A Step By Guide To Setting Up Conditional Sms Drip Campaigns With Zapier And Kixie

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<ul> <li>A Step-by-Step Guide to Setting Up Conditional SMS Drip Campaigns with Zapier and Kixie</li> </ul>

  • Discover how to automate SMS drip campaigns with conditional triggers using Zapier and Kixie. Follow this comprehensive guide to boost your outreach efforts effectively.
  • Learn how to create a conditional SMS drip campaign using Zapier and Kixie.

In this guide, we'll delve into the process of setting up a conditional SMS drip campaign with the help of Zapier and Kixie. A conditional SMS drip campaign allows you to send automated text messages to prospects based on specific conditions, such as lead status or deal stage. This strategy ensures that your messages are sent at the right time to the right recipients, improving the effectiveness of your outreach efforts. Here's a step-by-step breakdown of how to create and implement a conditional SMS drip campaign.

  • Start with a Trigger

    • To initiate your conditional SMS drip campaign, you'll need a trigger that prompts the automation process. In this example, we use Pipedrive CRM, but you can adapt this to work with other CRMs.
  • Automate the Initial Text Message

    • Once the trigger condition is met, the first step is to send an immediate auto text message. This message can be customized by incorporating property tokens from your CRM, making it more personalized.
  • Implement a Delay

    • After the initial message is sent, it's essential to introduce a delay before sending additional messages. This delay can be set for a specific duration, ensuring that recipients have time to respond or for conditions to change.
  • Check for Updated Criteria

    • To maintain the conditionality of your SMS campaign, you'll want to check if the criteria that triggered the initial message still apply. For instance, if the lead has progressed to a different stage or if the appointment has been scheduled, you might not want to send the next text.
  • Filter and Continue if Criteria Match

    • Implement a filter to determine if the associated deal stage or other criteria still match the conditions you set. If they do, proceed to send the next text message.
  • Repeat the Process

    • This process of delay, checking for updated criteria, and sending text messages can be repeated as many times as needed to create a comprehensive conditional SMS drip campaign.
  • Customize for Different Cadences

    • This setup can be adapted for various purposes, not just SMS. You can use it for phone calls, emails, or any sequence you require. The key is to ensure that your outreach efforts align with specific criteria, making them more targeted and effective.

Creating a conditional SMS drip campaign is a powerful way to automate your communication with prospects while ensuring that your messages are timely and relevant. By following these steps and customizing them to your CRM and objectives, you can optimize your outreach strategy for better results. Feel free to experiment with different cadences and criteria to find the most effective approach for your specific needs.












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