Click here for information on drip campaigns for Agents.
Drip Campaigns are used inform and maintain contact with your leads. You can create your own templates or use pre-loaded default templates when developing campaigns. To do this you are going to start in the Marketing Tab → Drip Campaigns
From this page you will be able to view all drip campaigns, create new ones, edit existing ones, view if they are active/draft status, the number of steps in each campaign, and how many people currently enrolled in them.
To edit an existing campaign:
A new window can be opened by clicking the title of the campaign you wish to edit. This window will display the steps currently laid out as well as the option to deactivate, copy, or edit a campaign.
When editing a drip campaign you can change the name, modify the template selected for auto emails, move the order of steps around and change the wait period between each step. Once you save, the drip will be updated for all contacts on it.
Creating a New Drip Campaign:
- When you begin creating a new drip campaign it will prompt you to enter in a name for the drip. No end user will see the name you give, it is simply so you can understand which campaign is which.
- You then can begin building the steps. You can choose from email, call, task, and masking for a step.