Social Media Automation Services by Roxson Media – Step-by-Step process

Managing social media manually can be time-consuming and inconsistent. Social Media Automation helps businesses save time, respond faster, and generate more leads automatically.

At Roxson Media, we provide 2 major types of automation services:
1️⃣ WhatsApp Automation & Bulk Message Sender
2️⃣ Meta Automation (Instagram & Facebook)

This blog explains how each automation works, step by step.

🔷 1. WhatsApp Automation – Step-by-Step Process

WhatsApp is one of the most powerful communication tools for businesses. Automation helps you reply faster, manage leads, and scale conversations.

🔹 Step 1: Understanding Business Needs

We analyze:

Business type (service / product / eCommerce)
Daily message volume
Customer support needs
Sales & lead goals

Based on this, we select the right automation setup.

📌 Types of WhatsApp Automation

There is no fixed number of automation types. It depends on how automation is defined and used. However, WhatsApp automation mainly falls into two categories:

🔹 A. Official WhatsApp Business Automation (Policy-Safe)

These are official features provided by WhatsApp and fully compliant.

✅ Quick Replies

Save frequently used messages
Send replies using shortcuts

Best for:
✔ FAQs
✔ Customer support
✔ Faster replies

✅ Automated Greeting Messages

Automatically sent when someone messages for the first time

Best for:
✔ New leads
✔ First impressions

✅ Away Messages

Auto-reply when your team is offline

Best for:
✔ Non-working hours
✔ 24/7 communication

✅ Labels & Workflow Automation

Automatically tag chats (New Lead, Follow-Up, Paid, Support)
Organize customer conversations

Best for:
✔ Lead management
✔ Team collaboration

✅ WhatsApp Business API Automation

Advanced automation using WhatsApp API:

✔ Chatbots & auto-reply flows
✔ Lead capture forms
✔ CRM integration
✔ Trigger-based messages

Best for:
✔ Medium & large businesses
✔ High message volume

👉 100% official & policy-approved

🔹 B. Third-Party WhatsApp Automation Tools

These tools help scale WhatsApp marketing with advanced features.

🔸 Automated Messaging & Campaigns

Scheduled messages
Bulk broadcasts (within WhatsApp rules)
Promotional campaigns

Best for:
✔ Offers
✔ Announcements
✔ Follow-ups

🔸 Chatbots & Flow Automation

Pre-designed chatbot conversations
Auto lead qualification
Smart routing to sales/support teams

🔸 CRM & Helpdesk Integration

Connect WhatsApp with:
HubSpot
Zoho
Salesforce
Automated ticket assignment
Customer history tracking

🔸 E-Commerce & Order Automation

Abandoned cart reminders
Order confirmations
Delivery & tracking updates

Best for:
✔ Online stores
✔ Product-based businesses

🔹 Step 2: Bulk Message Sender Setup

We set up:

Verified sender systems
Approved templates
Targeted contact lists
Campaign scheduling

⚠️ Messages are sent within WhatsApp policies to avoid blocking.

🔹 Step 3: Monitoring & Optimization

Delivery tracking
Response rate analysis
Lead performance review

2. Meta Automation (Instagram & Facebook) – Step-by-Step Process

Meta automation helps manage Instagram & Facebook efficiently while staying safe and compliant.

📌 What Is Instagram & Facebook Automation?

Instagram automation means using tools to automate repetitive tasks like posting, replying, and reporting — without violating platform rules.

⚠️ Important Note:
We avoid unsafe automation such as:
❌ Auto-likes
❌ Auto-follows
❌ Fake engagement

🔹 Step 1: Account & Audience Analysis

We study:

Profile activity
Audience behavior
DM & comment volume
Business goals

🔹 Step 2: Types of Instagram & Facebook Automation

1️⃣ Content & Posting Automation

Schedule posts in advance:
✔ Feed posts
✔ Carousels
✔ Reels
✔ Stories (tool-based)

Benefits:
✔ Post at peak times
✔ Monthly content planning
✔ Consistency

2️⃣ Comment & Message Automation

Auto-reply to DMs
Welcome messages
Auto-reply to comments
Saved replies for FAQs

Best for:
✔ Lead generation
✔ Customer support
✔ Faster responses

3️⃣ Analytics & Reporting Automation

Automatically tracks:

Engagement rate
Follower growth
Reach & impressions
Best posting times

Helps in:
✔ Strategy improvement
✔ Performance tracking

4️⃣ Hashtag & Caption Automation

Generates relevant hashtags
Suggests optimized captions
Avoids repetitive hashtags

Best for:
✔ Better reach
✔ Organic growth

5️⃣ Safe Follower Engagement Automation

Limited & compliant tools for:
✔ Monitoring mentions
✔ Tracking top followers
✔ Organizing engagement lists

(No risky automation involved)

🔹 Step 3: Integration with Ads & CRM

Connect automation with Meta Ads
Sync leads to CRM or WhatsApp
Auto-follow-ups

🔹 Step 4: Performance Review & Scaling

DM response rate
Lead conversion tracking
Engagement improvement

🚀 Why Choose Roxson Media for Automation?

✔ Policy-safe automation
✔ Faster lead response
✔ Time-saving systems
✔ Affordable solutions
✔ 24/7 support

We automate your social media so you can focus on growing your business.