Step 1:
Go to Settings.
Step 2:
Click Drip Campaigns.
Step 3:
Click Add Drip Campaign.
Step 4:
Enter a campaign name.
Example:
Multi Contact Follow Up
Step 5:
Choose the drip campaign type:
Leads
Buyers
Vendors
Sold
Step 6:
Set the delay time for the first step.
Example:
5 minutes after activation
Step 7:
Choose an action.
Example:
Send SMS
Step 8:
Select which contacts should receive the drip.
Options:
Primary Contact → Sends only to the main contact
All Contacts → Sends to every contact attached to the lead
Example:
All Contacts
This is useful when:
Multiple owners are attached to the property
There are relatives on the lead
Business partners are included
Step 9:
Choose an SMS template or create your own message.
Step 10:
Save the drip campaign.