Drip Campaigns are communication strategies that send messages or communicate with customers and prospects over time. It’s a way to keep your business on a customer’s or prospect’s radar in small doses over time.
Drip Campaign Task Types are those methods of communication you want to use for a given Drip Campaign. They may include emails, text messages, phone calls, or other forms of communication.
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Go to Product Setup / Marketing / Drip Campaign Task Types
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Create a Drip Campaign Task Type
- Click
- Fill in the Name and Description
- You can make this task type a default by toggling the Default button on.
- Click
You will be returned to the main Drip Campaign Task Type page and each new task type you create will appear at the bottom of the list.
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Update Existing Drip Campaign Task Type
You can update existing task types by clicking the Actions link and selecting Update.
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Once you make changes, click
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Delete Drip Campaign Task Type
You cannot delete Drip Campaign Task Types. You can deactivate them by clicking the Actions link and selecting Update, then toggling the Active button off.
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The Drip Campaign Task Type will disappear from the main Drip Campaign Task Type page. You can see deactivated Drip Campaign Task Types by changing the Active dropdown to All.
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