A User Drip campaign is a simple, easy to use campaign type that allows you to quickly add contacts to a drip campaign and easily remove contacts from existing drip campaigns. User drip campaigns are a special type of drip campaign that is initiated by

  • Manually adding a contact from the contact edit screen
  • Adding a contact via the bulk contact edit (on the All Contacts screen)
  • Using one of the Add To Campaign workflow actions
  • Adding a contact(s) using the api
  • Adding a a contact using the Chrome Extension


Contacts continue in a User Drip campaign until they exit the workflow or are removed from the campaign via:

  • Manually removing a contact from the contact edit screen
  • Removing a contact via the bulk contact edit (on the All Contacts screen)
  • Using one of the Remove From Campaign workflow actions
  • Removing a contact(s) using the api
  • Removing a contact using the Chrome Extension


Creating a User Drip campaign

Browse to Automation->Campaigns. If you have the an ActiveDEMAND package that includes the drip campaign type, click the Drip Campaign create button:



After choosing an appropriate unique name for your campaign, choose 'User Drip Campaign' as the starting step




Now you can create the sequence of actions/decisions that process this prospect.


Adding a contact to a User Drip campaign via the contact edit screen


Browse to the contact that you want to add to your campaign (via a report, list, or the all contacts screen). Click on Contact Details, find the 'User Drip Campaigns' box. This will list all User Drip campaigns this contact is currently in.



Adding a contact to a User Drip campaign using the bulk contact editor

Browse to the All Contacts screen (Contacts->All Contacts). Find the contacts that you want to add to a User Drip campaign using a list/segment to filter or by searching for the contacts. Once you find the contacts, select the contacts that you want to add to a User Drip campaign. Click the Bulk Edit button that appears, select the 'Add To Campaign' drop down






Adding a contact to a User Drip campaign using the Chrome Extension

Either in the prospect insights dialog inside your CRM or on the sidebar Contact Visitor Profile, you can add/remove prospects to user drip campaigns using the Chrome extension. Note, this will only allow you to add/remove people from active drip campaigns that have a starting step of 'User Drip Campaign'.