Overview
Your drip campaigns carried over to 6.0, but they arrived switched off. This is how you get the leads that were on them back into an automation.
There are two parts, and the order matters. Check the automation first, then add the leads to it.
Steps
Step 1: Find your carried-over campaigns
Go to Automations, then Lead Manual Assignment. Every drip campaign that carried over from the previous version is now there.
Step 2: Check your variable fields
Variable fields from 5.0 are being migrated automatically to their matching 6.0 fields, so in most cases there is nothing for you to do here.
Open the automation and look at each message before you enrol anyone. A correctly mapped variable shows up in the deal. If every variable displays properly, move on to Step 4.
Step 3: Only if a variable looks wrong
If a variable is blank, shows placeholder text, or points at the wrong thing, re-select it by hand:
Property Street Address — re-select it
First Name — on a seller lead this is now Seller First Name, because variables are defined per contact type
Any other variable that is not displaying — re-select it
Check it shows in the deal once you have changed it. If variables are still not filling in after this, contact support so we can look at your account.
Step 4: Set a fallback number
In 6.0 automation messages can go out from different phone numbers, which means a step can send from a marketing tracking number.
A marketing tracking number is not a required field on a campaign, so you can have marketing campaigns with no number attached. If a drip sends against one of those, there is nothing for the message to send from.
Assign a fallback number so those messages still have a number to send from. You can:
Set a different fallback number on each step — step one and step five do not have to match
Use a different number entirely
Set automations up per person, so each team member's messages go out from their own number
Step 5: Save the automation
Save before you go looking for leads.
Step 6: Filter for the leads that were on the drip
Go to All Leads, click Add Filter, and search for drip.
You will see Legacy Drip Campaigns. Select the specific campaign you want, and REsimpli returns the leads that were on it. In the video this returns 60 leads.
Step 7: Add them to the automation
Select the leads, click Add to Automation, choose the automation you prepared — "Offer Made" in the example — and confirm.
Important Notes
Check your variables before enrolling, not after. Migration handles them automatically, but a message that sends with a broken merge field has already gone out — a quick look first costs nothing.
The daily limit applies to bulk actions only. You can add up to 100 records per day to an automation through Bulk Actions. There is no limit on how many records enter an automation automatically when it is triggered on record creation or through its configured triggers.
Leads restart the sequence from the beginning. Picking a lead up from where it had reached in the old drip is not possible, and the task cards reset too. Worth reviewing your messages before enrolling a group who already received several.
A fallback number is only needed where no campaign number is attached. If your marketing campaign already has a tracking number, that is what sends.
Troubleshooting
Your messages sent with a blank or wrong name
A variable did not map across. Open the automation, re-select the variables that are not displaying, and check each one shows in the deal before sending anything else.
A variable does not show up in the deal
Re-select it rather than assuming the existing setting is correct. On a seller lead, First Name should be Seller First Name.
Your automation has no number to send from
The marketing campaign attached has no tracking number. Set a fallback number on the step.
You selected more than 100 leads through Bulk Actions and not all were added
100 per day is the bulk action limit. Add the rest on following days, or contact support if it is urgent.
You cannot find which leads were on a campaign
Use Add Filter on All Leads and search drip. The filter is called Legacy Drip Campaigns.
Summary
Open Automations → Lead Manual Assignment and check the variable fields display correctly, re-selecting any that do not. Assign a fallback number for steps with no campaign number, and save. Then filter All Leads by Legacy Drip Campaigns, select the leads, and Add to Automation — up to 100 per day through Bulk Actions.