# Send an automatic message

> An automatic message sends a template to a contact at the right moment: when a tag is added to them (for example “VIP”) or when they reach a stage (for example “Customer”). Each contact only receives it once.

## Steps

1. Open **Sales › Campaigns**, **Automatic messages** tab, then click **New automatic message**.

2. Give it a name and choose **When**: a tag added, or a stage reached.
3. Choose the delay: straight away, 1 hour, 1 day, 3 days or 7 days after the event.
4. Choose the sending number, the approved template and its variables, tick **Active** and save.

**Good to know** A marketing template is only sent to contacts who gave permission for offers, never to someone who has opted out or a blocked contact. For a welcome message, a utility template is a better fit. A tag added by an [entry point](https://wyp.chat/en/help/points-entree) also triggers the message. Automatic messages are included in Solo, Team and Pro; on the Free plan, each message costs 2 credits and, without credits, it does not go out. Only owners and administrators manage them.

## Related articles

- [Import your contacts and their permission for offers](https://wyp.chat/en/help/importer-contacts) The Contacts screen brings together all your contacts, whether they come from a conversation or a file.
- [Prepare a template for your campaigns](https://wyp.chat/en/help/creer-modele-campagne) A WhatsApp campaign always sends an approved template. Create it in Sales › Templates, pick Marketing or Utility and send it to WhatsApp for approval.

**Learn more**

- [WhatsApp campaigns for small businesses](https://wyp.chat/en/features/whatsapp-campaigns)
- [The WhatsApp CRM for small businesses](https://wyp.chat/en/features/whatsapp-crm)

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Source: https://wyp.chat/en/help/envois-automatiques · Updated on 11 October 2026
