🚀 Getting Started

Your first 30 days on WhatsApp, in order

Four weeks, in order, with the reasoning for each step — and the things that look urgent and are not.

The commonest way to waste your first month on WhatsApp is to start with a campaign. It is the most visible thing you can do, it costs money on every send, and it is the flow most likely to damage the account health everything else depends on.

This is the order that works instead. It front-loads the free, welcomed flows, leaves the paid ones until you have something to send them to, and puts the two slow administrative tasks at the very start so they are finished by the time they would otherwise block you.

Day one: the two things that take days

Both of these run in the background while you do everything else, and both block you later if you leave them.

  1. Start business verification. It lifts your template ceiling from 250 to 6,000 and is the fastest route from a 250-recipient messaging tier to 2,000, per Meta's template and messaging limits documentation.
  2. Submit your two core templates — an order confirmation that asks Confirm or Cancel, and a shipping notification. Approval takes anywhere from minutes to more than a day.

Also decide, before connecting, whether anyone needs to keep replying from a phone — that choice is made inside Meta's signup window and cannot be changed afterwards. See keeping your number and your chats.

Week one: the free flows

Everything here runs on free-form messages inside the 24-hour customer service window, so none of it costs a per-message fee. Meta's pricing documentation confirms service conversations have been free and unlimited since 1 November 2024.

BuildWhy firstEffort
Stop the bot when a human repliesPrevents the worst experience your bot can create2 minutes
Welcome message with a three-option menuRoutes everything else20 minutes
After-hours reply naming a reopening timeRemoves the "is anyone there?" follow-up15 minutes
Keyword flows for your top three questionsBuilt from your own inbox, not guesses1 hour

The first one is genuinely two minutes and it is the single highest-return thing on this page — without it, a customer's reply to your colleague gets captured by a bot waiting for an answer.

Week two: answer the repeated questions

By now you have a week of watching the inbox, which tells you what to automate far better than any list would.

  1. Build a knowledge base from your existing policy pages — shipping, returns, sizing — plus written answers for anything your site does not cover. Wire the "unanswered" branch to a person.
  2. Add order-status answering. "Where is my order?" is the most repeated question in ecommerce and it is answerable from a Google Sheet on day one.
  3. Read your keyword lists again and add the phrasings customers actually used, including transliterated ones if that is your market.

Week three: the order flows

Your templates should be approved by now. This is where the money starts.

Watch each one's activity view for the first day rather than your inbox. A flow that never runs is far commoner than one that misfires.

Week four: measure, then and only then market

  1. Tag every link your flows send with UTM parameters, or your store analytics will file WhatsApp traffic as "direct" and tell you the channel earns nothing.
  2. Check your quality rating and your messaging tier.
  3. Now consider your first campaign or a cart-recovery flow — with marketing consent collected separately from order-update consent.

What to deliberately leave alone in month one

LeaveWhy
Broadcast campaignsCharged per recipient, and account health is not established yet
Abandoned cart recoveryMarketing: charged, capped, and undeliverable to US numbers
Importing an old contact listThe fastest route to blocks and a damaged quality rating
Chasing the green tickMeta grants it on its own assessment; it cannot be applied for
Building one template per productVariables exist so you do not have to
A ten-option menuWhatsApp allows three buttons; three options covers most enquiries

What good looks like at day 30

That store is in a far better position than one which spent the month building campaigns, because it has the free half working and an account healthy enough to scale the paid half onto.

Why this order and not another

Three principles underneath it, worth stating because they generalise beyond the first month:

  1. Free before paid. Utility and service messages are free inside an open window, welcomed by customers, and deliverable everywhere. Marketing is charged, capped and regionally restricted.
  2. Slow tasks first. Verification and template approval take days. Starting them on day one means they are never the thing blocking you.
  3. Measure before you scale. A month of sending with untagged links produces no usable information about what worked.

The wider argument for how many flows to run at all is in how many automations a store should run, and the first build itself in building your first automation.

A one-page checklist

WhenDoCost to run
Day 1Start business verificationFree
Day 1Submit order-confirmation and shipping templatesFree to submit
Day 1Complete your business profile — logo, description, website, hoursFree
Week 1Cancel-pending-question flowFree
Week 1Welcome menu, three optionsFree
Week 1After-hours reply with a real reopening timeFree
Week 2Knowledge base from your policy pagesAI usage only
Week 2Order-status answeringFree
Week 3Order confirmation that asks Confirm / Cancel1 template per order
Week 3Address check, in the same conversationFree
Week 3Shipping notification1 template per order
Week 4Tag every link with UTM parametersFree
Week 4Review quality rating and tierFree

Nine of those thirteen cost nothing to run. That ratio is the point of the sequence.

If you only have one afternoon

  1. Start business verification — it runs in the background.
  2. Build the cancel-pending-question flow. Two minutes.
  3. Build the after-hours reply with a real reopening time.
  4. Complete your business profile.

Those four remove the worst experiences a new setup produces, cost nothing, and leave the slow administrative task already running.

Month two, briefly

Once the free half is working and your rating is green, the natural additions are a review request after delivery, cart recovery if you sell prepaid, and your first segmented campaign. Add one at a time and watch the effect — how many automations a store should run covers the budget, and Meta's template documentation the ceilings you are working inside.

The three mistakes that cost a first month

  1. Leaving business verification until it blocks you. It takes days, and it is the constraint behind both your template ceiling and your messaging tier. Starting it on day one costs nothing and removes the commonest launch-week surprise.
  2. Building a campaign before a confirmation flow. The campaign costs money per recipient and depends on account health you have not built yet. The confirmation flow is nearly free and catches problems before you ship.
  3. Not watching the activity view. A new flow that never runs is far commoner than one that misfires, and the cause is almost always a keyword list built from imagination rather than from your own inbox.

How to tell it is going well

Four signals, none of which is message volume:

If all four are true at day 30, the foundation is right and month two can safely add the paid flows.

And resist adding a flow just because you read about it. Every automation you publish is another message a customer may receive and another thing you have to maintain — the stores that do well on this channel in month one are the ones running five flows properly rather than fifteen approximately.

If you follow nothing else here, follow the ordering principle: build the free flows before the paid ones, start the slow tasks on day one, and tag your links before you need the numbers. Those three decisions shape month two more than anything you actually build in month one.

Frequently asked questions

What should I automate first on WhatsApp?

The two-step flow that stops the bot when a human replies — it takes two minutes and prevents the worst experience your bot can create. Then a welcome menu and an after-hours reply, both of which are free to run.

When should I send my first campaign?

Week four at the earliest. Campaigns are charged per recipient and depend on account health you have not established yet, so the free utility flows should be working first.

What should I do on day one?

Start business verification and submit your two core templates. Both take days, and both block you later if left — verification alone lifts your template ceiling from 250 to 6,000.

Should I import my existing customer list?

No. Messaging people who did not meaningfully opt in produces blocks and reports, which damage the quality rating that caps how many people you can reach at all.

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