Creating a Drip Campaign

Modified on: 2014-11-05 09:39:51 -0600


A drip campaign is a great way to nurture leads who are going to need more convincing regarding your product or service. Creating a highly customized drip campaigns in SharpSpring is simple.  This support article will walk you through creating a basic behavioral drip campaign.

​The following video will show you how to create a drip campaign in SharpSpring. However, if you prefer, a written step-by-step guide is available below the video for your convenience.



Step-by-step Guide to Creating a Drip Campaign Using SharpSpring

Step 1: Create the initial email, schedule it and send the email to the desired list of leads. More information on creating a dynamic list, can be foundhere. When someone comes back to your site from this email, SharpSpring will apply a tracking ID to the visitor.

Step 2: Click on the green “New” button in the top right corner of SharpSpring.

Step 3: Select "Workflow" in the drop down menu.

Step 4: Name the workflow.

Step 5: Click on the blue “Add Workflow" button. Whenever someone visits the site from that email you sent out, they will visit the specific page by clicking the link in the email. Then you can send them a series of emails based on the product or services on that page.

 

 

 

Step 6: Select “Send the Email” in the next drop down menu.

Step 7: Select the email you want to send in the last drop down menu.

Step 8: Click on the blue “Add Action" button.


Step 9: Click on the first drop down menu and select the time that you want to send the follow-up email. One or two days is typical.

Step 10: Select “Send the Email," in the next drop-down menu (It's the default selection) and then enter the name of the email.

Step 11: Click on the blue “Add Action" button. If you selected two days in the drop down menu, then the email will be sent two days after the lead triggers the Workflow. 

Step 12: Click on the drop down time menu and select 10 days.

Step 13: Select “Send the Email” and then enter the name of the 2nd email to be sent to the lead.

Step 14: Click on the blue “Add Action" button. This email will be sent 10 days after the lead triggers the Workflow.

Step 15: Click on the green “Save Changes" button.

Creating an Automation Task

Now you need to create an Automation Task to trigger for the Workflow.

Step 1: Click on the green “New” button in the top right corner of SharpSpring.

Step 2: Select “Tasks” in the drop down menu.

Step 3: Name the Task.

Step 4: Click on the blue “Add Task" button.

Step 5: On the 1st drop down menu, you can select “When Any” or “When All,” for demo purposes let's use “When Any."

Step ​6: Click on the “Add the Trigger" drop down menu and select "Add the Trigger."

Step 7: In the next drop-down menu, select when a contact "visits the page."


 

Step 8: In the field to the right, type in the website page you want them to visit.

Step 9: In the next drop down menu, select the number of times that the contact will have to visit that particular page to trigger that workflow. Select 1 time and then "exactly" in the next drop down menu.


 

Step 10: Click on the gray "Add Rule" button.

Adding a Filter

Next you will need to know how to create a Filter which will limit the recipients of the email drip campaign to a manageable number of recipients.

Step 1: Click on the "Add the Trigger" drop down menu and select “Add Filter.”

Step 2: Click on the “Send the Email” drop down menu and scroll down the menu until you see the “visits from the email” option.

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Step3: Enter the name of the initial email and select one time, exactly.

Step 4: Click on the gray “Add Rule" button.

Step 5: Scroll down and enter the Workflow name and click on the green “Save Changes” button.

You should now have a better understanding of how to create a drip campaign using SharpSpring. As always, if you have any questions or concerns you can send an email to partnersupport@sharpspring.com.


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