The end-of-financial-year marketing period is one of the most crucial times for businesses to boost revenue, clear stock, and build strong customer relationships. As companies wrap up their financial activities, consumers and businesses alike are on the lookout for last-minute deals, financial planning advice, and exclusive sales opportunities.
In today’s fast-paced digital world, SMS promotions and WhatsApp sales tips can be game-changers for executing year-end strategies effectively. These direct communication channels offer an unparalleled reach, engagement, and response rate, ensuring your marketing messages hit the right audience at the right time.
This guide will walk you through the best practices, proven techniques, and actionable insights to make your end-of-financial-year marketing campaigns successful using SMS and WhatsApp.
Why SMS and WhatsApp Are Perfect for End-of-Financial-Year Marketing
1. High Engagement Rates
Both SMS and WhatsApp boast open rates of over 90%, making them the ideal channels for time-sensitive promotions.
Example: A local electronics store sends an SMS notification: “Exclusive EOFY deal! Get 20% off all laptops until June 30. Visit us today or shop online: [Your Website].”
2. Direct and Personalized Communication
Unlike emails that often get lost in crowded inboxes, SMS and WhatsApp messages land directly in a recipient’s message folder, ensuring greater visibility.
Example: A personal finance consultant uses WhatsApp to send personalized reminders to clients about tax-saving investments: “Hi Alex, don’t forget to maximize your tax deductions before EOFY! Let’s book a call: [Booking Link].”
3. Instant Delivery and Real-Time Interaction
Whether it’s a flash sale announcement, a discount reminder, or an exclusive offer, SMS and WhatsApp allow you to engage your audience instantly.
Example: A fashion retailer sends a last-minute WhatsApp message: “Final hours of our EOFY sale! 50% off storewide until midnight. Shop now: [Your Website].”
4. Cost-Effective and Scalable
Compared to traditional marketing channels, SMS and WhatsApp provide a cost-effective way to reach thousands of customers without excessive advertising budgets.
Example: A fitness studio sends bulk SMS reminders to members about renewing memberships before the price increases post-EOFY: “Lock in your current membership rates! Renew before June 30 and save $50. Call us now: [Phone Number].”

SMS Promotions for End-of-Financial-Year Marketing
1. Flash Sales and Limited-Time Offers
Create urgency with short-term discounts or bundle offers exclusively available until the end of the financial year.
Example: “Hurry! 30% off all items until June 30! Use code EOFY30. Shop now: [Your Website].”
2. VIP & Loyalty Member Discounts
Reward your loyal customers with exclusive offers sent via SMS. Personalization increases customer retention and repeat purchases.
Example: “As our VIP customer, enjoy an extra 10% off your EOFY purchase. Use VIP10 at checkout!”
3. Clearance and Stock Reduction Sales
The end-of-financial-year marketing season is perfect for clearing old stock. Leverage SMS promotions to highlight discounted inventory.
Example: “Stock clearance sale! Up to 50% off selected items before June 30. Visit now: [Your Website].”
4. Appointment and Reminder Messages
If you offer services, send reminders to clients to complete necessary transactions before the year ends.
Example: “Reminder: Book your free financial consultation before June 30! Limited slots available. Call now: [Your Contact].”
5. SMS Surveys for Customer Engagement
Engage customers with a short survey and offer incentives for participation.
Example: “Tell us how we can improve! Complete this 2-minute survey & get a 15% discount on your next purchase: [Survey Link].”
6. Last-Minute Tax Deduction Alerts
Remind customers that purchasing before the financial year ends can help them with tax deductions.
Example: “Make the most of EOFY tax deductions! Invest in our premium services before June 30. Learn more: [Your Website].”
WhatsApp Sales Tips for End-of-Financial-Year Marketing
1. Automated WhatsApp Broadcasts for Special Offers
Use WhatsApp Business API to send bulk messages about sales, discounts, or exclusive deals.
Example: “Exclusive for our WhatsApp subscribers: Get 40% off on our EOFY sale! Reply YES to claim your discount!”
2. Personalized Customer Support & Engagement
Provide real-time customer support by answering queries about promotions, product availability, and order tracking.
Example: A car dealership offers real-time assistance: “Need help choosing a car before EOFY? Chat with our expert now: [Chat Link].”
3. WhatsApp Status Updates for Passive Marketing
Leverage WhatsApp Status to promote upcoming deals and special discounts.
Example: A real estate agency posts: “EOFY special: Reduced commissions on property sales! Call us today for details.”
4. Click-to-Chat Campaigns for Seamless Engagement
Use a “Click to Chat” link in your emails, social media, and website to encourage direct WhatsApp conversations.
Example: “Want to grab our exclusive EOFY deal? Click here to chat with us on WhatsApp: [Chat Link].”
5. Rich Media Promotions with Images & Videos
WhatsApp supports multimedia messages, making it an excellent tool for sharing product demos, testimonials, and sales banners.
Example: A home appliance store shares a short video showcasing top EOFY deals on washing machines and refrigerators.
6. Upselling & Cross-Selling Strategies
Use WhatsApp to promote complementary products or services during EOFY promotions.
Example: “Customers who bought [Product A] also loved [Product B]. Get 20% off when you bundle both before June 30!”
End-of-Financial-Year Marketing Strategies
1. Gamification in Promotions
Engage customers by turning EOFY sales into a game. Offer spin-the-wheel discounts or scratch card deals via WhatsApp and SMS to create excitement and increase participation.
Example: “Play & Save! Spin the wheel to win up to 50% off your next purchase. Reply ‘SPIN’ to get your exclusive link!”
2. Exclusive Early Access for Subscribers
Offer early access to EOFY deals to customers who subscribe to your SMS or WhatsApp list. This builds loyalty and ensures they engage with your messages.
Example: “EOFY Early Access: VIPs get first dibs on our biggest sale of the year! Click here to unlock: [Your Website].”
3. Personalized Bundling Offers
Encourage customers to buy more by offering bundled deals based on their past purchases. Use data from your CRM to send tailored recommendations via WhatsApp.
Example: “EOFY Special: Bundle your favorite [Product A] with [Product B] and get 30% off! Offer valid till June 30.”
4. Countdown Campaigns for Urgency
Create a sense of urgency by running a countdown campaign. Send daily SMS and WhatsApp messages as the sale nears its end.
Example: “3 days left! Your last chance to grab up to 50% off in our EOFY sale. Don’t miss out! [Your Website].”
5. Leveraging User-Generated Content
Encourage customers to share their EOFY deals or product experiences on social media, and feature the best ones in your WhatsApp broadcasts or SMS campaigns.
Example: “Show us what you grabbed in our EOFY sale! Tag us for a chance to win a $50 gift card. Winners announced on June 30!”
Creating an Effective Year-End Marketing Strategy Using SMS & WhatsApp
Step 1: Define Your Goals
- Increase sales and revenue
- Clear inventory
- Improve customer retention
- Boost engagement and brand awareness
Step 2: Segment Your Audience
- First-time buyers
- Repeat customers
- High-value customers
- Inactive subscribers
Step 3: Create a Campaign Calendar
Plan your SMS and WhatsApp campaigns for different phases:
- Early Promotions (June 1-15): Tease upcoming sales, early-bird discounts
- Mid-Month Sales Drive (June 16-25): Run major campaigns, WhatsApp broadcast messages
- Last-Minute Rush (June 26-30): “Final chance” reminders, exclusive last-minute offers
Step 4: Optimize Messaging for Better Engagement
- Use urgency triggers like “Limited Time,” “Exclusive Offer,” and “Final Hours.”
- Personalize messages using the recipient’s name and past purchase history.
- Include clear call-to-action (CTA) phrases: “Shop Now,” “Claim Your Discount,” “Reply YES to Get Offer.”
Step 5: Monitor & Optimize Campaigns
- Track key metrics like open rates, click-through rates, and conversion rates.
- A/B test different messages and timings.
- Use customer feedback to refine future campaigns.
Common Mistakes to Avoid in End-of-Financial-Year Marketing
- Sending Generic Messages: Always personalize for better engagement.
- Ignoring Timing & Frequency: Don’t overwhelm customers with too many messages.
- Lack of Clear CTA: Ensure customers know what action to take.
- Neglecting Compliance & Opt-ins: Follow SMS and WhatsApp marketing regulations.
Conclusion
The end-of-financial-year marketing period presents a prime opportunity to maximize sales, engage customers, and streamline financial activities. By integrating SMS promotions and WhatsApp sales tips into your year-end strategies, you can drive immediate results with direct, impactful, and cost-effective communication.Are you ready to boost your end-of-financial-year marketing strategy? Implement these tips today and watch your sales soar.