In this article you'll learn how to start creating your own personalized Drip Campaigns to follow up with leads, or re-engage previously not interested owners.
You can add records to drip campaigns from the records page, or set them to automatically add based on certain triggers with Sequences.
Drip Campaigns help ensure no lead goes cold due to lack of follow up.
Before setting up your Drip Campaigns, there are few important details to note:
All SMS messages would be sent through your carrier. You will need to purchase and integrate with smrtPhone, Twilio or Plivo in order to use this feature. SMS Drip Campaigns are not available using Kixie, Smarter Contact, or Launch Control.
Please be responsible with the setup, we do not limit the amount of texts you can send on our end. You will still need to comply with A2P 10DLC. Sending large volume of SMS at once can affect your connectivity and spam rates.
All texts (and emails) will be sent between the hours of 8AM - 9PM based on the timezone you set in your account. If you have not set your timezone yet, please set it under the Settings -> Profile section of your account before creating your drips and sequences.
For more on setting your account timezone, please see: Setting Your Account Time Zone
Creating Your Drip Campaigns
Select Drip Campaigns on the left sidebar of your account, then Add New Campaign.
Next, name your campaign and drag and drop the steps you want to include in the drip.
Use the delay option to schedule out future sms and emails.
Delays can be set by minutes, hours, or days.
When using Task Presets in Drip Campaigns, the task will still be assigned based on the due date in the preset.
If you do not see your current smrtPhone phone numbers, open any record and click the refresh phone icon in the 1:1 communication section. This will update your phone number list in your account.
Adding Drips to a Sequence
Now you'll need to attach your drip campaigns to a sequence. From the Sequences section on the left sidebar of your account, you can create a new sequence or edit an existing one.
With our default account build you'll already have sequences started for Lead Management, Acquisitions, and Transactions. To add drips to an existing sequence, just open the sequence, select make changes, then add action and Drip Campaign.
Adding Records to Drips Manually
Records can be added to Drip Campaigns from the records page. To add them, filter and select the records, then go to Send to -> Drip Campaigns
Managing Drip Campaigns
Creating Drip Campaign Folders
Folders can be created to further organize each of your drip campaigns. Click Create folder then name it. Click the three dots next to each drip to move them into a new folder. If you select to delete a folder, you'll have the option to delete just the folder, or also delete the drips. Please note that when you delete a drip campaign it cannot be recovered and any drip actions will stop.
Viewing Details for Drips
Click View Details to view and manage records in the drip campaign.
Here you can see a breakdown of:
Active Records - records that are currently being processed in the campaign
Completed - records that have completed all steps
Failed - failed drips, most often due to not having a primary or correct number or primary email.
Removed - any records you manually remove from the campaign
Removing Records from Drips
If you need to remove a record from a drip campaign, you can do so by clicking View Details within the drip, or from within the records page for that property.
Removing from within the campaign:
Removing from within the record:
FAQ
What's the difference between Drip Campaigns and sending SMS or Email with Sequence Actions?
SMS and Email events in Sequences send the text or email immediately while Drip Campaigns allow you to set delays between events. Drip Campaigns are best for long term lead nurture or follow ups. SMS and Email actions in sequences are best used for new lead outreach, or setting notifications for yourself or your team.
Can I set up drip campaigns using Kixie, Smarter Contact, or Launch Control?
No, Drip campaigns are available for the smrtPhone, Twilio and Plivo integrations.
Can I remove a record from a Drip Campaign?
Yes, click view details in the campaign then select the three dots and remove from campaign. Or open the property record and remove under the campaigns section.
How do I stop a campaign?
To stop an entire campaign, toggle it off.
My Drip Campaign isn't showing my current smrtPhone numbers. How to I bring in the new numbers?
If you do not see your current smrtPhone phone numbers, open any record and click the refresh phone icon in the 1:1 communication section. This will update your phone number list in your account.
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