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Drip Marketing is a strategy that creates "drips", a set of pre-written messages to customers or prospects over a scheduled period of time. These contacts follow a pre-determined course and are dripped in a series applicable to the target customer.
In MasterQ, the follow up plan is referred to as a Drip Marketing Plan. Each plan consists of any number of Drip Steps. When a Drip Marketing Plan is applied to a person in your database, MasterQ creates a series of scheduled contacts. We refer to these pending contacts as the Drip Stream.
The Drip Marketing Plan could be as simple as one contact scheduled to execute immediately. An example of this might be an contact letter issued to a new customer listing key information such as their sales representative, important phone numbers, and initial credit authorized. It could be as complex as a plan for scheduling 12 contacts each one month apart.
When MasterQ creates a contact document from the Drip Stream, it uses a quick start template similar to the templates used to create quotes and envelopes. There are an extensive number of special items that you can insert into your Drip Step which will be replaced by the appropriate information for that particular customer when the Drip Stream is processed.
For items that we have not planned for, you also have the ability to create a user defined field applicable to a particular Drip Step. For example, if you wanted to prompt the creator to enter the color of the customer's car (for what ever reason), you could add that as a special field.
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