Getting started with Drip Pilot

Effortlessly convert leads into clients with smart drip campaigns. Follow these simple steps to get started.

How to Get Started

Follow these steps to set up your account and launch your first campaign

1
Register Your Account

Create your Drip Pilot account with your business information

2
Verify Your Email

Check your inbox and click the verification link we sent you

3
Choose Subscription

Login and select the subscription package that fits your needs

4
Get Your Phone Number

Obtain your dedicated phone number via the subscription page

5
Create Knowledge Base

Go to Knowledge Base tab and create your business information using the example template

6
Upload Your Leads

Go to Leads section and upload/create leads with proper consent

7
Create Templates

Build email/SMS templates with {{lead.firstname}} placeholders

8
Launch Campaign

Set up your campaign, assign templates and leads, then launch!

Campaign Setup Details

Setting Up Your Campaign

1

Create a Campaign

Give your campaign a name and set your goals

2

Assign Templates

Use the three dots menu to assign your email/SMS templates

3

Assign Leads

Select your target leads via the three dots menu

Launch Campaign

Click "Launch Campaign" and start converting leads!

Pro Tip

Use {{lead.firstname}}placeholders in your templates to personalize messages automatically!