Follow-up sequences

Building a sequence

1. Go to Marketing › WhatsApp › Follow-up sequences and click New sequence; give it a Title, pick the Sending number and add a Description if you like. With no sequences yet, Start with a 3-message follow-up opens the editor with a message, a one-day wait, a message, a three-day wait and a message already in place (Blank sequence starts empty).
2. Click Add message for each message and pick its Template (approved, or still waiting for Meta), or click Write a new message to type it on the spot and send it to Meta as a template from here: a sample under Start from, tag chips for the first name, project, assigned person and company, a live preview, and Send to Meta for approval. The first option in the template list, Typed text, sends plain text instead, which only reaches people who wrote in the last 24 hours. Click Add wait between messages and set the wait in hours (from 0.25; 24 by default).
3. Click Add form to ask questions inside the chat: build and publish a Flow in WhatsApp Manager › Flows (budget, BHK, preferred location, visit day), then pick it under Form, with the Button label, Header and Footer. The answers land on the client’s record as form answers, with a remark on the timeline; a budget answer also fills the budget field. A form, like typed text, only goes through inside a 24-hour conversation, so it works right after an ad click or a reply.
4. Keep Stop the sequence when the person replies on unless the messages are pure reminders, leave Status as Active, and click Create sequence (Save sequence on an existing one). A sequence with a message still waiting for Meta is saved as Waiting for Meta and switches on by itself once Meta approves; nothing is sent until then.
5. The list shows each sequence as one line: the steps as “3 messages over 5 days”, how many people are in it now, enrolled and completed, whether it is active, and “Started by rule #2” when a lead automation rule feeds it. Click the line to open it; the ⋮ menu holds Open and Delete.

Who gets added

• A lead automation rule: in the rule editor’s Then section, change No WhatsApp sequence to Start sequence: <name>. Every lead that rule assigns is enrolled, and the sequence list shows “Started by rule #n”.
• A reply rule: pick the sequence under Then start a follow-up sequence in the rule editor, as the follow-up after an automatic reply.
• By hand: under People in this sequence, type enquiry codes into Add clients by enquiry code (ENQ-…, separated by spaces or commas) and click Add to sequence. The result says how many were added, not found, or already in it or without a number.
• A phone that has opted out (replied STOP) is never enrolled; the timeline says why. A STOP during a sequence exits every active enrolment for that phone at once, even in sequences set not to stop on reply.

Following along

The sequence page lists each person with their Step, when the Next message is due, their Status (Active, Done, Exited, Failed) and who Added them, with a Remove button that stops their remaining messages. Exit reasons include “Replied on WhatsApp”, “Removed by the team”, “Opted out of WhatsApp messages” and “The client has no WhatsApp number”. Sent message history shows every message with WhatsApp’s delivery status (sent, delivered, read, failed with the reason); every message is also written on the client’s timeline.