What is a drip campaign?
A drip campaign is an automated series of emails that sends, or "drips," to a determined audience over a configured period time.
You will create and manage drip campaigns in the Automation dashboard of your account.
How do I create a drip campaign?
In the Automation dashboard click the "Create Automation" button in the top-right of page to open the automation designer and build out your drip workflow.
How-To Steps
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Step 1 In the "Automation Details" box, provide a name for the drip campaign. Optionally, you can add a description and choose a folder. Then click "Save and Next" to move to the next step. |
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Step 2 In the designer, the first step of the drip campaign is inserted for you, Send Email. Click the button to "Create a campaign" and walk through the steps to build the 1st email that will be sent in the drip series. OR If you previously created a campaign, click on the Send Email step to open additional options on the right. Under "Actions", click the "Select Campaign" button to choose a campaign. |
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Step 3 Add steps to your drip. Use the "+" button on the right to open step options:
Drag desired steps into the designer canvas to build out the workflow. |
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Step 4 Edit the steps of your automation workflow. Click on a step to open details on the right. Pause:
Send Email:
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Step 5 Continue the build process by adding & editing steps as needed. When done with design, click the "Save and Next" button to continue. |
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Step 6 In the Test step of the workflow, choose an admin record to send through the automation for testing purposes. Additionally, set an override for the Pause/Wait in minutes to speed up the test process. Click "Test and Next" when done. |
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Step 7 In the last step of the workflow, Schedule (or Activate), you will specify when the drip campaign will go live.
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