0

How to Start a Bot or Drip for a List

  • updated 2 wk ago

Start a Drip Campaign on a List from the Lists Menu:

1.  Click on People in the left navigation to show a drop down menu

2. Click on Lists

3. Select the + next to the List you want to send a drip campaign to

4. From the drop down menu, click Run Drip Campaign

5. Click on Select to Select a Drip Campaign 

6. Click on the name of the drip campaign and click Select

7. Optional: Click on Select to select a start question other than the 1st question by clicking on the name of the question (Q1: hello) to start with and click Select.

9. Click the circle, next to the service, you would like to send your drip campaign through: Shout to Shout, Customer Service, or Marketing.

10. Optional: Select a date and time, to start the drip campaign, if you don't want it to start immediately.

11. Click Save, to start the drip campaign.

You can schedule the Drip Campaign to start at a future date and time from the set up page, as well. 


Start a Bot on a List from the Lists Menu:

1.  Click on People in the left navigation to show a drop down menu

2. Click on Lists

3. Select the + next to the List you want to send a bot

4. From the drop down menu, click Run Bot

5. Click on Select to Select a Bot to send

 

6. Click on the Name of the bot and click Select.

7. Optional: Click on Select to select a start question other than the 1st question

8. Optional: Click on the name of the question (Q1) to start with and click Select

9. Click the circle, next to the service, you would like to send your drip campaign through: Shout to Shout, Customer Service, or Marketing.

10. Optional: Select a date and time to start the drip campaign, if you don't want it to start immediately.

11. Click Save, to start the drip campaign. 

You can schedule the Bot to start at a future date and time from the set up page, as well. 

Reply Oldest first
  • Oldest first
  • Newest first
  • Active threads
  • Popular
Was this article helpful? Follow
  • 4 mths agoLast active
  • 93Views
  • 1 Following