What Are Drips?
Drips are the automatic communication, including emails and texts, that DripJobs sends on your behalf. They are set to go out only between 8:00am-8:00pm local time. When you sign up, every deal stage in the Sales & Jobs Pipelines have Drips already pre-loaded -- these live in the Drips section under Management in your account.
How to Edit Drips
All aspects of Drips can be edited including the name, when the Drip is to be sent, the type of Drip (Email, SMS, or Both), and the contents.
1. Click on Drips
2. Click on the Deal Stage
3. Click on the Drip to Edit
4. Edit the desired sections of the Drip
5. You can choose Keywords to use in your Drips
Note: These are smart tags that will pull in information per Deal. For example, if Bob is the first name of the customer, {first name} will autofill Bob.
6. You can make a Drip inactive by toggling off the Active button.
Note: This will make it so the Drip is not sent out, but will save it for later if you'd like to turn it back on.
7. You can delete a Drip by choosing Delete at the bottom left.
Note: This will permanently delete the Drip and it will not be able to be retrieved.
8. Click on Save to register the changes.
Adding New Drips & Sequences
You can add customized Drips and Sequences. A sequence can be used to separate a different selection of Drips that a Deal can then be assigned to.
1. Click on Add New Drip
2. Add desired information into the Drip
3. Click on Save to register the changes.
4. Click on Add New Sequence
5. Give the Sequence a name
6. Change the Sort Order and make it a Default Sequence if desired
Note: Changing the Sort Order to 1 and making it a Default Sequence will make it the default for each Deal moving forward.
7. Click on Save to register the changes
8. You can now Add a New Drip under the new Sequence
Changing the Drip Sequence Within a Deal
1. Click on the Deal name
2. Change the Current Sequence
3. Click on Save to register the changes
