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Tracking Installs and Enrollment

Once a campaign is published, you can see how many agents picked it up and how many clients they've enrolled.


The Drip Campaigns list

Go to Drip Campaigns in the agency sidebar. Every campaign you've built is listed with:

  • Name: the campaign name and description your agents see.

  • Status: whether the campaign is a Draft or Published.

  • Recommended: a toggle for promoting the campaign to your agents.

  • Installs: how many agents have installed it.

  • Enrolled: how many clients those agents have enrolled.

Reading the numbers: Installs and Enrolled tell you two different things. A campaign with plenty of installs but few enrollments usually means agents installed it and chose to add clients later.


See which agents installed a campaign

Open a campaign and click its install count to open the Who installed this window. It lists each agent who installed the campaign, how many clients they've enrolled, and the date they installed it.

Tip: This is a good place to spot agents who installed a campaign but haven't enrolled anyone yet, so you can follow up with them.

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