Follow-Up Sequences

Send automatic, timed messages over hours or days from Automation → Follow-up Sequences — nurture new leads, remind about appointments and win back quiet customers.

A sequence is a series of messages sent automatically on a schedule after a contact is added to it. Set it up once and every new lead gets the same careful follow-up.

Typical uses#

• New lead nurture: Day 0 thank-you → Day 1 case study → Day 3 offer → Day 7 "still interested?"
• Appointment reminders: 1 day before, 2 hours before
• Post-purchase: delivery tips → review request → re-order reminder

Build a sequence#

1. Open Chatbot Manager → your number → Automation → Follow-up Sequences and click Create. (You can also start one from Broadcasting → Sequence.)
2. Add steps. For each, choose the delay after the previous step and the message.
3. Choose the message type for each step:
   • inside the 24-hour window → a normal message is fine;
   • after 24 hours → it must be an approved template.
4. Set a sending time window (e.g. 9 AM – 8 PM) so nobody gets a message at midnight.
5. Save and enable.

The list shows each campaign's processed, delivered, opened and unreached counts.

Adding contacts to a sequence#

• Bulk Assign on the Follow-up Sequences page
• Subscriber Manager → Bulk Actions → Assign Sequence
• A New Sequence Campaign block, or Subscribe to Sequence on a button, in a keyword flow
• From the subscriber's profile (Sequences tab), the API or a webhook workflow