How do I create a User Email Drip Campaign?

How do I create a User Email Drip Campaign?

Info
Channel/Enterprise program internal Users can have the option of sending email drip campaigns directly to their Users of the portal

To send an email to your Users, first go to Manage > Campaigns > Drip (Lead Nurturing)
Notes
Note: this may be under a different part of your navigation bar depending on your settings and customization. Contact your Support team or Consultant for further assistance if you can’t find the selection.



Select the "User" tab


To create a new email drip, click, "Create" or select a drip campaign to run


Proceed to either creating, or selecting, an email drip template to send as you normally would. Learn more about how to do that here:  How to Run, Stop, and Schedule an Email Drip Campaign
  1. You can now use "Events Calendar" conditions in the "IF Else" condition when creating a user drip campaign. This feature allows you to send targeted email campaigns based on user interaction with events.

  1. When setting up a drip campaign, navigate to the IF Else condition settings.

  2. In the dropdown, select "Events Calendar" as the trigger condition.

  3. You will be able to set the campaign to trigger based on specific events like:

    • Event Title

    • Event Date

    • Event Location, etc.

  4. For example, you can trigger an email if the user attends an event titled "Event at 3:30."

This enhances your ability to send personalized campaigns based on event interactions, driving engagement and relevance.


  • A new scoring condition under Learning Management assigns scores based on LMS completion percentages.

  • Helps prioritize trained users and evaluate learning impact.


Steps to Apply LMS-Based Scoring Rules:

  1. Go to Scoring Rules in the platform.

  2. Click Create New Rule or edit an existing one.

  3. Select "LMS Completion Percentage" under the Learning Management option.

  4. Assign different scores based on completion levels.

  5. Save and activate the scoring rule.

  • Emails can now be triggered based on LMS progress.

  • This allows for personalized learning follow-ups and better engagement.


Steps to Automate Drip Campaigns Based on LMS Progress:

  1. Navigate to drip campaigns.

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

  3. Add a condition node and select "LMS Completion Percentage.".

  4. Choose the completion level required for email automation.

  5. Save and launch the campaign.

Info
As an internal User of your portal, you'll have a new option on the last section when setting up an Email Drip Template that will allow you to select Users, User Groups, or Organization Groups