How do I create an Email Drip Campaign?

How do I create an Email Drip Campaign?

InfoEmail Drip Campaigns are set-up to deliver pre-selected emails to select contacts on a continuous, pre-determined basis. Contacts added to email campaigns will always start from the first event.
To add Contacts and start Drips, go to the Manage tab, and then hit Campaigns. Drip template edits can be made here, as well, based on the permissions set in the Setup tab. 
Notes
Learn more about running Email Drip Campaigns here:  How to Run, Stop, and Schedule an Email Drip Campaign

Template Set Up: 

Go to Setup > Asset  Management > Drip Templates > Create.

Click Create (or Edit, or Copy on an already created template) 


Fill in the Name, Description and Filters for your new Email Drip Campaign template



Campaign Events 

Email Drip Campaign templates are broken down into Events. There are four options to choose from for an Event, as outlined below. Email Drip Campaigns can start with a Send or Condition Event.  


"Send" Events: 


You can also begin with a Send Event which allows you to first start with an email. Select, Send and choose an email template and then click on Submit. The system will choose the template name as the send Event name, or you can type in a Send Event name. Clicking, “Allow the user to edit” will give the end-user ability to make edits to the email template in that Event. 



 

"Condition" Events: 

You can start with a Condition Event, which will allow you to create conditions for which contacts will be allowed through an Email Drip once running with a select List, or Contacts. An example of a starting Condition would be: "Must be a Prospect." To create this, select, “Condition,” as the first Event. Then Create New Filter For Drip, and select, and Contact Record Data to bring up the options. Select the secondary drop-down to pick the next identifier. Choose, Equal To, Prospect, and Add. Select Submit when done.



"Delay" Events:

After the first Event is established, you can add a Delay to put a set timeframe between Events. To add a Delay, select the clock icon that says, Delay. You will have the option to name your Delay Event, choose a relative or an absolute delay time. Click on Submit when you are finished.

Notes
Relative vs Absolute Delays:
Relative Delays: A relative delay between emails means that email #2 will go out a certain number of days after email #1. 
Absolute Delays: An absolute delay means that email #2 will go not out until after a certain date, set by the user. 

Setting a "Relative" delay:

Click on the thumbnail card for the delay period that you wish to edit. Select the "Relative" tab. Use the "Select the number of days to wait" drop down set the length of the delay period. Click "Save" 



Setting an "Absolute" delay:

Click on the thumbnail card for the delay period that you wish to edit. Select the "Absolute" tab. Use the "Select a Date" data entry field  to select the earliest date that the next email message can go out/next campaign event can take place. When you have made your selection, click "Save".



 



You may also choose to add a System Event to your Email Drip Campaign template. A System Event consists of moving to another Email Drip template, a different Event of the same Drip template, or you can use this feature to update your Contact records. Choose the cogwheels icon to add a System Event.


Next, name your Event, choose the tab that corresponds  to your chosen action. Choose "Move to Program" to select a different Drip template, choose "Go to Event" to select an Event from the same template, “Update Contact Info” to update contact information,  “Create Tasks” to create a task for a sales user, or “Remove Contacts” to remove a contact from the Drip.


Make sure to hit Save at the top of the screen while you are creating your Drip campaign template to save any work.


As a best practice, you should test your Drip campaign to make sure it is working properly. To test your Drip campaign, click on the Test icon.


Choose the contact in your list that you want to send the test Drip campaign to by checking the box by the name. We suggest sending the test emails to yourself to make sure everything is working properly.


Continue to click the Proceed to Next Item link until you have completed the Drip campaign


Once you finish testing the Drip campaign template, you can click Done at the top of the page.


The last step is to set your Sharing permissions. You can choose specific permission levels for each User in your company, as well as if you would like them to be able to copy the Drip template or if you want it shared with them. Once this is completed, you can hit Finish to save the Email Drip Campaign template.

Notes

There are tons of different ways to build each Email Drip template. Important things to consider when creating an Email Drip Campaign are:

1. Are your email templates completed? You cannot build your Drip campaign without your send Events created. You may edit the templates after the Drips are created, but you need to have the templates created to choose them in the template builder.

2. Set Event permissions. These templates can be used by any marketing and sales employee. Set permissions on editing each Event within the Event selector.

3. Create your basic Email Drip Campaign templates in the Setup tab.

4. The layout of the Drip cannot be edited once the program is running.


A new filtering condition has been introduced in the email drip campaigns module, allowing users to exclude contacts based on their Sales Playbook tab status. This ensures better targeting and prevents sending irrelevant emails to contacts who are not yet engaged or who have already moved beyond a specific playbook step.


How It Works

The ‘Not In’ condition offers two options when setting up a drip campaign:

  • Not In Any Tab – The campaign will only send emails to contacts who are not assigned to any tab or step in the playbook.

  • Not In The Specific Tab – The campaign will exclude contacts from a selected tab or step while continuing to engage those in other tabs of the playbook.


By applying this condition at the start of your email drip sequence, you ensure that communications are precisely tailored to the correct audience, preventing irrelevant outreach and improving engagement.


Use Case Example
  1. A sales team wants to send follow-up emails only to contacts who have not yet reached a demo stage (which is a tab in their playbook). By applying the Not In The Specific Tab condition, the system ensures that only early-stage leads
     receive the email sequence.
  2. Similarly, if a campaign is designed for cold leads, the Not In Any Tab condition can ensure that only unengaged contacts are included in the campaign, avoiding unnecessary outreach to active prospects.

Steps to Apply the Condition in Drip Campaigns

  1. Navigate to Drip Campaigns in the marketing automation module.

  2. Select Create a New Email Drip Campaign or edit an existing campaign.

  3. In the Condition Node, choose the new ‘Not In’ condition.

  4. Select either ‘Not In Any Tab’ or ‘Not In The Specific Tab’, based on your requirement.

  5. Define the drip sequence and save the campaign.


By implementing this filtering mechanism, email automation becomes more efficient and targeted, improving conversion rates and reducing unnecessary email traffic.









Info

Applying CRM Sync Status in Email Drip Campaigns

  • The Sync with CRM condition can now be applied in email drip campaigns to ensure that emails are only sent to contacts with the desired CRM sync status.

  • This feature enhances email automation efficiency by targeting the correct audience.


Steps to Apply CRM Sync Status in Drip Campaigns:

  1. Go to Drip Campaigns.

  2. Select Create New Campaign or edit an existing one.

  3. Add a condition node and choose "Sync with CRM.".

  4. Select Yes or No to filter contacts accordingly.

  5. Save and launch the campaign.

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