What are sequences in Whippy?

Sequences are automated multi-step workflows that help you send messages, react to contact behavior, and move contacts through structured outreach over time.

What sequences are used for

• Send scheduled follow-ups across channels like SMS, email, WhatsApp, Messenger, Instagram, and Voice AI.

• Route contacts through sequential or branched workflows.

• Trigger actions based on replies, keywords, link clicks, call results, or no-response windows.

• Enroll contacts from segments, uploads, tags, groups, campaigns, or other sequences.

Key parts of a sequence

• Steps: Individual messages or actions in the workflow.

• Triggers: Events that start automation logic.

• Actions: What Whippy does when a trigger fires.

• Settings: Rules for access, responses, re-enrollment, frequency caps, quiet hours, and tracking.

• Contacts: The people currently enrolled in the sequence.

Getting started

1. Go to Sequences.

2. Review existing sequences or click Create sequence.

3. Choose a sequence type, such as sequential or branched.

4. Configure the sequence settings.

5. Add steps in the Steps tab.

6. Add triggers and actions if the sequence should react to contact behavior.

7. Add contacts or attach segments for enrollment.

8. Turn the sequence on when it is ready.

Tips

• Use sequential sequences for simple drip workflows.

• Use branched sequences when contacts should follow different paths based on behavior.

• Design segments before attaching them to ongoing enrollment.

• Use clear sequence, step, and trigger names so teammates can audit the workflow.

Troubleshooting

• Contacts are not entering: Check enrollment sources and segment criteria.

• Contacts stay after replying: Review response handling in sequence settings.

• Messages send at unexpected times: Review quiet hours, weekends, business hours, and step time zones.

• Triggers do not fire: Confirm the trigger type and conditions match the real contact behavior.