The Contact Query is a CRM feature that optimises customer interactions by routing conversations through conditional logic based on specific contact attributes, whether on Two-way SMS, WhatsApp, or USSD.
What is a drip campaign?
A drip campaign is a type of communication strategy where pre-written, automated messages are sent to customers or leads over a specific period, typically based on their actions, preferences, or stages in the customer journey. These messages are delivered in a “drip” fashion, meaning gradually over time, to nurture leads, engage customers, or encourage specific actions.
How do I use Contact Query to set up a Drip Campaign?
This article covers how to create a multi-level chatbot utilising the Contact Query action multiple times. You will find the Contact Query option under the CRM ACTIONS.
In the example below, we demonstrate running a training programme with five lessons, using the conversation status attribute to determine the messages sent to participants.
Start by dragging and dropping the Contact Query action into your workflow.
In the No Menu, select the Contact Query option.
In the Yes Menu, select the final message for the training, such as a "Thank you for participating" message.
Add the 'Completed' conversation status for recipients who finish all the lessons. This ensures that even if messages are still being sent, those who have completed the training will no longer receive additional lessons.
The logic begins with the final message because the system checks the conversation statuses in reverse order, from the last status to the first. For example:
If a user has completed Lesson 2, they will automatically receive Lesson 3 next.
If a user has not started the lessons (indicated by the absence of the
Lesson_1_completedstatus), they will begin with Lesson 1.
This approach ensures participants progress through the training at their own pace while receiving the appropriate lessons.
Next,
Add Question 5 to the Yes Menu.
Add the Assign a Conversation Status action after the question action, with the status set to lesson_5_completed.
Add the Contact Query action to the No Menu for further actions and set the attribute in the right-hand menu as the conversation status contains lesson_4_completed.
Next,
Add Question 4 to the Yes Menu.
Add the Assign a Conversation Status action after the question, with the status set to lesson_4_completed.
Add the Contact Query action to the No Menu for further actions and set the attribute in the right-hand menu as the conversation status contains lesson_3_completed.
Next,
Add Question 3 to the Yes Menu.
Add the Assign a Conversation Status action after the question, with the status set to lesson_3_completed.
Add the Contact Query action to the No Menu for further actions and set the attribute in the right-hand menu as the conversation status contains lesson_2_completed.
Next,
Add Question 2 to the Yes Menu.
Add the Assign a Conversation Status action after the question, with the status set to lesson_2_completed.
In the No Menu add Question 1 and assign the Conversation Status action after the question, with the status set as lesson_1_completed.
This is the last step in the customer journey flow.
Click on the SAVE button the flow at the top of the page.
To send out the drip campaign, click on Campaigns on the Main menu on the left-hand side
Once on the Campaigns page, Click on the CREATE CAMPAIGN button on the right-hand side of the page, then click on the Channel Type.
Select SMS, then select the campaign type—SURVEY.
Next, provide a campaign name and description, then click the SCHEDULE FOR LATER button.
Select your Shortcode or Keyword,
Select the already created Drip Campaign Chatbot/Flow
Set the Question timeout in minutes. This is how long a question will be available to respond to before the survey times out for a recipient at that point.
For this survey campaign, we are choosing to not allow recipients to participate in the survey multiple times. Click on the NEXT button, to continue the set-up.
Confirm that the flow is correct then NEXT button.
Select your contacts, this can be either from a CSV file, or a contact group in your saved contacts on the platform.
Next, select the Schedule time, the outer circle is the AM circle, while the inner circle is the PM in the 24-hours clock.
Select the Repeat Cycle, which for a drip campaign would either be Days of the Week or Days of the Month.
In this campaign the lessons are going out daily, so we select the Days of the week and pick Monday to Friday.
Since users have the flexibility to complete the lessons at their own pace and new contacts can continue to join and participate, we’ll set the Last Day as February 28. Choose the time frame that best suits your business requirements.
Click on Next to preview your campaign settings before scheduling it.
Once Scheduled, your drip campaign will have the waiting status until the last date set on the campaign settings.
Feel free to reach us at support@mteja.io with queries regarding how you can set up your drip campaign.