Drip Campaigns in Shape
Marketing & Sales Automation
Use automated follow ups & campaigns to keep leads moving without manual effort.
Drip Campaigns in Shape
Automating outreach, follow-up, and workflow progression
Drip campaigns are one of the core automation tools in Shape. They handle consistent outreach across leads, contacts, and past clients while keeping records moving through the correct stages without manual effort.
Prebuilt Campaigns and Folder Organization
Shape includes a large library of prebuilt drip campaigns based on industry best practices. These campaigns are ready to use out of the box and are organized into folders to keep things manageable as your library grows.
You can:
- Use campaigns immediately without building from scratch
- Create custom folders to organize by purpose or team
- Duplicate existing campaigns to customize without altering originals
How Drip Campaigns Start and Stop
Drip campaigns are triggered by status changes, not by time alone. When a record reaches the campaign’s start status, the campaign begins automatically.
Key behavior to understand:
- Campaigns start when a record reaches a specific status
- Campaigns stop immediately when the status changes
- Shape automatically transitions records into the next appropriate campaign
This prevents overlapping messaging and ensures outreach always matches where someone is in your process.
Record Types and Advanced Conditions
Each campaign can be limited to specific record types depending on your workflow. You can also add advanced conditions to further control who is eligible.
Common conditions include:
- Required or excluded tags
- Specific sources or marketing channels
- Assigned users, teams, or departments
This allows campaigns to be broad or extremely targeted depending on your needs.
Custom Filters and Boolean Logic
Custom filters let you go beyond basic conditions by applying field-level logic. These filters use Boolean rules so you can be very specific.
Examples include:
- Only starting a campaign if an interest rate exceeds a certain value
- Excluding records based on loan attributes or custom fields
- Take quick actions like calling, texting, updating a record, or logging notes
- Review essential tools and details for the contacts you’re actively working
This level of control ensures campaigns only run when they truly apply.
Holiday Exclusions and Run Schedules
Campaigns can be restricted from sending on holidays or outside of defined business hours. These controls help keep outreach professional and timely.
You can:
- Exclude specific holidays
- Set sending windows by day and time
- Automatically queue messages that fall outside the schedule
Messages will be sent the next time the campaign window opens.
Time Zones and Message Timing
Drip campaign steps send based on the record’s time zone, not the user’s. This ensures messages go out at appropriate times for the recipient.
If a time zone is unavailable, Shape defaults to the user’s time zone to prevent missed communication.
Editing, Reordering, and Scheduling Steps
Campaign steps can include emails, texts, and tasks. Each step runs relative to the one before it, creating a controlled cadence.
You can:
- Edit or preview any step
- Reorder steps with drag-and-drop
- Delay steps anywhere from minutes to a full year
- Set specific times for steps delayed longer than one day
A built-in day counter shows exactly when each step will fire.
Tasks, Status Changes, and Assignments
Drip campaigns can do more than send messages. They can also automate internal actions that keep users accountable.
Campaigns can:
- Create follow-up tasks for users
- Change record statuses automatically
- Assign records to users, teams, or departments
- Trigger distribution rules at specific points
This keeps records organized without manual cleanup.
Webhooks and External Integrations
For advanced workflows, drip campaigns can trigger webhooks. These can send data to tools like Zapier or other integrated platforms.
Webhooks must be configured in Apps and Integrations before being added as a campaign step.
Activating Campaigns and Restarting Records
Turning a campaign on does not retroactively start it for existing records. Records must newly enter the start status to trigger the campaign.
To start existing records:
- Move them out of the start status
- Move them back in manually or via bulk action
This gives you full control over when automation begins.
Why This Video Matters
Drip campaigns are the backbone of consistent follow-up in Shape. They remove manual work while ensuring every record receives the right message at the right time.
When used correctly, drip campaigns:
- Maintain consistent outreach without micromanagement
- Prevent duplicate or conflicting communication
- Keep records progressing automatically
- Support scale without increasing workload
This video gives you the foundation needed to confidently activate, customize, and control automation across your entire system.
