluded from future marketing messages.
Mistakes to avoid
- Not saying how often you’ll message.
- Waiting a day to send the first message.
- Asking more than one question.
The moment
A new subscriber signs up on your website form, excited about your brand, and hears nothing for a week.
Interest is highest at the moment of sign-up. Generic welcome emails get skimmed, and the relationship cools before it starts.
Data you need
- First name
- WhatsApp number
- Sign-up source
- Interest or product category
- Consent
Measure
- New contacts entering
- Reply rate on message one
- First purchase or booking within 30 days
- Opt-outs
Good practice
- Say how often you’ll message, and keep the promise.
- Ask one easy question to invite a reply.
- Send the first message within minutes of sign-up.
Works for
Free PDF- Clinics and gyms: welcome new members with what to bring to their first visit.
- Stores: send a best-seller or size guide.
- B2B: introduce the person who will look after them.
Welcome series playbook
Journey, sample messages, setup checklist and metrics.
Download ↓FAQ
Questions.
Can I welcome people who signed up through a paper form?
Yes. Add them to your sheet or import them as contacts, as long as they agreed to WhatsApp messages.
Should the welcome include a discount?
Only if it’s already part of your offer. Useful information often earns more replies than a code.
Who owns the number and the data?
You do. ConvoHut connects to your own WhatsApp Business Account, and Meta bills messages to you with no ConvoHut markup.
RELATED
Often used together.
Marketing
Promotions and sales campaigns
Send your sale, new menu or seasonal offer to the customers most likely to care, and handle the questions it creates in the same conversation.
Google Sheets · Contact import · ShopifySee the journey →MarketingBirthday and anniversary messages
A personal message on a birthday or membership anniversary is one of the few marketing messages people are glad to get.
Google Sheets · Contact import · ZapierSee the journey →SupportPost-purchase care
After a purchase or service, send setup tips, care guidance and a way to ask questions, so customers get value and come back.
Shopify · Google Sheets · ZapierSee the journey →IN THE APP
How this runs in ConvoHut.
A new row or form entry starts the journey, then replies decide the next step.
A journey running step by step
LIVE NOW · 7-DAY FREE TRIAL
More sales from every conversation.
WhatsApp marketing, sales and support from your own number. 7-day free trial, free onboarding and Meta verification help.
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- Your number stays yours
