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.