Step 1: Navigate to Automations
Start by clicking on "Automations" in your OS dashboard. This is where all your automated workflows are managed.
Step 2: Open the Launch Pack
Next, locate and click on "2 | Launch Pack ⚡️" to access the pre-built automation templates.
Step 3: Select the WhatsApp Sequence
Inside the Launch Pack, find and click on "Step 05 | WhatsApp Sequence ❎" to begin setting up your WhatsApp messaging flow.
Step 4: Add a Trigger
Triggers determine when this automation starts. You need to add a trigger, which is usually:
A form submission, or
A tag being added to a contact.
This ensures that the right people enter the automation at the right time.
Step 5: Customize Your First WhatsApp Message
Once triggered, the first WhatsApp message will be sent. Be sure to customize the template inside your WhatsApp dashboard to ensure it aligns with your messaging and brand voice.
Step 6: Manage Replies and Follow-Ups
After the first message is sent, the contact will wait for a day or until they reply.
If they reply, they will be sent another message in the sequence.
If they do not reply, Meta does not allow further follow-ups. This is a platform restriction, so be sure your initial message encourages engagement.