Set it up once, it follows up for you
Every sequence is built the same way, on one screen.
Choose what starts it
A change in your CRM, like a lead stage going from New lead to Interested.
Add messages by day
Day 0, then days later. Pick an approved template and the time it sends.
Add the rules
Only send a message to the right people, and stop the sequence when it is done.
Test, then turn it on
Try it on one contact first, then turn it on for everyone.
Starts the moment your CRM changes
Connect your CRM and pick the change that matters. When it happens to a contact, they enter the sequence, and the days count from that moment.
- Start on a field change, like a lead stage going from one value to another
- Narrow it down with conditions, like only if the city is Pune
- Day 0 is the day the change happened, so timing always fits the customer
Starts when
Only if
If the stop rule matches when this message is due, the contact leaves the sequence: this message and every one after it are not sent.
The right message, only to the right people
Each message has its own rules, so nobody gets an offer they shouldn't, and nobody keeps getting follow-ups after they have bought.
- Only send if: skip a message for people it doesn't fit, like sending an offer only to VIP customers
- Stop the sequence if: checked when each message is due, so a customer who buys stops getting follow-ups
- Rules use your contact fields and tags, like stage, age, city or VIP
Three ways businesses use sequences
Examples of what you can build. Change the days, messages and rules to fit your business.
Turn interested leads into customers
Most leads don't buy on the first message. A sequence keeps the conversation going for a week, and stops the moment they become a customer.
- Starts when a lead moves from New lead to Interested
- Sends the catalogue, answers common questions, then makes an offer
- The offer goes only to VIP leads
- Stops as soon as the lead stage becomes Customer
Look after patients after a visit
Clinics and hospitals check in after a consultation, remind patients about their follow-up, and bring them back for a check-up, without the front desk making calls.
- Starts when a patient moves to Consultation done
- Asks how they are feeling the next day
- Reminds them to book their follow-up visit
- Stops once the follow-up is booked
Win back customers who went quiet
When a customer hasn't ordered in a while and your CRM marks them inactive, a sequence reminds them you are there, with an offer for your best customers.
- Starts when a customer moves from Active to Inactive
- Sends a friendly hello, then what's new
- A comeback offer only for VIP customers
- Stops when they are active again
Change a live sequence without breaking it
Edits to a live sequence are saved first and only go live when you turn them on.
- Test with a contact before anyone else gets it
- See which version is live, and when your changes are not turned on yet
- See which WhatsApp number each sequence sends from
Changes not turned on
Sample numbers. See them for today, 7 days, 30 days or 3 months.
Sequence questions
Still unsure? Book a demo and ask us anything.
A campaign sends one message to many people at once. A sequence sends a series of messages to each person over days, starting when something changes for them in your CRM.
A change in your CRM, for example a lead stage going from New lead to Interested. You can add conditions so only the right contacts start it.
Add a stop rule, like lead stage is Customer. It is checked when each message is due. If it matches, that message and every one after it are not sent.
Approved WhatsApp templates, with the customer's details, like their first name, filled in. You choose the day and the time each one sends.
Yes. Your edits are saved and only go live when you turn them on. Test them on one contact first.
You see how many people are in each sequence now, and how many messages were sent, read and replied to, for today, 7 days, 30 days or 3 months.