How to Run a Drip Campaign

A drip campaign is a series of automated messages sent to a specific group of users over a period of time. It's a powerful strategy for nurturing new leads, onboarding new customers, or building excitement for a product launch.

With LeadClose, you can execute a drip campaign by creating a series of scheduled campaigns targeted at specific, evolving segments.

Example Use Case: Onboarding a New Customer

Let's say you want to send a 3-message onboarding sequence to every new customer over their first week.

Step 1: Prepare Your Templates

You will need three separate Utility templates, pre-approved by Meta.

• Template 1: welcome_day_1
  • "Hi {{1}}, welcome to [Your Brand]! We're thrilled to have you. To get started, check out our quick start guide: [Link]"
• Template 2: onboarding_day_3
  • "Hi {{1}}! Did you know you can [mention a key feature]? Here's a short video showing you how: [Link]"
• Template 3: onboarding_day_7
  • "Hi {{1}}, it's been a week! We'd love to hear how you're getting on. If you have any questions, just reply to this message. We're here to help!"

Step 2: Create Your Segments

The key to a drip campaign is having segments that capture users at different stages.

• Segment A: "New Customers (Day 1)"
  • Type: Dynamic
  • Filter Rule: Date Created | is greater than | Yesterday's Date
• Segment B: "Onboarding - Week 1"
  • Type: Dynamic
  • Filter Rule: Date Created | is less than | Yesterday's Date
  • AND Date Created | is greater than | Date from 8 days ago

Step 3: Schedule the Campaigns

Now, create three separate campaigns.

1. Campaign 1: Welcome Message

   • Name: "Drip 1 - Welcome"
   • Template: welcome_day_1
   • Segment: "New Customers (Day 1)"
   • Schedule: Set this campaign to run daily (e.g., every day at 10 AM). Each day, it will automatically pick up the customers who signed up in the last 24 hours.

2. Campaign 2: Feature Highlight

   • Name: "Drip 2 - Feature Highlight"
   • Template: onboarding_day_3
   • Segment: "Onboarding - Week 1"
   • Schedule: Schedule this campaign to run on a specific day, for example, two days after the first one. For a continuous flow, you'd need more granular segments (e.g., "created 3 days ago"), which can be achieved via API or manual daily segment creation.

3. Campaign 3: Final Check-in

   • Name: "Drip 3 - Check-in"
   • Template: onboarding_day_7
   • Segment: "Onboarding - Week 1"
   • Schedule: Schedule this a few days after Campaign 2.

Advanced Automation

For fully automated, continuous drip campaigns (e.g., "send message 3 days after signup"), a more advanced setup using the LeadClose API or a tool like Zapier is typically required. This allows you to trigger campaigns based on precise timing for each individual customer. However, the manual scheduling method described above is a highly effective way to implement time-based drip sequences for groups of users.