How to Use Drip Campaigns / Action Plans Drip Campaigns are a powerful, automated way to automate communications, workflow and tasks – and keep in touch with leads....
How to Set the Default Campaign for your Leads A Campaign is an automated, pre-defined sequence of emails and actions that will be either sent to the lead, or...
Create and Edit Drip Campaigns Campaigns are a collection of sequenced activities that are either emails or follow-up tasks.Campaigns are often referred to as “drip...
Segments Segments are a great way to quickly manage an audience or groups of leads. Segments are defined using search criteria,...
Creating HTML Email with Editor If you are intending to send out HTML emails, then these guidelines will help ensure your email looks the same...
Using SMS in Campaigns This video explains how you can use SMS (text) messages in your Drip Campaigns.