Create Auto Drip Campaign

  1.  Go to the “Marketing” tab and under “Drip Campaigns” click “Action Plan Template”
  2. Fill out all the fields to create the new campaign (Select a plan type and action plan name)
  3. Select “Activity Template”
  4. Fill out all the required fields and customize the auto drip campaign to your liking and once you’re done, click the orange checkmark to save it