Drip Campaigns

To start, you will first go to the ”More Tools” link on the top of the main menu and select Drip Campaigns from the drop down menu.

Click the “+ New Drip” button on the top right. Name your campaign and click “Create”.

Start adding messages to the campaign by clicking the “+ Message” button on the top right. Each message has a name for your reference. You can populate the message with a template if you have created any, or you can type a message. Add attachments or links as needed.

Next set the timing for your messages. The first message in the campaign will go out however many days you specify after the triggering event that starts the campaign.

You also need to set a time of day you want the message delivered. You can keep going and add an infinite number of drips to a campaign. Please note: the timing you set for each message is relative to the message sent prior.

Drip campaigns can be triggered by a contact in several ways. The main way is when someone engages one of your keyword campaigns. You can also trigger or remove a drip campaign in the “Personal Details” page of a contact.

You can also select a group of contacts and add or remove a drip campaign to them in bulk on the “Contacts” page. Please note: drip campaigns will only activate on opted-in contacts.

Check out our other how-to videos.

This page is updated as of 10/18/2022.