How To Create a Conditional SMS Drip Campaign

Nurture leads, engage with customers, or follow up on sales opportunities with SMS drip campaigns. This automation allows you to create a conditional SMS drip campaign using Kixie, your CRM, and Zapier.

Create a Zap

Start by creating a Zap in Zapier, and select your CRM as the trigger app. Choose the specific criteria you want to base the campaign on, such as lead score or purchase history.

Trigger the Campaign

Once you have set up the conditions in your CRM, create the trigger that will initiate the campaign.

Send SMS

The first step in your conditional SMS drip campaign is to send a templated auto text message through Kixie.

Add Delay Step

Specify the duration of the delay based on your campaign goals and the nature of your audience.

Find and Filter Deals

This step ensures that you are only sending messages to leads or customers who are still relevant and interested in your offerings. Search for the deal in your CRM and verify if it still meets the criteria you have set.

Repeat Send SMS

The process of delay, search, filter, and sending a text can be repeated as many times as needed in your conditional SMS drip campaign.