Engage – Incentive – Success. This simple and universal Framework helps you capture attention, motivate action, and drive users into your WhatsApp channel. It applies to every type of entry point, no matter where people discover your brand or choose to start a WhatsApp conversation.
Engage: Capture attention at the right moment with a clear entry point
Incentive: Give a relevant, simple reason to take action now
Success: Guide people smoothly to a rewarding outcome and next step
Engage: Capture Attention Instantly
Create an obvious, contextual, and easy to act on WhatsApp Entry Point!
The "Engage" portion of the E-I-S Framework is all about choosing the most effective "WhatsApp Entry Point" for each stage of your customers' journey and setting it up in a way that is clear, exciting and not too intrusive.
Every WhatsApp entry point should keep the following points in mind:
Right place: Put your entry point where intent already exists (e.g., on PDPs, in newsletters, at point of sale, on a delivery insert).
Right time: Trigger when a user is most receptive (e.g., exit‑intent, after “Add to cart,” post‑purchase, during a drop).
Right message: Say exactly what WhatsApp will do for them in that moment (updates, help, perks, access).
Common WhatsApp entry points:
Website: Pop‑ups, embeds, floating bubble, checkout embed, thank‑you page.
Existing audiences: Email sections, dedicated emails, SMS, social posts/stories/bio links.
Offline: QR codes in retail, packaging inserts, flyers, event screens/badges.
Paid media: Click‑to‑WhatsApp ads, creator/affiliate posts, link‑in‑bio tools.
Best practices for Entry Points:
Be specific: “Get order updates and care tips on WhatsApp” beats “Chat with us.”
Keep it short: 1 headline + Short explanation of value + 1 clear CTA is enough info!
Reduce friction: One tap to open WhatsApp; avoid multiple steps before value appears.
Avoid clutter: Don’t stack too many prompts at once; prioritize one primary entry point per view.
Not sure what your Entry Point Incentive should be? Check out the next Section of the article! 🙌
Want to take a look at an easy example and a walkthrough to entry point creation?
Click the Button and have a look at out video tutorial to Pop-Ups!
Incentive: Motivate Action
Offer a clear, credible value exchange that feels tailored to the context and worth the tap.
The "Incentive" portion of the E-I-S Framework is all about giving visitors a compelling reason to interact with your WhatsApp entry points at the specific point in time they are confronted with it.
Every Incentive should be created with the followinfg points in mind:
The “why now”: Practical, emotional, or exclusive benefits that justify the opt‑in at the precise time the customer will be confronted with an entry point.
Channel differentiation: Make WhatsApp feel special (not a copy‑paste of email/SMS).
Instant gratification: Deliver value immediately to lock in trust and motivate further actions down the line.
Common Incentive types to mix and match:
Monetary: Discounts, free shipping, bundle add‑ons, loyalty points.
Access: Early access to drops/restocks, VIP waitlists, limited collections.
Utility: Order/shipping updates, back‑in‑stock alerts, size/fit help, setup support.
Content: How‑to guides, care routines, recipes, lookbooks, workouts.
Excitement: Raffles, giveaways, refer‑a‑friend with shareable links.
Best practices for Incentives:
Relevance first: Match the incentive to the moment the user will encounter your entry point (shipping updates at checkout; lookbook on PDP).
Keep it simple: Spell out what they get and how to claim it in one sentence.
Add urgency: Limited time/quantity to nudge action.
Deliver instantly: Codes, links, or access should be provided in the first WhatsApp journey (More on this in the "Success Section" of the Framework!)
Want to know how to get customers to finish off their first thouhpoint with the channel with the exact action you want them to? Then take a look at the "Success Section" below! 👇
Success: Guide to the Desired Outcome
Keep it smooth, deliver fast, and make the next step obvious.
The "Success" portion of the E-I-S Framework is all about ensuring your users experience a smooth, rewarding journey after engaging with your WhatsApp entry points.
Every Success Journey should be created with the following points in mind:
Confirm clearly: Once a user joins your brand on WhatsApp immediately make it clear what the opt-in entails and what benefits they can expect.
Keep it seamless: If further information should be collected, only ask for info that drives better personalization later (No junk info)
Fulfill the promise: Deliver the incentive/content as soon as you have collected any vital data from the user.
Nudge forward: Offer ONE logical next step with a very strong CTA (Buy item, join VIP, refer a friend, etc.).
Looking for a Step by Step Guide to creating your first Welcome Flow?
Check out this dedicated Help Center article! 👇
Still looking for Inspiration for your Welcome Flow?
Check out this Help Center Article for a few highly converting examples! 👇
E-I-S in action:
Please get inspired by our short compilation simple examples of the E-I-S Framework in action, every examples consists of an one liner that describes each part of E-I-S.
Website Pop‑Up:
Engage: “Get 10% off in WhatsApp” + CTA “Open WhatsApp.”
Incentive: WhatsApp‑only 10% code (distinct from email).
Success: Key-Message 1 collects the Opt-In, Key Message 2 collects the Email and Key Message 3 delivers the Code to the user and creates urgency to buy.
Checkout Embed:
Engage: “Get shipping updates and live support on WhatsApp.”
Incentive: Real‑time tracking + a post‑delivery care guide.
Success: Key-Message 1 collects the Opt-In, Key-Message 2 confirms shipment and links to tracking, Message 3 (after delivery) shares care tips and a relevant cross‑sell.
Instagram Story:
Engage: “Early access drops on WhatsApp—join the VIP list.” Swipe/link.
Incentive: Early access (no discount needed) + occasional VIP‑only drops.
Success: Key-Message 1 collects the opt-in, Key-Message 2 confirms the VIP status and shares the next drop window; Message 3 reminds users to shop the drop in the early access window with a direct link.
Email in a newsletter:
Engage: “Join our WhatsApp for restock alerts and exclusive bundles.”
Incentive: Restock alerts + bundle perks not available via email.
Success: Key-Message 1 collects the Opt-In, Key Message 2 collects the Email and Key Message 3 let's users select the content category they are interested in, Key Message 4 delivers content to the selected category.
E-I-S Checklist:
Please refer to the next 9 questions, once you can answer all questions with "yes", "hell-yeah" or "yup!" then you are ready to go live!
Engage
Is the message contextual to the page/channel?
Is the CTA crystal clear and activating?
Is there only one main prompt on screen?
Incentive
Is the value distinct from other channels?
Can users understand and claim it instantly?
Is urgency/scarcity used thoughtfully?
Success
Do we state what happens next (consent, content, etc.)?
Do we deliver on the promise immediately?
Is there a single, obvious next step for the user?
So, in short: Place the right entry point at the right moment (Engage), give a clear reason to tap now (Incentive), then deliver fast and guide to one obvious next step (Success). Keep it specific, low‑friction, and measured. Do this consistently to turn brand touchpoints into trusted WhatsApp conversations that drive revenue.