What are Drips?

Multichannel Drips in SmartReach.io are advanced sales engagement workflows that enable seamless transitions between communication channels—such as email, LinkedIn, and calls—based on prospect actions or data availability. This feature eliminates the need to create multiple campaigns, allowing you to engage prospects at their fullest potential through the most effective channel at any given time.A drip campaign is a way to send messages to people step by step, based on what they do. For example, if someone opens your email, you can send them another email or assign a task like connecting on LinkedIn. If they don’t respond, you can try something else, like a reminder.
It’s all about following up in a planned way, depending on their actions, to keep them interested and engaged

How It Works

Multichannel Drips use conditional workflows to adapt outreach based on a prospect’s behavior or available data. Here’s how it works:
Action-Based Transitions: Prospects are automatically moved to the next channel or step in the sequence based on actions they complete (e.g., opened an email, replied) or don’t complete (e.g., no response after a set time).
Data Availability Checks: The system checks for critical contact information, such as a LinkedIn URL or phone number, to determine the next best channel for engagement.

It’s as simple as this, for example,:
Click on "Create Campaign":
Start by clicking on the “Create Campaign” button to initiate the campaign setup process.
For example You send an email (Day 1).
Depending on what the prospect does (or doesn’t do), you pick the next move.

Click on the Plus Icon (+).Every condition has two options: “Yes” or “No”. Based on this, you decide what happens next in your workflow

Add the Relevant First Step (e.g., Email, Call, etc.):

Choose the type of communication for the first step—this could be sending an email, making a call, or another action depending on your outreach strategy.

Select a Drip Condition: Select the second stage in the workflow according to the drip conditions or set up a task for other channels as required
Every drip campaign will have conditions that branch based on actions taken by the prospect (e.g., did they open the email?). You'll have two options:

Yes: If the condition is met (e.g., the email is opened).
No: If the condition is not met (e.g., the email is not opened).

Design the Next Step Based on the Selection:
Depending on whether you select "Yes" or "No," design the next steps in your workflow. For example, if the prospect opens the email (Yes), you might follow up with a call. If they don’t open the email (No), you could resend it or try reaching out on LinkedIn.

Repeat the Process for Additional Steps:
Continue adding steps and conditions to further refine your campaign. For each new step, you can decide whether to branch the workflow based on further actions or conditions.

These conditions could vary depending on the activity of the prospect. The Current Set of Conditions is as follows

Condition	Meaning	Examples
Email opened	Whether or not they have opened the email	If Yes: Send a follow-up email or call them. If No: Try reaching out via LinkedIn or call them.
Has Linkedin URL	Do they have a LinkedIn profile?	If Yes: Send a personalized connection request or message via SmartReach. No: Move to phone outreach
Linkedin message failed	Have they received the Linkedin message?	Yes: Try calling or WhatsApp. No: Adjust workflow and try other channels.
Invalid Email	Did the email bounce?	Yes: Switch to LinkedIn or phone outreach. No: Continue with your email sequence.
Has valid phone number	If the prospect has a working phone number	Yes: Call them up! No: Stick to emails or LinkedIn.
Call not answered	Have they responded to the call?	If they answer Schedule a retry or try another channel like LinkedIn or WhatsApp if they don't based on the disposition of the call
Prospect replied	After the response analyze what steps to take next	Yes: Analyze their reply—hot lead? Interested? Disinterested? Adjust your workflow accordingly.
Prospect interested	Prospect replied with interest towards your product or service	Yes: Add them to “hot leads” and follow up like a pro!
Prospect disinterested (DNC)	Prospect may have clicked on unsubscribe link or told you that they are not interested	Yes: Respect their choice and stop outreach—or schedule a clarity call if needed.

Real-Life Scenarios

Scenario 1: Follow-Up Based on Email Opens
Condition: Did they open the email?
Yes: Call them or schedule a follow-up task.
No: Try LinkedIn outreach instead.

Scenario 2: Using LinkedIn for Multichannel Workflows
Condition: Does the prospect have a LinkedIn profile?
Yes: Send a personalized connection request.
No: Schedule a calling task.

Scenario 3: Re-Engaging on Email Opens
Condition: Email opened?
Yes: Follow up with a meeting link or extra resources.
No: Use alternate channels.

Scenario 4: Handling Bounced Emails
Condition: Is the email invalid?
Yes: Switch to LinkedIn or calls.
No: Keep the email campaign rolling.

Scenario 5: When Prospects Reply
Condition: Did they reply?
Yes:
If interested, mark them as a “hot lead.”
If disinterested, stop outreach politely.
No: Nudge them on LinkedIn or call to keep the conversation alive.

Get Creative with Workflows
With our drip campaigns, you can:
Mix up channels—email, LinkedIn, phone calls—to find what works best.
Trigger personalized follow-ups based on actions (e.g., email clicks, replies).
Experiment with sequences and conditions to keep your outreach fresh and effective.

Key Benefits of Customization
Personal Touch: Make every message feel like it was written just for them.
Time Saver: Automate your steps and focus on the big wins.
Creative Freedom: Design workflows that feel less robotic and more you.

Note: Once a workflow is created, you can tweak the steps i.e edit the content of the steps anytime but cannot add new conditions mid-campaign.