drip
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drip [2018/07/31 14:40] samia |
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| + | =======Drip System Checklist & Set Up Requirements======= | ||
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| + | Below you can find our step-by-step checklist followed by a walk-through video to help you get started in sending eBlasts and using up the Real Geeks Walkthrough-Drip System Tool. | ||
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| + | Downloadable Checklist Here: {{:drip_system_checklist.pdf}} | ||
| + | |||
| + | =====Checklist===== | ||
| + | |||
| + | 1. Go to http://drip.realgeeks.com/ . Only Site Owners have access to the Drip Feature. | ||
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| + | 2. If your site is not using the new Real Geeks name servers, you will first see a page requiring you to make this change. You will need to follow the onscreen instructions or video to change to the new name servers. This change may take hours to process, so you may need to come back later. If you do not see this message, it means you are already using the correct name servers. | ||
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| + | 3. You are now ready to start using Drip. See the Quick Walk-through Video for how-to start nurturing your leads through drip workflows and eBlasts | ||
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| + | |||
| + | =====eBlasts & Workflow-Drip Walkthrough===== | ||
| + | <html><iframe width="960" height="540" src="https://www.youtube.com/embed/TaW0EqQ2kI8" frameborder="0" allowfullscreen></iframe></html> | ||
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| + | |||
| + | =====Quick Walk-through Text===== | ||
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| + | Go to https://drip.realgeeks.com/ . Only Site Owners have access to the Drip system to set up workflows, all users of Lead Manager will be able to subscribe and unsubscribe leads to workflows,but only Admins and Site Owners can send them eBlasts. | ||
| + | |||
| ====== Drip System ====== | ====== Drip System ====== | ||
| You can access the Drip feature by going to http://drip.realgeeks.com/ or click on the {{:lead_manager:3x3_dot_icon.png?nolink|}} icon in the top-right corner of the Lead Manager page and click on “Drip System”. | You can access the Drip feature by going to http://drip.realgeeks.com/ or click on the {{:lead_manager:3x3_dot_icon.png?nolink|}} icon in the top-right corner of the Lead Manager page and click on “Drip System”. | ||
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| {{ :lead_manager:drip_sections.png?nolink |}} | {{ :lead_manager:drip_sections.png?nolink |}} | ||
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| - | |||
| - | =====Quick Walk-through Video===== | ||
| - | <html><iframe width="960" height="540" src="https://www.youtube.com/embed/TaW0EqQ2kI8" frameborder="0" allowfullscreen></iframe></html> | ||
| - | |||
| ====== Workflows ====== | ====== Workflows ====== | ||
| Line 89: | Line 109: | ||
| * The From address will always be the agent assigned to the lead when it was subscribed, or the site owner if the lead is unassigned. | * The From address will always be the agent assigned to the lead when it was subscribed, or the site owner if the lead is unassigned. | ||
| * Any leads that are missing the information for a merge field will not receive the email. | * Any leads that are missing the information for a merge field will not receive the email. | ||
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| - | |||
| ====Create your first Email Step==== | ====Create your first Email Step==== | ||
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| From there you can view the statistics of a lead's email, such as how many times the email was opened. | From there you can view the statistics of a lead's email, such as how many times the email was opened. | ||
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| =====Manually Subscribe and Unsubscribe Leads===== | =====Manually Subscribe and Unsubscribe Leads===== | ||
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| **Important:** By default, office hours is off. You must configure it to avoid sending SMS or emails during certain hours. Also these office hours are not connected to those in Lead Manager. | **Important:** By default, office hours is off. You must configure it to avoid sending SMS or emails during certain hours. Also these office hours are not connected to those in Lead Manager. | ||
| - | =======Drip System Checklist & Set Up Requirements======= | ||
| - | |||
| - | Below you can find our step-by-step checklist followed by a quick walk-through video to help you get started in setting up the Real Geeks Drip System Tool. | ||
| - | |||
| - | Downloadable Checklist Here: {{:drip_system_checklist.pdf}} | ||
| - | |||
| - | =====Checklist===== | ||
| - | |||
| - | 1. Go to http://drip.realgeeks.com/ . Only Site Owners have access to the Drip Feature. | ||
| - | |||
| - | |||
| - | 2. If your site is not using the new Real Geeks name servers, you will first see a page requiring you to make this change. You will need to follow the onscreen instructions or video to change to the new name servers. This change may take hours to process, so you may need to come back later. If you do not see this message, it means you are already using the correct name servers. | ||
| - | |||
| - | |||
| - | 3. You are now ready to start using Drip. See the Quick Walk-through Video for how-to start nurturing your leads through drip workflows and eBlasts | ||
| - | |||
| - | |||
| - | |||
| - | =====Quick Walk-through Text===== | ||
| - | |||
| - | Go to https://drip.realgeeks.com/ . Only Site Owners have access to the Drip system to set up workflows, all users of Lead Manager will be able to subscribe and unsubscribe leads to workflows,but only Admins and Site Owners can send them eBlasts. | ||
drip.txt · Last modified: 2020/05/28 20:43 by michaels
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