WhatsApp Marketing how to start

WhatsApp Marketing 💼 How to Start

Maik Santos

Maik Santos

9 min read

Co founder at CapaTalk

WhatsApp counts over 3 billion daily active users and more than 200 million businesses already on the platform. It’s the world’s most popular communication app, making it a place where every brand should be present. Simply having your business on WhatsApp gives you unmatched visibility and credibility. From sending personalized campaigns and timely reminders to offering birthday discounts and exclusive promotions, the opportunities are endless.

But the real question is: How can your company unlock the full potential of WhatsApp’s powerful features and turn conversations into growth?

What is WhatsApp Marketing
WhatsApp Marketing is the practice of using WhatsApp as a communication channel to connect businesses with their clients.

Why WhatsApp Marketing

Massive Reach

"WhatsApp boasts over 3 billion monthly active users worldwide, with 200 million businesses using the platform." (Financial Times, June 2025).

Your customers are already on WhatsApp. That's also where their friends and family are. Therefore, it makes sense for your business to have a significant presence on WhatsApp Business.

High engagement rates

The level of engagement you get on WhatsApp Business, is incomparable with any other channel out there.

WhatsApp Business holds open rates above 90%, compared to email 20-30%. This means your campaigns are far more likely to be seen on WhatsApp than email.

What about CTR? Click-through rate, one of the most important KPIs of digital marketing. Email represents a 2-5% CTR whereas WhatsApp has an impressive 30-60% CTR. Read our blog on how WhatsApp compares to Email in 2025.

Personalized communication 🗣️

Unliked ads or email, WhatsApp allows one to one conversations. When you send a WhatsApp campaign, you're starting a conversation with your client. It's way more personal and customers feel valued by your brand. This build trust, loyalty and stronger customer relationships.

Multimedia Support 🎥

Don't just send boring campaigns. Send WhatsApp campaigns. Share images and videos with your clients, voice notes and catalogs. Make your communication engaging and interactive. Any business can profit from this WhatsApp marketing strategy and your customers will thank you for it.

Real-time support ⚡

Clients love instant replies. They don't want to wait in phone queues or wait days for email support. If you'd like to dig deeper in the subject, we have the Most-loved customer support channels for you to read.

Secure and Trusted

WhatsApp has been popular for it's privacy and encryption layers it offers. Users feel they can trust WhatsApp Business for secure communication. Brands can communicate without having to worry about security. Hence why, Joe Rogan announced publicly on his podcast that WhatsApp Business is his favorite communication app since it's end-to-end encrypted. Joe Rogan's new favorite chat app

WhatsApp Marketing - How to Start

WhatsApp campaigns
Source: WhatsApp Official Website

Understand the WhatsApp ecosystem 🌐

The first thing you have to understand is that there is 3 different ways you can join WhatsApp.
WhatsApp (Personal App)

  • Simply called “WhatsApp”.
  • Used for private, personal messaging between friends and family.

WhatsApp Business App

  • Called “WhatsApp Business”.
  • Designed for small and medium businesses to communicate with customers, showcase catalogs, and use basic automation tools.

WhatsApp Business Platform (API)

  • Officially called the “WhatsApp Business Platform” (previously referred to as the WhatsApp Business API).
  • Built for medium to large companies that need advanced features like automation, integrations, and large-scale messaging.

These are all the WhatsApp products under the Meta ecosystem. Personal WhatsApp and WhatsApp Business won't be discussed in this blog. We're aiming to define and explain how you can use WhatsApp Business Platform (API) to best benefit your business. If you're interested on it's capabilities and platform features, we strongly recommend you to read WhatsApp Broadcast & Segementation.
WhatsApp Business Platform (API) will give you more personalization tools and better features for you to communicate, organize and send your WhatsApp campaigns to your clients efficiently. CapaTalk (Official Meta Tech Provider) offers you a WhatsApp marketing tool that provides you with significant insights for you to make better decisions.

Set Up Your WhatsApp Business Platform (API) ⚙️

1. Get in touch with WhatsApp Business Platform (API) providers such as Meshink or CapaTalk.

Make sure these providers understand your needs and why exactly you want to use WhatsApp to your benefit. (Example: Your business goal might be to sell more, educate your clients or having a better customer support)

2. Get a new sim card/phone number that hasn't been connected to any WhatsApp products before.

A number already linked to personal WhatsApp or WhatsApp Business cannot be used for the WhatsApp Business API unless it’s disconnected first. Using a fresh number saves time and avoids installation issues.

3. Install WhatsApp Business Platform API

CapaTalk offers installation services for a clean setup of your WhatsApp marketing strategy. This goes from installing the paltform to helping your business getting verified and fulfill all the requirements by Meta

4. Import contacts to WhatsApp Business Platform (API)

From uploading CSV files into the platform or integrating your CRM system with WhatsApp Business Platform (API), you gain full control of your contact list, allowing you to tag, filter, and launch tailored WhatsApp campaigns at scale.
You can check how to import contacts, for a comprehensive step-by-step guide.

5. Set up templates

WhatsApp requires approved message templates for outbound campaigns (notifications or promotions). Prepare and submit these early.
Approved templates can be reused for future WhatsApp campaigns.
Check how to launch your first campaign in order to learn how to set up templates.

6. Send WhatsApp campaigns

WhatsApp campaign

Now your business is fully ready to start sending WhatsApp campaigns to your customers and get the visibility it needs for your business to thrive.

From promoting your products with personalized messages to sharing exclusive offers with WhatsApp users, you can enhance your campaigns by adding footer texts for branding and including clear call-to-action (CTA) buttons that drive instant engagement.

Start Your WhatsApp Marketing Journey Today 🧠

WhatsApp marketing is no longer just an option. It’s becoming a necessity for businesses of all sizes. With over 3 billion monthly active users and 200 million businesses already leveraging the platform, the potential to connect with customers directly, personally, and securely is unmatched.

If you followed the steps above, now you know:

  • What WhatsApp Marketing is and why it outperforms traditional channels like email and SMS.
  • How to set up your account. Whether you choose the WhatsApp Business app or the WhatsApp Business Platform (API).
  • How to import and segment contacts so your campaigns are tailored to your audience.
  • How to create campaigns that feel personal, relevant, and engaging.
  • Why a new dedicated number helps avoid installation issues and keeps your business communication professional.

The beauty of WhatsApp is that it’s simple to start yet powerful at scale. A small shop can use it to send quick promotions and answer customer questions, while large enterprises can integrate it with CRMs and run automated, data-driven campaigns that reach millions of users.

Other uses 💼

You can also track the performance of your campaigns. Measuring key metrics is essential for marketing teams, as it demonstrates the effectiveness of WhatsApp campaigns and provides actionable insights for improvement. These results can be shared with management to justify marketing investments or kept as a record for your business to monitor growth and optimize future WhatsApp marketing strategies.

As mentioned in the beginning of this blog, WhatsApp marketing is used not only for sales and notifications but also for customer support. Your business cannot survive with bad reviews online. Customer support is essential for businesses today. Read our blog about which support channel clients love the most in 2025.

At CapaTalk, we help businesses make that journey effortless by offering an all-in-one WhatsApp marketing platform to manage contacts, automate campaigns, and track results. WhatsApp Marketing is one of the fastest-growing channels for brands to connect with customers in 2025. Whether you’re just starting or scaling with advanced tools, success comes from personalized, meaningful conversations.