Mitch Ashburn Asked:
“I want to add a large number of people to a campaign in drip mode. I see how to do that with bulk emails, but how can I set a campaign to drip mode?”
The Answer:
Setting up a campaign in drip mode within Agent CRM allows you to add a large number of people and send them emails or texts in a staggered, automated fashion. Here’s how you can do it:
Step-by-Step Guide
- Create a Campaign:
- Log in to Agent CRM and go to Marketing > Campaigns.
- Click + Create Campaign and give it a name, such as “Drip Campaign.”
- Add Events to the Campaign:
- Inside the campaign editor, add your desired events, such as Email or Text Message (SMS).
- Customize the timing between each event (e.g., one day apart, two hours apart).
- Activate Drip Mode:
- When adding contacts to the campaign, select the option for Drip Mode.
- Choose the number of contacts to add per day, ensuring the campaign runs smoothly without overwhelming recipients.
- Start Adding Contacts:
- Use the Bulk Actions feature to add a large number of contacts.
- Select the desired group or tag, and then assign them to the drip campaign.
Why Use Drip Mode?
Drip mode ensures a steady flow of communication with your contacts, making it easier to manage responses and keep your campaigns running efficiently without overwhelming your systems or recipients.
Additional Resources
For more tips on managing campaigns and bulk actions in Agent CRM, check out these helpful resources:
- Blog Post: Automate New Insurance Lead Campaigns
- Blog Post: Drip Email Campaigns for Insurance Agents
Watch and Learn
For a visual walkthrough, check out this video:
