# WhatsApp Drip Campaign {% embed url="" %} ### To set up a WhatsApp Drip Campaign with Whautomate, follow these steps. 👇 **Step 1:** Go to the **Communication** menu

**Step 2:** Select the **Automations** menu option

**Step 3:** Click the **Add Rule** button

**Step 4:** Select the **Create rule from Scratch** option

**Step 5:** Enter the **Automation Rule Name** for reference and select the category as **Customer Experience.** Since it relates to customer experience, it will be added under that category

**Step 6:** Select the Trigger **When a Client is Created**

**Step 7:** Click the **Add Condition** button and select the option given in the picture below. Please note that the condition filters the new clients to execute this rule. For Example, a **New Lead** tag is added whenever a new client is created in Whautomate

**Step 8:** Select the **Action** and click **Send a WhatsApp template message**

**Step 9:** Click on the **Message Template** and select the template that is created for the Drip sequences or click **Create a New Template.** Please note that create a set of message templates for the drip sequence before setup

**For example,** I selected a welcome message template with a header image and entered the required parameter values. I used a client variable, so the message will be delivered with the client’s name included.

**Step 10:** Click the **Add Action** button and select the action **Add Client tag.** Adding another action to make a chain loop for the next drip sequences

**Step 11:** Click the **Add Wait Time** button, set the wait time to **1 day,** and then select the tag that will be added after 1 day. Here I have selected the **Follow up** tag

**Step 12:** Click the **Save** button to save this rule

#### Create a Second Order Rule to continue the sequence. **Step 1:** Click the **Add Rule** Button

**Step 2:** Select the **Create rule from Scratch** option

**Step 3:** Enter the **Automation Rule Name** for reference and select **Customer Experience** as the category. Since it relates to customer experience, it will be categorized and maintained under a single category

**Step 4:** Select the Trigger **When a Client is added to a Tag**

**Step 5:** Click the **Add Condition** button and select the option as given in the picture below. Here we check whether the **Follow up** tag is added after a day and whether the client is not **Unsubscribed** from the drip sequence {% hint style="info" %} **Note:** The "**Marketing Opt-Out**" is an automation template available in the automation list. If a client no longer wants to receive marketing-related messages from a business, they can reply with ‘**Stop**’ to unsubscribe. An ‘**Unsubscribed**’ tag is then added to filter that client out from drip campaigns and broadcasts by applying a related condition to it. This rule can be easily installed from the automation templates. {% endhint %}

**Step 6:** Select the **Action** and click **Send a WhatsApp template message**

**Step 7:** Click on the **Message Template.** Select the template that is created for the second-day Drip sequence and enter all the required details

**Step 8:** Click the **Add Action** button and select the action **Add Client tag.** Adding another action to make a chain loop for the next drip sequences. This loop continues until how many sequences are needed for the drip campaign

**Step 9:** Click the **Add Wait Time** button, set the wait time to **2 days,** and then select the tag that will be added after 2 days from the execution of this rule. Here I have selected the **Follow up 2** tag.

**Step 10:** Remove the previously added tag to identify the current sequence the client is in by adding another **Action** and selecting **Remove Client Tags.** Choose the previously added **Follow up** tag in the rule

**Step 11:** Click the **Save** button to save this rule and select the **Customer Experiences** icon to view the list of added drip campaign rules

{% hint style="info" %} **Note:** Please note that this sequence will determine the number of days messages will be sent to the client. Choose as many days as needed and create rules accordingly. A tag-based chain loop will specify which day the client is on. {% endhint %} --- # Agent Instructions: Querying This Documentation If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question. Perform an HTTP GET request on the current page URL with the `ask` query parameter: ``` GET https://help.whautomate.com/product-guides/automation/whatsapp-drip-campaign.md?ask= ``` The question should be specific, self-contained, and written in natural language. The response will contain a direct answer to the question and relevant excerpts and sources from the documentation. Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.