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Everything after the first reply is a question of who to message next, and with what. The four tools for it look similar and are not.
There is no form to fill. The first time a person messages you on any channel, a lead exists — with their name, the channel they used, and the conversation attached. Somebody who writes on Instagram and later on WhatsApp is one contact with two channels, not two leads, so the history is in one place whichever way they arrive next.
This is why the leads list fills itself, and why an empty one means nobody has written yet rather than that something needs setting up.
A tag records what somebody did — asked about pricing, downloaded the guide, attended the event. A status records where they are — new, contacted, qualified, converted. Automations can add tags as they run, and you can add them from the inbox by hand.
The reason to be disciplined about both is the broadcast composer, which selects its audience by them: everyone tagged "guide" who is not yet "converted" is a real audience, and it is only expressible if the tags were applied when the events happened.
A broadcast is a single message to a list — a launch, an offer, a reminder — and everyone selected gets it at the same moment. A sequence is a series of messages to one person on a schedule — day one, day three, day seven — and it stops the moment they reply or buy. Broadcasts announce; sequences follow up.
The channel rules apply to both. On WhatsApp a message to somebody who has not written in 24 hours has to be an approved template, and it may only go to people who agreed to be messaged — a broadcast to a list without that consent damages the number's quality rating, which cuts how many people it may reach. On Messenger a message outside the window needs a tag with a permitted purpose. On Telegram there is no window at all, so a sequence can run for weeks with nothing but plain messages.
A click-to-chat link opens a conversation with you already loaded — on WhatsApp with a pre-filled first message, on Telegram with the Start button ready, on Messenger straight into the Page. Put one in a bio, an email signature or a poster, and whoever taps it lands in your inbox having already written.
Add a reference to the link and the lead records where they came from, so a month later you can see which poster, which ad or which page produced the people who bought. The QR code is the same link for anyone who is standing in front of it rather than reading it.
Products you add can be sent in an automation — a card with a picture, a price and a button — and what the person chooses comes back as an order against their lead. The purchase never leaves the chat: no website to visit, no cart to abandon, and the whole exchange stays in the conversation they already had with you.
Orders from every channel arrive in one list, which is where the day's fulfilment happens. A lead with an order attached is the end of the path this guide describes, and the beginning of the one about keeping a customer.
Automatically, the first time somebody messages you on any channel. There is no form. A person who writes on two channels is one contact with two channels, so the history stays in one place.
A broadcast sends one message to a list of people at the same moment. A sequence sends a series of messages to one person over days and stops when they reply or buy. Broadcasts announce; sequences follow up.
Only with an approved template, and only to people who agreed to be messaged. Sending to a list without that consent lowers your number's quality rating, which cuts how many people you can reach.
It opens a conversation with you already loaded — a pre-filled message on WhatsApp, the Start button on Telegram — so whoever taps it arrives in your inbox having already written. A reference on the link records where they came from.