Using WhatsApp in Sequences

Overview

The WhatsApp action within Sequences allows you to automate WhatsApp messages to your contacts as part of your outreach or engagement workflow.

This means you can combine Email, SMS, Tasks, and WhatsApp into a single, structured sequence.

Where to Find It

When creating or editing a Sequence:

1. Navigate to Sequences under Automations

2. Create a new sequence or open an existing one

3. In any step, click “Send WhatsApp” under Actions

How to Add a WhatsApp Message

Step 1: Add WhatsApp Action

• In a sequence step, click Send WhatsApp

• A message editor will appear within the step

Step 2: Choose When to Send

You can control timing using the “When” option:

• Send Immediately – Message is sent as soon as the contact enters the step

• After a delay – Set delays in days between steps

Step 3: Compose Your Message

You can type your WhatsApp message directly in the message box.

Use personalization merge tags such as:

• Recipient First Name

• Recipient Surname

This helps create messages that feel personal instead of robotic 🤝

Example:

Hi ${firstName}, just checking in regarding your application. Let me know if you’d like to discuss further!

Step 4: Add Attachments (Optional)

You can attach:

• Images

• Documents

• Audio

• Video

This is useful for:

• Sending job specs

• Sharing candidate profiles

• Providing additional context

Sequence Settings for WhatsApp

Termination Rules

You can control how replies affect the sequence:

• After a reply, terminate sequence
  Stops the sequence if the contact replies via any channel

• After a WhatsApp reply, terminate sequence
  Stops the sequence only if they reply on WhatsApp

This prevents over-messaging and keeps communication natural.

Scheduling Options

Control when messages are sent:

• All Day (Any Time)

• Weekdays Only

• Working Hours (e.g., 9am–5pm)

This ensures your messages land at the right time ⏰

Time Zone

Set the appropriate time zone (e.g., Europe/London) to align message delivery with the recipient’s location.

Best Practices 

• Keep messages short and conversational

• Avoid sending too many WhatsApp messages in a short time

• Combine WhatsApp with Email follow-ups for better response rates

• Use personalization tokens to increase engagement

• Enable termination rules to avoid spamming

Example Sequence Flow

Day 1: WhatsApp message → Introduction
Day 2: Email → Detailed information
Day 4: WhatsApp → Follow-up nudge
Day 6: Task → Manual call

A good sequence feels like a conversation, not a campaign.

Summary

The WhatsApp feature in Sequences helps you:

• Reach contacts on a high-engagement channel

• Automate follow-ups

• Personalize communication at scale

• Combine multiple touchpoints into one workflow

Used well, it turns your sequence into a smooth conversation engine rather than a notification machine