Assign a Drip Campaign to a Contact

Automate your lead follow-up with custom CallAction drip campaigns. You assign a drip campaign 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. 

  1. Login to CallAction
  2. Click on "Contacts"
  3. Search for a Contact or Filter for group of Contacts by date.
  4. Click on "Details" of the specific contact you want to assign drip campaign to.
  5. Scroll down to "Drip Campaigns"
  6. Use "Drop Down" menu to select your specific follow-up drip campaign
  7. Click "Ok" on the popup to confirm drip.

Drip campaign will be immediately assigned to that specific contact and start based on the delay of your first 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

  1. Click on CallAction link
  2. Click on the last tab w/ the Gears icon
  3. Select your Drip Campaign

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 Risk-Free for 45 Days

If you are not currently using CallAction drip campaigns, you may signup for a free 14-day trial in less than 10 mins. You'll get 14 days free and we also offer a 30 day, 100% satisfaction, money-back guarantee after your first billing cycle. 

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