> For the complete documentation index, see [llms.txt](https://docs.extraaedge.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.extraaedge.com/whatsapp-business-api/how-to-create-whatsapp-automation.md).

# How To Create WhatsApp Automation

By defining automation rules, you can ensure timely responses, reduce manual effort, and enhance the customer experience.

*<mark style="color:green;">**Follow the steps below to create seamless WhatsApp automation within your CRM. 🚀**</mark>*<br>

**Step 1:-** Click on Drip Marketing in your CRM platform on the left-hand side of the panel.

**Step 2: -** Click on the Add Template icon present in the bottom right corner.

<figure><img src="https://lh7-rt.googleusercontent.com/docsz/AD_4nXdQytBUSK9sh4xim4X_vGFKr3U9V7dpgf_rEwO30VXWLHNPMCTVyPqb_29ghpDrLMTVsfRGHbjAVAZ-xh1IQUc4mbZkZwZiSc2B-YEPiEdbTJKCq1bkc3GdxXUOBTWhgout0xddaLMzZ23H7UU3NSZ2JNUc?key=HGgsOlAAlrtxy5fTwgueCQ" alt=""><figcaption></figcaption></figure>

**Step 3: -** Name the Rule you want to create.

&#x20; \- Select the **Start Date** and **Start Time** when you want to initiate the trigger.<br>

<figure><img src="https://lh7-rt.googleusercontent.com/docsz/AD_4nXcNDl5izKGSfyhUhf_uC9YXo7BqPP5HfDBE1WaVIZ_9rv6WpIPEY5xZc6i82g_vUz0_vq0VTVep6MGcxnKTSkJ5l3g8YTj89YkW8V4UNYau956xwUDcv3UgBVObrHL_E2OOYzTdzpzNWyKDzd9qG9T_dph0?key=HGgsOlAAlrtxy5fTwgueCQ" alt=""><figcaption></figcaption></figure>

**Step 4: -** Click on **If** to add a trigger.

\- Choose a trigger, For Example **Status.**

\- Choose the **If condition** as per the use case. \
\
**Note -** You can add multiple conditions based on your requirement.

{% hint style="info" %}
Connect with your **Customer Success Manager** in case you face any queries here.
{% endhint %}

<figure><img src="https://lh7-rt.googleusercontent.com/docsz/AD_4nXcniD5gG0Xrlz-EoyZJ4QhM2HbKI2mDpx0rPOIj1qJzdaeVXBP9BHp94Pt_aJ8HwDT6b4v5g3YuFgsX113iyYgdtoy9YPPdOY9eXLH3mdXNQA_piKtm1QeoGjWrV4Nvx0G39qpbiazoqu0zuPdbauOvYOs?key=HGgsOlAAlrtxy5fTwgueCQ" alt=""><figcaption></figcaption></figure>

**Step 5: -** Select the **operator,** e.g. **Equals.**

\- Choose the **value, e.g. Untouched.**

![](https://lh7-rt.googleusercontent.com/docsz/AD_4nXcKNtM4ZlwnG-1Q0oKymUHSc1YWO4n7Szeszq3MIpv0soHzqVkSgGIac4MlpZzduZNLSOqYXQVwPOXffv8DHyDMtvLPRt3mEJbtW5LIl6gZ6-7o6DoQd8SEqHpgtrV5Sl-hZdZOWZ4O2shISE6B9XmBsay3?key=HGgsOlAAlrtxy5fTwgueCQ)

<figure><img src="https://lh7-rt.googleusercontent.com/docsz/AD_4nXcm97ogBSLKHJawnpkNs3TMhqwo9hqkah60O7dIBgIdW7z7HoGqo97OW7iH2BWZ1Do36WJheBEpk42U9NRyv469N1WYjmIF4qGID2QZd6U5QpZFdMikhfuv_W01Y5gTbIBsOsoOSdr1oLWnGNoiwaDu9uA?key=HGgsOlAAlrtxy5fTwgueCQ" alt=""><figcaption></figcaption></figure>

**Step 6: -** Click on **Then** to select a **Communication Action.**

&#x20;             \- Choose the **action**, e.g. **immediate.**

&#x20;             \- Select **Communication** mode as **WhatsApp.**<br>

<figure><img src="https://lh7-rt.googleusercontent.com/docsz/AD_4nXdnaJfQMu1KJKBdpqUf6-6cir4AA1LOzC5kuFuWlfms6r8wo27qMQk_xYfkbMckDMX1hgX-6bq9K_3MI5a2UJEwoiLfy-Yo4pbCAebFmXOT0KWgBaSfp1jBSCI21GSmjHeMh6YtDVHAXB66Td5EJDyMD6oe?key=HGgsOlAAlrtxy5fTwgueCQ" alt=""><figcaption></figcaption></figure>

**Step 7: -** Choose the WhatsApp template for communication. You can also set **Dependent template communications** by clicking on **Add Dependent Action.**

{% hint style="info" %}
Connect with your **Customer Success Manager** in case you face any queries here.
{% endhint %}

<figure><img src="https://lh7-rt.googleusercontent.com/docsz/AD_4nXc4A7fs0bs6lqXgaqI9n4xrYg-bCr6B9SZeHiMVucgTCSxJn-b1YqRNISEUh9RpL_x88TZYUikpvfh5sVmRNuYsf2ZsFRigv9Fx4vL6tkfu8cjMhitGhgVqFyj8A0cPBJMuKteK6Ee5KU38z_f4JGXpPywp?key=HGgsOlAAlrtxy5fTwgueCQ" alt=""><figcaption></figcaption></figure>

**Step 8: -** On the right side of the preview tab, click on **Add Dependent Action.**

&#x20;             \- Select the trigger condition, For Example status Read but not respond and set another          template based out of the trigger condition.

<figure><img src="https://lh7-rt.googleusercontent.com/docsz/AD_4nXf4-z4hciIt2lbT4eNatUq9dyF3HK-hA-f04POmHVJGUdEHjLCb9lXcc1PBWLwbdpGeEYKupY94YQ5EGmTaUxD0OCCInUvaC_1jvTI3wX45CkMc4LJdWo28TS3O8eMmzWS-75iywjcqowQcKrFMr1ouZ-6A?key=HGgsOlAAlrtxy5fTwgueCQ" alt=""><figcaption></figcaption></figure>

<figure><img src="https://lh7-rt.googleusercontent.com/docsz/AD_4nXfJnWUlLpJ-BoASDv4SLAyV0Lfp3gi9FGPCYHT2nFuIjCYYJyyn21-4CpWm6EEoU-9nkvy_00bfFIMbGZo_B5aFjMJ9gM6YDBw_Bvp7qvHpVKatmP7Rz6ftSMNlkO8j3sPG3qxvQAdCbBOU0l8eNLubAw23?key=HGgsOlAAlrtxy5fTwgueCQ" alt=""><figcaption></figcaption></figure>

<figure><img src="https://lh7-rt.googleusercontent.com/docsz/AD_4nXcJzgRKAD1BvNS4W3I3uJxJ9UoLNBXVBKaG7D2QDooJ5riwz_pEh-RD0kRuOZLDWdbmY7kARz4Ki9xIcUbTgWmfjygvKcPQ2aEaepGTkjtJDFt-cEksjIG-4Fb122Y3r91huy-qKBHfxRjdiHTyctJiNHI?key=HGgsOlAAlrtxy5fTwgueCQ" alt=""><figcaption></figcaption></figure>

<figure><img src="https://lh7-rt.googleusercontent.com/docsz/AD_4nXci-iF9Rt5PNIfpbPu1yaiXycED4G94GoMWCvltxqiAUv6HUvJT6O_KtRgMYa1r7uDUWS6CBgbpKp3QPhnU9KiVuAhSyUgfWdxk9JbUPsaEwK93o534zHgb93F4zD-kakDcF1fggYp0WqmENIal4EB32mHO?key=HGgsOlAAlrtxy5fTwgueCQ" alt=""><figcaption></figcaption></figure>

* In this way, you can do WhatsApp automation through drip marketing.
