Basics of Drip Campaign

Discover the fundamentals of creating a Sequence or WhatsApp Drip Campaign in BizMagnets.

To begin creating a Sequence or WhatsApp Drip Campaign, it's essential to understand the basics such as Triggers, Conditions, and more. Let's delve into these terms in more detail.

Trigger

You have three options for Triggers: On Create, On Update, and Both (On Create & On Update).

• On Create: Use this trigger if you want the sequence to start when a contact is created.

• On Update: Use this trigger if you want the sequence to start when a contact is updated.

• Both (On Create & On Update): Use this trigger if you want the sequence to start when a contact is either created or updated.

Conditions

There are two types of conditions for sequences: Start Conditions and Stop Conditions.

Start Conditions

Start Conditions define the criteria that a contact must meet to initiate a sequence. You can specify these criteria by selecting relevant contact fields.

Adding a Variable to Start Conditions:

• Purpose: You can define a variable (such as a field or attribute) that must meet a certain condition for the sequence to start.

• Example: Let's say you have a Customer Status field, and you want the sequence to start when the status is "New". By adding this variable, you would configure the start condition as: "Start when the Customer Status equals 'New'."

• Steps to Add a Variable:

  1. In the "Variables" section, enter the field or variable you want to use (e.g., Customer Status).

  2. Then, in the "Filters" section, specify the condition you want to check (e.g., equals, greater than, contains, etc.).

  3. In the Values section, define the value that should trigger the sequence (e.g., New).

This variable can be dynamic, meaning it could change based on user input or other system updates, and the sequence will be triggered accordingly when the defined condition is met.

Stop Conditions

These define the conditions under which the sequence will end or stop running.

Adding a Variable to Stop Conditions:

• Purpose: Similarly, variables in stop conditions let you define when the sequence should stop running based on certain field values.

• Example: Suppose you want the sequence to stop once the Customer Status field is updated to "Completed". By adding this variable, you would configure the stop condition as: "Stop when the Customer Status equals 'Completed'."

• Steps to Add a Variable:

  1. In the "Variables" section, select the field or variable that will control when to stop (e.g., Customer Status).

  2. Then, in the "Filters" section, choose the condition that should stop the sequence (e.g., equals).

  3. In the "Values" section, enter the specific value that will stop the sequence (e.g., Completed).

By adding these variables to both start and stop conditions, you are automating the workflow to dynamically trigger or halt based on real-time data updates and user actions. This provides greater flexibility and control over the flow of the sequence.

Delivery Preference

You can choose the preferred time range and specific days for message deliveries within the sequence, and these settings will be applied to all messages sent in this sequence.

Message Sequence

A Message Sequence in the context of the BizMagnets platform is a series of automated messages sent in a predefined order over time, based on triggers and conditions.

Key Elements of the Message Sequence:

1. Message Sequence Steps: The sequence is divided into steps, with each step sending a message after a specific time delay (e.g., "After 1 minute").

   For example, Step 1 sends a message 1 minute after a defined trigger, and Step 2 follows after another minute.

2. Time and Day Selection: For each step, you can select when the message should be sent, including specific days of the week. This allows you to control the exact timing of the sequence, ensuring messages are sent at optimal times based on your audience.

3. Send After: This field allows you to set the time delay before sending a message in a particular step (e.g., "1 minute", "2 hours"). You can set delays for each message in the sequence to control the pace of interaction.

4. Send Message: You select the message template to be sent in each step of the sequence. These templates can be predefined messages that have been set up in the system, such as a welcome message, reminders, or follow-ups.

5. Custom Delivery Preference:

   • Any Time: The message will be sent at any time, without specific restrictions.

   • Custom Time: You can define a custom time window for the message delivery, offering more control over when messages are sent (e.g., only during business hours or on selected days).

6. Actions: Each step in the sequence allows actions like duplicate, edit, or delete for customization and management.

Message Sequence Flow:

You can add multiple steps in the sequence, where each step waits a certain time before triggering the next message. This allows for creating personalized drip campaigns or follow-up sequences with controlled timings.

This feature is helpful for automating communication with customers or leads, ensuring that they receive timely and consistent messages without manual intervention. It also helps in maintaining engagement, sending reminders, or following up based on the customer’s previous interactions or statuses.