What are Drip Campaigns?

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. 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.

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.

Step by step guide to set up your drip campaign

Step 1

Start by clicking on the “Create Campaign” button to initiate the campaign setup process.

Select Drip Campaign Click on Create

Step 2

On the first step to set up your campaign it will ask you to add prospects to your campaign, on more information about adding prospects Click here` Once you add the prospects you can skip to the content section to add your first workflow)

Step 3

Add Your First Step for your drip workflow. (Email, Call, LinkedIn etc.) You can set up any of the following steps

Automatic Steps

Auto email – Send email automatically

Visit profile (LinkedIn) – View the prospect’s LinkedIn profile

Send invitation (LinkedIn) – Send a connection request

Direct message (LinkedIn) – Send a LinkedIn message

Send InMail message (LinkedIn) – Send an InMail (for premium users)

Move prospects to another campaign – Automatically shift prospects to a different campaign

📝 Manual Tasks

(These require user action or manual intervention or is a semi automated approach)

Email task – Send email manually

Call – Create a call task

Visit profile (LinkedIn) – View the profile through task manager

Send invitation (LinkedIn) – Send connection request by executing the task

Direct message (LinkedIn) – Send personalised message in semi automated way on extension

Send InMail message (LinkedIn) – Send InMail manually

Manual task – Create a custom task according to your needs

Send message (WhatsApp) – Send a WhatsApp message

Step 4

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. The following are the available drip conditions:

1. Email opened

2. Has LinkedIn URL

3. LinkedIn message failed

4.Invalid email

5. Has valid phone number

6. Call not answered

7. Prospect replied

8. Prospect interested

9.Prospect disinterested (DNC)

Step 5

Now 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 Each drip condition leads to two possible paths—

Yes (condition is met) or No (condition is not met)—to decide the next step in the workflow.

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.

Add the Relevant Follow up Steps (e.g., Email, Call, etc.):

Step 6

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

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.

Key Benefits of Customization

1.Personal Touch: Make every message feel like it was written just for them.

2. Time Saver: Automate your steps and focus on the big wins.

3. Creative Freedom: Design workflows that feel less robotic and more you.

4. Get Creative with Workflows
With our drip campaigns, you can:

5. Mix up channels—email, LinkedIn, phone calls—to find what works best.
You can trigger personalized follow-ups based on actions (e.g., email clicks, replies) and experiment with sequences and conditions to keep your outreach fresh and effective.

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.