Edit a Drip Campaign

     1-  Edit the name of a drip Campaign

  • Click on “Actions" and then Edit Name


  • A new window will appear:

  • Change the name for your campaign and hit “Update”


   2- Edit Tasks for a Drip Campaign

  • Click “Tasks” next to the Auto Pilot Campaign you want to edit and you’ll see a new box on the right that will allow you to create or edit the tasks.


  • To add Tasks:

1- Click “Add New Task to Drip”

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

3- If you select “Email” or “Text”, a drop down will show all of your email/text Folders and Templates.

4- Select the Folder that you want to utilize.

5- 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.

6- 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.

7- When you’re done, click “Add Task”

  • To edit a Task

1- Click on the "Edit" icon next to the task

2- A window will roll out


3- Make the changes you need

4- Hit Update Task


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