Step 1: Open Drip Campaign Settings
Inside REsimpli:
Click:
Settings
(located in the lower-left corner)
Select:
Drip Campaigns
Step 2: Choose the Drip Campaign Type
You can create campaigns for:
Leads
Buyers
Vendors
Sold Properties
For this example:
Select:
Lead Drip Campaign
Step 3: Create a New Drip Campaign
Click:
Add Drip Campaign
Step 4: Name Your Campaign
Example:
New Website Leads Follow-Up
Use descriptive names so campaigns are easy to identify later.
Step 5: Add Your First Campaign Step
Example setup:
Trigger after:
5 Minutes
from the time the lead is added.
Step 6: Select the Campaign Action
REsimpli supports multiple action types:
Action Type | Purpose |
SMS | Send text messages |
Direct Mail | Send postcards/letters |
Task | Create follow-up tasks |
RVM | Ringless voicemail |
Automated email follow-up | |
Webhook | Trigger integrations |
Add Tag | Automatically tag leads |
For this example:
Select:
SMS
Step 7: Configure the SMS
You can:
Select an existing SMS template
ORWrite a custom message
Example SMS
Hey [First Name], this is Jenna from [Company Name].
You filled out a form on our website about your property at [Property Street Address].
What time are you free to chat?
Important A2P 10DLC Compliance Tip
For the first outbound SMS:
Include your registered business/company name
This helps maintain compliance with carrier regulations
Step 8: Optional Scheduling Rules
You may choose to:
Skip weekends
Skip public holidays
Step 9: Add Additional Steps
Click:
Add Step
Example Workflow Setup
Step 2 — Create a Task
Trigger:
1 Hour After SMS
Action:
Create Task
Assign task to:
Lead Manager
Example Task
Task Title:
Call the Lead
Instructions:
Call and qualify the lead.
Step 10: Continue Follow-Up Automation
Example:
Wait:
1 Day
Send another SMS
You may select:
Existing SMS Templates
ORCreate another custom message
Step 11: Add Direct Mail
Example:
Wait:
1 Week
Send Direct Mail
Direct Mail Options
You may choose:
Postcards
Business Letters
Yellow Letters
Additional Mail Settings
You can configure:
Mail Design
Preview Mail Piece
Return Name
Example Return Name:
Jenna
OR dynamically insert:
Assigned User
Step 12: Save the Campaign
Once finished:
Click:
Add Campaign
Step 13: Activate the Drip Campaign
Inside the Lead Profile:
Open the lead
Click:
Actions
Select:
Activate Drip
Choose the drip campaign you created
Example Drip Sequence
Example workflow:
Delay | Action |
5 Minutes | Send SMS |
1 Hour | Create Call Task |
1 Day | Send Follow-Up SMS |
1 Week | Send Direct Mail |
Best Practices
Use personalized merge fields
Keep SMS short and conversational
Include company name for compliance
Space out follow-ups naturally
Use tasks to keep team members accountable
Combine SMS + calls + mail for better response rates