Drip campaigns send a series of emails to each contact over time, with delays between messages. Each contact moves through the sequence individually.
Use drip campaigns for lead nurturing, follow-ups, and structured communication.
Step 1: Go to Smart Marketing
From the Campaigns tab, click New Campaign.
Step 2: Create a New Campaign
Select Drip Campaign
Enter a campaign name and optional description
Click Create Campaign
Step 3: Choose or Create a Segment
Select the segment that determines who enters the drip campaign.
Important notes:
Each drip campaign uses one segment only
Contacts enter individually as they qualify
Step 4: Build Your Email Sequence
Add the First Step
Choose a template
Enter a subject line
The first email:
Has no delay
Sends the day the contact enters the segment, at the campaign’s scheduled send time
Add Additional Steps
For each additional email:
Click Add Step
Choose a template and subject line
Set how many days after the previous step it should send
You can:
Reorder steps
Edit content
Adjust delays before scheduling
Limits:
Up to 10 email steps per drip campaign
Up to 999 days between steps
Step 5: Set Schedule Details
Choose:
Start date (when the campaign becomes active)
Send time (time of day all steps are sent)
All steps send at the same time of day.
Step 6: Review and Schedule
Review the full sequence and delays
Confirm how many contacts currently match the segment
Click Schedule
Done!
New contacts will automatically enter the drip campaign when they qualify and move through the sequence until:
All steps are completed, or
They no longer meet the segment criteria
Drip Campaign Setup | 2:26