Enabling and Using Drip Email Campaigns

Why This Feature Matters

Drip email campaigns help you:

 

• Automate follow-up for new and existing leads

• Improve email deliverability by sending from your personal address

• Build consistent communication that converts over time

 

 

Step-by-Step Instructions

 

1. Connect Your Email to Sierra

Drip emails send directly from your connected email—not a shared server—which improves deliverability and inbox placement.

 

To connect your email:

 

• Log in to your Sierra Admin

• Click your Profile icon

• Select the Connect Email tab

• Choose your email provider or select “Other” to configure manually

• Confirm the connection was successful

  Note: Every user (agent, lender, or manager) must complete this step for Drip Email access

 

 

2. Create a Drip Campaign

 

• Go to Leads > Drip Campaigns

• Click Create New Drip Campaign

 

 

Then configure the following:

 

• Title: Internal name for team visibility

• Campaign Type: Choose based on use case

• Campaign Level:

   

  • Business: Shared with your team

  • Personal: Visible only to you

    Note: You cannot change the level after creation

   

• Description: Optional internal reference

• Sending Approach:

   

  • Relative to Start Date (recommended): Starts when a lead is assigned

  • Fixed Dates: Ideal for holidays, anniversaries, etc.

   

 

 

Click Save and Continue.

 

3. Add Emails to Your Campaign

 

• Click the plus icon to add your first email

• Set a Delay (e.g., 0 hours, 4 hours, 1 day)

   

  • Emails send between 7 AM – 11 PM local time

   

• Choose or create an Email Template:

   

  • Use Global templates (available to all users)

  • Or create a new one from within the campaign builder

    Templates must be built in Admin > Contact Templates

    Set template access to “Global” and availability to include Drip Campaigns

   

 

 

4. Add More Emails

 

• Continue clicking the plus icon to build your email series

• Adjust delays accordingly to space your drips (e.g., Email 2 = 1-day delay)

 

 

5. Save Your Campaign

Click Save and Exit to return to the Drip Campaign manager. You can:

 

• Click View to preview all emails in a campaign

• Print campaigns for review

• Only users with permission can edit/delete campaigns

 

 

Using Drip Campaigns and Assigning to Leads

 

Option 1: Assign One Lead at a Time

 

• Open the Lead Dashboard

• Click the lead’s name

• Scroll to the Drip Campaigns section

• Click Add Campaign and choose from the list

 

 

Note: If you see a “Connect Email” error, refer to the article on connecting your email.

 

Option 2: Assign Leads in Bulk

 

• From the Manage Leads page, use checkboxes to select multiple leads

• Click More > Assign Drip Campaigns to Leads

• Choose a campaign from the overlay and confirm assignment

 

 

Best Practices

 

• Keep subject lines simple and engaging

• Space out emails based on lead engagement timing

• Use merge fields for personalization

• Use Global Templates for consistent team-wide messaging

 

 

Troubleshooting Common Issues

 

Issue: Drip campaign won’t send

Solution: Ensure your email is properly connected in your profile

 

Issue: Can’t see templates in dropdown

Solution: Make sure the template is marked as available for Drip Campaigns and has Global access

 

FAQs

 

Can I assign multiple campaigns to the same lead?

No, each lead can only be on one drip campaign at a time.

 

Do drip campaigns support text messages?

No. Drip campaigns support email only. Texts are available via Action Plans.

 

What’s the best way to send holiday or birthday campaigns?

Use the Fixed Date option when creating your campaign.