Drip campaigns allow you to create a series of messages that are sent on a schedule you define.
Separate messages by minutes, days, or even months
Build different campaigns for your needs – follow up with customers after a purchase, invite attendees to a weekly webinar series, run a daily challenge with your team.
Set up a drip campaign
Drip campaigns can only be created on desktop and tablets.
Click on Drips in the left navigation
Click New Drip Campaign
Name your drip campaign – this will only be visible to you and those you share your campaign with so pick a name that will help you remember what it does and how to use it.
Decide which services you want your messages to send from. Services include:
Customer Service number
Create Trigger Words
Trigger wordsare what contacts will send to start the drip campaign. Your campaign will be listening for exact matches to your trigger word.
Keep these simple! The incoming message needs to match exactly for the campaign to begin, so make it easy for your customers to get them right.
You can have multiple trigger words by clicking Add Trigger Word. Delete those you don’t need with the Trash Can icon.
Actions can take place at any point in the campaign, including before the first message. An action can
Add or remove a contact from a group
Add or remove a tag from a contact
Assign or unassign a channel from a contact
Mute or unmute a conversation
Auto-mark done to move the conversation out of your Inbox to the Done folder*
Run a new bot, ending the current bot and starting a new one*
Run a drip campaign
Assign a recurring event
End this bot*
* Not available at start of campaign
Create Messages you want to include in your campaign. Choose how long Shout should wait to send after the previous message with the time selector.
Send messages immediately by choosing 0 minutes in the time selector
Name messages for easy internal reference in the campaign flow on the right side of your screen
Reorder messages clicking on ••• and selecting Move Up or Move Down
Delete a message clicking on ••• and selecting Remove Message
Use the segment counter in each message to keep track of how many segments your bot will use
Review drip campaign details
After you create a drip campaign, you can view information about its performance – including a description, how many questions and segments it uses, who is in the middle of the campaign, and who has completed it.
Click Drips from the left navigation
Click a campaign to review
Create a Description of how and when you use the campaign to stay organized
Set the campaign to Active or Paused, and review which services are enabled
Click to get more details:
Contact in progress – contacts that have started but not yet finished the campaign
Contacts finished – contacts have completed the campaign
Individual messages – queued messages shows who will receive this message next, sent shows who has already received it
Click Export Results at the top of the screen to download a CSV file with more details about your contact’s interactions with the campaign