How to Create a Drip Campaign in any CRM
I have spent years in IT jobs, and the last few positions I have held I was asked to create drip campaigns that would automatically email (or text) the client base. Considering that i've now set this up many times I thought I would write an article about it to help others who would like to do this but have no idea where to begin. The steps involved in getting a drip campaign setup and working are as follows: Get your customer list imported into a CRM Setup your email in the CRM so you can send email from it Create the "Automations" in the CRM For this article I am going to use Snapforce CRM to do this, I am choosing them because I used them in the last job that I did this and it was remarkably simple and quick. However you can do this process in most respectable CRM's on the market. If your CRM does not have the feature set to do this I would recommend switching. Step 1 - import your customer list Sample Customer List When importing your data into Snapforce it is ...