Drip campaigns

/dashboard/drips — sequences of timed steps that fire over hours / days / weeks after a contact is enrolled.

Mental model

[Enrollment trigger]      tag added | new contact | booking confirmed | ...
        │
        ▼
   Step 1 (+0h)            send template "Welcome"
        │
        ▼
   Step 2 (+24h)           send text "Quick question..."
        │
        ▼
   Step 3 (+72h)           start flow "Follow-up"
        │
        ▼
   ...

Each step has its own send schedule and action.

Enrollment triggers

• Tag added — contact got tagged X → enrol
• New contact — first inbound message → enrol
• Custom field changes to value — lead_status became qualified → enrol
• Booking event — booking_created / booking_cancelled / booking_no_show → enrol
• Manual — operator clicks “Enrol in drip” on a contact row

Step actions

• Send text / template — outbound message
• Start flow — triggers a flow run
• Apply / remove tag
• Wait — implicit between steps via the schedule

Withdrawal

A contact can be withdrawn:

• Manually — operator clicks “Withdraw”
• Automatically when:
  • Contact opts out (marked unsubscribed)
  • Booking-related drip + the booking gets cancelled (cleaning up reminder steps)
  • Contact is hard-deleted

Withdrawn = drip stops; remaining scheduled steps don’t fire.

Step skip rules

• Skip outside business hours — Step won’t fire at 3 AM; reschedules to the next open hour
• Skip if conversation is HUMAN-mode — operator is actively handling, don’t interrupt
• Skip if contact has matching tag — bail if they’ve already been handled