Drip campaigns

What it is

Automatic follow-up message sequences sent over several days or weeks.

Why it matters

Sends the same reminders on time without someone remembering each one.

When to use it

Staff build a series, pause it when needed and check who is in it.

Who uses it

Administrator

How to get here

1. Sign in as Administrator (see Signing in).
2. In the left menu, click Communication to open it.
3. Click Drip campaigns.

What you see

Drip campaigns · click the picture to enlarge

Buttons on this screen

• New campaign — opens a form to add a new one. See Filling in the form below.

Filling in the form

1. Click the New campaign button at the top right.
2. Fill in the boxes. Boxes marked with a red * must be filled in (5 on this form).
3. Click Save at the bottom. If something is missing, the box turns red and tells you what to fix.

The form: Drip campaigns · click the picture to enlarge

The fields

Field	Type	What to enter, and why
Name *	text	A short name for this follow-up plan, such as New enquiry follow-up.
Note for staff	text	An optional note reminding staff what this plan is for.
New	tick box
Contacted	tick box
Qualified	tick box
Visited	tick box
Applied	tick box
Lost	tick box
Wait (days) *	number	How many days to wait before this step is sent.
Send by *	choose	Choose how this step is sent, such as email or text message.
Subject *	text	The title line of this message, shown before the body.
Message *	long text	The words to send in this step. Keep them short and friendly.

Types: text — type it in · number — digits only · date — click and pick from the calendar · choose — click and pick one from the list · pick one — click one of the options · switch / tick box — click to turn on or off · long text — type as much as you need · file — click to attach a file from your computer.

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