A drip takes a lead through steps by itself, each after a wait. Account admins, and managers who see every lead, open Marketing, Drips.
Make one
- Press Make a drip and give it a name.
- Choose when leads join: a new lead comes in (of a lead type, from some sources), a lead is moved to a stage, or only when someone adds them.
- Add steps. Each waits a while after the one before (up to a year): - an email, with merge fields like
{first_name}, a preview and Send me a test; - a callback for whoever has the lead; - a move to a stage; - give it to someone, or put it up for grabs. - Press Turn on.
Ask Vaulty to write it on an email step writes the subject and message from a few words (a check-in a week after they asked for a quote).
Adding leads by hand
On a lead's page, the Drips box adds it to a drip (or stops it). On the lead list, tick leads and use Drip in the bar.
Good to know
- Emails go between 8 AM and 9 PM in the lead's time zone, through your bulk email setup.
- Leads with no email, on the do-not-contact list or unsubscribed skip email steps.
- A lead leaves its drips when someone moves it to another stage, or it's closed as returned, merged or do not contact.
- Every step shows on the lead's timeline.
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