Capture leads via an on-site widget and nurture them automatically through consent-based WhatsApp messaging.
Most website visitors leave without a trace. This use case changes that by surfacing a lead magnet widget at the right moment, targeting only qualified visitors who already have an email address but have not yet shared their phone number. When they opt in to receive a free resource, they also consent to WhatsApp communication. From that point, a seven-day automated drip sequence takes over, delivering value-driven content at carefully spaced intervals. Each message is sent only if WhatsApp consent remains active, so every touchpoint stays both relevant and compliant. The result is a high-quality lead list built on genuine interest, ready for deeper sales engagement.
A known contact, someone already in the database with an email address but no phone number, lands on the website. After ten seconds, the system confirms they have not seen the widget recently and surfaces a lead magnet widget offering a free resource. The contact enters their WhatsApp number, checks the consent box, and submits. They instantly receive the resource via WhatsApp. From that moment, the drip sequence begins. On Day 2, they get a quick tip. On Day 4, an invitation to explore a relevant piece of content or product. On Day 7, a soft call to action, a demo, a consultation, or a trial. Each message only goes out if consent is still active. The contact moves from anonymous visitor to engaged prospect, step by step, without any manual effort.
Contact visit and eligibility check: Ten seconds after the contact lands on the website, the system verifies whether they have an email address but no phone number, and whether they are not already part of the Capping pop-up segment. This prevents overexposure and ensures the widget only appears to qualified, eligible visitors.
Lead magnet widget display: If all conditions are met, a widget appears offering a free resource such as a guide, checklist, or template. The widget impression triggers a dedicated event and adds the contact to the Capping pop-up segment to prevent the same offer from being shown again within the defined time window.
Form expansion and WhatsApp consent collection: When the contact clicks the CTA, the widget expands to display a form with a required WhatsApp number field and a mandatory checkbox to agree to receive WhatsApp messages. Upon submission, the Consent WhatsApp attribute is set to TRUE.
Lead magnet delivery via WhatsApp: Immediately after form submission, the system sends the first WhatsApp message containing the lead magnet link and creates a WhatsApp subscription event with the appropriate scenario value to track the source of opt-in.
Automated WhatsApp drip nurturing: On Day 2, Day 4, and Day 7, the automation checks whether Consent WhatsApp is still TRUE before each send. If active, it delivers the next message in the sequence: a quick tip, an invitation to explore content or a product, and finally a soft CTA such as a demo request or free consultation.
Tracking and orchestration control: All interactions are tracked through events and UTM parameters for consistent analytics. Frequency and orchestration rules ensure the contact does not receive overlapping lead magnet or ebook campaigns simultaneously, keeping the experience coherent and the data clean.
How to set it up
Implementing use case automation involves several key steps and tools. Here's a comprehensive ressources to get you started:
Marketing on a new level with a beautiful visual, drag & drop creator.
Collect information from your visitors and navigate them on the website.
Launch personalized, automated WhatsApp campaigns.
A contact attribute is a data field stored on the contact's profile, used for segmentation, personalization, reporting, and automation.
An event tracks a specific action performed by a contact.
Segments are dynamic groups that update in real time based on contact behavior and attributes.
Tailor the WhatsApp message content to your business and your audience's needs.
Ensure all WhatsApp messages comply with Meta opt-in rules and approved template guidelines.
Review orchestration rules to avoid overlapping lead magnet or ebook campaigns for the same contact.
Verify UTM tagging for analytics consistency: utm_source=widget_magnet&utm_medium=whatsapp for WhatsApp sends, utm_source=widget_magnet&utm_medium=email for email sends.
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