How do I set up campaign automations in Whippy?

Last updated: November 5, 2026

Use campaign automations to trigger follow-up actions when contacts reply, use keywords, or otherwise interact with a campaign.

Before you start

  • Decide what contact behavior should trigger the automation.

  • Prepare any tags, sequences, or follow-up actions you want the automation to use.

  • Review the campaign audience and message before enabling automation.

Steps

  1. Open the campaign you want to configure.

  2. Go to the automations area for the campaign.

  3. Add an automation or trigger based on the supported campaign interaction.

  4. Choose the action Whippy should take when the trigger matches.

  5. Review the automation logic and any required fields.

  6. Save the automation.

  7. Test the campaign workflow or review results after the campaign runs.

Tips

  • Keep automation rules specific so contacts are routed to the right follow-up.

  • Use tags and sequences to organize contacts after campaign interactions.

  • Review automation behavior before launching high-volume campaigns.

Troubleshooting

  • If an automation does not run, confirm the campaign interaction matched the trigger conditions.

  • If the wrong action runs, review the trigger rules and action configuration.

  • If required actions are unavailable, confirm the user has permissions and the related tag, sequence, or workflow exists.