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WhatsApp Marketing for Retail: Driving Sales with Customer Data

Data4Sales' WhatsApp marketing sends campaigns and automated messages featuring the right product, at the right time, and with the right offer for each customer. Data4Sales determines who to message based on their purchase history, Orbis drafts the message, and each sale is attributed to the channel.

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TM
Your BrandBusiness account
Campaign · Runners on HiatusHi Lucía, the new trail shoes in your size 38 have arrived. We picked out these styles with you in mind:
Trail Pro
Ultra Grip
Ridge 2
View modelsI have a question
Does the Trail Pro offer free shipping?
Orbis Support: Yes, Lucía. It will arrive on Thursday at your usual address. Should I reserve it for you in size 38?
Yes, please
Purchase confirmed · attributed to the campaign
Audience · Orbis AudiencesInactive RunnersThey bought running gear and haven't returned in 60 days · 2,380 customers
Product AffinityTrail · size 383 products recommended by this customer
360° ContextLucía M.6 purchases · in-store and online · address saved
Attributed sales214attributed to this campaign, online and in-store
Why Use WhatsApp with Data4Sales?

The most-read channel, with the message every customer needs to hear

WhatsApp is the platform where your customers chat every day. Sending the same message to your entire customer base can wear them down. With Data4Sales, every message is tailored to what you know about each customer.

To whom, what, and when

Each customer's 360° profile defines the target audience, recommended products, and the best time to reach out to them.

Automated and conversational

Workflows are triggered by each customer's behavior. When a customer responds, Orbis Support continues the conversation with all the relevant context.

Measured by actual sales

Every purchase that comes in after a WhatsApp message is attributed to your campaign. You know how much the channel sold, not just how many people opened it.

Capabilities

Everything you need to sell on WhatsApp, all in one place

Five features that work together, from choosing who to write to measuring how much each message generated in sales.

Hyper-personalized campaigns

A different message for each customer, all in a single mailing

Each message draws on data from the customer's profile: their name, size, favorite store, and products they're most interested in. Orbis Creative writes the text in your brand's tone, and you approve it.

  • 360° Profile Variables in Text, Buttons, and Images
  • Product-based recommendations for each customer
  • Orbis Creative proposes the message and its variations
Campaign MessageApproved Template
Hi [Name], the new "Favorite Categories " in your size are here. You can find them at your nearest store or have them shipped to your home. Here are some recommendations for you: 3 recommended products
From CustomerData 360° Profile
FromAffinity: Suggested Products
Writtenby Orbis Creative
Intelligent audiences

Ask for the hearing in your own words, and it will be ready to send

Describe who you want to reach, and Orbis Audiences will create the segment based on your data. The audience updates automatically every day, so each mailing reaches the right people.

  • Segments by Purchases, Channel, Life Cycle, and Forecasts
  • Dynamic audiences that are updated daily
  • Automatic exclusions to avoid overwhelming those who have already purchased
New AudienceOrbis Audiences
Customers who bought running shoes more than 60 days ago and haven't returned
Category: runningLast purchase: more than 60 days agoLikelihood of repurchase: highAccepts WhatsApp: yes
Runners on HiatusDynamic Audience · Updated Daily
2.380

Illustrative example

Workflows

Workflows triggered by each customer's behavior

An abandoned shopping cart, a first purchase, or a customer who is leaving triggers the right message at just the right moment. WhatsApp and email work together within the same workflow.

  • Abandoned Cart, Welcome, Repurchase, and Reactivation Ready to Be Activated
  • WhatsApp and email in the same customer journey
  • Automatic checkout when a customer makes a purchase
Cash Flow · Running BuybackActive
Day 0The customer buys sneakersTrigger
Day 3WhatsApp: Tips for Use and Recommended GuidelinesWhatsApp
Day 25Email: Updates from your categoryEmail
Day 55WhatsApp: Reminder with 3 productsWhatsApp
PurchaseRemoved from the flow and added to attributed revenueEnd

Illustrative example

Conversations with Orbis Support

When the customer responds, the sale continues

Responses are sent to the Orbis Support inbox. Orbis responds with the purchase history and the active campaign on hand, and forwards cases that require a person's attention to your team.

  • 24/7 Responses Tailored to Each Client's Situation
  • Referral to your team with the full history
  • Each conversation is linked to the profile: reason, products viewed, and intent
Inbox · WhatsAppOrbis Support
Do you have it in blue?
Orbis Support: Yes, Lucía. It's available in blue in your size, and you can pick it up today at your usual store. Should I set it aside for you?
Yes, I'll pick it up this afternoon.
6 purchasesStore + websiteCampaign: Runners on HoldSize 38
Attributed revenue

Do you know how much WhatsApp makes, campaign by campaign?

Data4Sales links each shipment to the subsequent purchases—both online and in-store. You can see the revenue attributed to each campaign and each customer journey, without having to cross-reference spreadsheets or wait for reports.

  • Revenue by Campaign, Flow, and Channel
  • In-store and online sales in a single view
  • Return on Investment and WhatsApp Credit Usage Per Message
Results · Runners on HiatusLast 14 days
Messages Sent2,380
Opening66%
Orders214
Return on Investment38x
Revenue attributed to the campaign, including both online and in-store sales.
USD 21.400
Online 62%Brick-and-mortar store 38%

Illustrative example

WhatsApp Templates

All WhatsApp formats, ready for sale

Create Meta-approved templates with text, photos, videos, buttons, and carousels, and use them in campaigns or within automated workflows. Each message is populated with each customer's information.

Text and ButtonsMessages containing each customer's information and buttons for quick replies or links to your store.
PhotoThe image of the product, the campaign, or the store, along with the text and the "Buy" button.
VideoNew releases, tutorials, or the latest collection in action—right in the chat.
Image Carousel2 to 10 swipeable cards, each with its own image, text, and button.
Manual CarouselYou choose products from a promotion, a clearance sale, or a collection.
Dynamic CarouselThe best sellers from the last few days, compiled solely from your catalog, without curation.
With AIAI-Powered CarouselEach customer sees the products they are most likely to be interested in, based on what they've purchased and viewed.
Customer VariablesName, favorite store, most recent purchase, coupon, and the link to their shopping cart in every message.
AI-Powered Carousels

One campaign, a thousand versions

With a single send, each customer receives a carousel featuring the products most relevant to them, based on what they’ve purchased and viewed on your website—without having to create a separate version for each segment. You can also use dynamic carousels featuring bestsellers or manually select products.

  • With AI: unique products for each customer, based on their product preferences
  • Trending: the best sellers from the past few days, always up to date
  • Manuals: The products in your promotion or collection
  • On WhatsApp and via email, in campaigns and workflows
AI Carousel · Campaign for High-Value CustomersReal-Life Case Study
Hello Lucia, we chose this with you in mind:
Trail Running ShoeFor you, for your last purchaseShop
Technical SocksPair with your sneakersShop
20 L BackpackViewed yesterday on the websiteBuy
74.5%opened the message
65xreturn on shipping investment
0%of layoffs

A retailer in Uruguay sent a single WhatsApp message to its most valuable customers and saw results in 4 days.

Templates by Moment

A template for every stage of the customer journey

Recovery

Abandoned Cart

Display the product photo they saved and take them to checkout with their filled shopping cart.

PhotoAdd to Cart button
Recovery

Abandoned Ship

Re-engage visitors who viewed a category or product on your website but left without making a purchase. Use the Pixel.

AI Carousel
Buyback

Repeat Purchase

It lets you reorder the same item with a single click, which is ideal for restocking and frequent purchases.

PhotoImage Buyback button
Buyback

Second purchase and add-on

Suggest items that go well with their first purchase, around the time they usually come back.

AI Carousel
Catalog

It came back, went down, or is running out

Let me know when your size comes back in stock, if the price of the item you looked at goes down, or if there are only a few left.

PhotoVariables
Welcome

Welcome and First Purchase

Introduce your brand to subscribers and give them a reason to make their first purchase.

VideoCoupon
Reactivation

We miss you

A sequence for those who have stopped shopping, featuring the latest items they're interested in.

Dynamic Carousel
Customer Loyalty

New Releases and VIP Pre-sales

Show your best customers the new collection before anyone else.

VideoManual carousel
Calendar

Business Dates

Hot Sale, CyberDay, Buen Fin, or Christmas: pre-sales, product launches, and last-minute deals.

Manual CarouselFees
Calendar

Birthdays and Anniversaries

Send a greeting on their special day, featuring their name and their favorite store.

PhotoCoupon
Payment Methods

Bank Fees and Promotions

Advertise interest-free installment plans and discounts to customers who pay through that bank.

Text and buttons
Experience

NPS Survey

Measure the post-purchase experience and resolve issues before they escalate.

Buttons
Connected to the entire cycle

WhatsApp doesn't work on its own: it uses and powers everything else

Data Collection

Customer Data

  • 360° profile with more than 90 attributes
  • Product Affinity
  • Life Cycle and Churn Predictions
Work with Orbis

WhatsApp Marketing

  • Copilot detects the opportunity
  • Audiences puts together the segment
  • Creative writes the message
  • Support Follows the Conversation
Return to profile

Every interaction

  • Open rates, clicks, and responses
  • Sales and Attributed Revenue
  • Reasons for Contact and Intent
What happens in every conversation helps improve the next campaign
Use Cases

What You Can Achieve with WhatsApp in the First Month

Recover Abandoned Shopping Carts

A message listing the products you selected and, if you'd like, a special offer to finalize your purchase.

Reactivate dormant customers

Reach out again to customers who have stopped buying by focusing on what interests them most.

Business Dates

Cyber, Hot Sale, or Black Friday, with target audiences and offers for each segment.

After-Sales Cross-Selling

Products that complement what you just bought, at just the right time.

Buyback Reminder

Send her a message when her purchase cycle indicates that she'll need it again soon.

VIP Customers

Early access to new releases and benefits for those who value your brand the most.

Success stories

Brands Across Latin America That Are Already Boosting Sales With Their Data

View all cases
STIENDA Success StoryTechnology · UruguaySTIENDA+134% repeat purchases in MayHow STIENDA (Samsung Uruguay) Turned Automation into RevenueView case study47 Street Success StoryFashion · Argentina47 Street1.9x omnichannel customer value100 stores in a single conversationView case studyMarley Coffee Success StoryCoffee · ChileMarley Coffee15.9% conversion rateHow Brand Recognition Led to ProfitabilityView case studyFORUS Success StoryFashion · UruguayFORUS+46% in revenueGreater customer retention with WhatsApp as the leading channelView case studyTaTa Success StorySupermarkets · UruguayTaTa+10% increase in reactivated customersHow TaTa Reactivated and Built Loyalty Among Inactive Customers Using WhatsAppView case studyMonte de Piedad National Success StoryRetail · MexicoNational Monte de Piedad1:1 WhatsApp campaignsPredictive segmentation for sales eventsView case studySally Beauty Case StudyBeauty · ChileSally Beauty+46% in revenue during CYBERIts inactive customer base translated into a 46% increase in revenueView case studyGiani Dafirenze Success StoryFashion · ChileGiani Dafirenze+17% conversion rateTheir anniversary, turned into a sales powerhouseView case studyPawal Success StoryPets · ChilePawal50% increase in salesReactivation, repeat purchases, and new customer acquisition with WhatsAppView case studySuccess Story: The Chemist LookBeauty · UruguayThe Chemist Look+52% open rateCustomer segmentation as your best routineView case studyUndergold Success StoryFashion · ColombiaUndergold70% off Meta AdsUp to 70% lower cost on Meta Ads without losing impactView case study
Keep exploring

It works best in conjunction with the rest of the platform

MarketingEmail MarketingPersonalized Messages at Scale
MarketingWorkflowsAutomated 24/7 customer journeys
MarketingSmart AudiencesSegments That Update Themselves
MarketingProduct AffinityRecommendations based on what is purchased together
SupportOrbis SupportAI-powered customer service that gets to know each customer
MarketingSales AttributionRevenue attributed to each campaign and channel
Integrations

WhatsApp Marketing integrates with the apps you already use

Every WhatsApp campaign uses data from all your sources: more than 50 connectors for e-commerce, brick-and-mortar stores, and ERP systems, as well as integrations with your other channels, advertising campaigns, and AI assistant.

Home

eCommerce

Customers, orders, shopping carts, and the catalog—all synchronized every day.

VTEXShopifyTiendanubeWooCommerceMagento (Adobe Commerce)Fenicio
Home

Brick-and-mortar store, ERP, and CRM

In-store sales follow the same pattern as online purchases.

SAPOracleMicrosoft Dynamics 365SalesforceHubSpotOdooLightspeedBsaleZeta SoftwareYour POS
Home

Website, Customer Loyalty, and First-Party Data

Performance on your site, reviews, and any other sources you already have.

Data4Sales PixelYotpoBigQueryAmazon S3DatabasesAPICSV and Excel
Departure

Messaging Channels

Campaigns, workflows, and customer service tailored to each client's context.

WhatsApp Business APIEmailSMSInstagramFacebook Messenger
Departure

Digital Guidelines

Natively synchronized audiences and lookalikes of your best customers.

Meta AdsGoogle AdsTikTok Ads
Departure

AI Assistants with MCP

View and activate your Data4Sales data from the assistant you already use.

ChatGPTClaudeGeminiGrokPerplexity
  • Daily synchronization, no manual uploads
  • Identity resolution: one unique profile per customer
  • Setup with support from our team
  • Can't find your system? We can connect to it via API, database, or files.
View all integrations
Frequently Asked Questions

WhatsApp Marketing at Data4Sales

Questions marketing and e-commerce teams often ask us before we get started.

What Is WhatsApp Marketing at Data4Sales?

This is the Data4Sales feature that lets you send campaigns and automated messages to your customers via WhatsApp. Each message uses data from the 360° profile: what they bought, through which channel, what products interest them, and when they typically make repeat purchases. This way, each customer receives an offer tailored specifically to them, and every sale is attributed to the campaign that generated it.

Can I send bulk messages via WhatsApp?

Yes. You can send campaigns to an entire audience, with personalized messages for each customer who has agreed to receive communications from your brand. The messages use Meta-approved templates, and the platform shows you the WhatsApp credit usage for each campaign.

How do you personalize each message?

Data4Sales matches each customer's profile with product preferences. The message can include their name, their favorite store, and the products they're most likely to be interested in. Orbis Creative crafts the text in your brand's tone, and you approve it before it's sent.

What happens when a customer responds?

The conversation continues in Orbis Support, Data4Sales’ omnichannel inbox. Orbis responds with the customer’s purchase history and active campaigns on display, and forwards cases that require human intervention to your team. The conversation history is saved in the customer’s profile.

How do you measure the results of a WhatsApp campaign?

Data4Sales attributes to each campaign the purchases made by customers who received the message, both online and in-store. The results show messages sent, opens, orders, attributed revenue, and the return on investment for email campaigns—all without having to cross-reference spreadsheets.

Will it work with my e-commerce site and my brick-and-mortar store?

Yes. Data4Sales has more than 50 native connectors: VTEX, Shopify, Tiendanube, WooCommerce, Magento, and Fenicio for e-commerce, and SAP, Oracle, Microsoft Dynamics 365, Odoo, Lightspeed, Bsale, Zeta Software, or your POS system for brick-and-mortar stores. That’s why a WhatsApp campaign can target customers who made a purchase in-store and track whether they made another purchase online—or vice versa.

What types of WhatsApp templates can I send?

Meta-approved templates with text and buttons, photos, videos, and carousels. Carousels can feature images or products: static, dynamic with bestsellers, or AI-powered, showing each customer the products they’re most likely to be interested in. There are templates for abandoned carts, abandoned navigation, repeat purchases, second purchases, stock and price alerts, welcome messages, reactivation, promotional dates, birthdays, and NPS surveys.

What is an AI carousel?

It's a product carousel that's customized for each customer. Data4Sales uses your product affinity—which combines what you've bought and what you've viewed—to choose which products to show you. With a single email, each person receives a different version.

Turn every WhatsApp message into a sale

Here's a look at what your WhatsApp campaigns would look like using your business data.

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