Create DirectMail Drip Campaign

Drip Campaigns

A Drip campaign lets you set up a structured mailing schedule that runs automatically. You can decide how many mailings to send, how much time to leave between each one, and even use different designs throughout the campaign.

Once your campaign is set up, you can reuse it anytime without having to rebuild it. You also have flexibility in how you add recipients—you can start them at the beginning or place them into any step, depending on where they should enter the process.

At any point, you’ll be able to see exactly where each recipient is in the campaign, giving you clear visibility and control from start to finish.

  1. 1. Click on Orders

    Click on Orders

  2. 2. Click on Drip Campaigns

    Click on Drip Campaigns

  3. 3. Click on What Are Drip Campaigns?

    Click on What Are Drip Campaigns?

    1. 4. A. Click on Overview…

    2. 4. B. Click on Close

    A. Click on Overview… B. Click on Close

  5. 5. Click on Create Drip Campaign

    Click on Create Drip Campaign

  6. 6. Type Drip Campaign Name

    Type Drip Campaign Name

  7. 7. Click on Add Step

    Click on Add Step

  8. 8. Choose your design from the pop up modal

    Choose your design from the pop up modal

  9. 9. Click on Order Design

    Click on Order Design

  10. 10. Follow the steps for configuration

    Follow the steps for configuration

  11. 11. Click on Next Step

    Click on Next Step

    1. 12. A. Review Order…

    2. 12. B. Click on Confirm Drip Campaign Step

    A. Review Order… B. Click on Confirm Drip Campaign Step

  13. 13. You can copy this step if needed

    If you will be sending the same design multiple times, the copy step will save you time!

    You can copy this step if needed

  14. 14. Type Delay before Sending

    You can choose the number of days between mailings. We do not limit the number of days so choose what makes sense for your use case.

    Type Delay before Sending

  15. 15. To configure another design click Add Step

    You can add a step to the beginning, the end, or between existing steps.

    To configure another design click Add Step

    1. 16. A. Click on Order Configuration…

    2. 16. B. Click on Move Earlier

    You can change the order of your steps using the arrow icons to move the step up or down.

    A. Click on Order Configuration… B. Click on Move Earlier

  17. 17. Click on Recipients

    Click on Recipients

  18. 18. Click on Add Recipients

    You can add recipients individually to each step, if needed. If not, we recommend waiting until the campaign is fully configured and adding the recipients to the start of the campaign.

    Click on Add Recipients

  19. 19. Click on Date Preview

    Click on Date Preview

  20. 20. Visualize your campaign

    You can see when each step will occur based on the general agenda view or broken down by month or week.

    Visualize your campaign

  21. 21. Click on Create Drip Campaign

    Click on Create Drip Campaign

  22. 22. Click on Create

    Click on Create

    1. 23. A. Click on Details…

    2. 23. B. Click on Add Recipients to Start

    Adding recipients to the start will send the recipients through the campaign starting with the first step. You may also add recipients to each step individually as needed.

    A. Click on Details… B. Click on Add Recipients to Start

    1. 24. A. Click on Add Recipients

    2. 24. B. choose an option from the Add recipients selection picklist

    You have multiple options for adding recipients.

    A. Click on Add Recipients B. choose an option from the Add recipients selection picklist

    1. 25. A. Click on Steps…

    2. 25. B. Move between steps

    A. Click on Steps… B. Move between steps

  26. 26. Click on View Recipients

    You'll be able to see which recipients are currently on this step.

    Click on View Recipients

    1. 27. A. Click on All Recipients…

    2. 27. B. Click on All…

    You can move between statuses to see all recipients that are currently on this step but also ones that have completed, restarted, or been canceled.

    A. Click on All Recipients… B. Click on All…