Automations

Build your first journey

A worked example from trigger to final message.

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Here's a common journey: welcome new WhatsApp contacts, then follow up if they don't reply.

The plan

  1. Someone opts in to WhatsApp → send a welcome template.
  2. Wait 2 days.
  3. If they haven't replied → send a gentle follow-up.
  4. If they replied → do nothing (a person will take over in the inbox).

Build it

  1. New automation. Automations → New Automation.
  2. Trigger: WhatsApp opt-in.
  3. Step — Send WhatsApp message: choose your approved welcome template and map any variables (e.g. first name with a fallback).
  4. Step — Wait: 2 days.
  5. Step — Check contact (if/else): WhatsApp replied within 48 hours.
    • No path → Send WhatsApp message: a follow_up template.
    • Yes path: leave empty — the journey just ends.
  6. Activate.

Automation canvas showing the welcome journey
Automation canvas showing the welcome journey

Test it

Opt a test contact in (message your number from a test phone, or use the bulk opt-in on one contact) and watch the enrollment progress on the automation's page.

The builder includes starter recipes — including WhatsApp welcome and Cross-channel nudge — that you can drop in and adjust.