Drips are automated follow-up messages that are triggered when your client is in a certain stage of the pipeline. They’re designed to keep the conversation going with your leads or clients. For example, a drip can go out a few days after sending a proposal to remind them to review it, or it can be used to capture a new lead’s attention and start building that relationship.
Templates, on the other hand, are one-time messages you send manually or that are tied to a specific action. These include the message that goes out when you send a proposal, or the message a client receives when booking an appointment. Templates are built for those single, intentional interactions.
1. Click On "Drips"
2. Click On Sales Pipeline Or Jobs Pipeline Depending On Where You Want To Open And Click On The Stage Where You Want To Open
Drips Are Organized According To The Sales Pipeline Stages
3. Here We Open This Sequence As An Example To See How The Drip Is Configured
4. View The Drips In A Stage
Here We Can See The Drips Configured For This Stage. Each Drip Has A Trigger (For Example: New Lead Created) And Then Messages Are Sent At Specific Times.
5. Now Click On "Company Settings"
6. Click On "Templates"
7. View Templates In Company Settings
8. From Here We Can Manage And Edit All The Templates Available, Such As Proposal Emails, Work Orders, Invoices, And More.
9. Now Click On "Proposals"
To See How The Selected Template Will Look When Sending A Proposal
10. Click On The Proposal You Want To Open
11. Scroll Down To The Bottom And Click On "Send Proposal"
12. Here We Can See The Proposal Templates For Both Email And SMS, And We Can Also Edit Them Before Sending The Proposal
If you need any assistance with this, please don’t hesitate to contact DripJobs Customer Support or the HelpDesk.