Creating drip campaigns
How a drip campaign is structured, when each message goes out, and how to pause one.
A drip campaign is an ordered sequence of messages that go out automatically when a lead enters a particular stage. LendAxiom ships with three default campaigns; you can edit them or build your own.
The three default campaigns
- Welcome Series. Three messages over seven days. Triggered when a lead reaches the New Lead stage.
- Nurture Sequence. Four messages over 30 days. Triggered when a lead reaches Pre-Qual but does not move to Application.
- Rate Watch. Triggered when current market rates drop below a lead's target rate threshold.
The defaults are starting points. Customize the message bodies to match your voice; rename the stage triggers if your pipeline differs.
Building a custom campaign
- Settings -> Drip campaigns -> New campaign.
- Pick the trigger: a pipeline stage, a tag, or a date offset (e.g. 30 days after lead creation).
- Add steps. For each step set the channel (SMS, iMessage, email), the delay from the previous step, and the message body.
- Use template variables (
{{first_name}},{{loan_type}}, etc.) so each message feels personal. - Save the campaign. New leads matching the trigger start receiving messages immediately; existing leads continue on whatever campaign they were already on.
Pausing a campaign
Two options:
- Pause for a single lead: open the lead, click the running campaign, click Pause. Messages stop until you resume.
- Pause campaign-wide: Settings -> Drip campaigns -> open the campaign -> Disable. Existing leads stop receiving new messages; new leads that hit the trigger are not enrolled.
Compliance
Every drip message includes an unsubscribe footer (email) or a STOP keyword note (SMS). When a lead replies STOP we mark them opted out and pause every active campaign on their lead.