A campaign is a list of steps. Each step is one email plus how long to wait before it.
#Building it
- 1
Open Drip Campaigns and create a new campaign.
- 2
Give it a name you will recognise in six months.
- 3
Add your first step.
Step 1 always sends when a contact is enrolled.
- 4
Add further steps, each with a delay.
The delay is measured from the previous step.
- 5
Write each email, or have EZ Assist write it.
See EZ Assist.
- 6
Save. It stays a draft until you add an audience and start it.
#Spacing the steps
Steps cannot be stacked closer than a day apart. Given the daily cap, anything tighter would silently drop emails rather than send them.
| Sequence | Typical spacing |
|---|---|
| New lead nurture | Day 0, 2, 5, 10, 20, close at first, then widening |
| Event invitation | Day 0 invite, day 2 reminder, day 4 last call |
| Re-engagement | Wider throughout, these people already went quiet |
#Starting from a template
Rather than starting blank, you can begin from a pre-built sequence, buyer nurtures, new-listing alerts, open-house invites, seller check-ins, re-engagement, each already written and structured, and fully editable.
#Rewriting every step at once
Bulk personalisation applies one EZ Assist action across the whole campaign, the same six quick actions, or your own instruction, with a progress bar per step.
| It does | It does not |
|---|---|
| Rewrite the content of existing steps | Add or remove steps |
| Offer a full revert of the whole pass | Change your cadence |
A bulk rewrite is a draft across every step. Read them in order, EZ Assist rewrites each step on its own, so a sequence that told a story can end up repeating itself.
#Editing a running campaign
You can edit steps that have not sent yet. Contacts who already passed a step do not receive it again, see No duplicate sends.