How to use Workflows (Drip Campaigns)

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Voizee Workflows – Automate Your Communication and Follow-Ups

The Workflows feature in Voizee helps you automate your business processes by scheduling SMS and email drip campaigns, setting follow-up reminders, and creating condition-based actions. This powerful automation tool ensures consistent communication, improves engagement, and saves time by reducing repetitive manual tasks.

What Workflows Do

Workflows let you create automated sequences of text messages and emails triggered by specific actions — such as a contact filling out a form, joining your mailing list, or sending a keyword to your Voizee number.

How to Use Workflows

1. Create Message Templates
   Before creating a workflow, prepare your SMS or email templates (e.g., Message Day 1, Day 2, Day 3).

   • Go to Campaigns > SMS Templates or Campaigns > Email Templates.

   • Create and save each message you’ll use in your sequence.

2. Create Your Workflow

   • Navigate to Campaigns > Workflows.

   • Click Create New Workflow.

   • Choose whether it’s an SMS or Email workflow.

   • Give your workflow a descriptive name.

   • Select a trigger condition (e.g., when a tag is added or removed).

3. Build Your Sequence

   • Each workflow includes a Start and End object.

   • Add as many Conditions and Actions as needed between them.

   • Use a Wait Node if you want to delay the next message (e.g., wait 1 or 2 days).

   • Make sure every object (box) is connected to the End node.

4. Review and Launch

   • Double-check that all nodes are properly connected.

   • Click Save in the upper right corner.

   • Start your workflow by clicking the rocket icon (Start Workflow)

Monitor Workflow Performance

• Click the Analytics icon once your workflow is active.

• Monitor how many contacts have started, are in progress, or completed the workflow.

Common Use Cases

• Keyword Triggers: Send a series of text messages when someone texts a specific keyword to your Voizee number.

• Email List Automation: Deliver a sequence of welcome or onboarding emails to new subscribers.

• E-Commerce Drips: Automatically follow up when a customer adds an item to their cart or completes a purchase.

• Form Submissions: Send a chain of automated messages when someone fills out a form on your website.

• Education & Training: Deliver study guides, lessons, or reminders on a set schedule.

Why Use Workflows?

• Automate repetitive outreach and follow-ups.

• Combine SMS and email channels in a single campaign.

• Improve customer engagement with consistent communication.

• Gain real-time insights with built-in analytics.

With Voizee Workflows, you can streamline your outreach, nurture relationships, and automate your business communication — all in one simple, intuitive tool.

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