Appointment Drip Campaign Setup

This guide explains how to create and manage an Appointment-based WhatsApp Drip Campaign in BotPenguin, using the Drip Campaign module.

What Is an Appointment Drip Campaign?

An Appointment Drip Campaign lets you automatically send WhatsApp messages to users before or after their scheduled appointments. It’s ideal for:

• Appointment reminders

• Follow-up messages

• Reducing no-shows

• Post-appointment feedback or instructions

---

📍 Where to Find This

Dashboard → Bots → Select Bot → WhatsApp Automation → Drip Campaign

---

🛠️ How to Create an Appointment Drip Campaign

1️⃣ Drip Campaign Name

Field: Drip Campaign Name Give your campaign a clear, descriptive name.

Example: Appointment Drip Campaign Doctor Visit Reminder Consultation Follow-up

---

2️⃣ Enrolled Contacts

Field: Enrolled Contacts Select Appointment Reminder.

🔹 This ensures:

• Only users with booked appointments are enrolled

• Campaign triggers are linked to appointment events

---

3️⃣ Schedule Type

Field: Schedule Choose Schedule Basic.

This allows you to configure time-based messages relative to appointment time.

---

⏰ Schedule Your Templates

4️⃣ Select Template

Field: Template Choose an approved WhatsApp template message.

💡 Tip:

• Use reminder-style templates

• Include variables like appointment date/time if available

---

5️⃣ Send Before / After Appointment

Field: Send before/after Appointment

Choose when the message should go:

• Before Appointment (e.g., reminders)

• After Appointment (e.g., follow-ups)

---

6️⃣ Time Offset

Field: Minutes / Hours / Days

Define how long before or after the appointment the message should be sent.

Examples:

• 30 minutes before appointment

• 1 hour before appointment

• 1 day after appointment

---

7️⃣ Add Multiple Schedules (Optional)

Click the ➕ (plus) icon to:

• Add multiple reminder messages

• Combine before + after appointment messages in one campaign

---

🚪 Campaign Exit Criteria

8️⃣ Exit Schedule

Field: Exit Schedule

Defines when a user should exit the drip campaign.

Common exit scenarios:

• Appointment completed

• Appointment cancelled

• Appointment rescheduled

✅ This prevents unnecessary messages once the campaign goal is achieved.

---

✅ Final Step: Create Campaign

Click Create Drip Campaign to activate your campaign.

Once created:

• Messages are sent automatically

• No manual follow-up required

• Campaign respects appointment status changes

---

📌 Key Things to Know

• Campaign works only for users with appointments

• WhatsApp templates must be approved

• Exit Flow ensures users don’t receive irrelevant messages

• All campaign activity is logged and trackable

---

🎯 Common Use Cases

• Appointment reminders (before visit)

• Post-appointment care instructions

• Feedback collection after appointment

• Cancellation or reschedule follow-ups

Need help?

Please feel free to reach out to us at [email protected], in case of any questions or concerns.