If you have an enormous contact list or are trying to grow your business then the Drip Campaign feature will prove to be incredibly useful to you. Drip campaigns allow you to automate many different types of activities and also, multiple campaigns can run at one time as well. There are default pre-designed campaigns and templates already included with your system that are always ready to use, but it is also very easy to add new drip campaigns based on your current marketing situation.
Typical drip campaigns include:
- High touch 9-day new buyer lead activities
- High touch 30-day new listing lead
- 90-day buyer follow-up activities
- 10 year keep-in touch after closing for clients
Drip campaigns can include:
- Tasks for follow-up
- Schedule Calls
- Schedule Meetings
- Automatic Emails
- Automatic SMS text messaging *coming soon*
Using drip campaigns can be one of the most productive ways for agents and teams to stay on top of prospects and to efficiently market to them. Automated emails are one of the best methods to keep in touch as they go out to your prospects, buyers, past clients, etc. without you having to remember to send them.
If you plan on creating a drip campaign that includes automatic emails, the first step is going to be to take a look at the email templates in the CRM. There are pre-designed, default templates which you can use as they are or as a base when creating templates of your own. Check out how to do that here.
Once you have all email templates created, you can begin building out a new campaign. To access drip campaigns, go to the Marketing tab and select Drip Campaigns.
On the drip campaign list page you can find the blue Create New button in the top right hand corner where you can create a campaign from scratch. The drip campaign list page shows you all of the current campaigns that are in the system. It will also tell you the status of them (active or draft), who created the campaign, the number of steps, how many people are currently on it, and the date it was created.
First step is typically naming the campaign. This is for you to differentiate campaigns and recipients will never see the name you choose to give your campaign. Until you activate the campaign it will remain in the draft stage.
You can set specific steps for your drip campaign as you plan the rest of your activities. The duration until the next step can either be immediately or scheduled hours/days later. The pink box will always tell you the campaign's duration as you keep adding steps and the number in the blue circle will tell you the total number of steps in the campaign.
The type box is for you to choose the activity type that you will perform. (email, call, task, or a meeting)
If you make the step an auto email, you will find a drop down menu of templates to choose from. This is why it is important to have the templates ready to go before creating your campaign!
As you create steps you will see the pink box as well as the blue circle adjust with your timeline. You can create as many steps as you like, delete them, and even drag and drop each step to rearrange them.
Once you save the drip campaign and review it, it can be activated for use.
To add contacts to a drip campaign, go to the Contact list page. The empty check box next to each contact's name enables you to select multiple contacts at once. There is the ability to multi select contacts with the check box to the left of their name. Once they are all selected you can click on the drip icon and a list of activated drips will appear for you to choose from.
The Keep in Touch tab found in the contact details will show you which campaign a contact is on. You can also remove them from any campaign from this page as well.