Multichannel Drip Campaigns: How They Work

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.

How Does It Work?

Multichannel Drips use conditional workflows to adapt outreach based on a prospect’s behaviour or available data.
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.
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.

Steps to get started with your drip campaign

It’s as simple as this:
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
What It Means
Examples of next step.
Email Opened
Did they open 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
Did the message flop on LinkedIn?
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 Phone
Is a phone number available?
Yes: Call them up!
No: Stick to emails or LinkedIn.
Call Not Picked
Did they not answer 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
Did they respond?
Yes: Analyze their reply—hot lead? Interested? Disinterested? Adjust your workflow accordingly.
Prospect Interested
Did they reply with interest?
Yes: Add them to “hot leads” and follow up like a pro!
Prospect Replied as DNC
Disinterested prospect?
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.