Automations Overview

Waflow Automations allow you to send messages automatically based on triggers, schedules, and contact behavior. Instead of manually sending each message, you can create workflows that engage your audience at the right moment with the right content.

What are Automations?#

Automations are pre-defined workflows that send WhatsApp messages automatically when specific conditions are met. They run in the background, ensuring your contacts receive timely, relevant messages without manual intervention.

How Automations Work#

Trigger Event → Conditions Check → Action Executed
     ↓               ↓                   ↓
  Contact      Does contact meet     Send message,
  added        criteria?             wait, branch

Automation Components#

Every automation consists of three key elements:

Automations vs Campaigns#

Understanding when to use automations versus campaigns is essential for effective messaging.

Campaigns#

Best for one-time or scheduled bulk messaging:

• Product announcements
• Flash sales
• Event invitations
• Newsletters
• One-time notifications

Characteristics:

• Sent to a defined audience at once
• Scheduled for a specific date/time
• All recipients get the same message
• Campaign ends after messages are sent

Automations#

Best for ongoing, triggered messaging:

• Welcome messages
• Follow-up sequences
• Birthday wishes
• Abandoned cart reminders
• Re-engagement campaigns

Characteristics:

• Run continuously in the background
• Triggered by individual contact actions
• Messages sent at optimal times for each contact
• Personalized based on contact behavior

Common Use Cases#

Welcome Messages#

Automatically greet new contacts:

1. Trigger: Contact added to list
2. Action: Send welcome message with brand introduction
3. Follow-up: Send helpful resources after 24 hours

Contact Added → Welcome Message → Wait 24h → Resource Guide

Appointment Reminders#

Never let contacts miss important dates:

1. Trigger: Appointment date approaching
2. Conditions: Appointment not cancelled
3. Actions:
   • Send reminder 24 hours before
   • Send reminder 2 hours before
   • Send follow-up after appointment

24h Before → First Reminder → 2h Before → Final Reminder

Follow-Up Sequences#

Nurture leads automatically:

1. Trigger: Contact shows interest (form submission, inquiry)
2. Sequence:
   • Day 1: Thank you message
   • Day 3: Product benefits
   • Day 7: Customer testimonials
   • Day 14: Special offer

Re-Engagement#

Win back inactive contacts:

1. Trigger: No interaction for 30 days
2. Conditions: Was previously active
3. Action: Send "We miss you" message with incentive

Order Updates#

Keep customers informed:

1. Trigger: Order status changes (via webhook)
2. Actions: Send appropriate update message
   • Order confirmed
   • Shipped
   • Out for delivery
   • Delivered

Getting Started with Automations#

Creating Your First Automation#

1. Navigate to Automations in the sidebar
2. Click Create Automation
3. Choose a template or start from scratch
4. Configure your trigger
5. Add conditions (optional)
6. Set up your actions
7. Test the automation
8. Activate when ready

Automation Templates#

Waflow provides pre-built templates for common scenarios:

Testing Automations#

Before activating, always test your automation:

1. Add yourself as a test contact
2. Trigger the automation manually
3. Verify messages are correct
4. Check timing between messages
5. Confirm conditions work as expected

Automation States#

Understanding automation states helps you manage your workflows:

Draft#

• Automation is being built
• Not active, no messages sent
• Can be edited freely

Active#

• Automation is running
• Triggers are being monitored
• Messages sent when conditions met

Paused#

• Temporarily stopped
• Contacts mid-flow will not receive further messages
• Can be resumed to continue

Archived#

• No longer in use
• Hidden from main view
• Can be restored if needed

Best Practices#

Start Simple#

Begin with basic automations:

1. Single trigger
2. Clear conditions
3. One or two messages
4. Expand as you learn

Personalize Messages#

Use contact data for relevance:

• First name in greetings
• Relevant product recommendations
• Location-based content
• Past purchase references

Respect Timing#

Consider when messages arrive:

• Avoid late night messages
• Account for time zones
• Space messages appropriately
• Use quiet hours settings

Monitor Performance#

Regularly review automation metrics:

• Delivery rates
• Read rates
• Response rates
• Unsubscribe rates

Iterate and Improve#

Use data to optimize:

• A/B test message content
• Adjust timing based on engagement
• Refine conditions for better targeting
• Update content to stay fresh

Automation Limits#

Be aware of platform limits:

Integration with Other Features#

Automations work seamlessly with other Waflow features:

Templates#

• Use approved templates in automation messages
• Personalize with variables
• Track template performance

Contacts#

• Trigger based on contact properties
• Update contact fields via automation
• Add or remove tags automatically

Segments#

• Target specific segments in conditions
• Move contacts between segments
• Create dynamic audience targeting

Analytics#

• Track automation performance
• View message-level metrics
• Analyze conversion funnels

Next Steps#

• Drip Sequences - Create multi-step message flows
• Triggers & Events - Learn about trigger types
• Templates - Create templates for automations