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How to Create a Drip Campaign

Updated

Do you want to be able to send emails and texts to your clients on a fixed schedule? Create a drip campaign!

 

Here's how:

Step 1: Go to Settings (If you haven't created a Unique Status Tag to trigger the Campaign you can learn how to do that here!)

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Step 2: Click on CRM > Autoresponse Emails

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Step 3: After creating any applicable email templates to be used within the new drip. Click on the tab Drip Campaigns.

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Step 4: Click Add Drip Campaigns to start a new campaign.

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Step 5: In the drop-down box, you'll fill in the below details:

  • Campaign Name: Title your campaign
  • Campaign Statuses: Select the status tags that will trigger this campaign, you can select more than one. If you have not created your status tag yet, please click here for a walkthrough on How to Create a Status Tag. 
  • Exclude Campaign Statuses: Select the status tags that will keep this drip campaign from triggering.

    • Tags can be used in an All or Any situation

      • "Only fire when ALL of these statuses are applied", if you have two or more tags it will require all the tags listed to be applied to a contact before it will trigger the drip campaign.
      • "Fire when ANY of these statues are applied", if you have two or more tags listed, any of the tags if applied to a contact will trigger the drip campaign.
  • Contact Types (optional): Use to keep campaigns from only triggering on those contacts you want, such as Prospects, New Leads or Realtors.

    • Contact Types can be used in an All or Any situation

      • "Only fire when ALL of these types are applied", if you have two or more contact types it will require all the contact types listed to be listed on a contact before it will trigger the drip campaign.
      • "Fire when ANY of these types are applied", if you have two or more contact types listed, any of the contact types if listed on a contact will trigger the drip campaign.
  • Tracking Number: Select "Resolve from Assignees" for the CRM to choose the preferred tracking number for each user. Or simply select the tracking number you would like the campaign to always use. 
  • Email Signature: Choose "Send from Assignee" for the CRM to automatically use the profile signature of the user on every email sent within the drip. 

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Encompass Enabled Accounts will see the option to trigger the drip campaign from a 1003 Milestone instead of using a Status Tag. You can also use a Milestone and one of the status tag options together for even more customization.

 

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The below fields are optional for advanced configuration:

  • Contact Types (optional): Choose the contact types that must match before the campaign may be triggered. 
  • Matches Source (optional): Choose a source that must match before the campaign may be triggered.
  • When Assignee Is (optional): Choose that user that must be on the contact before the campaign may be triggered 
  • This Assignee is Sender (optional): Paired with "When Assignee Is" if there are multiple users assigned to the contact, toggling this box will indicate what user all correspondence will come from.
  • When Assignee Is not (optional): When a user is selected if the user is on the contact and the status tag is triggered the drip will not fire. 
  • Static from Address (optional): Indicate what email address each email must be sent from, leaving blank will use the profile users' email address
  • Finish drip campaign on user response (optional): When toggled on, any SMS response from a contact will stop the drip in its entirety from proceeding. 

 

Step 6:  Set up your drip schedule.

 

Build your drip campaign using the Actions of sending and Email or SMS, Adding Status Tags or adding Wait times between Actions.

  • There are two types of wait actions.
    • Wait (Increment): Allows you to set up a wait time for X amount of time from the last action.
    • Wait (Until Day): Allows you to set an exact date the drip should be sent. Great for pre-scheduling holiday emails.

  • There are 3 Action Items you can have a Drip Campaign trigger, Emails, SMS or Add a Status Tag

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  • When sending an Email or Text you will have the option to indicate WHO you are sending the communication to. Your options are:

    • Contact - This is the contact the Trigger (Tag or 1003) was added or updated on
    • Lenders - If your account is setup as a Lender Account this will be to select your User who is assigned to the contact.
    • Agents - Used to send notifications to those Agents assigned to the contact that have their own personal Big Purple Dot account.
    • Outside Partners - Used for those that need updates but don't have a BPD account. Primarily used for Buyers and Sellers/Listing Agents.
    • Custom Recipient Email Address - Use case is if you have a specific coordinator for funding or disclosures but aren't added anywhere on the contact.

Continue adding Actions until you're done.

 

Step 7: Don't forget to hit Save! 

Drip Campaigns are active once you click save, they are not retroactive. To trigger on a contact with the existing status tag, you'll remove the tag and re-apply.

 

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