Whippy allows you to create sequences for detailed automation, including setting up a drip campaign. Follow the steps below to set up a drip campaign sequence.
1. Go to Sequences
Access the Sequences page through the website or by using this direct link: https://app.whippy.co/sequences
2. Click the "Create Sequence" Button
Click to start creating a new sequence.
3. Enter the Basic Sequence Information
Specify the basic info and parameters for your sequence:
Title (required): Provide a name for the sequence.
Description: Add details about the sequence (optional).
Sequence Type:
Sequential: Sends messages in a set order.
Branched: Allows different actions based on user behavior.
Access Level:
Private to Me: Only visible to you.
Organization: Visible to everyone in the organization.
Channels: Visible to specific channels.
4. Click the "Next Step" Button
Proceed to configure your sequence settings
5. Choose Action When a Contact Responds
Select from 2 available options:
Continue Processing Sequence: The contact will continue to receive messages in the sequence.
Remove the Contact from the Sequence: The contact will be removed from further messages.
6. Choose Action When a Contact is Added Again
Select from 2 available options:
Re-add Contact to Sequence: Reintroduce the contact to the sequence if added again.
Exclude Contact from Sequence: Prevent the contact from being added more than once.
7. Set the Maximum Number of Times a Contact Can Be in the Sequence
Define how many times a contact can be added to the sequence.
8. Set the Maximum Number of Times a Contact Can Be Added in a Day
Specify the number of times a contact can be added within a single day.
9. Specify Additional Functions
Select additional features you want to include to your sequence and save the sequence:
Support SMS Quiet Hours: Enable if you don’t want messages sent during quiet hours.
Skip Sending on Weekends: Disable sending on weekends.
Only Send During Business Hours: Restrict sending to business hours.
Enable/Disable Link Tracking: Choose to track link clicks.
Select Your Domain for Link Tracking: Choose which domain to use for link tracking.
10. Add Your Audience
Click the Add Contacts button to start adding contacts to your sequence.
11. Specify the Audience for Your Sequence
Complete the following steps to add your audience:
Select Sequence: Choose the sequence to add contacts to.
Select From Channel: Choose the channel from which contacts are being added.
Add Contacts: You can upload contacts in bulk or manually add them.
Schedule Add to Sequence: Choose to add contacts immediately or schedule the addition for a later time.
12. Click the "Add to Sequence" Button
Confirm the audience for your sequence.
13. Add a Sequence Step
Click the Add Step button to define the steps in your drip campaign.
14. Specify the Action Parameters
Configure your message sending parameters:
Step Title: Name the sequence step.
Enter Campaign Message: Compose the message for this step.
Select Timezone: Choose the timezone for message scheduling.
Select Schedule:
Send Immediately: Message is sent as soon as the step is activated.
Send with Delay: Message is sent after a set delay.
15. Click the "Save Step" Button
Save the step to be part of your sequence.
16. Sequence Ready!
Your drip campaign sequence is now ready and will be sent according to your selected parameters. You can add more steps or automate actions to further customize your campaign.
