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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

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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 the 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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Not Currently Using CallAction Drip Campaigns?

CallAction is an intelligent marketing automation platform engineered to help increase lead conversions and engagement. The system captures, engages, and tracks leads from the three primary forms of communication: calls, emails, and text messages.

Schedule a free one-on-one demo and discover how CallAction can automate your follow-up and maximize every lead.
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