Shape Software Drip Campaigns

What is a Drip Campaign?

A drip campaign is a method used in direct marketing to acquire customers through automation and lead nurture programs. It involves a series of actions that occur over longer periods of time in order to nurture records through the marketing funnel.


Managing Drip Campaigns

Define your target audience via enrolled records and enrollment criteria. Then, create the sequence of communications or actions that will be sent out once the initiation status (and tags if applicable) are met. The drip campaign will run until the record reaches the “end status” that is defined on this page or until the drip campaign runs out of steps and content. Pro Tip: Create your templates prior to creating a drip campaign. You can find it under the “Templates” section in the settings sidebar.

Campaign Status:  If you campaign status is “OFF” then this campaign will be inactive and no actions that you define here will take place. Turning this to “ON” will activate the drip workflow when records reach enrollment criteria.

Campaign Status: If you campaign status is “OFF” then this campaign will be inactive and no actions that you define here will take place. Turning this to “ON” will activate the drip workflow when records reach enrollment criteria.

Enrolled Records:  Choose which record type(s) receive this drip campaign. You can select a single record type or multiple depending on the drip actions and content you’d like to take place within the campaign. For example: sending "‘Welcome” and qualifying communication and action types will most likely be tailored to your leads/prospects. You can set up multiple campaigns to run with different enrollment criteria.

Enrolled Records: Choose which record type(s) receive this drip campaign. You can select a single record type or multiple depending on the drip actions and content you’d like to take place within the campaign. For example: sending "‘Welcome” and qualifying communication and action types will most likely be tailored to your leads/prospects. You can set up multiple campaigns to run with different enrollment criteria.

Initiation Status:  Shape’s Drip Campaigns are initiated by statuses and ended by statuses. Choose the status that initiates this campaign. There can only be one initiation status. If you’d like to learn more about statuses,  see this support article .

Initiation Status: Shape’s Drip Campaigns are initiated by statuses and ended by statuses. Choose the status that initiates this campaign. There can only be one initiation status. If you’d like to learn more about statuses, see this support article.

End Status(es):  Shape’s Drip Campaigns ended by a status or multiple statuses. For example, you would not want “Welcome” and “Get in Touch” communications to your prospects that have already made contact, who you’ve already followed up with, etc. Select all statuses that would stop this campaign. This campaign will run until an end status is reached or the drip campaign runs out of content. If you’d like to learn more about statuses,  see this support article .

End Status(es): Shape’s Drip Campaigns ended by a status or multiple statuses. For example, you would not want “Welcome” and “Get in Touch” communications to your prospects that have already made contact, who you’ve already followed up with, etc. Select all statuses that would stop this campaign. This campaign will run until an end status is reached or the drip campaign runs out of content. If you’d like to learn more about statuses, see this support article.

Tags:  Want to only send to a segmented group within the enrolled record type within the initiation status selected? Target specific records via tags. Create tags using the “Manage Tags” settings page and tag your records via the “Tags” field within the record’s profile.

Tags: Want to only send to a segmented group within the enrolled record type within the initiation status selected? Target specific records via tags. Create tags using the “Manage Tags” settings page and tag your records via the “Tags” field within the record’s profile.

Exclude Sources:  By default, this drip campaign will include all marketing sources. However, if you’d like to tailor your campaigns based off of particular marketing sources, use this to select all of the records that are from a particular marketing source from the campaign.

Exclude Sources: By default, this drip campaign will include all marketing sources. However, if you’d like to tailor your campaigns based off of particular marketing sources, use this to select all of the records that are from a particular marketing source from the campaign.

Saving & Starting the Drip Workflow:  After defining out the enrollment criteria, press “Submit” to start building out the steps in the campaign.

Saving & Starting the Drip Workflow: After defining out the enrollment criteria, press “Submit” to start building out the steps in the campaign.


How to use a Drip Campaigns. In the top navigation, navigate to your settings pages. On the settings pages left-hand sidebar, click “Drip Campaigns.”There, you should your drip Campaigns but if not then click “Create Drip Campaign.”


Need More Help? Contact us at support@setshape.com