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Creating Drip Campaigns

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Justin Garrett
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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.

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. For more information on this, or to request information on developing automation based on metrics other than email clicks, contact SharpSpring Support.

The following user roles can create drip campaigns:

  • Administrators
  • Marketing Managers


Article Contents


Creating Campaign Action Groups

To create a drip campaign action group, do the following:

  1. Create an email, or open an existing email.
  2. Schedule the email to the desired list of leads.
  3. In SharpSpring's top toolbar, click
    New > Action Group.
  4. Enter the necessary information.
  5. Click Add Action Group. 
  6. Select the timing for the action group.
  7. Choose send the email.
  8. Select the email to be sent.
  9. Click Add Action.
  10. Repeat as necessary until all of the applicable actions are added.
  11. Click Save Changes. 
  



Click to enlarge.


Creating Campaign Automation Tasks

To create an automation task to trigger a campaign action group, do the following:

  1. In SharpSpring's top toolbar, click
    New > Task.
  2. Enter a name.
  3. Click Add Task.
  4. In the Triggers and Filters section, select When Any or When All.
  5. Click Add the Trigger.
  6. In the When a contact drop-down menu, select visits the page.
  7. In the text field, type in the target website page.
  8. In the Visit drop-down menu, select 1 time.
  9. In the condition drop-down menu, select exactly.
  10. Click Add Rule.
  11. Click Save Changes.
  



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

To create a filter which will limit the recipients of the email drip campaign, do the following:

  1. Create an automation task.
  2. In the Add the Trigger drop-down, select Add Filter.
  3. In the Send the Email drop-down menu, select visits from the email.
  4. Enter the name of the initial email. 
  5. In the Visit drop-down menu, select 1 time.
  6. In the condition drop-down menu, select exactly.
  7. Click Add Rule.
  8. Click Save Changes.
  


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

 


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