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Click here to watch the full video tutorial.

  1. Go to the Vertical Navigation bar on the left.
  2. Click Email TXT Marketing.
  3. Click Drip Campaigns.
  4. The emails are located under Emails/Reminders/TXTs.
  5. There will be a Type, Name, Subject, and Timeframe.
  6. Under Type there will be an envelope or clock:
    • Envelope – Email
    • Clock - Reminder
  7. To review the emails, go over to the far right under Timeframe and this will provide the day the email will go out.
  8. To change the timing, click on the pencil and a box will appear to change the timing.
  9. Then over to the far right there will be three more icons:
    • Pencil – Opens up the Edit Email Template which allows you to make changes to the email.
    • Eyeball – Allows you to preview the email the lead will receive with the timeframe set after they register.
    • Red X – Click on the Red X to remove the Campaign

To Add a Text

  1. Go to the Vertical Navigation bar on the left.
  2. Click Email TXT Marketing.
  3. Click Drip Campaigns.
  4. In the middle section there will be Email, Reminder, and TXT.
  5. Click TXT.
    • TXT will give the options to assign (Existing or New) text in the drop down.
  6. Once the Text is completed it will Display under Emails/Reminders/TXTs.