Pattern library
Use these blueprints as starting points. Adjust timing, messages, and conditions for your business.
1. Cart abandonment recovery
Goal: recover customers who added to cart but didn't check out.
Trigger: Order not completed within 2 hours of cart creation.
Actions:
- Wait 2 hours
- Send WhatsApp: "Hey {{customer.first_name}}, you left something in your cart! 🛒 Your items are saved. Complete your order: {{cart.url}}"
- Wait 24 hours
- If still not ordered: send follow-up with discount code
- Wait 48 hours
- Final message: "Last chance — your cart expires tonight"
Average recovery rate: 15–25% of abandoned carts when using WhatsApp.
2. Appointment no-show follow-up
Goal: re-engage customers who missed their appointment.
Trigger: Appointment status changes to "no-show"
Actions:
- Send immediately: "We missed you today! 😔 Your appointment was at {{appointment.time}}. Want to reschedule? Reply YES to see available slots."
- If replies YES: trigger rescheduling flow (send availability link)
- If no reply after 24h: send one final nudge
- Tag conversation as "needs-followup" for manual review
3. Post-purchase follow-up
Goal: get reviews and upsell complementary products.
Trigger: Order status changes to "delivered"
Actions:
- Wait 3 days after delivery
- Send: "How is {{product.name}} working for you? We'd love a quick review: {{review.url}} ⭐"
- Wait 7 days
- If left a 4–5 star review: send related product recommendation
- If left a 1–2 star review: notify support team to reach out
4. Win-back dormant customers
Goal: re-engage customers who haven't ordered in 60 days.
Trigger: Customer.lastorderdate > 60 days ago (check daily via cron)
Actions:
- Send WhatsApp: "We miss you, {{customer.firstname}}! Here's 15% off your next order: {{discountcode}}"
- Wait 7 days
- If no order: send final message with a stronger incentive
- If still no order: move to "churned" segment
5. New customer welcome sequence
Goal: onboard new customers and drive second purchase.
Trigger: First order completed
Actions:
- Immediately: send order confirmation with tracking link
- Day 1: "Welcome to [Business]! Need help setting up? Reply HELP"
- Day 3: share usage tips or tutorial content
- Day 7: ask for feedback
- Day 14: if no second order, offer "second order" discount
Tips for all patterns
- Always include an opt-out path ("Reply STOP to unsubscribe")
- Use WhatsApp templates for messages outside the 24h window
- Monitor open and reply rates in /analytics
- A/B test message copy by creating two automation variants
Was this article helpful?
Let us know if this answered your question or if you need more help.
Send feedback