A drip campaign is functionality that sends a messages or a number of messages to a segment of users at certain intervals. The user must enter the start segment in order to receive the first message of the drip campaign. The first drip campaign message will then be sent at the set interval after the the segment was opted into.
You can add multiple messages to your drip campaign, but please note that the interval will be consistent between each of the messages eg if you set the first message to go out after 2 days, then the rest of the messages will have 2 days as an interval. If you want to change the cadence of the drip campaign, then you must set up a new one.
• keep employees updated with messages at a regular cadence
• build useful and info-filled onboarding campaigns across a new starter's first week
• automate check in processes with people who came into the bot looking for more info i.e. if a user has used an FAQ bot, then set up a message 24 hours later to ask if they found the answer they were looking for
How it works
1) Set up your first message
Say you had a new employee start your company - you could send the one top tip everyday at the same over the space of three days of them subscribing.
To do this, I'm going to set up a message to get the user into the drip campaign segment. This will ensure that they receive the first message. Here is my message:
And here are the button settings if they click "yes":
In order to get the user into start segment, I choose Segment > opt-in, then create a reply message and a segment called "top three".
2) Set up the message(s) for your drip campaign
After I save my first message, I'll go in and create my top three tips as individual messages. These can be individual messages, or bot flows.
3) Create an end segment
You also have to create an end segment for users to move into once they have completed their sequence of messages. This will ensure that those who have completed the drip campaign won't receive any more messages. You can do this by going to "Manage Segments" (in the Broadcasting section of the sidebar) and then clicking on "Create a new segment":
I've created a segment called "topthreedone" and clicked "create" to save:
4) Build your drip campaign
Once all the messages of my drip campaign have been created and the end segment has been created, it's time to set up a drip campaign. You can find Drip Campaign under the Broadcasting section in the left hand bar:
Click create new campaign, which will take you to this page:
On the left you can see a series of drop down lists - I've chosen my three messages in chronological order.
On the right, I have named my campaign (make sure it's clear!), and have chosen the start segment and end segment based on what I input in the above messages.
You can also select to exclude users from broadcasts - this is if you are sending out broadcasts to users in the same segments as you have selected for the start and end. This entirely depends on your promotion strategy.
Select at what intervals you would like your messages to be sent out at - here I have chosen 1 day. Then save your settings.
From there, any user that click on the button of my intro message will be put into a segment to receive daily top tips over three days!