How to setup drip campaigns

[grapes45]

Anyone know of a way to setup a drip campaign without apex code? That is, use standard workflows to automatically add a contact to a campaign, then based on status/response, add to a second campaign, then a third etc. 

[Always Thinkin]

Hi,

Hope you figured it out by now but if not: the common way to establish drip campaigns in Salesforce doesn't actually use the Campaign object. Rather it uses time-based workflow to define the criteria and the timing of the drip emails and a workflow email alert for the actual email.

[LMIT]

Hi Luke- would you be able to elaborate on this a little further as I have had no success in trying to set these up, in fact, I have ended looking like your little man at his workstation there.

I keep reading that there is now email drip logic in SF but to date have not been able to find any training on it.

Thanks

[Always Thinkin]

Hi,

The drip campaigns in Salesforce are not so much a feature as a they are a mash-up of other capabilities that can emulate a drip campaign. There are definitely limits to their capabilities and for a fully realized solution there are plenty of companies in AppExchange. That being said, here are two good guides to build a drip campaign out of common household ingredients in your org!

An earlier version, utilizing just time-based workflow with Contacts or Leads:

http://gokubi.com/archives/unattended-drip-campaigns-with-time-based-workflow

And this popped up this past summer and again at Dreamforce utilizing time-based workflow, Apex and Campaign Members:

http://www.youtube.com/watch?v=LNMRgMteDTM

One caveat to the time-based workflow email alerts: they do not exclude Email Opt Outs by default, you must put that into the workflow criteria. 

Message Edited by Always Thinkin on 02-15-2010 10:59 PM