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How to Create an Auto Pilot Campaign

I-  Creating the folder that is going to hold all the tasks for the auto pilot campaign

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

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

3- A page will open

4- To create the folder that is going to hold the autopilot click on "Add New Auto Pilot". 

5- A new window will roll out:

6- Choose a name for your campaign and hit “Save New”

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

II- Create Tasks for Auto-Pilot

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.

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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”

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

 

How to start a drip campaign for one or multiple clients

For a single contact

1- Go to your contacts page

2- Next to the contact you want to add to the campaign, select the "Actions" button

3- Click "Add Drip Campaign". A window will appear, select the name of your newly created campaign.

For multiple contacts 

1- Go to your contacts page

2- Using the farthest left boxes next to the contact names, select all the contacts you want to add to the auto pilot drip campaign 

3- Select the "Bulk Actions" button at the top of the page, then select "Add Drip Campaign"

4- Here you will have the option to add all of your selected contacts, or ALL of your contacts to a campaign

5- A window will appear, select the name of your newly created campaign.

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