multi-channel-funnels

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.

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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

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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": "[e-mail]",
      "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", // or "subscription"
    "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)

<!-- Simple WhatsApp CTA -->
<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)

// WhatsApp Business API integration
const waApi = require('whatsapp-business-api');

const client = new waApi.Client({
  phoneNumberId: process.env.WA_PHONE_ID,
  accessToken: process.env.WA_ACCESS_TOKEN,
});

// Send template message
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

// WeChat QR code for mini program
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

<!-- Telegram bot link -->
<a href="https://t.me/yourbot?start=lead_123" target="_blank">
  Chat on Telegram
</a>

Facebook Messenger Integration

Messenger CTA

<!-- Facebook 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

// Track platform selection
function trackPlatformSelection(platform) {
  gtag('event', 'platform_selection', {
    event_category: 'conversion',
    event_label: platform,
    value: 1,
  });
}

// Track message open
function trackMessageOpen(platform) {
  gtag('event', 'message_open', {
    event_category: 'engagement',
    event_label: platform,
  });
}

// Track conversion
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

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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

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Multi-Channel Funnel Checklist

Before completing the funnel, ensure:

• WhatsApp Business Profile set up (if applicable)
• WeChat QR code generated and tested
• Telegram bot commands configured
• Facebook Messenger CTA added
• Instagram DM link working
• Pre-filled messages optimized for each platform
• Platform selection page designed
• Analytics tracking implemented
• A/B testing plan created
• Regional preferences researched
• Business hours set for each platform
• Quick replies configured
• Message templates approved
• Conversion tracking in place

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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:[phone]?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:[e-mail]?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!"

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Next Steps

After this skill:

1. Platform Selection: Use AskUserQuestion to let users choose their preferred platform
2. Form Design: Use designing-apis skill for lead capture forms
3. Implementation: Use team-implementer agent to build the funnel
4. Testing: Use test-driven-development skill for funnel testing
5. Analytics: Set up tracking and A/B testing

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Recommended Resources

Platform	Documentation	API
WhatsApp	Business API Docs	WhatsApp Business API
WeChat	Open Platform	WeChat Open Platform
Telegram	Bot API	Telegram Bot API
Facebook	Messenger Platform	Messenger Platform
Instagram	Graph API	Instagram Graph API
LINE	Messaging API	LINE Messaging API

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)