Creating Auto Pilot Drip Campaigns

Creating and Naming the Auto-Pilot Drip Campaign

1- From the navigation bar, click on the "Marketing" tab 

2- Once on the marketing page, Click on " Auto Pilot Drip Campaign"

3- Click "Add New Auto Pilot"

4- A window will appear to name your new campaign

7- After it’s created, you will notice it on the list of your Campaigns.



Create Tasks for Auto-Pilot Drip Campaigns

1- Click “Tasks” In the Auto Pilot Campaign you want to add Tasks to and you’ll see a new box on the right that will allow you to create the tasks.

2- To the right of the campaigns, you will see a list of current tasks. If there are none, you have to add them.

3- Click “Add New Task to Drip”

4- Choose the type of task you want to complete: E-mail, Call or Text

  • If you select “Email” or “Text”, a drop down will show all of your email/text Folders and Templates.
  • Select the Folder that you want to utilize.
  • A new drop down will then allow you to choose any of the templates associated with that Folder. From here, select the template you want to start the Auto-Pilot off with.

5- You have three options for timing. You can either send it immediately, after several minutes, days or at a specific date.

  • Timing Example:  If you select zero minute delay, then your template will be triggered immediately after the Campaign is engaged on a contact.  You would want to do this for a Campaign that is for New Leads you receive from Zillow. 
  • Days Later: 2 Days later @ 8am would be 48hours after the campaign is triggered and will send off at 8am.
  • Specific Date: Do this if you want to send templates on specific days, such as a holiday, or the 1st of a month. Perhaps you have a monthly email that you want to go out to your clients.

6- When you’re done, click “Add Task”

7- Repeat this process for as many tasks as you want to include in that campaign




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