Skip to main content

🔁 How to setup a WhatsApp drip campaign for new leads?

Want to engage your leads with perfectly timed messages? Drip campaigns let you do just that! Let’s walk through how to create a 3-step workflow that automatically sends messages based on timing you define.

📅 Your campaign schedule:​

  • Instantly: Send a welcome message
  • After 2 days: Send a reminder
  • After 3 days: Send a thank you message

Let’s build it step by step:

🛠️ Step 1: Create a workflow campaign​

  1. Go to Admin > Lead > Campaigns.
  2. Click “Create Campaign” on the top right.
  3. Give your campaign a name.
  4. Choose Workflow Campaign – this allows you to build multi-step message flows.
  5. Click Create to launch the visual campaign builder.

💬 Step 2: Add the welcome message​

  1. Click the ➕ button to add a new step.
  2. Select “Send WhatsApp Message” from the menu.
  3. A message node appears — name it “Welcome Message”.
  4. Configure:
    • Choose the phone number attribute, WhatsApp plugin, from number, and message template.
  5. Under When, select “Immediately”.
  6. Click Save.
  7. Hit Save again (top right) to save your campaign progress.

⏳ Step 3: Add the reminder message​

  1. Click the ➕ button under the Welcome step.
  2. Select “Send WhatsApp Message” again.
  3. Rename this node to “Reminder”.
  4. Configure all message settings as before.
  5. Under When, choose “At a relative time”:
    • Enter 2 under After
    • Select “Days” under Unit
  6. This ensures the message goes out 2 days after the welcome message.
  7. Click Save, then save the campaign again from the top.

🙏 Step 4: Add the thank you message​

  1. Click the ➕ button under the Reminder step.
  2. Choose “Send WhatsApp Message”.
  3. Rename this step to “Thank You”.
  4. Configure your message as usual.
  5. Under When, select “At a relative time”:
    • Enter 3 under After
    • Choose “Days” as the unit
  6. This step will execute 3 days after the welcome message.
  7. Click Save, then save the campaign.

✅ Step 5: Activate the campaign​

Toggle the Active switch next to the Save button to activate your drip campaign.

That’s it — your campaign is live!

You can now either:

🧩 Here's what your campaign should look like:​

Drip Campaign