Drip Flows

this document provides a comprehensive guide to one of the seven sources used within the flow builder, detailing their functionality, configuration options, and potential applications each source is paired with practical use cases, best practices, and frequently asked questions to enhance your understanding and enable efficient implementation the sources form the backbone of automated workflows, allowing for dynamic triggers and streamlined processes in communication and enquiry management description triggered based on a specific user action or condition, the drip flow allows you to configure a scheduled series of automated messages it's used for following up with leadsleads, running marketing campaigns, or sending recurring informational content trigger conditions shortcut the drip flow can be triggered manually when needed from within the platform recurring the flow can be set to trigger repeatedly at specific intervals, daily, monthly or at a defiend period of time recurring configuration options when selecting the recurring trigger, you’ll be able to define the exact schedule for when the flow should execute the following options are available select period choose how often the flow should run, options include daily, weekly, monthly or yearly every \[x] day(s) set the frequency by specifying the number of days between each execution every weekday alternatively, enable the flow to run only on weekdays (monday to friday) start time define the exact time (hh\ mm) at which the flow should be triggered on the selected days scheduled time preview a summary preview is shown below to confirm your selected schedule, e g , “daily at 12 00 am” actions 1\ create campaign the create campaign action allows you to send a predefined whatsapp message to a targeted group of users configuration options campaign name provide a recognizable name for the campaign this will help you track and manage campaigns from the campaigns dashboard channel select the whatsapp channel from which the message will be sent message template choose an approved whatsapp message template from the dropdown list the preview panel on the right will display how the message will appear to users segment select a predefined contact segment to target this determines which users will receive the message you can use filters such as tags, lead status, or custom fields to create segments 2\ wait action pause the workflow for a defined duration once the waiting period ends, the workflow continues with the next action, whether that’s sending a message, starting a campaign, or triggering another process 3\ end flow stops the current flow from proceeding beyond a specific point use this when no further steps are required after a condition or action practical use cases re engagement campaigns reach out to inactive contacts with a planned series of offers, reminders, or value based content to bring them back into the conversation subscription based updates send recurring messages (e g , weekly insights, monthly reports, health tips) for users who opt in to regular updates upsell after a purchase or interaction, gradually introduce relevant upgrades or complementary services in a time based sequence best practices limit your drip flow to 3–5 well timed messages to keep users engaged use dynamic fields like name or preferences to tailor messages and build stronger connections space out each step thoughtfully to maintain interest and avoid coming off as spammy faqs can i stop a drip flow if the user replies or takes action? yes you can set conditions to remove users from the flow if they reply, convert, or meet specific criteria can i edit the timing or dates of a recurring trigger after it's set? no once the schedule is set for a recurring drip flow, it cannot be edited you will need to delete the flow and recreate it with the new timing if changes are needed