Once you have a drip campaign, whether you built it or installed it from your agency, the next step is adding clients. There are two ways to do it:
From the campaign itself: search for clients by name and add them. This works best for a handful of people.
From Reports: filter your book and add everyone who matches in one go. This is the fastest way to enroll a large group.
Good to know: You can enroll clients while a campaign you built is still a draft. Archived campaigns don't accept new enrollments.
Option 1: Enroll clients from the campaign
Step 1: Open the campaign's Stats tab
Go to Drip Campaigns, open the campaign, and click the Stats tab. Then click Enroll clients.
Step 2: Search for and select clients
In the Enroll clients window, start typing a client's name to search your book. Click a client to select them, and they'll be marked Added.
You can search as many times as you need. The clients you've already selected stay selected, and the bottom of the window shows how many you've chosen and who they are.
Step 3: Enroll
When you've selected everyone, click Enroll.
Option 2: Bulk enroll from Reports
Step 1: Build your list
Go to Reports in the sidebar and use the filters to pull up the clients you want to enroll.
Step 2: Select clients
In the Results table, check the box next to each client you want to enroll. You can also use:
Select all results to select every client in your results.
Deselect all to clear your selection and start over.
The top of the Results table shows how many clients you've selected.
Tip: Check the selected count before moving on so you don't enroll more clients than you meant to.
Step 3: Add them to a campaign
Click Actions, then choose Add to campaign.
In the Add to campaign window, choose a campaign from the Campaign dropdown. The window confirms how many clients you're adding. Click Add to campaign.
What happens after you enroll
When a client's journey begins depends on how the campaign starts:
When a client is enrolled: the journey begins as soon as they're added. If the first step is an email with no wait before it, that email goes out right away.
On a specific date: clients wait until the campaign's start date.
Agency campaigns: clients follow the start date your agency set.
To see where your clients are in the journey, open the campaign's Stats tab or the Stats page.