Create a drip campaign

A drip campaign sends a planned sequence of messages over time. The pattern uses a CRM field to decide who is in the sequence, a router to branch, and delays to space the messages out.

Build it

Create a CRM custom field such as lead stage.

Create a workflow triggered by a change to that field.

Add a router to split hot leads from cold leads on the field value.

In each branch, send a template message with personalised variables and buttons.

Add delay steps between messages to set the timing.

Save and enable. Contacts now move through the sequence on their own.

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