How to I start an email drip campaign?
Posted by The Team at Mindmatrix on 15 May 2019 03:01 PM
Go to Manage>Campaigns>Drip (Nurturing) to start a new campaign.
Click on the “Running” section to see which campaigns are already playing.
Click on the “Stopped” section to see which campaigns are not playing yet, but have already been customized.
The “Scheduled” section displays campaigns that are scheduled to start on a later date.
“Templates” are Drip Templates that have not been customized or setup to play yet.
If you want to set up a new campaign, then click on "Templates". Next, click the "Setup" link on the template you would like to use for your campaign.
Next, name the campaign and click "Next".
Then, review the campaign. If you make any changes, click "Save" before clicking "Next".
Determine which user you will send the campaign on behalf of. Once you select the user, click "Next".
Select the days of the week you would like the emails to send on. Then, associate a dynamic list with the campaign. The dynamic lists will automatically pull new contacts added to the list into the campaign - you can select a smart list, recipient list, or company list in this section. Once you've made your selections, click "Finish".
Finally, to start the campaign, click on the “play” triangle button where the current status reads “stopped” or schedule the campaign.
If you want to play a “Stopped” drip that you have already setup and customized, then click on “Stopped”.
If you need to make any final edits or setup a new drip from a template, here is more information on editing an email drip campaign and setting up a drip template.
To play the drip immediately, click on the “play” triangle button where the current status reads “stopped”.
When your drip has started playing, it will change from “stopped” to “running”.