What a drip campaign is
A drip campaign is a few emails that start on their own for one lead at a time. Nobody presses send. Open Marketing › Drip Campaigns in the sidebar and click New drip campaign. Managers create and change drips; agents can see the page.
What starts it
On the Campaign tab, choose the stage under Starts when a lead enters. Under For, choose the whole team, or one agent — an agent's own drip is used for their leads in place of the team's. A form can also start a drip: choose it in the form's settings. A lead is in one drip at a time, and moving to another stage ends the drip they were in.
The emails
Emails in this drip lists every email with the day it sends, counted from the day the drip starts. Day 0 sends straight away. Pick an email to edit it, set Sends on day and its subject line, and use Add an email for the next one. Each email is built exactly like a campaign email — every block, merge fields, the Design tab, Write it for me and the Fair Housing check — and you can preview it and send yourself a test.
Turning it on
Click Save to keep your work, and Turn on when it is ready. From the list you can pause a drip — leads in it wait where they are — and resume it later.
How it is doing
Each drip shows how many emails were sent, opened and clicked, and how many leads are in it now. Its figures also appear in Campaigns › Reports, and every email shows on the lead and in the Email Log. Each time a drip starts, the lead's activity notes say which one.
Who never receives one
Every drip email links to the recipient preferences page. Leads who have unsubscribed are never started on a drip, and leads who turn off that kind of email skip it. A drip email also waits until the agent's license number is on their profile; the Email Log says when one is waiting.
Turning drips off for the team
Team Leads and Team Admins can stop drips starting on their own in CRM Settings › Automations with Start drip campaigns on their own. Leads already in a drip finish it.
