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How to Run A/B Tests in WhatsApp Automations to Increase Sales

Discover how to use A/B tests in WhatsApp automations to increase sales and optimize automated support with real data.

By Published 5 min read
Two parallel paths with message variations under equivalent conditions.
Illustrative image generated with AI.

A WhatsApp A/B test compares two versions of a step in the support process to evaluate a hypothesis. It might involve the opening question, the organization of an answer or an invitation to continue the conversation. To draw a useful conclusion, the versions need comparable audiences and must be measured using the same criteria.

This guide uses hypothetical ecommerce examples. No percentage gain or campaign result is presented as an observed outcome.

Why use A/B tests in WhatsApp automation?

When a message gets few responses, changing everything at once makes it hard to understand what happened. A planned comparison lets you examine a specific change and record what worked, what failed and what remains uncertain.

Start with a problem identified in conversations. If customers ask how to find the size chart after receiving the link, they may have trouble understanding it. Use that observed difficulty to formulate the test hypothesis.

What to test in automations and how to organize it

Choose one main variable per test. You could compare an open-ended question with a set of topic options, or two ways of explaining the same next step. Keep the offer, audience, team availability and other conditions consistent whenever possible.

The NIST experimental design handbook organizes experiment selection around the objective and variables. The application below adapts that logic to a store's customer support.

How to run A/B tests on WhatsApp

Write the hypothesis and decision criteria

Hypothetical example: "Offering two topic options in the opening makes routing easier without increasing repeated questions."

Define what counts as correct routing, who will review the cases and what result would justify keeping the change. Include a stop condition for operational failures, such as sending someone to the wrong queue.

Set up the versions and allocate contacts

Keep each contact in the same version throughout the test to avoid sending competing approaches. When the goal is a causal comparison, randomly assign eligible contacts. NIST describes randomly assigning conditions to experimental units in its guide to completely randomized designs.

Sending A to existing customers and B to new ones mixes the effect of the message with differences between the audiences. Testing in weeks with different promotions can also make results harder to interpret. Record these conditions before interpreting the outcome.

Plan the sample, duration and end of the test

There is no universal number of contacts that proves which message is better. The required sample size depends on the desired precision, variability and test question. NIST guidance on sample size.

Define the analysis plan before starting, including the observation period for each contact. If volume is low, use the result as an indication for another round without declaring a statistical winner. For important decisions, seek support in choosing the method and assessing uncertainty.

Which metrics should you track in A/B tests?

Choose one primary measure and monitor unwanted effects. In the routing example, record correctly routed contacts as a proportion of eligible contacts in each version. Also note repeated questions, the need for human correction and opt-out requests.

If the goal is sales, define how the order will be linked to the contact and which observation window will be used. Clicks or responses alone do not demonstrate an increase in orders. Report each group's totals alongside its rates; apparent differences may come from a small number of cases.

Example of an A/B test for a store

The messages below are editorial simulations, with no proven performance:

Version Message
A "Hello! How can we help with your purchase?"
B "Hello! Would you like help choosing a product or discussing an order?"

Use the same entry event and support hours. Check whether version B correctly routes people with another need. Avoid creating a menu that improves the metric only because it stops counting people who could not find an option.

In another experiment, you could evaluate the timing of a permitted follow-up. Keep the message and audience comparable; do not combine this change with the opening test.

How to use the results after the test

Record the hypothesis, versions, period, criteria and result. Also note problems that might have contaminated the comparison, such as channel downtime or a change in the offer. If the evidence is insufficient, record that conclusion.

When adopting a version, keep the previous one so you can return to it if a problem arises. Continue observing conversations: performance may change with a different product or audience. The article on average handle time helps you choose operational measures without confusing speed with resolution.

What to check in ChatFunnel before testing

ChatFunnel offers A/B path splitting within flows. Check how contacts are distributed, whether they remain in their assigned variant and where results will be recorded. This feature should not be confused with a campaign module that automatically calculates gains in purchases.

Use the message templates as a starting point and document the test before activating the comparison.

Spotted something that needs a correction? Let the ChatFunnel team know. Our editorial standards are in Portuguese: Critérios editoriais (in Portuguese).

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