Triggered drip campaigns for new leads and past clients

Purpose

1.1. Automatically deliver targeted, time-based marketing and educational content to new leads and past clients, maintaining engagement, nurturing prospects, and enhancing client retention for property appraisers.
1.2. Ensure consistent follow-up, promote service offerings, gather feedback, and encourage referrals, all without manual intervention or delay.
1.3. Personalize outreach sequences according to client status, maximizing the chance for repeat business or conversion from leads.

Trigger Conditions

2.1. New lead enters CRM or is captured through a web form or ad campaign.
2.2. Completion of a service appraisal with client contact marked as "closed."
2.3. Client inactivity for a set period (e.g., 6 months without engagement).
2.4. Client scheduled milestone (e.g., property reappraisal due).

Platform Variants

3.1. Salesforce
• Feature/Setting: Process Builder/Flow; Automate actions when new contact or opportunity is created.
3.2. HubSpot
• Feature/Setting: Workflows; Set enrollment trigger for form fills or lifecycle changes, configure drip sequence emails/SMS.
3.3. Mailchimp
• Feature/Setting: Customer Journeys; Start journey when contact added to list, sequence automated emails.
3.4. ActiveCampaign
• Feature/Setting: Automations; Trigger sequences for tags or deals, use “Wait” actions for drip intervals.
3.5. Marketo
• Feature/Setting: Smart Campaigns; Smart List with triggers, Flow Steps to send messages over time.
3.6. Zoho CRM
• Feature/Setting: Workflow Rules; When lead added or status changes, trigger email/SMS tasks.
3.7. Pipedrive
• Feature/Setting: Automation; Deal/Contact created triggers, schedule email follow-ups.
3.8. Copper
• Feature/Setting: Workflow Automation; New leads added triggers drip email template sends.
3.9. Keap (Infusionsoft)
• Feature/Setting: Campaign Builder; Entry point is tag/form, schedule follow-up emails/SMS.
3.10. Twilio
• Feature/Setting: Programmable Messaging API; Trigger SMS drip for lead phone numbers.
3.11. SendGrid
• Feature/Setting: Marketing Campaigns API; Automated drip emails to segmented lists.
3.12. Mandrill
• Feature/Setting: Transactional Email API; Trigger email template sends at defined intervals to new/past clients.
3.13. MailerLite
• Feature/Setting: Automation; Workflow starts with form signup, send delayed custom emails.
3.14. GetResponse
• Feature/Setting: Autoresponders; Drip emails based on subscription time/date.
3.15. Gmail (Google Workspace)
• Feature/Setting: Apps Script; Script triggers timed sequential emails from Sheets-based lead lists.
3.16. Outlook (Microsoft 365)
• Feature/Setting: Power Automate; New contacts added trigger Outlook mails at scheduled intervals.
3.17. Slack
• Feature/Setting: Workflow Builder; Lead notification triggers reminders or direct messages to appraiser channels.
3.18. Intercom
• Feature/Setting: Series; New user event enrolls into automatic message flow across email/in-app.
3.19. Drip
• Feature/Setting: Workflows; Automation rules applied to tag subscribers, send timed messages.
3.20. SMSGlobal
• Feature/Setting: SMS API; Trigger SMS campaigns for new leads, schedule batch sends for past clients.
3.21. Constant Contact
• Feature/Setting: Automated Email Series; Sequential sends initiated on list joins.
3.22. Freshsales
• Feature/Setting: Sequences; Automatic personalized emails triggered by lead creation/status.
3.23. Insightly
• Feature/Setting: Workflow Automation; Action chains for new contacts, with scheduled communication steps.
3.24. AWeber
• Feature/Setting: Campaigns; Set rules for timed follow-ups after list sign-up.
3.25. Klaviyo
• Feature/Setting: Flows; Automated sequences triggered on new profile creation or property event.

Benefits

4.1. Ensures every lead and client receives timely, relevant communication for increased conversion and retention.
4.2. Reduces manual workload and follow-up delays, enabling focus on core appraisal activities.
4.3. Supports personalization, segmented outreach, and omnichannel engagement.
4.4. Automates feedback and testimonial collection, generating more repeat and referral business.
4.5. Enhances branding and professionalism through consistent touchpoints with contacts.