Navigating To Your Drip Campaigns
From the sidebar, select Marketing➜ Drip Campaigns.
Creating A New Campaign
On the Marketing Program page, click the ✚ button on the right-hand side to start a new campaign. Once selected, you will be routed to the Create Marketing Program page!
From our Drip Campaign tool, you have two options; You are able to create a custom program with your own content or you can customize one of our stock programs.
Custom Program
Design a campaign from the ground up with your personalized content.
Stock Programs
Utilize our pre-designed programs, tailored for different lead types and outreach methods, available in both English and Spanish.
Follow the corresponding steps below based on your selection!
Creating A Custom Program
Step 1: Set Up Events
To begin, specify the number of events and the interval between each. Alternatively, if you prefer to schedule events for specific dates, click the radio button next to Fixed Date and choose from the dropdown menu.
💡 Important To Note
The number of events would be, for example, the number of total emails and/or text messages going out from your campaign!
Step 2: Program Details
• Name and Description
Name your program and add a description.
• Color
Select a color from the dropdown. This will be the color of the event that shows on your calendar on various days when an event is scheduled to go out to 1 or more clients!
• Start New Clients On
Choose a day you wish to start newly added clients on, or maintain the Any Day of The Week selection.
• Exclude Weekends
Select the radio icon next to Yes or No.
• Auto Send
Ensure Auto Send is check marked ✓! If this is not selected, your Drip Campaign will not go out automatically and must be manually pushed.
Once your selections have been completed, click Next.
Step 3: Set Up Actions
Configure actions for each event, such as sending an email, printing a letter, making a call, printing a newsletter, or sending a text message. Repeat these steps for each action in your program, with the number of actions varying based on your input from Step 1.
- Under Event Details, enter a name and description for the event.
💡 Important to Note
The name entered here will appear on your calendar on the scheduled days when the event is set to be sent to one or more clients. We recommend choosing a name related to the content you are sending, for easy reference when viewing your daily calendar or agenda! - Next, modify the Days From The Start and the Preferred Time as desired.
💡 Important to Note
The days from the start will increment automatically with each event, according to the number of days specified between events in Step 1. - For Event Type, select either Drip or Fixed Date.
You have the flexibility to alternate between drip and fixed date types for each event, tailoring the campaign to your needs.
Drip Event Type
Actions are spaced out based on the specified number of days between each event, creating a gradual sequence.
Fixed Date Event Type
Events are scheduled to send on specific dates, providing precise timing for each action. - Under Action Setup, select your desired action type from the drop-down menu, or click on the pencil icon to add a custom action type.
• Send Email
Add a subject line and content, use a stock program, or create custom content. Customize the salutation and branding, and use the toolbar to add images or YouTube videos. Preview or send a test email.
• Print Letter (not automated)
Select a saved letter from Wise Agent, customize it, and print it manually.
• Call on the Phone (semi-automated)
Add contacts to your call list and save call scripts. Use the Built-In Power Dialer, Mojo, PhoneBurner, or call from your browser or mobile phone.
• Print Newsletter (not automated)
Select a saved newsletter from your CRM, hit "Save," and print when needed.
• Send Text Message
Set up a text message with your text number, message, and optional video or image attachment. Integrate BombBomb for video attachments, and preview or send a test message. - Once your action has been completed, click Next at the bottom of the page to proceed to the next steps.
Step 4: Add Contacts
- Set Start Date
Determine the start date for your campaign. Click on the current date to modify your selection! - Select Contacts
Navigate through the Basic and Advanced filtering tabs to select contacts by group or utilize the Search field to find specific connections if needed, then click the Search button to execute your selection.
Choose the contacts you want to add to your marketing program. Checkmark ✓ the names of the contacts you want to add, or check Select All. -
Click the Finish button at the bottom of the page to complete adding the selected contacts to your campaign!
If you do not wish to add any contacts at this time, proceed without selecting any contacts, then click the Exit button.
Utilizing A Stock Program
Step 1: Set Up Events
To begin, click the radio button next to the stock program you wish to use, then proceed by clicking Next at the bottom of the page.
Step 2: Program Details
Under Program Details, you can enter or modify the stock campaign's details.
For stock campaigns, the title and description will be automatically filled based on your selection, but you can customize them as needed!
Step 3: Set Up Actions
For stock campaigns, all actions are pre-configured and ready to go!
We recommend carefully reviewing each action as some stock campaigns may require you to input or modify information specific to your needs. Repeat these steps for each action in your program, with the number of actions varying based on your stock campaign selection in step 1.
- Under Event Details, you can modify the name and description of the event.
💡 Important to Note
The name entered here will appear on your calendar on the scheduled days when the event is set to be sent to one or more clients. We recommend choosing a name related to the content you are sending, for easy reference when viewing your daily calendar or agenda! - Next, you can change the Days From The Start and the Preferred Time. Since a stock campaign is being used, this selection will already be made, but you can modify it if desired.
💡 Important to Note
The days from the start will increment automatically with each event, according to the number of days specified between events in Step 1. - For Event Type, select either Drip or Fixed Date.
Since a stock campaign is being used, this selection will already be made, but you can modify it if desired. You have the flexibility to alternate between drip and fixed date types for each event, tailoring the campaign to your needs.
Drip Event Type
Actions are spaced out based on the specified number of days between each event, creating a gradual sequence.
Fixed Date Event Type
Events are scheduled to send on specific dates, providing precise timing for each action. - Under Action Setup, content for each action is already prepared. You have the option to customize this content as needed.
💡 Important To Note
Even though actions are pre-set, we recommend reviewing each one as some stock campaigns may require you to input or modify specific information to suit your needs.• Send Email
Add a subject line and content, use a stock program, or create custom content. Customize the salutation and branding, and use the toolbar to add images or YouTube videos. Preview or send a test email.
• Print Letter (not automated)
Select a saved letter from Wise Agent, customize it, and print it manually.
• Call on the Phone (semi-automated)
Add contacts to your call list and save call scripts. Use the Built-In Power Dialer, Mojo, PhoneBurner, or call from your browser or mobile phone.
• Print Newsletter (not automated)
Select a saved newsletter from your CRM, hit "Save," and print when needed.
• Send Text Message
Set up a text message with your text number, message, and optional video or image attachment. Integrate BombBomb for video attachments, and preview or send a test message. - Once your action has been completed, click Next at the bottom of the page to proceed to the next steps.
Step 4: Add Contacts
- Set Start Date
Determine the start date for your campaign. Click on the current date to modify your selection! - Select Contacts
Navigate through the Basic and Advanced filtering tabs to select contacts by group or utilize the Search field to find specific connections if needed, then click the Search button to execute your selection.
Choose the contacts you want to add to your marketing program. Checkmark ✓ the names of the contacts you want to add, or check Select All. -
Click the Finish button at the bottom of the page to complete adding the selected contacts to your campaign!
If you do not wish to add any contacts at this time, proceed without selecting any contacts, then click the Exit button.