|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.
Creating Visual Workflows
Refer to Creating Visual Workflows for more information on creating visual workflows.
Optional: Adding Filters
Filters provide focus for a trigger and direct it to operate in specific ways.
While optional, consider adding filters to further refine who your drip campaign will send to.
To add filters to a drip campaign visual workflow, do the following:
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:
Example of an Advanced Drip Campaign: User Site Visit Drip Campaign
There are many ways you can utilize the different triggers, filters, actions, and even action groups when creating a drip campaign. The following instructions are an example drip campaign for when users visit specific sites. This example is more advanced when compared to the above procedures for creating a 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:
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:
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:
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 limit the recipients of the email drip campaign, do the following: