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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.
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
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.
You can access the Drip feature by going to http://drip.realgeeks.com/ or click on the icon in the top-right corner of the Lead Manager page and click on “Drip System”.
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
The workflows page lists the workflows you have created.
There are columns within the Workflows page that will allow you to monitor the performance of each workflow:
To add a workflow, you would click on the “Add a Workflow” button in the top-right corner of the page. You can then choose to create a workflow from scratch or select from one of our pre-made workflows from our Library.
When creating a workflow from scratch, you will be brought to a page that has no steps created yet.
By default, a workflow will automatically subscribe all new leads. This is probably not what you want if you are making a workflow for a certain kind of lead, such as referrals, or if some of your agents need workflows with specific steps.
You can customize who gets added to your workflow by filtering on source, assigned agent, or both. New leads will be automatically subscribed as long as they match both the source and agent criteria.
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.
When creating a new step, the step can do one of the following actions:
Email: Send an email out to the lead
Task: Create a follow-up for an agent regarding the lead 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.
SMS: Send a text message to the lead
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.
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 here for a complete list of available Merge Fields.
A few important notes about this:
You can view the emails sent out for a Drip workflow by clicking the “Emails” button.
From there you can view the statistics of a lead's email, such as how many times the email was opened.
To manually subscribe or unsubscribe leads, you’ll need to go to Lead Manager.
To manage the subscriptions for an individual lead
To manage subscriptions in bulk (available only to Admins and Team Leaders), go to the leads page.
This section contains all the email templates created within your workflows or eBlasts. You can edit or create email templates from here.
This section contains all the SMS templates created within your workflows. You can edit or create SMS templates from here.
This section contains all the eBlasts that you had sent out from the Lead Manager system. You can view the statistics of the eBlasts that you sent out, such as how many opens and clicks an email to a lead had.
To send eBlasts (available only to Admins and Team Leaders), go to Lead Manager:
Important: After clicking 'Send eBlast' there is no way to cancel delivery, so please carefully proofread double-check your email and the leads you want to reach. Emails will be queued for delivery, so they will not arrive immediately.
Please Note: Leads that have opt-out of contact will not be included within the eBlast
To learn more, click here.
There are a number of reasons that the total number of emails under 'Sent' or 'Delivered' may not match the number of the leads selected when creating an eBlast
- The 'Sent' count may be lower that the number of leads selected for the eBlast if any of the following are true.
- The 'Delivered' count may be lower that 'Sent' count for reasons found here.
This section contains all the pre-made workflows available within our Drip system that had been shared to us by other clients (e.g. Barry Jenkins).
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.
You can allow other users within your system access to the Drip system by changing their permissions within the Accounts System
From there, you will want to change your user's permissions to include the “Drip workflow Manager” role.
Click here for our docs regarding how to change user permissions within the Accounts system.
To restrict SMS and Emails to go out within certain hours, Login to Drip:
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.
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.