Setting Up Automated Drip Campaigns for Consistent Communication in REI Podio CRM

Shah Zaman

Last Update 2 months ago

Introduction

Consistent communication with leads and prospects is essential for building relationships and closing deals. With REI Podio CRM, you can set up automated drip campaigns in the "Follow Up Campaigns" app to keep leads engaged over time through scheduled messages.


What Are Drip Campaigns?


Drip campaigns are a series of pre-scheduled messages (SMS, email, or calls) that are automatically sent to leads at specific intervals. These campaigns help in:


โœ… Nurturing cold leads over time.
โœ… Sending follow-ups to unresponsive leads.
โœ… Keeping in touch with warm leads until they are ready to move forward.


How to Set Up an Automated Drip Campaign in REI Podio CRM1. Create a New Drip Campaign


Inside the "Follow Up Campaigns" app:
๐Ÿ”น Click "Add New Campaign".
๐Ÿ”น Give the campaign a name (e.g., "Seller Follow-Up Sequence").
๐Ÿ”น Select the type of communication (SMS, Email, or Call Reminder).


2. Set Up Messaging Intervals


For each lead, you can define when and how often they will receive messages:
๐Ÿ“… Day 1 โ€“ "Hey [Lead Name], just checking in. Are you still interested in selling?"
๐Ÿ“… Day 3 โ€“ Reminder email or text.
๐Ÿ“… Day 7 โ€“ Call reminder for follow-up.
๐Ÿ“… Day 14 โ€“ Final check-in before marking the lead inactive.

You can fully customize these schedules based on your sales cycle.


3. Personalizing Messages


Using dynamic fields, you can personalize messages:
๐Ÿ“ฉ "Hey [Lead Name], weโ€™re still interested in your property at [Property Address]. Letโ€™s chat!"

This makes your follow-ups feel more personal and engaging.


4. Automating Responses Based on Lead Actions


๐Ÿš€ If a lead responds, the system can:
โœ”๏ธ Remove them from the drip sequence.
โœ”๏ธ Notify your team to take manual action.
โœ”๏ธ Move them to the next follow-up stage.

๐Ÿš€ If a lead doesnโ€™t respond, the campaign will continue automatically until they do.


Benefits of Automated Drip Campaigns


โœ… Saves Time โ€“ No need to manually follow up with each lead.
โœ… Increases Engagement โ€“ Stay in touch consistently without being pushy.
โœ… Improves Conversion Rates โ€“ More follow-ups = more closed deals.
โœ… Customizable for Any Strategy โ€“ Adjust the frequency, message content, and follow-up type as needed.


Final Thoughts


With REI Podio CRM's Follow-Up Campaigns, you can automate consistent communication with leads, keeping your pipeline active and increasing your chances of closing deals.

๐Ÿ”น Need help setting up drip campaigns? Our team can configure them for you! ๐Ÿš€๐Ÿ“ฉ

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