How to Create a Drip Campaign Workflow

Overview:
A drip campaign sends a predefined series of emails over time. This article shows you how to set one up in Laywork.

Steps:

1. Navigate to Automation & AI → Workflows → + New Workflow.

2. Choose Drip Campaign template.

3. Set the entry trigger (e.g., “When Lead Status = New”).

4. Configure Email 1: write content, set delay (e.g., Immediately).

5. Click + Add Action for Email 2, set delay (e.g., 3 days), and so on.

6. Review and click Activate.

Tips & Best Practices:

• Keep email copy concise and value‑focused.

• Use personalization tokens (e.g., {{lead.first_name}}).

• Test the sequence on an internal list before sending to real leads.

Troubleshooting / FAQs:

• Q: Some leads skipped emails.
  A: Ensure they met the trigger criteria and weren’t unsubscribed.

• Q: Workflow shows errors.
  A: Check each email action for valid sender address and template status.