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Attach Drip Campaigns to Calls & Emails
Attach Drip Campaigns to Calls & Emails

Learn how to setup drip campaigns to automatically start based on lead source and if lead origin is a call, email or text.

Updated over 7 years ago

How to Automatically Attach CallAction Drip Campaigns

CallAction drip campaign systems is one of the most powerful solutions within our lead engagement automation platform. Automating the tedious task of lead follow-up to calls, text or emails.

Once you have created your own custom drip campaigns you'll be able to to have them automatically be assigned to leads responding to your advertising via an inbound phone call or form filled email leads. You can also have them assigned to inbound text messages that are responding to your text for info campaigns.

Assign Drip Campaigns to Inbound Calls via Call Settings

  1. Login to CallAction

  2. Click on "Numbers" in top navigation

  3. Click "Manage" next to phone number you want to add drip campaigns

  4. Click on "Call Settings"

  5. Select "Drip Campaign" you want to attach to missed calls from drop down

  6. Click "Save"

Now, any missed calls will automatically be assigned the selected custom drip campaign. If a person responds by calling back the number, this stops the drip campaign automatically. If you miss the call, CallAction will continue engaging the lead using our missed call text engagement system.

Assign Drip Campaigns to Your Inbound Email Leads in Email Settings

  1. Login to CallAction

  2. Click on "Numbers" in top navigation

  3. Click "Manage" next to phone number you want to add drip campaigns

  4. Click on "Email Settings"

  5. Select "Drip Campaign" you want to attach to missed calls from drop down

  6. Click "Save"

Every inbound email lead forwarded into the CallAction platform will now be automatically assigned your custom drip campaign.

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