How to Create a Drip Campaign and Assign Contacts to it

Drip campaigns are automated email sequences that help mortgage professionals nurture leads and maintain client relationships over time. This guide walks you through setting up an automated drip campaign in Brokeredge CRM, from creating the message template to assigning contacts to your campaign.

Here is a video on drip campaigns

What is a Drip Campaign?

A drip campaign automatically sends scheduled emails to contacts based on specific triggers and timeframes. In Brokeredge, drip campaigns are tied to Campaigns that you assign to contacts. When a contact is added to a campaign with a start date, the system calculates when to send automated messages based on your configured timing rules.

Before You Begin

Make sure you have the following in place:

• Access to the Emails & Communication section of Brokeredge CRM
• An existing Campaign created (e.g., FTHB, Realtor, Investment Properties)
• Contacts assigned to your campaign with a Campaign Start Date

Step-by-Step: Creating an Automated Message Template

Step 1: Navigate to Emails & Communication

From the Brokeredge sidebar, click on Emails & Communication. Then select the Client Journeys tab to access your automated email workflows.

Step 2: Open the Automated Message Template

Click the + button to create a new automated message, or select an existing journey to edit. The Automated Message Template panel will appear.

Step 3: Configure Trigger Event Details

In the Trigger Event Details section:

1. Event Trigger: Select "Drip Campaign" from the dropdown
2. Campaign: Choose which campaign will trigger this email (e.g., FTHB, Bank of Canada Rate, Realtor)

Note: The workflow description reminds you that to create a campaign, go to contacts and select Lead Source = Campaign.

Click NEXT to proceed.

Step 4: Set When to Send the Message

Configure the timing for your automated email:

Example: Setting WHEN = 1, DAYS/MONTHS/YEARS = Months, TRIGGER = After, and TRIGGER DATE = Campaign Start Date means the email will send 1 month after the contact's campaign start date.

Step 5: Configure Message Details

Click NEXT to proceed to the Message Details section. Here you will compose your email content, including the subject line and body. You can use merge fields to personalize the message for each recipient.

Step 6: Activate the Automation

After completing your message, click NEXT to reach the final step. Review your settings and click Activate Automation to enable the drip campaign.

Assigning Contacts to a Campaign

For your drip campaign to work, contacts must be assigned to the campaign with a start date. Here's how:

1. Navigate to Contacts and open the contact record you want to add to a campaign
2. Scroll to the Marketing Journey section
3. Click the Campaign Name dropdown and select your campaign (e.g., FTHB)
4. Set the Campaign Start Date — this is the date from which automated emails will be calculated
5. Save the contact record

If you have a specific group of people and you want to mass update you can go to the contacts tab and check off each person that you want in the campaign and click "mass update campaign" and select the specific campaign name

Select date you want the Campaign to begin and click 'submit'. This will put all those contacts selected into that chosen campaign.

Best Practices for Drip Campaigns

• Space out your emails: Don't overwhelm contacts. A good starting point is emails at 1 day, 5 days, 15 days, and 25 days after the campaign start date.
• Test your workflows: Use the "Generate Test Email" button to preview emails before activating.
• Unsubscribe: To add unsubscribe from a drip campaign or automated email, you can add a unsubscribe link to the email by clicking on the icon on the left hand side under "Message Details".