How to set up a drip campaign
How To Set Up A Drip Campaign
1. Go to the left sidebar menu. Click General → Drip Campaign.
2. Click Add Drip Campaign in the upper right corner of the screen. A new window will open.
3. Fill out the campaign information. See sample drip campaign steps illustrations below.
a. Fill out Campaign Name (Example: June New Drip). Click the Add Steps button.
b. Fill out each step according to the drip campaign.
i. Fill out the Delay Duration (example: 1) and Delay Time Span (example: hours).
ii. Choose an action, it can be Direct Mail, SMS, Task, RVM, or Email.
iii. Attach template for the chosen actions – see sample per steps.
iv. Add reminder if necessary – fill out reminder slots.
c. Add new steps in between steps in case missed to add up to campaign.
4. Click Add Campaign button.
To see a sample Postcard Design, click “Click Here to Preview” button.