Drip Campaigns

What are Drip Campaigns?

Drip Campaigns are automated message sequences that send pre-planned messages to your contacts over time. Instead of sending everything at once, messages "drip" out one by one — on a schedule you define — to keep your audience engaged without overwhelming them.

Think of it like drip irrigation for your customer communication — a steady, timed flow of the right messages to the right people at the right time.

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Screenshot: Drip Campaigns under Automation menu in the left sidebar

drip-campaigns-sidebar.png

1. Log in to the portal
2. Look at the left sidebar — expand the "Automation" parent menu
3. Click on "Drip Campaigns" under Automation
4. Capture the sidebar showing Automation → Drip Campaigns highlighted
Save to: static/img/screenshots/drip-campaigns/overview/drip-campaigns-sidebar.png

Chatbot Flows vs Drip Campaigns

Both are automation tools, but they serve different purposes:

Feature	Chatbot Flows	Drip Campaigns
Purpose	Real-time conversations	Scheduled message sequences
Timing	Instant responses	Messages spaced over days/weeks
Interaction	Interactive — waits for customer replies	Primarily outbound — sends on schedule
Messages	Any message type (text, media, buttons, etc.)	WhatsApp: approved templates only. Messenger/Instagram: text or structured messages
Trigger	Customer action (keyword, button, webhook)	Manual start or scheduled
Duration	Minutes (one conversation)	Days to weeks (ongoing sequence)
Best for	Support, FAQs, lead qualification	Onboarding, nurturing, education, re-engagement

When to use which?

• Use Chatbot Flows when you need real-time, interactive conversations
• Use Drip Campaigns when you want to send a planned sequence of messages over time
• You can combine both! A drip campaign step can hand off to a chatbot flow using the Chatbot node

Why use Drip Campaigns?

Use case	Example
Customer onboarding	Send a welcome series over 7 days introducing features
Lead nurturing	Educate prospects over 2 weeks with product benefits
Course delivery	Send daily lessons over 5 days
Re-engagement	Reach out to inactive customers with a 3-message sequence
Post-purchase follow-up	Thank, review request, and cross-sell over 10 days
Event countdown	Send reminders at 7 days, 3 days, and 1 day before an event

How it works

1. You create a campaign with a sequence of messages
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2. You define the timing (send Day 1 message, wait 3 days, send Day 2 message...)
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3. You select contacts (individuals, groups, or filters)
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4. You start the campaign
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5. Messages are sent automatically on schedule
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6. You monitor progress in Reports and Enrollments

Campaign lifecycle

A campaign moves through these stages:

Draft → Active → Paused (optional) → Archived
         ↑                │
         └── Resume ──────┘

Or for scheduled campaigns:
Draft → Scheduled → Active → Paused (optional) → Archived

Status	Meaning
Draft	Campaign is being built — not yet running
Scheduled	Campaign will start at a specific date and time
Active	Campaign is running — messages are being sent
Paused	Campaign is temporarily stopped
Archived	Campaign is complete or permanently stopped

How to get there

1. Log in to the portal
2. In the left sidebar, click Automation
3. Click Drip Campaigns

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Screenshot: Drip Campaigns page showing the campaign list

drip-campaigns-page.png

1. Navigate to Automation → Drip Campaigns
2. Capture the full page showing the header with action buttons and the campaign list
Save to: static/img/screenshots/drip-campaigns/overview/drip-campaigns-page.png

Key features

• Visual campaign builder — Design multi-step message sequences on a canvas
• Flexible timing — Send immediately, after a delay, at a specific time, or based on message status
• Smart branching — Send different follow-ups based on whether a message was read, replied to, or delivered
• Multiple triggers — Start campaigns manually or on a schedule
• Reply handling — Choose what happens when a contact replies: stop, continue, or restart
• Chatbot handoff — Hand contacts off to a Chatbot Flow at any point in the campaign
• Detailed reports — Track delivery rates, read rates, reply rates, and engagement scores per step
• Enrollment management — See which contacts are active, completed, stopped, or failed

Multi-channel campaigns

Drip campaigns support multiple channels. Each channel has different message types:

Channel	Message Types	Notes
WhatsApp	Approved WhatsApp templates	Must be pre-approved by Meta. Supports all template types (text, image, video, document, carousel, catalog, SPM, MPM)
Facebook Messenger	Text messages or structured messages (Button Message, Card/Generic Template)	Follow Facebook messaging policies
Instagram	Text messages or structured messages (Button Message, Card/Generic Template)	Follow Instagram messaging policies

When creating a campaign, you select the target channel first. The channel determines the available message types, audience selection options, and analytics metrics.

Who uses Drip Campaigns?

Role	What they do
Admins	Create and manage campaigns, configure triggers, review reports
Managers	Design campaign strategies, monitor engagement metrics
Agents	View enrollments, check contact progress

Before you begin

• WhatsApp campaigns use approved template messages only. Make sure you have approved templates ready before creating a campaign.
• Messenger and Instagram campaigns can send text messages or structured messages (Button Messages, Card Templates) — no pre-approval is required.