Auto Pilot Drip Campaigns in LionDesk

Ylopo pre-loads 4 Auto Pilot drips into your LionDesk system and we automatically assign the Ylopo Marketing Drip Campaign to your Ylopo leads! 

To see these campaigns in LionDesk, go to the Marketing section on the left, and click on Templates. 

Scroll down to the Ylopo section, and click the eye icon to see all existing templates for that plan, which will appear on the right side. Click the pencil to edit any of these templates, or click the trash can to remove a template.

To add a drip campaign to one specific contact, navigate to the "Contacts" section and click the "Actions" button next to that contact, then select "Add Drip Campaign". For multiple contacts, you can do this with Bulk Actions.

To remove a drip campaign, use these instructions.

LionDesk has its own great guide to creating your own Templates, which you can find here, and for organizing them into Auto-Pilot Campaigns, found here. We're happy to help too, just contact us at [e-mail]!

Last Update: 10/18/21 Colleen M.