How to set up Drips for Buyers

Step 1:
Go to Settings in the lower-left corner.

Step 2:
Under Automation, click Drip Campaigns.

Step 3:
Open the Buyers tab.

Step 4:
Click Add Buyer Drip Campaign.

Step 5:
Under:

select:

Step 6:
Enter a campaign name that your team can easily recognize.
Example:

Step 7:
Set the delay for the first step.
Example:

Step 8:
Choose an action for the step. Available actions include:

Step 9:
If sending an SMS, you can:

Example:

You can also use dynamic fields to auto-populate buyer information.

Step 10:
(Optional) Add internal reminder tasks.
Example:

Step 11:
Add additional follow-up steps if needed, such as:

Step 12:
(Optional) Activate another drip campaign at the end of the workflow.

Step 13:
Save the drip campaign.