Email

How do I create a drip campaign (automated sequence)?

Go to Email → Campaigns → New drip. Add multiple messages with an interval between them (e.g. day 0, day 3, day 7, day 14). Trigger via:

  • A tag on a lead or client (as soon as that tag is assigned, the sequence starts).
  • A form submit via a webhook.
  • Stage change in CRM (e.g. lead moved to "Qualified").

Ideal for lead nurturing: a new lead automatically receives 5 messages spread over 2 weeks, you do not have to do anything manually.

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