Drip Campaign Template Requirements

The requirements a template must meet to be used in a Drip Campaign email step.

Written By Danny Schaffer

Your Drip Campaign template will need to fit a handful of parameters to be selectable in the Drip Campaign builder.

Drip Campaign Template Requirements

  • Available (not Archived)

  • Have the correct number of agent tags (1)

  • Have zero (0) listing or article tags

With these all in place, your template will appear as an option when selecting 'Use an existing template' for the 'Email Step' of your drip campaign.

An image of the "choose email content" step with the cursor over the 'Use an existing email template' option.