SaaS & B2B Automation
WhatsPortal runs a structured trial onboarding sequence on WhatsApp — setup prompts, feature highlights, usage tips, and upgrade nudges — guiding new users to their first value moment before the trial ends.
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01
A user signs up for a 14-day trial. They log in once, poke around, get confused, and forget about it. Your activation emails — sent to an inbox they check once a day — fail to pull them back. The trial expires. The conversion doesn't happen.
02
Trial users who don't reach their first success moment within 3–5 days are unlikely to convert. Every hour they go without guidance is an hour they're drifting toward churn. Real-time prompts on a high-engagement channel change this.
03
Your customer success team can't personally onboard every trial user. But most trial users only need a few well-timed nudges to get unstuck. Automated WhatsApp sequences provide the personal touch at scale.
The solution
Hours after signup, send a WhatsApp message — 'Welcome to [Product]! Here's the one thing to set up first to see the value in 5 minutes.' Low friction, high impact, day one.
Based on in-product behaviour (via webhook), send targeted WhatsApp prompts — 'You've set up your account but haven't tried [key feature] yet. Here's a 2-minute walkthrough.'
5 days, 2 days, and 1 day before trial expiry, send reminder messages — escalating from helpful to urgent — with a direct link to upgrade and a summary of what they'll lose access to.
Users who engage with multiple onboarding messages but haven't converted are flagged in your CRM and receive a personal outreach message — 'It looks like you've been exploring [Product]. Can I answer any questions before your trial ends?'
How it works
Trial signup triggers the onboarding sequence
When a user signs up, your product sends the event to WhatsPortal via webhook. The onboarding sequence starts automatically.
Behaviour-based messages fire on WhatsApp
In-product events — first login, feature usage, inactivity — trigger the appropriate WhatsApp message. Guidance is timely and relevant.
More trials convert to paid
Users receive the right nudge at the right moment. Activation improves. Conversion rates increase. Customer success team handles warm leads, not cold outreach.
Sync CRM & product database
Qualified leads, ticket history, and NPS feedback are synced to HubSpot, Salesforce, or your product database.
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Example conversation — automated by WhatsPortal
What our customers say
“We added WhatsApp to our trial onboarding and saw a meaningful improvement in trial-t”
Live
SaaS products using WhatsApp in trial onboarding sequences achieve significantly higher trial activation and conversion rates than email-only onboarding
< 1 min
Average setup time for standard workflows
3×
Increase in response rates compared to email alerts
₹0
Get started for free — free plan included
FAQ
Yes. Connect your product's event tracking to WhatsPortal via webhook — first login, feature A used, feature B skipped — and send behaviour-specific messages. Relevant nudges outperform generic sequences significantly.
Yes. Configure a separate onboarding and upgrade sequence for free plan users — feature highlights, usage limits, and upgrade prompts — running alongside your trial sequence.
Yes. High-intent users flagged by the automation are routed to your sales team in the shared inbox. They respond personally — with full conversation history visible — from the same WhatsApp number.
Free plan: ₹0, 100 messages/month. Standard: ₹1,199/month (5,000 messages). Premium: ₹2,499/month (unlimited). All in INR via Razorpay.
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No credit card required. Free plan available. Official Meta BSP.
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