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
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.
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.
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.
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.
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.
Steps to Apply the Condition in Drip Campaigns
Navigate to Drip Campaigns in the marketing automation module.
Select Create a New Email Drip Campaign or edit an existing campaign.
In the Condition Node, choose the new ‘Not In’ condition.
Select either ‘Not In Any Tab’ or ‘Not In The Specific Tab’, based on your requirement.
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.
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:
Go to Drip Campaigns.
Select Create New Campaign or edit an existing one.
Add a condition node and choose "Sync with CRM.".
Select Yes or No to filter contacts accordingly.
Save and launch the campaign.