A drip campaign is the ability to send a series of single campaigns continually into the future based on a set of rules to let candidates or users enter into the drip campaign.

Use cases

• Users who want to send automated campaigns out continually into the future.
• Users who want to use drip campaigns to outreach continually to a type of candidate or user, such as when those candidates or users hit a certain metric (e.g. days from last contact, days from initially created in the system, status = capture complete, status = interview cancelled, etc).

Create a drip campaign

1. Select the All Apps button in the top left corner of the header and then Campaigns in its drop-down menu.
2. The Campaigns page will then open. Click + Create New Campaign in the top right corner of this page.
3. Select Drip Campaign from the modal that displays.

Channel & Audience section

4. Name your campaign.
5. If the Multi-branding feature is enabled in your account, select the brand associated with this campaign.
6. Select the preferred delivery channel you want to send the campaign through. Options include:
   • Communication Preference – The recommended channel to select, which ensures candidates receive the campaign via their single preferred channel (SMS or Email) to maximize reach while honoring individual choice.
   • SMS – Candidates receive the campaign via text message only if SMS is explicitly listed as their preferred communication method.
   • Email – Candidates receive the campaign via email only if Email is explicitly listed as their preferred communication method.
7. Select the candidate audience using + Add Filter, then add or update any additional filters and the Candidate Timeframe as needed. For details on channel options, audience filter types, upload instructions, and audience size limits, read Campaign's audience builder.
8. Select View Audience to preview the candidates within your filters.
9. In the upper-right corner, select Next to move to the next section.

Steps section 

10. Select + Add Step.
11. In the Add Step modal, either select:
    • Create a New Step
    • Use an existing step template
12. In the lower-right corner, select Confirm.

Channel & Audience subsection 

13. Name your campaign.
14. Repeat steps #7-9 to add additional filters to your audience.
15. In the upper-right corner, select Next to move to the next section.

Associate Event subsection (optional)

If you want to associate a campaign with a specific event:

16. Toggle on the Associate campaign with an event toggle.
17. In the Event selector that appears, select the event that you want associated with your campaign. This can be an upcoming or past event.
18. In the upper-right corner, select Next to move to the next section.

Compose subsection

19. Select the persona you want users to receive the campaign from by selecting the Sender.
20. Select your campaign type. Options include:
    • Message campaign
    • Conversation campaign
    • Talent Community campaign
    • Survey campaign
    • Scheduling campaign
    • Event invitation campaign
21. By default, an introduction message will display on the righthand side of the screen, which will be updated if a messaging template is selected. Review and edit this message if needed.
    • Note: View a mock mobile phone/email preview by navigating between the SMS and Email tabs.
22. Open the Email tab and update the subject line for this campaign’s email communication.
23. (Optional, but encouraged) Select Send a Test from the bottom left corner of the builder to send a test of the campaign to a specific email or phone number.
24. In the upper-right corner, select Save Step to save your step.
25. To add additional steps in the drip campaign, select + Add Step from the Steps section.
26. Repeat steps #14-26 as needed.
    • Note: In the Steps list view, you can reorder the campaigns select the three-dotted menu on a step’s row and complete the following actions:
      • Edit – This takes you back to the step builder.
      • Duplicate Step – This is available for campaigns of all statuses and creates an exact copy of the campaign.
      • Delete – This deletes the step.

27. In the Delivery Time column, specify the delay before the next campaign sends. You can select from these options:
    • # day(s) later
    • # week(s) later
    • # month(s) later
    • As soon as they match

28. In the lower-right corner, select Apply to set your delivery time.
29. In the upper-right corner, select Next to move to the next section.

Schedule section

30. In the Begin Drip Campaign section, update the following details:
    • Date
    • Time
    • AM/PM
    • Timezone
31. (Optional) You can enable or disable End Drip Campaign. If enabled, update the following details:
    • Date
    • Time
    • AM/PM
    • Timezone

32. In the lower-right corner, select Schedule.
33. In the Schedule Campaign warning modal that opens, click Confirm to officially schedule the campaign or Cancel to return back to the Campaign Builder.

Metrics and engagement

You can select a drip campaign from the Campaigns page to view its metrics. In the left panel, you can navigate to the different campaigns that are part of the drip campaign, viewing their specific metrics. The campaign type is indicated by the icon.

Pause and resume a campaign

You can pause Active and Scheduled campaigns from the selected row’s action menu, or the three-dotted menu. Select this to open a dropdown menu where you can select Pause Campaign.

You can resume campaigns by selecting the row’s action menu, or the three-dotted menu, and then selecting Resume Campaign from its dropdown menu. If you’ve just resumed a drip campaign, it will send to current and future matches, not past matches or past matches that were missed during the period it was paused.

Permissions

Access to sending a campaign is based on the Campaigns permission. By default, Company/Account Admins, Full User - Edit Everythings, Power Users, and Franchise Owners will have full access to this permission.

The Access to All Campaigns child permission under the Campaigns parent permission allows you to grant users access to all campaigns in the account or restrict users access to only their own campaigns with the below access levels:

• Full Access: User can view and edit every campaign.
• No Access: User can only view and edit their own campaigns that they’ve created.

FAQs