How to Sell on WhatsApp: Tips, Tricks, and Hacks

The world has gone mobile, and so should your sales strategy. With over 2.5+ billion users worldwide, WhatsApp has become a key platform for businesses to engage with their customers. In this comprehensive guide, we'll dive into the world of how to sell on WhatsApp, covering tips, tricks, and hacks for SMBs to make the most of this powerful tool. We'll also spotlight how you can leverage WhatsApp Business API, a game-changing WhatsApp MarCom solution for businesses like yours. Get ready to be delighted and confident in your ability to sell on WhatsApp!

Getting Started: Setting Up Your WhatsApp Business Profile

Before diving into the world of WhatsApp sales, you need to set up a WhatsApp Business profile. This profile allows you to showcase your business and interact with customers. Here's how to do it:

  1. Download the WhatsApp Business app from the Google Play Store or Apple App Store.
  2. Create a profile using your business phone number.
  3. Add your business details, including your logo, description, address, and contact information.
  4. Set up a catalog to showcase your products and services. This allows customers to browse and make purchases directly from your profile.
  5. Craft welcome messages and quick replies to streamline customer interactions. You can set up automated responses for frequently asked questions, saving you time and ensuring prompt customer service.

Harness the Power of DoubleTick: WhatsApp 3.0 for Sales Teams

With DoubleTick, you can unlock the full potential of WhatsApp for business. This all-in-one solution offers premium WhatsApp API features and advanced CRM and MarCom capabilities. Here's what you can do with DoubleTick:

  1. Broadcast to the Masses: Send messages and catalogs to unlimited saved and unsaved contacts, expanding your reach and improving customer engagement.
  2. Automate Your Marketing: Schedule broadcast messages to stay ahead of the game and maintain consistent communication with your audience.
  3. Track Your Performance: Monitor real-time analytics to optimize your campaigns and make data-driven decisions.
  4. Collaborate and Conquer: Share a single WhatsApp number with your team via a cloud-based inbox, ensuring seamless communication and collaboration.
  5. Leverage AI-Powered Commerce: Automate catalog sharing and order booking with a cutting-edge chatbot, improving efficiency and customer service.
  6. Stay Connected: Integrate DoubleTick with your favorite tools like Zapier, and Google Sheets to streamline your workflow.
  7. Navigate with Ease: Enjoy a user-friendly, mobile-optimized experience that allows you to manage your sales and marketing efforts on-the-go.
  8. Get Support: Reach out to 24/7 customer support via call, WhatsApp, or email for any questions or assistance.

How to Sell on WhatsApp- Tips, Tricks, and Hacks for SMBs

In this section, we'll cover various strategies to help you make the most of WhatsApp sales, from customer engagement to optimizing your sales funnel. These tips and tricks will empower your SMB to leverage WhatsApp effectively and boost your sales.

To excel in WhatsApp sales, it's essential to know the best practices and hidden gems that can help you stand out from the competition. Here are some tips, tricks, and hacks to help you master selling on WhatsApp:

  1. Use labels to organize your chats: Categorize your customer conversations with labels like "New Lead," "Follow-up," or "Order Complete" to keep track of each interaction's status and ensure timely responses.
  2. Send messages with a personal touch: Address your customers by their name, use emojis, and refer to previous interactions to make your messages feel more personal and engaging.
  3. Leverage multimedia content: Diversify your content by sharing images, videos, GIFs, and voice notes that showcase your products or services, provide valuable information, or entertain your audience.
  4. Create template messages for quick replies: Save time by preparing template messages for frequently asked questions or common responses. This allows you to respond promptly and maintain consistency in your messaging.
  5. Use WhatsApp Status updates: Share limited-time offers, product launches, or behind-the-scenes content with your contacts via WhatsApp Status updates. This feature allows you to post ephemeral content that disappears after 24 hours, creating a sense of urgency and exclusivity.
  6. Schedule messages for optimal engagement: Plan your messaging strategy and schedule your broadcasts at times when your audience is most likely to be active on WhatsApp. This will increase the chances of your messages being read and acted upon.
  7. Run WhatsApp-based contests and giveaways: Encourage user engagement and expand your reach by running contests and giveaways that require participants to share your content, invite new contacts, or engage with your brand on WhatsApp.
  8. Use link shorteners with tracking: Utilize link shorteners like Bitly or Rebrandly to track the performance of your links shared on WhatsApp. This helps you analyze the effectiveness of your campaigns and identify areas for improvement.
  9. Add a WhatsApp chat widget to your website: Integrate a WhatsApp chat widget on your website to make it easy for visitors to initiate conversations and ask questions, which can lead to increased sales and better customer relationships.
  10. Follow up with leads and customers: Keep the conversation going by following up with leads and customers after a certain period. This shows that you care about their experience and are ready to assist them further, ultimately leading to stronger customer relationships and repeat business.

Building an Engaged and Loyal Customer Base

Connecting with your customers on a personal level is crucial for building trust and loyalty. Here are some tips for engaging and retaining customers on WhatsApp:

  1. Use personalized messaging: Address customers by their name and tailor messages to their preferences and interests.
  2. Share multimedia content: Grab attention by sharing images, videos, and GIFs that showcase your products and services or share useful information.
  3. Offer exclusive deals and promotions: Reward loyal customers by providing special offers, discounts, or access to limited-time events.
  4. Leverage chatbots for automated, yet tailored customer interactions: Use AI-powered chatbots to answer common queries, send personalized greetings, and provide product recommendations.

Strategies to Optimize Your Sales Funnel

To maximize sales on WhatsApp, you need to optimize every stage of your sales funnel. Here are some tactics to ensure a seamless customer journey:

  1. Use link tracking: Identify high-converting sources and focus your marketing efforts on those channels to attract more leads.
  2. Split-test messaging and content: Experiment with different headlines, calls-to-action, and content types to determine what resonates best with your audience.
  3. Gather customer feedback: Collect insights from your customers to make data-driven improvements to your sales funnel and overall customer experience.

Best Practices for Content and Messaging

Creating compelling content and messaging is essential for attracting and engaging your audience on WhatsApp. Follow these best practices to make your communication more effective:

  1. Keep it short and sweet: Craft concise messages that convey your main points without overwhelming your audience.
  2. Emphasize value: Focus on the benefits your products or services offer, addressing customer pain points and how you can solve them.
  3. Use a conversational tone: Write as if you were speaking to a friend or colleague, making your messages more relatable and engaging.
  4. Include a clear call-to-action: Encourage your customers to take the next step, whether it's making a purchase, scheduling a call, or visiting your website.

Boost Your Visibility and Reach

Expanding your audience is key to increasing sales on WhatsApp. Here are some strategies for boosting your visibility and reach:

  1. Add a WhatsApp "click-to-chat" button on your website, social media, and email signatures to make it easy for customers to initiate conversations.
  2. Encourage customers to share your content with their contacts, helping to spread the word about your business.
  3. Network with industry groups and communities on WhatsApp to connect with potential customers and partners.

Using Analytics to Improve Your WhatsApp Sales Strategy

Monitoring the performance of your WhatsApp sales efforts is essential for continuous improvement. Here are some tips for using analytics to optimize your strategy:

  1. Track key metrics: Monitor important data points such as message open rates, click-through rates, and conversion rates to gauge the effectiveness of your campaigns.
  2. Analyze customer behavior: Examine patterns in customer interactions to identify areas for improvement and opportunities to upsell or cross-sell.
  3. Adjust your strategy based on data: Use insights from your analytics to refine your messaging, content, and targeting, ensuring that you're always making data-driven decisions.

Leveraging WhatsApp Business API for Enhanced Functionality

For businesses looking to scale their sales and customer engagement efforts, the WhatsApp Business API offers advanced features that can significantly enhance your capabilities. Here's how you can benefit from leveraging the WhatsApp Business API:

  1. Automated customer interactions: Set up chatbots and automated workflows to handle customer inquiries, order processing, and follow-up messages. This enables you to respond faster and more efficiently, even as your customer base grows.
  2. Seamless integration with existing systems: Connect the WhatsApp Business API with your CRM, marketing automation platform, or customer support tools to streamline your processes and ensure a unified customer experience.
  3. Manage multiple team members: Assign roles and permissions to different team members, allowing them to access specific conversations and manage customer interactions more effectively.
  4. Advanced security and compliance: Benefit from end-to-end encryption and adherence to industry security standards, ensuring your business and customer data is protected.
  5. Data-driven insights: Gain access to in-depth analytics and reporting to track the performance of your WhatsApp sales and marketing campaigns, allowing you to make informed decisions and optimize your strategy.
  6. Highly customizable: Tailor the API to meet your specific business needs, with the ability to develop custom integrations and workflows that align with your processes and requirements.
  7. Scalability: As your business grows, the WhatsApp Business API can easily scale with you, ensuring you can continue to effectively manage your customer interactions and sales efforts.

By integrating the WhatsApp Business API into your sales and marketing strategy, you can unlock additional functionality and tools that will help you better serve your customers, optimize your processes, and drive sales growth.

Wanna know about WhatsApp Business API in detail? Here is your 2024 Ultimate Guide to WhatsApp Business API - Click Here to Read

How to Get WhatsApp Business API?

There are two ways through which you can get WhatsApp Business API:

  1. Direct sign-up from Meta

Through a solution provider such as DoubleTick

Directly from Meta

You can directly apply for the official WhatsApp Business API from Meta but going down this path isn’t particularly efficient. If you're a mid-scale company you'd need a developer to set up the API which is too labour-intensive and technically challenging.

Through a Solution Provider

A solution provider will get quick approval and can swiftly set up the WhatsApp Business API platform for you. For instance, with DoubleTick, the process takes between two to three days. With DoubleTick the possibilities to scale your business is endless. 

How to Get DoubleTick

Kindly email us at or Click Below to get a FREE DEMO to know about our product offering, features and pricing plans.

How to get DoubleTick WhatsApp Business API

Now transform WhatsApp into the ultimate sales engine to delight customers and drive revenue with DoubleTick!

Why DoubleTick?

If you're looking for the best MarCom tool that can send unlimited messages to your customers on WhatsApp without getting blocked then DoubleTick is the best business solution for you. Here are a few of the top reasons to sign up with DoubleTick WhatsApp Business API.  

  1. Bulk broadcast your messages and catalogue to unlimited saved and unsaved contacts.
  2. Automate WhatsApp marketing by scheduling your broadcast messages.
  3. Detailed broadcast analytics report to track your WhatsApp marketing campaign metrics in real time.
  4. Single WhatsApp number for your entire company with a cloud-based team inbox and role-based access.
  5. End-to-end automated catalogue sharing and order booking via AI-Powered Commerce BOT.
  6. WhatsApp Automation via AI-powered active chatbot that can answer customers’ queries, send automated anniversaries & birthday wishes, abandoned cart notifications, pending balance reminders, bills and all kinds of alerts to customers.
  7. Choose your favourite tools such as Shopify, Zapier, Google Sheets, WooCommerce, Pabbly etc. and integrate them with DoubleTick in just a few clicks.
  8. Super intuitive, easy to use and mobile-friendly.
  9. 24/7 Customer support is available via call, WhatsApp or email.
Read more about DoubleTick here - What is DoubleTick and How This Could Be Your Greatest WhatsApp Marketing and Sales Tool

Integrating DoubleTick with Your Existing Tools

One of the key advantages of DoubleTick is its compatibility with a wide range of popular tools and platforms, allowing you to create seamless workflows and enhance your sales processes. You can integrate DoubleTick with Zapier, WooCommerce, Google Sheets and CRMs of your choice. By integrating DoubleTick with your existing tools and platforms, you can streamline your workflows, optimize your sales processes, and ultimately boost your business's overall efficiency and success.

Getting WhatsApp Business API in 5 Minutes

It only takes 5 minutes to sign up for WhatsApp Business API via DoubleTick. If your Meta Business Manager is verified, you can get started with DoubleTick within 5 minutes. If however, you need help with Meta Business Manager verification then the process would take around 3 days to a week depending on how ready you are with your documents as well as the response time from Meta. You will receive a confirmation email once the account is set up. 

You need to follow the below steps to access the DoubleTick WhatsApp Business API:

  • Get a phone number that does not have an existing WhatsApp account.
  • Sign up for a WhatsApp API provider, such as DoubleTick.
  • Complete Facebook Business verification.

After completion of these steps, you will be able to use all the functionalities of WhatsApp Business APIs on the DoubleTick dashboard.

Requisites to Apply for DoubleTick WhatsApp Business API

You need:

  • A Facebook Business Manager account
  • A verified business
  • A WhatsApp business account
  • A fresh phone number
  • A Line of Credit for your WhatsApp business account
  • A command line tool such as Terminal or an app like Postman that can perform URL requests (Not needed if applied via DoubleTick)

We'd also need at least two documents from the below list to verify the business:

  • Business bank statement
  • Business License
  • Certificate of incorporation
  • Goods and services tax registration certificate (GST)
  • Permanent account number card (PAN)
  • Shop establishment certificate
  • Udyog Aadhar / MSME Certificate
  • Utility bill

We can't onboard you if the above documents are not available.


  • You'll have to get a new phone number for your WhatsApp Business API account as you can't use this further for your personal use.
  • You can also use your existing phone number for your WhatsApp Business API account but all your data will be erased and you'll not be able to use it for your personal use any further.

Conclusion: Taking Your SMB Sales to New Heights with WhatsApp

In today's digital landscape, utilizing powerful communication platforms like WhatsApp is essential for SMBs to stay competitive and grow their sales. By implementing the strategies, tips, and tricks we've covered in this article, you'll be well-equipped to harness the full potential of WhatsApp for your business.

From setting up your WhatsApp Business account and crafting engaging content to integrating advanced solutions like DoubleTick and the WhatsApp Business API, there are numerous ways to optimize your sales processes and enhance customer experiences on this popular platform.

Remember to always keep your customers at the center of your efforts, personalizing interactions, providing value, and continuously improving based on their feedback. By doing so, you'll not only drive sales but also foster long-lasting relationships with your customers.

As you embark on your WhatsApp sales journey, don't be afraid to experiment, learn from your successes and failures, and adapt your approach based on the unique needs and preferences of your audience. By staying agile and customer-focused, your SMB can truly soar to new heights with WhatsApp as a powerful sales channel.

Frequently Asked Questions

Q: How do I set up a WhatsApp Business account? 

A: To set up a WhatsApp Business account, download the WhatsApp Business app from the App Store or Google Play Store, register using your business phone number, and follow the on-screen instructions to complete your profile.

Q: What is the difference between WhatsApp Business and WhatsApp Business API? 

A: WhatsApp Business is a standalone app designed for small businesses, while WhatsApp Business API is an advanced solution for medium to large businesses that allows for integration with existing systems, automation, and management of multiple team members.

Q: How can I use WhatsApp for sales and marketing? 

A: You can use WhatsApp for sales and marketing by sharing product catalogs, sending broadcast messages, offering personalized customer support, and running promotions or contests. Additionally, you can integrate advanced tools like DoubleTick and the WhatsApp Business API to further enhance your sales efforts.

Q: Can I integrate WhatsApp with my existing tools and platforms? 

A: Yes, you can integrate WhatsApp with your existing tools and platforms, such as Zapier, Google Sheets, WooCommerce, CRM systems, and marketing automation platforms, through the WhatsApp Business API solution like DoubleTick.

Q: How do I grow my audience on WhatsApp? 

A: You can grow your audience on WhatsApp by adding a "click-to-chat" button to your website, email signatures, and social media profiles, encouraging customers to share your content, and networking within industry groups and communities on WhatsApp.

Q: What are some best practices for crafting engaging WhatsApp content? 

A: To create engaging WhatsApp content, keep messages concise, focus on value, use a conversational tone, and include clear calls-to-action. Additionally, diversify your content with multimedia, such as images, videos, and GIFs.

Q: How can I use analytics to improve my WhatsApp sales strategy? 

A: Use analytics to track key metrics, such as message open rates, click-through rates, and conversion rates, analyze customer behavior to identify areas for improvement, and adjust your strategy based on data-driven insights.

Q: What is DoubleTick, and how can it benefit my business? 

A: DoubleTick is a WhatsApp Business API solution provider that offers advanced features such as a shared team inbox, unlimited broadcast messaging, dynamic catalog sharing, an AI-powered chatbot, and more. DoubleTick can help your business streamline workflows, automate marketing efforts, and enhance customer engagement on WhatsApp.

Q: How do I integrate DoubleTick with my existing tools? 

A: DoubleTick offers easy integration with popular tools like Shopify, Zapier, Google Sheets, WooCommerce, CRM systems, and marketing automation platforms. Simply follow the integration guides provided by DoubleTick to connect your desired tools.

Q: How can I ensure my WhatsApp messages don't get marked as spam? 

A: To avoid having your messages marked as spam, always obtain consent from customers before sending messages, provide value in your content, avoid excessive promotional messaging, and personalize your interactions to build trust and rapport with your audience.

Q: Does DoubleTick offer a free trial?

A: Yes, we do offer a demo account that you can play with. Download the DoubleTick App from the Google Play Store and App Store to test with a demo account.

Q: How many team members can I add to my DoubleTick account?

A: You can add unlimited team members to DoubleTick.

Q: In how many days will the DoubleTick setup be ready for my WhatsApp Business account?

A: If your Meta Business Manager is verified, you can get started with DoubleTick within 5 minutes. If however, you need help with Meta Business Manager verification then the process will take around 3 days to a week depending on how ready you are with your documents as well as the response time from Meta.

Q: Can I use my existing number for DoubleTick?

A: Yes, you can use your existing number with DoubleTick. However, we would recommend that you use a new number instead of using an existing one to ensure smooth operations for your business.

Q: Can I use my WhatsApp business app number and DoubleTick number at the same time?

A: No, at a time you can use only one account. Data from your WhatsApp business account will be erased once you switch to DoubleTick. 

Q: To how many customers can I shoot the broadcast messages?

A: There is no restriction. You can create unlimited broadcast groups and shoot messages to unlimited contacts. However, Meta might restrict you if a lot of customers mark your message as spam. The best practice is to enable the STOP bot on DoubleTick and send your templates with a STOP quick reply message so that people who are not interested in your communication can easily press STOP to get opted out instead of reporting your number as SPAM to WhatsApp.

Q: Can I automate and schedule broadcast messages?

A: You can automate WhatsApp messages and schedule broadcasts with DoubleTick.

Q: Does DoubleTick come with a bulk contact upload feature?

A: Yes, you can simply upload an excel file having contact details to the dashboard and shoot messages in bulk to unlimited customers. 

Q: How many devices does DoubleTick support?

A: An unlimited number of devices can be used with DoubleTick. However, access to the number of accounts will be based on your subscription.