How to Create a Drip Campaign

What are Drip Campaigns? 

Drip campaigns allow you to create a series of messages that are sent on a schedule you set. You can separate messages by minutes, days, or even months. There are lots of ways to leverage drip campaigns – run a weeklong promotional campaign with daily messages, follow up with customers after a purchase, and much more.

Set up a Drip Campaign

Drip campaigns can only be created on desktop and tablets. 

  • Click on Automations in the left navigation to show a drop down menu
  • Click Drips 
  • Click the blue button at the top left of the screen

Step 1: Name your Drip Campaign

This will only be visible to you and those you share your campaign with, so pick a name that will help you remember what it does and how to use it.

Step 2: Select Service

Decide which services you want your messages to send from. Services include:

  • Shout-to-Shout (S2S)
  • Customer Service number
  • Marketing number
  • Facebook
  • Instagram

Step 3: Create Trigger Words 

Trigger words are what contacts will send to start the drip campaign. Your campaign will be listening for exact matches to your trigger word. 

  • Keep these simple! The incoming message needs to match exactly for the campaign to begin, so make it easy for your customers to get them right. 
  • You can have multiple trigger words by clicking Add Trigger Word. Delete those you don’t need with the Trash Can icon.

Step 4: Add Actions

Actions can take place at any point in the campaign, including before the first message. An action can

  • Add or remove a contact from a list
  • Add or remove a tag from a contact
  • Assign or unassign a channel from a contact
  • Mute or unmute a conversation
  • Auto-mark done to move the conversation out of your Inbox to the Done folder*
  • Run a new bot, ending the current bot and starting a new one*
  • Run a drip campaign
  • Assign a recurring event
  • End this bot*

* Not available at start of campaign

Step 5: Create Messages

Create the messages you want to include in your campaign. Choose how long Shout should wait to send after the previous message with the time selector.

  • Send messages immediately by choosing 0 minutes in the time selector
  • Name messages for easy internal reference in the campaign flow on the right side of your screen
  • Reorder messages clicking on ••• and selecting Move Up or Move Down
  • Delete a message clicking on ••• and selecting Remove Message
  • Use the segment counter in each message to keep track of how many segments your bot will use

Review Drip Campaign Details

After you create a drip campaign, you can view information about its performance including a description, how many questions and segments it uses, who is in the middle of the campaign, and who has completed it.

  • Click Drips from the left navigation
  • Click a campaign to review

1: Description

  • Create a description of how and when you use the campaign to stay organized

2: Drip Status and Services

  • Set the campaign to Active or Paused, and review which services are enabled

3: Tracking Bot Activity

  • Contact in Progress – contacts that have started but not yet finished the campaign
  • Contacts Finished – contacts have completed the campaign
  • Individual Messages – queued messages shows who will receive this message next, sent shows who has already received it

4: Export Activity Report

  • Click Export Results at the top of the screen to download a CSV file with more details about your contact’s interactions with the campaign

See how using Drip Campaigns helped save Kelsey's business here

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