Repeat a message on a schedule (cadence)
You send the same message again and again to the leads a saved filter finds, such as every 7 days or every Monday. Nothing sends until you turn the cadence on.
Which plans have this: Cadences are on the Essentials and Intelligence plans.
Steps
- 01
Pick a saved filter for the leads it should go to.
Owners, admins and managers save filters. The cadence checks the filter each time it runs.
- 02
Click Bulk Send and choose the template.
A repeating send uses the template as saved.
- 03
At When, choose Every few days, Days of the week or Dates of the month.
Name it, pick the saved filter and set how many unanswered messages to stop after.
- 04
It saves switched off.
Turn it on, edit it or turn it off in Campaigns at the top of Bulk Send.
- 05
It sends from your own WhatsApp Web, inside your workspace's Send Window, which an owner or admin sets in Settings.
It skips anyone who replied before their message went.
Questions, answered
How do I send the same message every week?
You need a saved filter for the leads it should go to (owners, admins and managers save filters). Click Bulk Send, choose the template and at When choose Every few days, Days of the week or Dates of the month. Name it, pick the saved filter and set Stop after this many unanswered messages. It saves switched off; turn it on, edit it or turn it off in Campaigns at the top of Bulk Send. It sends inside your workspace's Send Window (set by an owner or admin), skips anyone who replied, and is on Essentials and Intelligence.
Who does a cadence send to?
The audience is a filter, not a fixed list. It is checked again each time the cadence runs, so someone who moves into that stage next week is included. Each contact gets at most one automated message a day.
What does "Stop after this many unanswered messages" do?
After that many messages in a row with no reply, the contact is finished for that cadence and never gets it again, even if they reply later. Switching the cadence off keeps them finished. Deleting the cadence clears it.
Can I change a cadence after I create it?
Yes. Under Campaigns you can edit the name, filter, number, how often, which days, start and end dates and stop-after. Changes apply from its next run. Messages already queued keep their day; switch the cadence off to stop those.
What if my cadence is set for the 31st?
A date a month does not have is skipped that month, so a cadence on the 31st does not send in February, April, June, September or November.
Why does my cadence say "Its filter can't run here"?
Its filter uses a condition a cadence cannot check, such as Sequence, Contacted or Called. It sends nothing and never messages everyone. Edit the filter and it runs again from its next run.