This guide provides a step-by-step process for setting up an initial drip campaign using SalesAi, ensuring effective and spaced-out contact outreach. Scroll through the steps below to get started:
Not a visual learner? No problem!
Here’s a straightforward, step-by-step guide in text form:
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Accessing SalesAi: Navigate to SalesAi and click "Workflows" from the left-hand side. You can either edit a Workflow Draft or create a new workflow.
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Adding Triggers: Begin by selecting a trigger for the drip campaign. This could be something like "Contact Created," then click the "+" button to add an action.
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Selecting Drip Action: A panel will open where you can choose between different actions such as "AI Call," "Send SMS," or "Drip." Select "Drip" to space out the outreach.
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Configuring Drip Settings: Name your drip, then set the batch size (recommended starting at 50 contacts) and the timeframe for when contacts should be contacted. The recommended timeframe is 1 hour and 1 minute.
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Adding Outreach Steps: Once your drip is set, click "Add to Workflow" and continue adding outreach steps as needed.
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