Email Drip Marketing

Email Marketing Tutorial Video 

In the Marketing page located in the navigation bar, choose Email from the dropdown, and then select the Drip Marketing tab towards the top of this page. 

 

Follow Up Drips: Automatically send an email to leads a given number of days after the lead comes in. This is based on the received on date associated with the lead. 

When creating or editing a follow up drip email, you are able to filter the email by a disposition tag for leads assigned that tag to specifically receive. Otherwise, if you do not select a disposition tag in the drop down menu, the email will send to all eligible leads.

Disposition Follow Up Drips: Enroll your leads in a series of email drips based off the date you dispositioned them.

 

To view the entire email body, you will need to select the purple pen beside the email. Otherwise, it will default to only show when the email will trigger, the disposition tag it may be filtered by, and the subject line.