Setting up the Target List
To activate a target list for automatic updates mark the checkbox Auto Update.
To add a report to a target list pick Select Report for Auto Updating.
Setting up the Target List scheduler
Setting up the Campaigns module
Create a new campaign and select Drip E-Mail from the dropdown field Type and save the record.
Click on Create in the Email Marketing subpanel.
Select “Assigned User” to use the From Name and E-Mail Adresse of the user who is assigned to the record who received the E-Mail, eg “Hank Moody” firstname.lastname@example.org.
Select “Mailbox” to use the From Name and E-Mail Adresse of a given mailbox, eg Sales Company email@example.com.
To set the delay time enter a delay time in hours, days or weeks. The e-mail will be send at the time the list member was added to the related target list.
Explaining a Drip E-Mail Campaign Process
Exemplaric overview of a Drip Email Campaign process
Possible scenarios of how you can use Drip Campaign
Here is an example of a Drip Campaign. This Campaign have three automated Drip E-Mails in the process.
You want to send an series of E-Mails for a trial of your product to the registered leads.
E-Mail 1: Immediately after registration: Getting Started in the system.
E-Mail 2: A day after the registration: Visit our live webinars or inform yourself on these pages about the product.
E-Mail 3: After 14 days: your trial expires in 14 days. Can we help you?
E-Mail 4: After 30 days: Your trial has expired.