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 a deal is created, the status is changed, or the stage is changed.