What is a drip campaign?
A drip campaign is a sequence of automated messages — email, SMS, or both — sent to a lead on a pre-set schedule. Once a lead is enrolled, the campaign runs automatically with no manual effort required.
Creating a campaign
Go to Campaigns in the left navigation and click New Campaign. Give it a name, choose the channel (email, SMS, or both), and start adding steps. Each step has a delay (e.g. Day 1, Day 3, Day 7) and a message body.
Enrolling leads
Open any lead record and click Enrol in Campaign. Select the campaign from the list. The first message will send based on the Day 1 delay you configured. You can see which campaign a lead is enrolled in from their record at any time.
Pausing and unenrolling
To pause a lead mid-campaign, open their record and click the active campaign badge. Select Pause or Unenrol. Paused leads resume from where they left off when unpaused.