Drip Campaigns

Do you want to automatically send emails to new accounts or prospects 'x' days after they were created? We call these Drip Campaigns and they can be accomplished using calendar-based data policies.

How do I get started?

• Select an object that is the basis of the drip campaign. The object must have an email address field.
• Setup a calendar-based data policy with specific criteria that will trigger an email action.
• Schedule the criteria and any conditions.
• Apply the condition to the data policy and save.

What information do I need to setup a drip campaign?

• a list of recipients
• an email template or message
• criteria that is used to trigger the data policy
• the days you would like this campaign to run

Create a Drip Campaign

1. Click Designer > Data & Presentation > Object > {object}
2. Select the object from which you want to run the drip campaign. If you use Prospect or Account, the drip will run for the Primary Contact.
3. Click the Data Policies tab and then the Add Policy button. See Data Policies for more information.
4. Select the type as Calendar Based, the time of day you want this policy to run, and the day you want to start running the policy. You'll want to set it to repeat (daily, weekly, etc.).
5. Optionally, you can add any additional criteria, for example, only records where City equals Dallas or only records where Number of Employees is more than five
6. Set conditions in the Custom Criteria section

Drip Campaign Example

In this example, a Drip Campaign is created where an email is sent to the customer one day after a prospect is created. A calendar-based data policy on the Prospects object is required.

Create a Drip Campaign on Prospects

1. Click Designer > Data > Objects > Prospects > Data Policies
2. Create a calendar based data policy that repeats 'Daily'
3. Provide an activation date and time and, optionally, an end date
4. Optionally, specify date conditions in the Date Fields Criteria section
5. Under Custom Criteria, insert the DATECOMP function and set it as: DATECOMP(TODAY(), date_created) = 1
6. Save the policy. Click Add Action | Send email
7. Set the Action Name, From, To, and Subject fields
8. Type your message in the Description area.

You can also use HTML and template variables to brand and personalize the message. For additional days, and different messages, you can repeat the process by creating multiple data policies.

Test the Drip Campaign

To test your drip campaign, you may want to temporarily add additional criteria into the policy to look for a specific record that you want to send to, then add a record based on that test criteria.