Drip Campaigns
A drip campaign is an automated sequence of emails sent to contacts over a period of time — for example a welcome series for new contacts, or a follow-up sequence after a form submission.
What can I do here?
- Create, edit, activate, pause, and delete drip campaigns
- Define, for each campaign, what automatically enrolls contacts (the trigger)
- Build the steps (emails) of a campaign with a delay after the previous step
- View enrollments and statistics per campaign
- Filter by status and trigger
Step by step
- Click "Create Campaign", give it a name and optional description, and choose the trigger type (e.g. "Contact Created", "Deal Stage Changed", "Tag Added", "Form Submitted", "Manual", or "Date-Based").
- Go to the "Steps" tab and use "Add Step" to build the individual emails of the sequence — each with a delay relative to the previous step.
- Activate the campaign once it's fully built, so new matching contacts get enrolled automatically.
- Check the "Enrollments" and "Stats" tabs to see how many contacts are currently in the sequence and how the campaign is performing.
Fields explained
| Field | Meaning | Notes/Effect |
|---|---|---|
| Name / Description | The campaign's name and explanation | |
| Status | Current state of the campaign | See "Values & statuses" below |
| Trigger | The event that enrolls a contact into the campaign | See "Values & statuses" below |
| Steps | Number of email steps in the sequence | |
| Enrollments | Number of contacts currently or previously in the campaign | |
| Step: Delay | Waiting time after the previous step, before the next one is sent | "Immediately" if no delay is set |
| Step: Inactive | Whether an individual step is skipped |
Values & statuses
Campaign status (drip_campaign_status)
| Value | Plain-language meaning | What happens |
|---|---|---|
| Draft | The campaign isn't active yet | No contacts are enrolled |
| Active | The campaign is running | New matching contacts get enrolled automatically |
| Paused | The campaign has been stopped | Already-enrolled contacts don't receive further emails for now |
| Completed | The campaign has ended | |
| Archived | The campaign has been archived |
Trigger (drip_campaign_trigger)
Contact Created, Deal Stage Changed, Tag Added, Form Submitted, Manual, Date-Based.
A typical campaign flow looks like this:
flowchart LR
T[Trigger fires] --> S1[Step 1: email immediately]
S1 --> S2[Step 2: email after X days]
S2 --> S3[Step 3: email after further days]
S3 --> E[Campaign completed for this contact]
Frequently asked questions
What happens to already-enrolled contacts if I pause a campaign?
They stop receiving further steps for now; the campaign can be resumed later.
Can a contact be enrolled into the same campaign more than once?
That depends on the chosen trigger and campaign configuration; exact re-enrollment rules aren't documented in the UI.
Where do I manage the email content of each step?
Content is edited directly within the respective step of the campaign.