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Drip Campaigns

Drip Campaigns allow you to create automated sequences of emails and/or SMS messages that are sent to prospects over time. They're ideal for nurturing leads, onboarding new members, or following up after events.

Creating a Drip Campaign​

Click "New" at the top to create a campaign.

Campaign Details​

Name​

A descriptive name for the campaign (e.g., "Welcome Series", "Trial Follow-up").

Description​

Describe the purpose of this campaign.

Active​

Toggle the campaign on or off. Inactive campaigns will not enroll new prospects.

Trigger Settings​

Trigger Type​

Choose how prospects get enrolled:

  • Manual - Enroll prospects manually from the enrollments page
  • Automatic - When squeeze page is submitted - Prospects are auto-enrolled when they submit a specific squeeze page

Squeeze Page​

When using the automatic trigger, select which squeeze page submission triggers enrollment.

Campaign Steps​

Each campaign consists of one or more steps that are sent in sequence. Click "Add Step" to add a new step.

Each step includes:

Delay​

How long to wait before sending this step (from the previous step or enrollment).

Unit​

The time unit for the delay:

  • Minutes
  • Hours
  • Days

Channel​

How the message is delivered:

  • Email - Rich text email with subject line. Supports variables: {name}, {email}, {phone}. Includes a link builder for creating registration or upgrade URLs with pre-filled membership levels and coupons.
  • SMS - Plain text message (max 160 characters per segment). Supports the same variables.

Active​

Toggle individual steps on or off without removing them.

Campaign Statistics​

The campaign table shows:

  • Name and Description
  • Active status
  • Trigger Type (Auto: Squeeze Page or Manual)
  • Trigger Page - The associated squeeze page (if applicable)
  • Steps count
  • Enrolled count
  • Completed count
  • Rate - Completion percentage

Managing Enrollments​

Click the Enrollments icon on any campaign to view and manage enrolled prospects, their progress through the campaign steps, and enrollment status.