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drip [2019/04/03 21:55]
brittany [Filter]
drip [2019/05/16 21:58]
brittany [Library]
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 =====Checklist===== =====Checklist=====
  
-1. Go to http://​drip.realgeeks.com/ ​. Only Site Owners have access to the Drip Feature.+1. Go to https://​drip.realgeeks.com/​ .
  
  
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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+3. You are now ready to start using Drip.
  
 +Go here to sign up for the Drip Webinar:
 +
 +https://​www.realgeeks.com/​walkthroughs/​
 +
 +See the Quick Walk-through Video for how-to start nurturing your leads through drip workflows and eBlasts
  
 =====eBlasts & Workflow-Drip Walkthrough===== =====eBlasts & Workflow-Drip Walkthrough=====
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 =====Quick Walk-through Text===== =====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. +Go to https://​drip.realgeeks.com/​ . Site Owners ​can give other users access to the Drip system to set up workflows. All users of Lead Manager will be able to subscribe and unsubscribe leads to workflows.
 ====== 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 https://​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 “Workflow- ​Drip”.
- +
-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.+
  
 There are different sections within the Drip Feature There are different sections within the Drip Feature
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 {{ :​lead_manager:​workflows.png?​nolink |}} {{ :​lead_manager:​workflows.png?​nolink |}}
 +
 +If you ever need help, click on the ? sign to get a tour of the features on that page.
  
 There are columns within the Workflows page that will allow you to monitor the performance of each workflow: There are columns within the Workflows page that will allow you to monitor the performance of each workflow:
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   * **Unsubs**: This is the number of times a customer has unsubscribed using an email from this workflow.   * **Unsubs**: This is the number of times a customer has unsubscribed using an email from this workflow.
   * **Spam R.**: This is the number of times a customer has submitted a spam report using an email from this workflow.   * **Spam R.**: This is the number of times a customer has submitted a spam report using an email from this workflow.
-  * **Bounces**:​ This is the number of times an email from this workflow has bounced. Common reasons for emails bouncing are incorrect addresses ​or full mailboxes. +  * **Bounces/Failures**: This is the number of times an email from this workflow has bounced or failed to send. Common reasons for emails bouncing ​are incorrect addresses or full mailboxes. 
-  * **Failures**:​ This is the number of times an email from this workflow has failed to send. Common reasons for email failures ​are incorrect addresses or full mailboxes. +  * **SMS**: This is the number of times SMS from this workflow have been sent.
-  * **SMS**: This is the number of times SMS from this workflow have been delivered.+
  
 ===== Add a Workflow ===== ===== Add a Workflow =====
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 If you don’t want any leads to be automatically subscribed, **uncheck** all the options in the sources and agents filter dropdown. If you don’t want any leads to be automatically subscribed, **uncheck** all the options in the sources and agents filter dropdown.
- 
-Regardless of your filter settings, you can also manually subscribe or unsubscribe leads from the Lead Manager. 
  
 === Pausing Workflow on Communication from a Lead === === Pausing Workflow on Communication from a Lead ===
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 {{ :​lead_manager:​drip_step_-_email.png?​nolink |}} {{ :​lead_manager:​drip_step_-_email.png?​nolink |}}
  
-**Task**: Create a follow-up for an agent regarding the lead+**Follow-up**: Create a follow-up for an agent regarding the lead
 {{ :​lead_manager:​drip_step_-_task.png?​nolink |}} {{ :​lead_manager:​drip_step_-_task.png?​nolink |}}
-Tasks can be set to "​Pause"​. This means that the drip will not proceed with for the lead until that task on the lead is completed. ​A task step creates a follow-up on the lead within the Lead Manager system.+Follow-ups ​can be set to "​Pause"​. This means that the drip will not proceed with for the lead until that task on the lead is completed. ​This step creates a follow-up on the lead within the Lead Manager system. ​ (The Pause feature only works for Email/SMS steps. Not for other follow-up steps.)
  
 **SMS**: Send a text message to the lead **SMS**: Send a text message to the lead
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 Merge fields will automatically insert lead information specified within the Lead Manager system. Merge fields will automatically insert lead information specified within the Lead Manager system.
-For example, %%{{LEAD_FIRST_NAME}}%% will pull in the lead's first name.+For example, %% {{FIRST_NAME}}%% will pull in the lead's first name.
  
 There are several merge fields you can play with, including one that will insert a URL that the lead can use to log in to your site directly from the email. Click [[merge_fields|here]] for a complete list of available Merge Fields. There are several merge fields you can play with, including one that will insert a URL that the lead can use to log in to your site directly from the email. Click [[merge_fields|here]] for a complete list of available Merge Fields.
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 To manage subscriptions in bulk (available only to Admins and Team Leaders), go to the leads page.  To manage subscriptions in bulk (available only to Admins and Team Leaders), go to the leads page. 
   - Perform a search or click the checkbox next to all leads you would like to subscribe to or unsubscribe from a workflow.   - Perform a search or click the checkbox next to all leads you would like to subscribe to or unsubscribe from a workflow.
-  - Click the ‘**Actions**’ button and select "**Drips**".+  - Click the ‘**Actions**’ button and select "**Workflow - Drip**".
   - Similar to other bulk operations, you can also choose to subscribe/​unsubscribe all leads in your current search.   - Similar to other bulk operations, you can also choose to subscribe/​unsubscribe all leads in your current search.
   - From the popup, select the workflow you would like to subscribe or unsubscribe from.   - From the popup, select the workflow you would like to subscribe or unsubscribe from.
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 ====Sending eBlasts==== ====Sending eBlasts====
  
-To send eBlasts ​(available only to Admins and Team Leaders), go to Lead Manager:+To send eBlasts, go to Lead Manager:
   - Go to the leads page.    - Go to the leads page. 
   - Perform a search or click the checkbox next to all leads you would like to reach.   - Perform a search or click the checkbox next to all leads you would like to reach.
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   - Edit the Subject and Body as needed. As with workflow emails, you can add merge fields like %%{{LEAD_FIRST_NAME}}%% to automatically insert lead information.   - Edit the Subject and Body as needed. As with workflow emails, you can add merge fields like %%{{LEAD_FIRST_NAME}}%% to automatically insert lead information.
   - Also as with workflow emails, any leads that are missing data for a merge field will not receive the eBlast.   - Also as with workflow emails, any leads that are missing data for a merge field will not receive the eBlast.
-  - Take a moment to carefully proofread your email, ​then click '​**Next**'​.+  - Take a moment to carefully proofread your email. (You can send a test email by clicking "Send Test Email"​.) 
 +  - After proof reading, click "​Preview to Send"
   - Verify the action on the confirmation screen. Once you click ‘**Send eBlast**’,​ there is no way to cancel delivery! ​   - Verify the action on the confirmation screen. Once you click ‘**Send eBlast**’,​ there is no way to cancel delivery! ​
   - Click '​**Send EBlast**'​ to queue your emails for delivery.   - Click '​**Send EBlast**'​ to queue your emails for delivery.
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 You can view the different workflows available here or start using one of these workflows for your users. You can view the different workflows available here or start using one of these workflows for your users.
  
-**Important:​ Some of these workflows includes placeholders that are not supported within our system. For example, Greg Harrelson'​s workflows utilize a "(City Name)" placeholder in some of the email steps. So you will want to replace these placeholders before you start using the workflow.+**Important:​ Some of these workflows includes placeholders that are not supported within our system. For example, Greg Harrelson'​s workflows utilize a "(City Name)" placeholder in some of the email steps. So you will want to replace these placeholders before you start using the workflow. ​ 
 + 
 + 
 +It is very important to read the templates before sending them!
 ** **
  
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-====Online Help==== 
  
-If you ever need help, click on the ? sign to get a tour of the features on that page. 
  
  
-This concludes our whirlwind tour through the Real Geeks drip system+If you have any further questions, contact [[https://​www.realgeeks.com/​support/​|support]].
drip.txt · Last modified: 2019/11/18 18:52 by corey