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Creating Drip Campaigns

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Forest Myers
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A drip campaign is a great way to nurture leads who are going to need more convincing regarding your product or service.

This article will detail how to create a basic behavioral drip campaign.


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Scheduling Emails for Drip Campaigns

In order to create a drip campaign, you will need to first schedule emails for sending. To schedule emails, do the following:

  1. In SharpSpring's top toolbar, click Content > Emails.
  2. Create or edit an email.
  3. Schedule the email to the desired list of leads.


Creating Campaign Action Groups

Once you have scheduled an email for sending, you will need to create an action group to track those recipients who click through your content. To create a drip campaign action group, do the following:

  1. In SharpSpring's top toolbar, click
    Automation > Action Groups.
  2. Create or edit an action group.
  3. Under Start or an applicable group branch,
    click + Add > Action.
  4. In the Communication section, select send the email.
  5. Select the campaign email that was scheduled.
  6. Click OK.
   


Click to enlarge.
Important: SharpSpring does not recommend that you build an automation based on recipients opening or not opening emails. SharpSpring aims for email clicks and not email opens.


Creating Campaign Visual Workflows

Once an action group has been created, you will need to create a companion visual workflow. To create a drip campaign workflow, do the following:

  1. In SharpSpring's top toolbar, click
    Automation > Visual Workflows.
  2. Create or edit a visual workflow.
  3. Under Start or an applicable workflow branch,
    click + Add > Trigger.
  4. In the Site section, select visits the page.
  5. In the Page URL field, type in the target website URL.
  6. In the How Often? drop-down menu, select
    1 time.
  7. In the Comparison drop-down menu, select exactly.
  8. Click OK.
  

Click to enlarge.
Note: SharpSpring cannot trigger automations on email opens. Automations can trigger on click-throughs to a website or on media center asset views.


Adding Campaign Filters

Once the initial workflow and trigger have been created, you will need to add the appropriate filters to the automation. To create a filter which will limit the recipients of the email drip campaign, do the following:

  1. Create a drip campaign visual workflow.
  2. Under the created visits the page trigger,
    click + Add > Filter.
  3. In the Email section, select visits from the email.
  4. Enter the name of the initial drip campaign email. 
  5. In the How Often? drop-down menu, select
    1 time.
  6. In the Comparison drop-down menu, select exactly.
  7. Click OK.
  


Click to enlarge.
Note: While email opens cannot be used as a trigger, they can be used as a filter.
 
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