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Share Drip Campaign Templates
Share Drip Campaign Templates

Learn How to Import or Export Your CallAction Drip Campaign Templates with other Users on Your Real Estate Team via a CSV File Templates

Updated over a week ago

Export Your Drip Campaign Templates

You can easily share your drip campaigns with other CallAction users with these simple steps.

  1. Login to CallAction

  2. Click on "Tools"

  3. Click on "Drip Campaigns"

  4. Click on the "Export" icon

That will save a copy of the specific drip campaign on your computer that you can then share via email.

Import a Drip Campaign Template

You can import an existing CallAction drip campaign using the following steps.

  1. Login to CallAction

  2. Click on "Tools"

  3. Click on "Drip Campaigns"

  4. Click on the "Import" icon at top right

  5. Click "Choose file"

  6. Select the CSV file to import

Done. You will now need to personalize your drip campaign messages using your uploaded media files.
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