Drip Campaign Triggers

Drip campaigns are special in that a contact can be added to the campaign by a trigger or by manually adding contacts to the campaign. In this unit, learn the different ways to trigger a drip campaign and where to use them.

 

This starting step is triggered when a contact matches the defined query. The query is polled every 10 minutes.

This is a great campaign for communicating with contacts when their deal stage or status changes.

 

This starting step is triggered when a contact(s) is added to the campaign by some user action. Users can be added to this campaign 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

 

This starting step is triggered when the configured form is submitted. During the workflow, all elements of the form are queried using 'current form' filters. Use this starting step when you want the workflow to be triggered by a form submit.

 

This starting step is triggered when a contact does something that matches the configured filter. In the example below, the contact will trigger this campaign if they engage in a live chat.

 

This starting step is triggered when a contact registers for a webinar.

 

This starting step is triggered when a contact is added to one of the selected lists. It is important to note that it is the addition of a new contact to the given list that causes the trigger. Thus existing contacts will not trigger this starting step unless they are removed from the list and re-added to the list.

 

This starting step is triggered when a contact is removed from one of the selected lists.

 

This starting step is triggered when an incoming call or SMS message is received.

 

This starting step is triggered when someone follows one of the configured accounts Twitter handles.

 

This starting step is triggered when an incoming chat is detected.

 

This starting step is triggered when a contact in your database visits a web page that matches the associated filter. In the example below the campaign will only be triggered when a contact visits a page with 'package' in the URL. Alternatively, clicking the 'Any URL' box will result in the campaign being triggered by a visit to any page.

 

This starting step is triggered when an appointment is booked. Form elements are attached to all appointments and can be queried directly.

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