A drip campaign is a series of emails, texts and follow-up tasks that runs automatically over days, weeks or months. There are several ways to put a lead on a campaign, from fully automatic to one lead at a time.
Why it matters: Campaigns keep you in touch with every lead, even the ones you don't have time to call this week. When a lead is ready to act, you are the agent they remember.
Ways to Attach a Campaign
| Method | Best for |
|---|---|
| Default campaign | Every new lead who signs up on your website, automatically |
| From the Lead Dashboard | One lead at a time, after a conversation |
| From Lead Summary | Many leads at once, such as a Work List or segment |
| Lead capture forms | Leads from a specific landing page or form |
| Lead import | Leads you bring in from a CSV file |
| Campaign step | Moving a lead on to a new campaign when one ends, using the "Attach New Campaign" step |
Set Your Default Campaign
Your default campaign is attached automatically to new leads who register on your website. Set it under . See How to Set the Default Campaign for your Leads.
Attach a Campaign from the Lead Dashboard
Open the lead's Lead Dashboard and use any of these:
- The More (⋮) menu next to the quick actions: Enroll in Campaign.
- The + on the Campaigns panel in the sidebar.
- The Enroll button on the No Active Campaigns card in Suggested Actions.
- The Campaigns pill in the status bar, which opens the lead's Drip Campaigns page. Click Attach Campaign.
Then choose:
- Which campaign.
- When to start it. This can be a date in the future.
- What time of day to send emails. Campaigns attached automatically always send early in the morning.
- Whether to replace the lead's other campaigns or run this one as well.
- Whether to start at the beginning or at a later step.
Click Attach Campaign to save. A lead can be on more than one campaign at a time.
Track a Lead's Campaigns
The lead's Drip Campaigns page lists each campaign as Active, Paused or Completed, with the next step and a summary of emails sent and opened, texts sent, tasks and calls. Every campaign email also appears on the lead's Communications tab under the Campaigns chip.
Watch for: If the Campaigns pill shows Campaigns Paused, the lead's email address is invalid. No Email means there is no email on file, and Campaigns Opted Out means the lead has unsubscribed. Campaign emails cannot be delivered until the email address is fixed or added.
Attach a Campaign to Many Leads
- Go to and show the leads you want, for example the No Campaign or Gone Quiet Work List.
- Tick the leads, or tick the header box to select them all.
- In the bar that appears, click Assign Campaign.
Tip: A campaign can be a single email. That makes bulk Assign Campaign a quick way to send one message, such as a market update, to a whole group of leads.
Specify a Campaign on a Lead Capture Form
Lead capture forms, whether standard widgets or your own custom forms, can attach a campaign to every lead they capture. Add this filter to the form:
filter="campaign:campaignID"
For example:
filter="campaign:12345"
See Lead Capture Form Widgets for details.
Specify a Campaign When Importing Leads
When you import leads from a CSV file, you can choose a campaign for the imported leads. See Import Leads from CSV.