A drip campaign is a series of emails and actions in a visual workflow or action group that are designed to nurture leads and prospects.
This type of automation is a great way to communicate with leads who are interested in your product or service, but not ready to purchase just yet.
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Creating Visual Workflows
Drip campaigns are often built with visual workflows. To create a visual workflow for a drip campaign, do the following:
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For more information on creating visual workflows, refer to Creating Visual Workflows.
Adding Triggers
Visual workflows require triggers in order to properly function.
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Note: Triggers that are typically used in drip campaigns include, but are not limited to:
• fills out the form • visits the page |
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Optional: Adding Filters
Filters provide focus for a trigger and direct it to operate in specific ways.
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Note: Filters that are typically used in drip campaigns include, but are not limited to:
• has the field > State > location • lead score • visits the page |
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Adding Actions and Time Delays
Actions instruct a trigger to do something once the trigger conditions have been met. Time delays dictate how long it takes for an action to activate. When paired, they round out how a drip campaign sends to relevant individuals.
To add actions and time delays to a drip campaign visual workflow, do the following:
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Example: User Site Visit Drip Campaign
There are many ways you can utilize the many different triggers, filters, actions, and even action groups when creating a drip campaign. The following example is of a drip campaign where users visit specific sites. This example is somewhat more involved and advanced than the above procedures for creating basic drip campaign framework, but it encompasses all aspects of a successful drip campaign.
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:
- In SharpSpring's top toolbar, click Content > Emails.
- Create or edit an email.
- Schedule the email to the desired list of leads.
Creating Drip Campaign Action Groups
Once you have scheduled an email for sending, you can create an action group to track those recipients who click through your content. To create a drip campaign action group, do the following:
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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.
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Creating Drip 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:
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Note: SharpSpring cannot trigger automations on email opens. Automations can trigger on click-throughs to a website or on media center asset views.
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Adding Drip 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:
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Note: While email opens cannot be used as a trigger, they can be used as a filter.
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