Ideal for Day 1 · Day 2 · Day 3 · Day 4 · Day 5 · Day 6 · Day 7
7-day WhatsApp onboarding message sequence for SaaS, e-commerce, and service businesses. Copy, customise, and automate in Lodgestory.
A WhatsApp onboarding sequence is a series of automated messages sent to new customers over their first 7 days to drive activation, engagement, and retention. These templates use WhatsApp's interactive messages (buttons, lists, media) to guide users through setup, feature discovery, and first value moments.
Hi {{name}}, welcome to {{company}}! We're thrilled to have you. Here's what you can do to get started: [Quick Setup Guide] [Watch Demo Video] [Talk to Support]Hi {{name}}, here are your 3 setup steps: Step 1: Connect your WhatsApp number. Step 2: Invite your team. Step 3: Send your first message. [Complete Setup]Hi {{name}}, did you know you can automate replies with our Bot Builder? Create your first bot in under 5 minutes — no coding required. [Try Bot Builder]Hi {{name}}, connect all your channels in one inbox — WhatsApp, Instagram, Email, and more. Your team will never miss a message again. [Connect Channels]Hi {{name}}, pro tip: Use Quick Replies to respond 3x faster. Set up canned responses for your most common questions. [Set Up Quick Replies]Hi {{name}}, companies like ELIVAAS reduced response time by 80% with Lodgestory. See how they did it. [Read Case Study]Hi {{name}}, how's your experience so far? We'd love to help if you have any questions. [Chat with Support] [Everything's great!]Hi {{name}}, your trial ends in {{days_left}} days. Upgrade to Growth for unlimited agents, AI bots, and advanced analytics. [View Plans] [Extend Trial]Register each message as a WhatsApp template in Lodgestory. Submit for Meta approval.
Go to Bots > Automations. Create a new automation triggered by 'New Contact' or 'Signup Event'.
Configure the delay between each message — Day 1, Day 2, etc. Messages are sent at the configured time.
Add conditions to skip messages if the user has already completed the action (e.g., skip setup checklist if already set up).
Track open rates, click rates, and completion rates for each message. A/B test subject lines and CTAs.
Included in every Lodgestory plan. Copy, customise and send in minutes.
What teams ask before they use this template.
Yes. Each message in the sequence must be an approved WhatsApp template since they're sent outside the 24-hour messaging window.
Yes. Use template variables ({{name}}, {{company}}, {{days_left}}) that Lodgestory fills from contact data automatically.
Lodgestory opens a 24-hour messaging window when the user replies. Agents can respond in real-time while the automated sequence continues in the background.
Yes. Users who opt out, unsubscribe, or are manually removed from the automation stop receiving messages immediately.
Lodgestory tracks delivery, read, and click rates for each message. Use the automation analytics dashboard to measure conversion through the full sequence.