Click here for information on drip campaigns for Admins.
Drip Campaigns are used to market to your contact base and keep in touch with your leads. You have the option to use pre-loaded templates or create your own campaigns. To do this you are going to start in the Marketing tab → Drip Campaigns
You will then be able to see all of your drip campaigns that are in the system. You also can see if they are active or in draft status, the number of steps in each campaign, and how many people are currently enrolled in them. From this page you can edit existing campaigns or create a new one from scratch.
To edit an existing campaign:
You will click on the title of the campaign that you wish to edit. It will open up a window that displays the steps that are currently laid out. You can deactivate the drip campaign from here, copy it, or edit it.
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 understand which campaign is which.
- You then can begin building out the steps. You can choose from email, call, task, and masking for a step.