How do I add contacts to a drip campaign?

It is possible to personalize navigation menus within Mindmatrix software. If you are unable to navigate to the correct page, contact your platform administrator. 

There are three ways to add contacts to a drip campaign:

1. Adding contacts from the Drip Template Editor Menu: 

For more information on how to set up and launch an email drip campaign from the Email Drip Campaign Template gallery, see How to Run, Stop, and Schedule an Email Drip Campaign. 

You can add single contacts manually to the campaign, or associate a List of contacts to receive the emails. Contacts added to campaigns will always start at the first event step of a campaign - even if that campaign has contacts in a different event step. If you associate a Smart List, contacts who the system adds to that Smart List will automatically be pulled into that campaign. An associated Recipient List will have contacts added to that Recipient list also automatically added to that campaign. To associate a List, select it from the drop-down menu. 

To add a single contact, scroll down under Contacts and select either Add From List, Not Added, or All. (Not Added and All are tabs located on the right of Contacts). Select Add next to the name of the contact. 



To remove a single contact, go to the Added tab and select Remove next to the contact you'd like to add. (Note: Contacts that are in a List associated with the campaign will be re-added to that campaign. You need to remove that contact from both the campaign and the List.)

2. Adding contacts from your dashboard (for those with the "Corporate Marketing Persona" Dashboard): 

For a given contact on your contact activity feed, click on the "arrow" icon, and then select "Add to Drip".

 

Click on the "Add"/"Remove" toggles to add the contact to one or more drip campaigns. 

3. Adding contacts to an email drip campaign from the "contacts" page:

Go to “Connections” under that select “Contacts”.

Select the contacts that you want to add to your campaign, then click on the vertical ellipses on the top right hand side of the screen and select "Add to Drip". 

Click on the "Add"/"Remove" toggles to add your contacts to one or more drip campaigns. 

We've introduced a new update to the Email Drip campaign. Previously, both, the Drip timings and Contacts lists were included in the same step. Now, we've segregated them, providing a distinct step for adding contacts to the drip campaign within the media section.

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