Assign a Drip Campaign to a Contact in just 2 clicks
Automate your lead follow-up and nurturing with custom CallAction drip campaigns. You assign a drip campaign (or use an existing template) based on the outcome of the last conversation or use it to follow up with old leads already in your CallAction account.
Assign a Drip Campaign from Desktop
Follow these steps to assign a drip campaign to a specific contact / lead.
Login to CallAction
Click on Conversations
Select the Contact
Click on Actions on the top right
Scroll down to Drip Campaigns
Select your drip campaign from drop-down
Click Ok on the popup to confirm the drip.
The drip campaign will be immediately assigned to that specific contact and start based on the delay of your first drip campaign step. You may stop any existing drip campaign to assign a different campaign as needed.
Assign a Drip Campaign from Mobile
Steps to assign a drip campaign to a contact using the mobile web app. These steps assume you are inside of a specific contact record based on the text
Select Conversation
Click blue Actions in the top right
Select your Drip Campaign
Click Ok
Done!
Your drip campaign is immediately assigned and will start running. You can stop a drip campaign and reassign a new campaign anytime.
Try CallAction Drip Campaigns
Explore how CallAction Drip Campaigns can automate engagement, improve response speed, and maximize every lead. Schedule a free workflow call and get a tailored overview of how the system can support your business goals.