What it is
Scheduled multi-step message sequences — send a series of templates or session messages over days or weeks.
Tenant menu: Outbound → Drip campaigns
Meta dependency: Each step using templates requires approved templates. Respect messaging tier limits and per-user marketing limits for marketing steps.
Step-by-step (for your customers)
Create drip — name and goal (onboarding, nurture, win-back).
Add steps — each step has delay (hours/days after previous or enrollment).
Choose message type per step — template (utility/marketing) or session message (within 24h only if triggered by reply).
Select audience — segment or trigger (tag added, form submitted).
Activate drip — enrollments start on trigger or manual add.
Monitor step completion and drop-off rates.
Best practices
Step 1: utility welcome; later steps: marketing only if opted in
Space marketing steps 3–7 days apart
Exit drip when contact replies (handoff to agent)
Cap enrollment — test with 50 contacts first
Related
Broadcast campaigns
Segments
Automation builder