Creating a Campaign

This page walks you through creating a drip campaign from start to finish.

Step-by-step process

Step 1: Open the Campaign Builder

1. Go to Automation → Drip Campaigns
2. Click the Create Campaign button

Step 2: Configure campaign settings

In the settings panel, fill in the basic details:

Field	Description	Limit
Channel	Select the messaging channel for this campaign (WhatsApp, Messenger, or Instagram)	Required
Campaign Name	A unique name for your campaign	1–255 characters
Description	Optional description of the campaign	Up to 1,000 characters
Reply Action	What happens when a contact replies	Stop, Continue, or Restart

info

The channel you select determines which templates are available and which contacts can be enrolled. Only contacts on the selected channel will receive campaign messages.

📸

Screenshot: Campaign settings panel showing name, description, and reply action

campaign-settings.png

1. In the Campaign Builder, click the Settings tab
2. Fill in name, description, and select a reply action
3. Capture the settings panel
Save to: static/img/screenshots/drip-campaigns/creating/campaign-settings.png

Reply Action options:

Option	What it does	Best for
Stop	Stops the campaign immediately when the contact replies	Sales campaigns — you want to take over manually
Continue	Keeps sending messages even if the contact replies	Educational series, course delivery
Restart	Restarts the campaign from the beginning when the contact replies	Re-engagement campaigns

Step 3: Build the message sequence

Add steps to your campaign. Each step can be a Message, Delay, Branch, Chatbot handoff, or End.

1. Click Add Step on the canvas
2. Select the step type
3. Configure the step (select a template, set timing, etc.)
4. Repeat for each step in your sequence

Step 4: Configure the trigger

Click the START node on the canvas to choose how the campaign begins:

Trigger	How it works
Manual	You manually start the campaign by clicking Run Campaign in the builder
Schedule	Campaign starts automatically at a specific date and time

For Schedule triggers, set the date and time:

• Must be at least 5 minutes in the future
• Can be up to 12 months ahead

Step 5: Select your audience

In the Audience tab, choose who will receive the campaign:

Method	Description	Channels
Individual contacts	Pick specific contacts from your list	All
Group	Select a contact group — all members will be enrolled	All
Filter-based	Use custom field filters to target contacts	All
CSV upload	Upload a CSV file with phone numbers	WhatsApp only

Contact limit: Up to 1,000 contacts per campaign.

info

Only contacts on the selected channel will appear in the contact selector. For example, a WhatsApp campaign can only enroll WhatsApp contacts.

Step 6: Save and start

• Click Save to save the campaign as a Draft
• Click Run to save and start the campaign immediately
• For scheduled campaigns, saving puts it in Scheduled status

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Quick Start Example: 3-Day Welcome Series

Let's build a welcome campaign that sends 3 messages over 3 days to new customers.

What the campaign does

Day 1 (Immediately)
  → "Welcome to [Business]! Here's what you can do..."
        ↓
Day 2 (After 1 day)
  → "Did you know? Here are our top features..."
        ↓
Day 3 (After 2 days)
  → "Ready to get started? Here's a special offer..."
        ↓
  Campaign Complete

Step-by-step

1. Create the campaign — Click Create Campaign, name it "3-Day Welcome Series"

2. Set the reply action — Choose Continue (we want all 3 messages to send regardless of replies)

3. Add Step 1 — Welcome Message

   • Type: Message
   • Template: Select your "Welcome" template
   • Timing: Send Immediately

4. Add Step 2 — Features Introduction

   • Type: Message
   • Template: Select your "Features" template
   • Timing: After 1 day at 10:00 AM

5. Add Step 3 — Special Offer

   • Type: Message
   • Template: Select your "Offer" template
   • Timing: After 2 days at 10:00 AM

6. Add End step

7. Select audience — Choose the contact group "New Customers"

8. Save and Run

Flow diagram

┌─────────────────────────┐
│  START                   │
│  Trigger: Manual         │
└────────────┬────────────┘
             │
             ▼
┌─────────────────────────┐
│  MESSAGE (Day 1)         │
│  Template: Welcome       │
│  Timing: Immediately     │
└────────────┬────────────┘
             │
             ▼
┌─────────────────────────┐
│  DELAY                   │
│  Wait 1 day              │
│  Send at 10:00 AM        │
└────────────┬────────────┘
             │
             ▼
┌─────────────────────────┐
│  MESSAGE (Day 2)         │
│  Template: Features      │
└────────────┬────────────┘
             │
             ▼
┌─────────────────────────┐
│  DELAY                   │
│  Wait 1 day              │
│  Send at 10:00 AM        │
└────────────┬────────────┘
             │
             ▼
┌─────────────────────────┐
│  MESSAGE (Day 3)         │
│  Template: Special Offer │
└────────────┬────────────┘
             │
             ▼
┌─────────────────────────┐
│  END                     │
└─────────────────────────┘

Expected results

• 3 messages sent to each contact over 3 days
• Messages arrive at consistent times (10:00 AM)
• Contacts who reply will continue receiving messages (reply action: Continue)

tip

Use the Reports page to track how many contacts read and replied to each message in the series.