Follow-up that
runs itself.
Move a lead into a pipeline stage, or let them fill in a form, and the right email sequence starts on its own. Build each email in the drag-and-drop campaign builder — live listings, market figures and your signature included — then let it run while you work the phones.
Follow-up that never forgets a lead
Most leads go quiet because nobody followed up. A drip makes sure every one of them hears from you, on time, in your voice.
Starts on Its Own
A lead enters a stage, or fills in a form, and the right drip begins. Nobody has to remember to send anything.
Every Email on Its Day
Day 0 goes straight away; the rest follow on the days you set, counted from the day the drip started.
Drag-and-Drop Builder
The same builder as Email Campaigns — type into the preview, drag blocks into place, set the design.
Team or Agent
One drip for the whole team, or an agent's own version for their leads — their voice, their signature.
Opens and Clicks
Every drip shows what was sent, opened and clicked, and how many leads are in it now.
Compliant by Default
Unsubscribe on every email, consent checked at every send, and nothing goes out without the agent's license number.
Move the card. The follow-up takes care of itself.
Each drip is tied to a pipeline stage. Drag a lead into Contacted and the Contacted drip starts for them; move them on and the next stage's drip takes over. The lead's activity shows exactly when it started.
A sequence you can read at a glance
Every email in the drip sits in one list with the day it sends. Pick one to edit it, change its day, or add the next. The order is the order the lead will read them.
Emails worth opening, not check-ins
Drip emails are built in the same drag-and-drop builder as Email Campaigns. Type straight into the preview, drop in live listings or this month's market figures, and every send carries your branding.
Capture the lead, start the follow-up
Any Genie Form can start a drip for the people who fill it in. A valuation request starts your seller sequence; a newsletter sign-up starts a welcome. The lead lands in your CRM and hears from you the same minute.
Know which drips are working
Every drip shows what it sent and who clicked, alongside how many leads are in it right now. The same figures sit in Campaigns reports, and every email shows on the lead and in the Email Log.
Automation that never gets you in trouble
The rules are built in, so a drip can run for months without anyone checking on it.
Unsubscribe on every email
Each email links to a branded preferences page. Unsubscribed leads are never started on a drip, and consent is checked again at every send.
License number first
A drip email waits until the agent's license number is on their profile, and the Email Log says why it is waiting.
One switch for the team
Team Leads can stop drips starting on their own in CRM Settings › Automations. Leads already in a drip finish it.
Set up your first drip in six steps
Everything happens on one page, in the same builder you use for campaigns.
- Open Drip Campaigns. In GenieCRM™, go to Marketing › Drip Campaigns and click New drip campaign.
- Choose what starts it. Pick the stage under Starts when a lead enters, and whether it is for the whole team or one agent.
- Write the first email. Pick a template and change the words. Day 0 goes out as soon as the drip starts.
- Add the next emails. Click Add an email and set the day each one sends.
- Test it. Preview each email on desktop and mobile, and send yourself a test.
- Turn it on. Click Turn on. Every lead who enters the stage from then on starts the drip.
Drips agents set up first
Four sequences that cover the moments leads most often slip through.
New lead welcome
Day 0: a warm hello and a few homes. Day 2: what you can do for them. Day 6: a nudge to book a call.
Buyer warm-up
Day 0: new listings matching their area. Day 7: this month's market figures. Day 14: an invitation to tour.
Long-term nurture
Every few weeks: the local market, a home value offer, and listings worth a look — until they are ready.
After the close
Day 0: thank you and congratulations. Day 30: settling-in tips. Day 60: a request for a review.
Sending to a whole list?
Drips start on their own, one lead at a time. For newsletters, market updates and new listings sent to a list — once or on a repeating schedule — use Email Campaigns.
See Email CampaignsDrip Campaigns questions answered
What is a drip campaign?
A few emails that start on their own for one lead at a time. When a lead reaches a pipeline stage, or fills in a form, the drip set for it begins — the first email can go straight away and the rest follow on the days you choose.
How does a drip start?
When a lead enters the pipeline stage you set, or fills in a form set to start it. Each email sends on its day, counted from the day the drip started, and day 0 goes out straight away.
Can a drip be for one agent rather than the whole team?
Yes. A drip can be for the whole team or for one agent. An agent's own drip is used for their leads in place of the team's, so each agent can keep their own voice.
What happens if a lead moves stage in the middle of a drip?
The drip they were in ends, and the drip for the new stage starts if there is one. A lead is only ever in one drip at a time, so nobody receives two sequences at once.
What can each email contain?
Drip emails are built in the same drag-and-drop builder as Email Campaigns: text you type straight into the preview, headings, images, buttons, columns, live listings, a market report, home value, your signature and social links, plus the Design tab, merge fields, Write it for me and the Fair Housing check.
Can I see how a drip is doing?
Yes. Each drip shows its emails sent, opened and clicked, and how many leads are in it now. The same figures appear in Campaigns reports, every email shows on the lead and in the Email Log, and the lead's activity notes say when a drip started.
How is unsubscribe handled?
Every drip email links to a branded preferences page. A lead who unsubscribes is never started on a drip again, a lead who turns that kind of email off skips it, and the pipeline tells you when you move an unsubscribed lead into a stage with a drip.
Can the team turn drips off?
Yes. Team Leads and Team Admins can stop drips starting on their own in CRM Settings › Automations. Leads already part-way through a drip finish it. A single drip can also be paused, and its leads wait where they are until it is resumed.
Which plans include Drip Campaigns?
Drip Campaigns are part of GenieCRM™, which starts on the Agent plan. Agent Pro, Team and Broker include them too.
