Automation
Automated Customer Journey
Email→SMS→WhatsApp flows based on customer behavior. If the email is not opened in 2 hours, escalate to SMS. If there is no reaction to the SMS in 1 hour, send WhatsApp. All in a single visual flow without code.
Email + SMS + WhatsApp Coordinated
You have 3 tools
for 3 channels — and none of them
talk to each other.
Opptima unifies Email, SMS and WhatsApp in a single platform. One message, the right audience, the channel that converts best, at the exact moment.
- 3×
- More conversion vs single channel
- 1
- Single platform, 4 channels
- +40%
- Reduction in operational costs
- < 30min
- First omnichannel campaign setup
Why do companies with multiple channels lose conversions despite investing more?
Having Email Marketing, an SMS platform and WhatsApp Business separately is not omnichannel — it is multichannel without coordination. The customer receives the same message three times in an hour, or doesn't receive it at all because nobody knows if they already saw it elsewhere. The result: audience fatigue, subscription cancellations and budget wasted on duplicate contacts.
Opptima centralizes all 4 channels (Email, SMTP, SMS and WhatsApp) in a single platform with intelligent orchestration. One unified customer profile, unified interaction history and automations that select the right channel based on behavior, preference and moment in the customer journey.
What it costs to not have real omnichannel:
- Customers receive the same message via Email, SMS and WhatsApp — and unsubscribe from all three
- You do not know if the customer opened the email before sending them the SMS reminder
- Three tools, three teams, three budgets — without a unified view of the customer
- Independent automations that do not coordinate and create broken experiences
Use Cases in Omnichannel Marketing
Every stage of the customer journey has an optimal channel. Opptima orchestrates all of them automatically.
E-commerce
Abandoned Cart Recovery
Immediate email upon abandonment + SMS after 1 hour + personalized WhatsApp at 24 hours. Each message on the right channel, with the right message, without saturating or duplicating contact.
Retention
New Customer Onboarding
7-day multichannel sequence: welcome by Email, activation by WhatsApp on day 3, upgrade offer by SMS on day 7. Adaptive flow that pauses if the customer has already converted.
Win-back
Reactivation with Preferred Channel
Detects the channel with the highest historical open rate per customer and prioritizes that channel for the reactivation campaign. If they prefer WhatsApp, it goes via WhatsApp. If they open SMS more, it goes via SMS.
Reliability
Critical Notifications with Fallover
For communications that cannot be missed: if the email is not opened within X minutes, the system automatically escalates to SMS and then to WhatsApp. No manual intervention. No per-message configuration.
Campaigns
Coordinated Seasonal Campaigns
The same Black Friday, launch or seasonal message delivered simultaneously across all 3 channels, in sync, with frequency control to avoid duplicates and unified unsubscribe management.
Omnichannel Communication within the Law
Each channel has its own legal requirements. Opptima manages them all from a single platform
Data Protection Compliance
Consent by Channel
Applicable data protection regulations require specific consent by communication channel. Opptima records the independent opt-in for Email, SMS and WhatsApp with timestamp and source for each one. Opting out of Email doesn't affect SMS or WhatsApp — those stay active until the customer opts out of them too.
Unified Opt-out
Unsubscribe Management Across All Channels
A customer can unsubscribe from a specific channel without affecting the others, or unsubscribe globally from all. Opptima synchronizes suppressions in real time between channels, preventing unwanted re-contacts and protecting brand reputation.
Maximum Frequency
Frequency Best Practices
Opptima includes configurable frequency suppression rules: maximum contacts per customer per day, week or month, by individual channel and in total across all channels. This protects against audience saturation, reduces unsubscribes and maintains healthy engagement metrics.
Plans for Omnichannel Marketing
Choose by your combined volume. All channels in one invoice, with a single control panel.
| Feature | 50K | 100K | 200K | 500K | 1M |
|---|---|---|---|---|---|
| Email + SMS + WhatsApp orchestration | |||||
| Automated flows with fallover | |||||
| Unified customer profile | |||||
| Dedicated channel | |||||
| Additional domains | 4 Dom. | 10 Dom. | Unlimited | ||
| Contacts | 100K | 300K | 500K | 1M | Unlimited |
| Assigned omnichannel specialist | |||||
| Price / mo | $59.99 USD | $118.99 USD | $238.99 USD | $942.99 USD | $1,427.99 USD |
All prices in USD. Monthly or annual billing with 20% discount. SMS and WhatsApp billed by additional volume.
Need a tailored solution?
If your sending requirements exceed our standard packages or you have specific technical needs, we design an exclusive architecture and pricing plan for your operation.
Contact Enterprise SalesCompanies already omnichannel with Opptima
Marketing and growth teams that coordinate Email, SMS and WhatsApp from a single platform
Company ACompany BCompany CCompany DCompany ECompany F
Client names protected under confidentiality agreement
What teams that unified their channels with Opptima say
“We used to use 3 different platforms. With Opptima, the customer journey is in one place and our conversion rate went up 3.2× in 90 days.”
VM
Valentina Molina
VP of Marketing, Mass Consumer E-commerce
“The automatic Email→SMS fallover saved a launch campaign. The email was landing in spam with the previous provider; with Opptima the SMS arrived and we converted just the same.”
OB
Owen Bellamy
Head of Growth, Fintech Company
“We reduced our communications stack from 4 tools to 1. The operational savings pay for Opptima's cost and there's still surplus.”
EM
Ethan Marsh
CTO, B2B SaaS Platform
- 3×
- More conversion vs single channel
- +40%
- Reduction in operational costs
- 4
- Channels on a single platform
- < 30min
- First campaign setup
Stop managing 3 tools for 3 channels.
Talk to a specialist and we will show you how Opptima unifies Email, SMS and WhatsApp in a single platform with automatic orchestration.
- Assisted migration from your current platforms
- Automated flows configured in the first session
- Unified view of all your contacts from day one
- Dedicated omnichannel specialist support
Frequently Asked Questions
Everything you need to know before unifying your marketing channels with Opptima.
Omnichannel in Opptima means that Email, SMS and WhatsApp Business share the same customer profile, the same interaction history and the same automations. They are not three platforms connected via API — it is a single platform where behavior on one channel triggers (or stops) actions on another. For example: if the customer opens the welcome email, the reminder SMS is automatically cancelled because they already received the message.
Yes. Opptima has a visual flow builder where you define the rules: if the email is not opened in X hours → send SMS; if there is no reaction to the SMS in Y minutes → send WhatsApp; if the customer prefers WhatsApp by history → prioritize that channel. You can also configure the channel by message type: critical notifications always via SMS, promotions via Email, post-sale support via WhatsApp.
Opptima includes configurable frequency suppression rules: maximum N contacts per customer per period (day, week, month), per individual channel and in total across all channels. In addition, the system knows if a customer has already received and reacted to a message on any channel and can automatically stop sending any more — preventing the same customer from receiving the same offer via Email, SMS and WhatsApp in the same hour.
Yes. Opptima's panel shows consolidated metrics by campaign and by customer: email opens, SMS delivery and clicks, WhatsApp reads — all in a single view. You can compare channel performance, see the complete customer journey for each contact and export consolidated reports for the management team.
Yes. The fallover is configured once in the automation flow and operates without manual intervention. You define the conditions (wait time, action that did not occur) and the alternative channel. When the condition is met, Opptima sends to the next channel automatically. You can see in real time how many messages escalated to each channel and why.
Email Marketing has its own volume-based plan (from $59.99 USD/month for 50,000 emails sent). SMS and WhatsApp are billed by additional volume according to current rates. In all cases, all 4 channels are managed from the same platform and billed in a single invoice. For high volumes or specific channel combinations, our sales team can put together a custom package.
Resources on Omnichannel Marketing
Guides, strategies and success stories for teams that want to coordinate Email, SMS and WhatsApp.
No articles available at this time.