Getting Started with User Drip Campaigns

A User Drip campaign is a simple, easy to use campaign type that allows you to quickly add contacts to a drip campaign and easily remove contacts from existing drip campaigns. User drip campaigns are a special type of drip campaign that is initiated by

  • Manually adding a contact from the contact edit screen
  • Adding a contact via the bulk contact edit (on the All Contacts screen)
  • Using one of the Add To Campaign workflow actions
  • Adding a contact(s) using the api

 

Contacts continue in a User Drip campaign until they exit the workflow or are removed from the campaign via:

  • Manually removing a contact from the contact edit screen
  • Removing a contact via the bulk contact edit (on the All Contacts screen) 
  • Using one of the Remove From Campaign workflow actions
  • Removing a contact(s) using the api
  • Using the chrome extension

 

Creating a User Drip campaign

Browse to Automation-Campaigns. In FunnelFLARE click the Drip Campaign create button:

 

 

After choosing an appropriate unique name for your campaign, choose 'User Drip Campaign' as the starting step

 

 

 

Now you can create the sequence of actions/decisions that process this prospect.

 

Adding a contact to a User Drip Campaigns

You can add contacts to a user drip campaign

  1. From the contact edit screen
  2. Using the bulk edit
  3. Using the workflow action
  4. Using the chrome extension

 

1. Use the contact edit screen

Browse to the contact that you want to add to your campaign (via a report, list, or the all contacts screen). Click on Contact Details, find the 'User Drip Campaigns' box. This will list all User Drip campaigns this contact is currently in.

 

 

2. Use the bulk contact editor

 

 

  1. Browse to the All Contacts screen (Contacts-All Contacts). Find the contacts that you want to add to a User Drip campaign using a list/segment to filter or by searching for the contacts. Once you find the contacts, select the contacts that you want to add to a User Drip campaign.
  2. Click the Bulk Edit button that appears
  3. select the 'Add To Campaign' dropdown. Select the Drip campaign

 

3. Use the workflow action

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In any workflow, you can use the 'add to campaign' workflow action to insert a person into a campaign as a part of the workflow. You can select any active user drip campaign in the drop down. 

 

3. Use the Chrome Extension

Using the power dialer, or the chrome extension lead insights, the user drip campaign interface is exposed. 

 

 mceclip0.png

 

 

Removing contacts from a User Drip campaign 

You can remove contacts from user drip campaigns

  1. Using the contact edit screen
  2. Using the bulk edit
  3. Using the workflow action
  4. Use the chrome extension

 

1. Use the contact edit screen

Browse to the contact that you want to add to your campaign (via a report, list, or the all contacts screen). Click on Contact Details, find the 'User Drip Campaigns' box. This will list all User Drip campaigns this contact is currently in. Click the 'x' to remove the person from the campaign

 

 

2. Use the bulk contact editor

 

mceclip1.png

 

  1. Browse to the All Contacts screen (Contacts-All Contacts).
  2. Find the contacts that you want to remove from a User Drip campaign using a list/segment to filter or by searching for the contacts. Once you find the contacts, select the contacts that you want to remove from a User Drip campaign.
  3. Click the Bulk Edit button that appears
  4. select the 'Remove From Campaign' dropdown. Select the Drip campaign

 

3. Use the workflow action

 \mceclip2.png

In any workflow, you can use the 'Remove From campaign' workflow action to remove a person from a campaign as a part of the workflow. You can select any active user drip campaign in the dropdown. 

 

3. Use the Chrome Extension

Using the power dialer, or the chrome extension lead insights, the user drip campaign interface is exposed. 

mceclip2.png

 

 

 

 

 

 

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