How Do I Set Up Drip Campaigns?
Reference
Refer to the process video below for a better understanding.
https://www.loom.com/share/fe60c50cef2f427fa0eb6f6ff1c7c04f?sid=e20f2dca-9cb3-4269-b6f0-3837ac8b1c43
Procedure
The drip campaign is for the auto-sequential follow-up. Follow these steps to set up your drip campaigns.
Navigate to ‘Settings’ in the bottom left corner.
2. Click ‘Drip Campaign’ under the ‘Automation’ tab.
The pre-set drip campaigns will be displayed that are readily available for use.
3. Create a drip campaign by clicking ‘Add Drip Campaign’ in the top right corner. A new window will open.
4. Fill out the fields in Step 1;
Campaign Name - assign a name to your drip campaign.
2. Click the dropdown list to select the ‘Delay Duration’ and ‘Delay Time Span.’
3. Choose an action: you can choose any of the following:
Direct Mail - provide the mail details
SMS - Enter the SMS details you want to send to the lead.
Task - Create a task
RVM - Send a Ringless voicemail
Email - Send an email
Webhook Trigger
5. Click ‘Add Step’ and fill out the fields in the step (such as Step 2);
Click the dropdown list to fill out the ‘Delay Duration’ and ‘Delay Time Span.’
Choss an action: you can choose any of the following:
Direct Mail - provide the mail details
SMS - Enter the SMS details you want to send to the lead.
Task - Create a task
RVM - Send a Ringless voicemail
Email - Send an email
Webhook Trigger
6. Hit ‘Add Campaign.’
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