How To Automate Follow Ups Based Off Replies Or No Replies

Automate follow-ups based on replies using SMS or WhatsApp workflows efficiently.

Step 1. Start a Workflow

Go to the automation section of the platform and start a new workflow from scratch.

Step 2. Send the Initial Message

  • Choose to send an SMS (or WhatsApp if using the bolt-on).
  • Write the message and personalize it using custom values like the recipient's first name.
  • Step 3. Set a Wait Condition for Reply

  • Add a wait step, selecting "Contact Reply."
  • Choose SMS (or WhatsApp) to wait for a response.
  • Step 4. Set a Timeout for No Reply

  • Add a timeout (e.g., 1 day) to follow up if there’s no reply within the set time.
  • The system will wait until the recipient replies or the timeout is reached.
  • Step 5. End Workflow on Reply

    If a reply is received, end the workflow to stop further automated messages.

    Step 6. Continue Workflow for No Reply

  • If no reply is received after the timeout, add a follow-up message.
  • Set conditions for "No Reply" (Contact Replied = False) to trigger further follow-up actions.
  • Step 7. Add Additional Wait Steps

  • You can add more wait steps for further replies or no replies.
  • Each wait step will follow the message directly above it.
  • Step 8. End Workflow for Follow-up Completion

  • When the recipient eventually replies, remove them from the workflow.
  • The follow-up sequence will stop automatically once a reply is received.