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How to Use a Bot or Drip Campaign Imported From a Folder

  • updated 2 mths ago

If you receive a share link, with folders, click Yes to import the items in the folder into your account.

  • From the side menu, click on Sharing
  • From the dropdown menu, click on Folders
  • Click on Shared with Me

  • Click on the . . . next to the name of the bot folder, you would like to import content from

  • Click on Import All to import all content from the folder

You can also click on View Folder and then click on Import All from the folder view.

  • Click on Bots from the side bar menu
  • Click on the . . . next to the name (Template - Team Onboarding Bot) of the bot you want imported into your account.

  • Click on Edit from the drop down menu

  • Check the Bot Status in the top right hand corner of the screen
  • Click on Active to make sure your bot is turned on. If your Bot Status says Pause, trigger words will not work on your bot.

  • Select Services: Check the box next to one or more services you want to use this bot with

  • This example bot is meant as a Shout to Shout, Facebook, or Instagram bot, so text message services are not available.
  • Some bots may not have all services available depending on what they are designed for. 
  • You will need to connect Facebook and Instagram to Shout, in order to send the drip campaign via those services.
  • Click here for a tutorial on how to connect Facebook to Shout.
  • Click here for a tutorial on how to connect Instagram to Shout.
  • Edit or create a new  trigger word for your onboarding bot
  • Click Add Trigger Word
  • Trigger words for bots and drip campaigns are not case sensitive, and if you have two of the same trigger word, it won't let you use the bot (ex. VIP and vip).  
  • In order to fix this, delete all of the trigger words, save, and then add back one version of the trigger word  (ex. vip).

  • Customize each message in the bot, to fit your needs

  • Click Save to save the changes made to the bot


  • From the side menu, click on Sharing
  • From the dropdown menu, click on Folders
  • Click on Shared with Me

  • View all of your shared folders from Shared with Me
  • Click on the . . . next to the name of the bot folder, you would like to import content from.

  •  Click on Import All to import all content from the folder

  • Click on Bots from the side bar menu
  •  Click on the . . . next to the name (ex. Template - Order Bot) of the bot you want imported into your account.

  • Click on Edit from the drop down menu

  • Check the Bot Status in the top right hand corner of the screen

  • Click on Active to make sure your bot is turned on. If your Bot Status says Pause, trigger words will not work on your bot.

  • Select Services: Check the box next to one or more services you want to use this bot with

  • This example bot is meant as an order bot, so you can utilize text messaging through your Customer Service Number or Marketing Number. You can also use Shout to Shout, Facebook, or Instagram with this bot.
  • You will need to connect Facebook and Instagram to Shout, in order to send the drip campaign via those services.
  • Click here for a tutorial on how to connect Facebook to Shout.
  • Click here for a tutorial on how to connect Instagram to Shout.

  • Edit or create a new  trigger word for your order bot.
  • Click Add Trigger Word
  • You can have more than one trigger word for your bot.
  • Trigger words for bots and drip campaigns are not case sensitive, and if you have two of the same trigger word, it won't let you use the bot (ex. VIP and vip).  
  • In order to fix this, delete all of the trigger words, save, and then add back one version of the trigger word  (ex. vip).

  • Customize each message in the bot

  • Click Save 

 


  • From the side menu, click on Sharing
  • From the dropdown menu, click on Folders
  • Click on Shared with Me

  • View all of your shared folders from Shared with Me
  • Click on the . . . next to the drip template folder, you would like to import content from.
  • Click on Import All to import all content from the folder

  • Click on Drips from the side bar menu
  • Click on the . . . next to the name ( ex. Template-Follow Up) of the drip you want imported into your account.
  • Click on Edit from the drop down menu

  • Check the Drip Status in the top right hand corner of the screen

  • Click on Active to make sure your drip is turned on. If the Drip Status says Pause, trigger words will not work on your drip.

  • Select Services: Check the box next to one or more services you want to use this drip with

  1. You will need to connect Facebook and Instagram to Shout, in order to send the drip campaign via those services.
  2. Click here for a tutorial on how to connect Facebook to Shout.
  3. Click here for a tutorial on how to connect Instagram to Shout.

  • Edit or create a new  trigger word for your drip campaign
  • Click Add Trigger Word

  • You can have more than one trigger word for your drip campaign.
  • Trigger words for bots and drip campaigns are not case sensitive, and if you have two of the same trigger word, it won't let you use the bot (ex. VIP and vip).  
  • In order to fix this, delete all of the trigger words, save, and then add back one version of the trigger word  (ex. vip).

  • Customize each message in the drip campaign, to fit your needs
  • Determine how far apart you want each message in the drip campaign spaced out 

  • We recommend setting the drip campaign to send each message a few minutes apart minimum.
  • This makes sure all of your messages send in order.
  • If you set up all the messages to send immediately, they will be sent out of order.

  • You can choose to send your drip campaign messages days apart.
  • This is great, for following up after an order.
  • You can also invite your customer to become a VIP customer.
  • Click Save


  • Common issues that occur when saving a bot or a drip campaign, are duplicate trigger words. You can only use a trigger word once, on either one bot or one drip campaign. If you accidentally reuse a trigger word and try to save, you will receive an error message.
  • Trigger words for bots and drip campaigns are not case sensitive, and if you have two of the same trigger word, it won't let you use the bot (ex. VIP and vip).  
  • In order to fix this, delete all of the trigger words, save, and then add back one version of the trigger word  (ex. vip).
  • Click the Trash Can icon to delete a duplicate trigger word

  • Click Save to save the changes made to the drip campaign.

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