In today's digital-first communication landscape, WhatsApp plays a critical role in business-to-customer conversations. However, the success of your WhatsApp outreach doesn’t stop at simply sending messages — message deliverability and conversion rates are what truly matter.
With HelloSend, you can easily connect your mobile WhatsApp (personal or business) to your CRM using a simple QR code. Once connected, you can run personalized, high-performing WhatsApp campaigns directly from your CRM. To get the most out of this integration, follow these best practices to boost deliverability and drive conversions.
🔗 Connect Your WhatsApp with HelloSend in Minutes
You can connect your personal WhatsApp account or the WhatsApp Business App directly to HelloSend via QR code — no technical setup required. This lets you send and receive messages using your existing WhatsApp number, fully integrated with your CRM.
📺 Watch how to connect your WhatsApp number to HelloSend
How to Get Started:
- Log in to HelloSend and go to Settings > Channel > WhatsApp.
- Click Connect via QR Code and scan it using WhatsApp on your phone.
- Start messaging through your CRM inbox instantly.
Whether you're using a personal number or business account, HelloSend bridges your WhatsApp to your CRM workflows.
✅ Best Practices to Improve Deliverability and Conversions
1. Warm Up Your Number Slowly
When you start using a new WhatsApp number, it's essential to establish trust with WhatsApp's messaging systems. Sending too many messages too soon — especially from a number with no prior history — can trigger spam filters, reduce your deliverability score, and potentially lead to temporary restrictions.
Think of it like building a digital reputation. Just like emails from new domains need warming up, WhatsApp numbers benefit from a gradual ramp-up in activity.
Best Practices:- Begin by sending 10–50 targeted messages per day to known, responsive contacts.
- Slowly increase your daily volume over a period of 1–2 weeks.
- Focus on genuine, two-way conversations rather than one-sided blasts.
- Prioritize engagement and reply rates — this signals healthy interaction to WhatsApp.
A thoughtful warm-up phase ensures long-term message delivery success and reduces the risk of account limitations.
2. Message Only Opted-In Users
Gaining user consent before sending messages isn’t just good etiquette — it's critical to maintaining a strong sender reputation and avoiding being flagged as spam. Messaging users who haven’t explicitly opted in can lead to your number being reported, blocked, or even restricted by WhatsApp.
Think of consent as the foundation of trust. When recipients expect to hear from you, they're more likely to engage, respond, and convert — all of which boost deliverability and campaign performance.
Best Practices:- Use clear opt-in methods such as website forms, signup checkboxes, or SMS confirmation flows.
- Make it transparent what type of messages users will receive (e.g., order updates, promotional alerts).
- Encourage contacts to save your number to ensure messages are delivered, especially for broadcasts.
- Always include a simple opt-out option(e.g., reply STOP) so users feel in control.
Building an opted-in list may take time, but it ensures your audience is genuinely interested — and that means better response rates, fewer blocks, and more conversions.
3. Write Personalized, Purposeful Messages
Sending generic, one-size-fits-all messages result in low engagement or even user complaints. In contrast, personalized and relevant messages increase the chances of response and build a better relationship with your audience.
Personalization shows the recipient that the message is meant specifically for them, rather than part of a bulk blast. When combined with meaningful content, this approach significantly improves both deliverability and conversion rates.
Best Practices:- Use the recipient’s first name and specific context (e.g., “Hi John, your order is ready!”).
- Ensure each message provides clear value — such as appointment reminders, shipping updates, or limited-time offers.
- Keep your tone friendly and aligned with your brand voice.
- Avoid spaoveruse of emojis, capital letters, or aggressive call-to-actions which may look spammy.
- Break long messages into short, readable paragraphs.
Every message you send should answer the question: “Is this helpful and relevant to the user?” If it is, you’re more likely to build trust — and conversions.
4. Use Broadcasts Wisely
Broadcast messaging can be a powerful tool for reaching multiple contacts at once, but it comes with certain limitations and risks if not used properly. WhatsApp only delivers broadcast messages to users who have saved your number in their contacts — which means your success depends heavily on trust and relationship quality.
If you treat broadcasts like mass marketing blasts, you risk being reported or blocked. But when done correctly, broadcasts can feel like personalized one-on-one conversations at scale.
Best Practices:
- Keep your contact list clean and up to date. Remove inactive or unverified numbers regularly.
- Limit broadcast frequency. Avoid overwhelming your audience with too many updates.
- Craft messages that feel personal. Even though it’s a broadcast, write it as if you're speaking directly to one person.
- Avoid overly promotional content. Focus on providing helpful or relevant updates to the user.
- Encourage interaction. Ask questions or invite replies to boost engagement.
Used strategically, broadcast messages can maintain high engagement while saving you time — as long as you respect your users' preferences and maintain message relevance.
5. Track What Works — Then Optimize
To improve your WhatsApp campaigns over time, it’s essential to track performance and refine your approach. HelloSend provides real-time insights into message delivery, read status, and user responses — giving you the data you need to make informed decisions.
Analyzing these metrics not only helps you understand what's resonating with your audience but also protects your sender reputation by identifying areas of improvement.
Best Practices:
- Monitor delivery, read, and reply rates to assess message effectiveness.
- A high engagement rate boosts your credibility with WhatsApp, increasing your future deliverability.
- Regularly remove inactive or unresponsive contacts to maintain a clean and responsive list.
- Use performance data to adjust your message content, timing, or targeting strategy.
- Test variations in tone, message length, or offer type to discover what drives more conversions.
Optimization is an ongoing process — keep testing, measuring, and refining to achieve consistent results and sustainable growth.
6. Send at the Right Time
When it comes to WhatsApp messaging, timing matters just as much as the message itself. Sending messages at odd hours — like late at night or during busy work hours — can result in lower engagement or even user frustration. Respecting your audience’s schedule significantly improves open rates and responses.
Effective timing builds trust and shows consideration, while poorly timed messages risk being ignored or reported.
Best Practices:
- Avoid sending messages during off-hours, such as early mornings or late nights.
- Test different time slots — mornings, mid-day, and early evenings often perform well.
- Be mindful of weekends or holidays unless the content is relevant or time-sensitive.
- Consider time zones if you’re reaching an international audience.
- Track performance by time using analytics to identify when your messages perform best.
By sending your messages when recipients are most likely to engage, you not only improve deliverability but also increase your chances of getting meaningful responses and conversions.
7. Use Approved Tools (Avoid Spammy Automation)
Using unofficial tools, bots, or bulk-sending software to automate WhatsApp messaging can get your number flagged or permanently banned. WhatsApp has strict guidelines in place to protect users from spam and unsolicited automation.
To stay compliant and protect your sender reputation, always use tools that are authorized and align with WhatsApp's terms of service — like HelloSend.
Best Practices:
- Use verified messaging platforms like HelloSend that follow WhatsApp's official guidelines for sending messages.
- Keep your messages human-like and relevant — automation should never feel robotic.
- Avoid sending the same message repeatedly to multiple users. Personalize your content and timing.
- Do not rely on message-forwarding or copy-pasting as your primary method of communication.
Using the right tools helps maintain high deliverability while ensuring a trustworthy, engaging experience for your customers.
📈 Conclusion
By connecting your mobile WhatsApp to HelloSend, you’re unlocking a powerful way to engage customers — right inside your CRM. But success lies not just in sending, but in how you send. Following these best practices ensures your messages are delivered, seen, and acted upon.
Start today: connect your WhatsApp, follow these tips, and watch your deliverability and conversions soar.
Need help? Reach out to us at assist@hellosend.com — our team is here to support your growth.