Lawcus

Through Lawcus, you will not see it as a drip campaign feature; you can utilize our workflow features to send drip emails with pre-written content on milestones.

Steps to Send Drip Emails through Workflows

Let's take an example where a new lead is created, and then the drip emails are sent out to the client. 

Click <code>Automation</code> on the left sidebar and click on <code>+Add Workflow</code> to create a workflow.

Input the <code>Name</code> and <code>Description</code> of the drip marketing workflow and set <code>Lead Created</code> as the <code>Trigger type</code>. Choose <code>Pipeline</code> and <code>Stage</code>, and click on <code>Continue</code>.

Scroll down to select the <code>Time Delay</code> action to set-up <code>Delay for a set amount of time</code> or <code>Delay until a day or time</code>, and click <code>Continue+new action</code>.

Choose <code>Send Email</code> as the next action and click <code>Next</code> to create your first email drip.

Choose one of your users or yourself as the <code>Sender</code> of the drip email or use the <code>Custom</code> option.

Specify that the recipient's name should be sourced from the new lead details. Click on <code>Custom</code> and<code> Use lead value from trigger</code> to fetch details from the lead.

Input a <code>Subject line</code>, compose your <code>email message</code>, or use the <code>templates</code> and click on <code>Continue + New Action</code>.

Create another<code> Time Delay</code> action, add the next email drip and finally click on <code>Save</code>.

1. Click <code>Automation</code> on the left sidebar and click on <code>+Add Workflow</code> to create a workflow.
2. Input the <code>Name</code> and <code>Description</code> of the drip marketing workflow and set <code>Lead Created</code> as the <code>Trigger type</code>. Choose <code>Pipeline</code> and <code>Stage</code>, and click on <code>Continue</code>.
3. Scroll down to select the <code>Time Delay</code> action to set-up <code>Delay for a set amount of time</code> or <code>Delay until a day or time</code>, and click <code>Continue+new action</code>.
 
 
4. Choose <code>Send Email</code> as the next action and click <code>Next</code> to create your first email drip.
5. Choose one of your users or yourself as the <code>Sender</code> of the drip email or use the <code>Custom</code> option.
6. Specify that the recipient's name should be sourced from the new lead details. Click on <code>Custom</code> and<code> Use lead value from trigger</code> to fetch details from the lead.
7. Input a <code>Subject line</code>, compose your <code>email message</code>, or use the <code>templates</code> and click on <code>Continue + New Action</code>.
8. Create another<code> Time Delay</code> action, add the next email drip and finally click on <code>Save</code>.

Note: You can add as many Time delays and emails as you want in your drip email campaign. Once done, tap the Inactive toggle into Active state to get the drip marketing workflow running.

Maximize the effectiveness of your Drip Marketing strategy with these key steps.

How to set Drip Campaigns in Lawcus using Workflows?

Steps to Send Drip Emails through Workflows