# 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 %}