| name | multi-channel-funnels |
| description | Guide for designing lead generation funnels across multiple messaging platforms (WhatsApp, WeChat, Telegram, Facebook, Instagram, LINE, etc.) with funnel architecture, platform-specific patterns, and conversion optimization |
If you were dispatched as a subagent to execute a specific task, skip this skill.
This skill is for planning funnel architecture and platform integration. After this skill, use implementation skills (TDD, API design, domain-driven) to build the actual funnel.
Multi-Channel Lead Generation Funnels
Modern businesses need to capture leads across multiple messaging platforms. This skill covers funnel architecture, platform-specific patterns, and conversion optimization for WhatsApp, WeChat, Telegram, Facebook, Instagram, LINE, and other messaging channels.
Platform Overview
| Platform | Region | Use Case | API Access | Best For |
|---|
| WhatsApp | Global | Business communications, lead capture | ✅ WhatsApp Business API | SMBs, LATAM, Europe |
| WeChat | China, Asia | Business services, e-commerce | ✅ WeChat Open Platform | China market, Asian businesses |
| Telegram | Global | Customer support, broadcasts | ✅ Telegram Bot API | Tech-savvy users, global |
| Facebook Messenger | Global | E-commerce, support, ads | ✅ Messenger Platform | Facebook ads, e-commerce |
| Instagram DM | Global | Influencer marketing, visual brands | ✅ Instagram Graph API | Visual brands, influencers |
| LINE | Japan, SEA | Customer service, payments | ✅ LINE Messaging API | Japan, Thailand, Indonesia |
| Viber | Europe, Israel | Business notifications | ✅ Viber API | Europe, Israel |
| SMS/Email | Global | Backup channels, compliance | ✅ Twilio, SendGrid | Universal fallback |
Funnel Architecture
Standard Multi-Channel Funnel
Landing Page (Website)
↓
Lead Capture Form (Name, Email, Phone, Message)
↓
Platform Selection (User chooses their preferred channel)
↓
Channel-Specific Flow:
├─ WhatsApp → Pre-filled message (wa.me/1234567890)
├─ WeChat → QR code + scan instructions
├─ Telegram → Bot link (t.me/yourbot)
├─ Facebook → Messenger link (m.me/yourpage)
├─ Instagram → DM link (instagram.com/_u/yourpage/messages)
└─ SMS/Email → Pre-filled message
↓
Confirmation Page ("Check your preferred channel!")
↓
Channel-Specific Follow-up
Platform-Specific Funnel Paths
WhatsApp Funnel
Landing Page
↓
Form: Name, Phone, Service Needed
↓
WhatsApp Pre-filled Message
↓
wa.me/{country_code}{phone_number}?text={encoded_message}
↓
WhatsApp Chat (Business Profile visible)
WeChat Funnel
Landing Page (with Chinese language)
↓
Form: Name, WeChat ID, Service Needed
↓
QR Code + Scan Instructions
↓
WeChat Scan → Add Friend/Subscribe
↓
Welcome Message → Service Options
Telegram Funnel
Landing Page
↓
Form: Name, Telegram Username, Service Needed
↓
Telegram Bot Link
↓
t.me/{bot_username}?start={user_id}
↓
Bot Welcome Message → Service Selection
Facebook Messenger Funnel
Landing Page
↓
Form: Name, Email, Service Needed
↓
Messenger CTA Button
↓
m.me/{page_username}?ref={tracking_param}
↓
Messenger Chat → Bot or Live Agent
Instagram DM Funnel
Landing Page (Visual-focused)
↓
Form: Name, Instagram Handle, Service Needed
↓
Instagram DM Button
↓
instagram.com/_u/{username}/messages/?entry_point={source}
↓
Instagram DM → Quick Replies
Platform-Specific Best Practices
WhatsApp Best Practices
1. Business Profile Setup
{
"messaging_feature": {
"whatsapp_business_profile": {
"about": "We provide professional services with 24/7 support",
"address": "123 Main St, City, Country",
"description": "Your trusted partner for [service]",
"email": "contact@business.com",
"hours": "Mo-Fr 09:00-18:00",
"website": "https://business.com",
"categories": ["Service Provider", "Retail"]
}
}
}
2. Quick Replies
{
"quick_replies": [
{ "id": "qr_1", "title": "View Services" },
{ "id": "qr_2", "title": "Check Availability" },
{ "id": "qr_3", "title": "Get Quote" },
{ "id": "qr_4", "title": "Contact Support" }
]
}
3. Message Templates
{
"message_templates": [
{
"name": "welcome_message",
"language": "en_US",
"category": "UTILITY",
"components": [
{
"type": "BODY",
"text": "Hi {{1}}, thanks for contacting us! How can we help you today?"
}
]
},
{
"name": "quote_sent",
"language": "en_US",
"category": "MARKETING",
"components": [
{ "type": "BODY", "text": "Here's your quote for {{1}}: {{2}}" }
]
}
]
}
WeChat Best Practices
1. Official Account Setup
{
"wechat_official_account": {
"account_type": "service",
"verified": true,
"functions": [
"message_reception",
"auto_reply",
"custom_menu",
"payment",
"mini_program"
]
}
}
2. Mini Program Integration
Landing Page
↓
"Scan to Open Mini Program"
↓
WeChat Mini Program → Service Selection
↓
In-app Form → WeChat Payment
Telegram Best Practices
1. Bot Commands
{
"bot_commands": [
{ "command": "start", "description": "Start conversation" },
{ "command": "services", "description": "View our services" },
{ "command": "quote", "description": "Get a quote" },
{ "command": "contact", "description": "Contact support" }
]
}
2. Inline Keyboard
{
"inline_keyboard": [
[
{ "text": "View Services", "callback_data": "services" },
{ "text": "Get Quote", "callback_data": "quote" }
],
[
{ "text": "Contact Support", "callback_data": "support" },
{ "text": "Our Location", "callback_data": "location" }
]
]
}
Facebook Messenger Best Practices
1. Get Started Button
{
"persistent_menu": [
{
"locale": "default",
"composer_input_disabled": false,
"call_to_actions": [
{ "type": "postback", "title": "Start Chat", "payload": "GET_STARTED" },
{
"type": "web_url",
"title": "Visit Website",
"url": "https://business.com"
},
{
"type": "postback",
"title": "Contact Info",
"payload": "CONTACT_INFO"
}
]
}
]
}
2. Quick Replies
{
"quick_replies": [
{ "content_type": "text", "title": "Services", "payload": "SERVICES" },
{ "content_type": "text", "title": "Pricing", "payload": "PRICING" },
{ "content_type": "text", "title": "Contact", "payload": "CONTACT" }
]
}
Instagram DM Best Practices
1. Bio Link
Instagram Bio:
"Get your free quote! 👇"
🔗 business.com/quote
📍 [Location]
⏰ Mo-Fr 9am-6pm
2. Highlights
Instagram Highlights:
├─ 📝 Services
├─ 💰 Pricing
├─ 📸 Portfolio
├─ ⭐ Reviews
└─ 📍 Location
Multi-Channel Funnel Design Patterns
Pattern 1: Platform Selection Page
Landing Page
↓
"Where do you prefer to chat?"
↓
Platform Cards:
┌─────────────┐ ┌─────────────┐ ┌─────────────┐
│ WhatsApp │ │ Telegram │ │ Facebook │
│ 🟢 Green │ │ 🔵 Blue │ │ 🔵 Blue │
│ wa.me/... │ │ t.me/... │ │ m.me/... │
└─────────────┘ └─────────────┘ └─────────────┘
↓
Platform-Specific Flow
Pattern 2: Smart Routing
User enters form
↓
Detect platform preference (from phone number, username, etc.)
↓
Auto-route to preferred channel:
├─ Phone number? → WhatsApp
├─ Telegram username? → Telegram
├─ Facebook profile? → Messenger
└─ WeChat ID? → WeChat
↓
Pre-filled message on selected platform
Pattern 3: Hybrid Approach
Landing Page (Website)
↓
Form: Name, Email, Phone, Message
↓
"Choose your preferred contact method:"
├─ WhatsApp (wa.me/...) - Instant response
├─ Telegram (t.me/...) - Fast, secure
├─ Email (mailto:...) - Formal, documented
└─ Phone (tel:...) - Immediate conversation
↓
Confirmation with all options
Platform Integration Implementation
WhatsApp Integration
Direct Link (Simple)
<a
href="https://wa.me/1234567890?text=Hola,%20me%20interesa%20saber%20más"
target="_blank"
>
<img src="whatsapp-icon.png" alt="Chat on WhatsApp" />
</a>
Business API (Advanced)
const waApi = require('whatsapp-business-api');
const client = new waApi.Client({
phoneNumberId: process.env.WA_PHONE_ID,
accessToken: process.env.WA_ACCESS_TOKEN,
});
await client.messages.create({
to: '1234567890',
template: {
name: 'welcome_message',
language: { code: 'en_US' },
components: [
{ type: 'body', parameters: [{ type: 'text', text: 'John' }] },
],
},
});
WeChat Integration
QR Code Generation
const qrCode = require('weixin-qr-code');
qrCode(
{
path: 'pages/service/index?id=123',
width: 300,
height: 300,
color: '#000000',
backgroundColor: '#ffffff',
},
'qr-code.png'
);
Telegram Integration
Bot Link with Start Parameter
<a href="https://t.me/yourbot?start=lead_123" target="_blank">
Chat on Telegram
</a>
Facebook Messenger Integration
Messenger CTA
<iframe
src="https://www.facebook.com/plugins/message_plugin.php?href=https%3A%2F%2Fwww.facebook.com%2Fyourpage&width=300&height=400&app_id=YOUR_APP_ID&locale=en_US"
width="300"
height="400"
style="border:none;overflow:hidden"
scrolling="no"
frameborder="0"
allowTransparency="true"
allow="encrypted-media"
></iframe>
Conversion Optimization
A/B Testing Checklist
| Element | Test Variations | Metric to Track |
|---|
| CTA Text | "Chat on WhatsApp" vs "Get Quote Now" | Click-through rate |
| Platform Order | WhatsApp first vs Telegram first | Platform selection |
| Form Fields | 3 fields vs 5 fields | Conversion rate |
| Color Scheme | Green (WhatsApp) vs Blue (Telegram) | Engagement |
| Position | Hero section vs Footer | Click position |
Analytics & Tracking
UTM Parameters
# WhatsApp
https://wa.me/1234567890?utm_source=website&utm_medium=landing&utm_campaign=spring2024
# Telegram
https://t.me/yourbot?start=lead&utm_source=website&utm_medium=blog&utm_campaign=summer2024
# Facebook
https://m.me/yourpage?ref=landing_page&utm_source=facebook&utm_medium=cpc&utm_campaign=retargeting
Event Tracking
function trackPlatformSelection(platform) {
gtag('event', 'platform_selection', {
event_category: 'conversion',
event_label: platform,
value: 1,
});
}
function trackMessageOpen(platform) {
gtag('event', 'message_open', {
event_category: 'engagement',
event_label: platform,
});
}
function trackConversion(platform, value) {
gtag('event', 'conversion', {
event_category: 'conversion',
event_label: platform,
value: value,
});
}
Common Mistakes to Avoid
| Mistake | Impact | Solution |
|---|
| No WhatsApp Business Profile | Low trust, no features | Set up business profile |
| Long pre-filled messages | Users delete them | Keep messages < 200 chars |
| No platform selection | Users frustrated | Let users choose their platform |
| Missing QR codes for WeChat | Can't connect | Always provide QR code |
| No bot commands for Telegram | Confusing experience | Set up helpful commands |
| No Messenger CTA | Missed Facebook leads | Add Messenger plugin |
| Ignoring regional preferences | Low engagement | Research regional preferences |
Regional Platform Preferences
| Region | Primary Platform | Secondary | Notes |
|---|
| LATAM | WhatsApp | Telegram | WhatsApp is dominant |
| Europe | WhatsApp | Messenger | Both popular |
| USA | Messenger | WhatsApp | Facebook-owned platforms preferred |
| China | WeChat | WeCom | WeChat is essential |
| Japan | LINE | WhatsApp | LINE has integrated services |
| SEA | WhatsApp | LINE | WhatsApp growing, LINE established |
| Middle East | WhatsApp | Telegram | Both widely used |
Multi-Channel Funnel Checklist
Before completing the funnel, ensure:
Platform-Specific Examples
Example 1: Restaurant Website
Landing Page (Spanish)
↓
"¿Cómo te gustaría pedir?"
↓
Platform Cards:
├─ 🟢 WhatsApp: wa.me/50511223344?text=Hola,%20quiero%20hacer%20un%20pedido
├─ 🔵 Telegram: t.me/restaurantbot?start=order
└─ 📱 SMS: sms:+50511223344?body=Hola,%20quiero%20hacer%20un%20pedido
↓
"¡Revisa tu WhatsApp/Telegram/SMS!"
Example 2: Service Business (Consulting)
Landing Page (English)
↓
"Get your free consultation"
↓
Form: Name, Email, Phone, Service Needed
↓
"Choose your preferred contact method:"
├─ 🟢 WhatsApp: wa.me/1234567890?text=Hola,%20me%20gustaría%20una%20consultoría
├─ 🔵 Telegram: t.me/consultbot?start=lead
├─ 🔵 Messenger: m.me/consultpage?ref=landing
└─ 📧 Email: mailto:info@consulting.com?subject=Consultation%20Request
↓
Confirmation with all contact options
Example 3: E-commerce Store
Landing Page (Portuguese)
↓
"Quer saber mais? Fale conosco!"
↓
Platform Selection:
├─ WhatsApp (Brazil): wa.me/5511999999999
├─ WhatsApp (International): wa.me/14155550000
├─ Telegram: t.me/storebot
└─ WeChat: [QR Code]
↓
"Check your preferred channel!"
Next Steps
After this skill:
- Platform Selection: Use
AskUserQuestion to let users choose their preferred platform
- Form Design: Use
designing-apis skill for lead capture forms
- Implementation: Use
team-implementer agent to build the funnel
- Testing: Use
test-driven-development skill for funnel testing
- Analytics: Set up tracking and A/B testing
Recommended Resources
When NOT to Use
Do NOT use this skill when:
- Writing backend API logic (use nestjs, laravel, or domain-driven skill)
- Designing database schemas (use database-design skill)
- Writing SQL queries (use sql-best-practices skill)
- Reviewing code for quality issues (use code-review skill)
- Performing security audits (use security-auditor skill)
- Analyzing deployment configurations (use deployment skill)
- Designing multi-page website layouts (use design-system skill)
- Reviewing git workflows (use git-workflow skill)
