Drip Campaigns are automated marketing emails that go out to a loan officers' borrowers and partners. They help keep our loan officers top-of-mind by providing useful tools/information.
To make your selections, or to adjust existing selections, please complete the Drip Campaign Selection Form or reach out to MarketingCoordinators@guildmortgage.net.
To manually add or deactivate a contact to a drip campaign, please see this article.
Review the information below to see what messages are going out to your contacts on your behalf.
Drip Campaign Resources
Campaign PowerPoint | Click here to access
- This presentation contains images of each drip marketing email along with the selection criteria for who they go out to. Click on the hyperlinked email titles to view the emails.
Campaign Cheat Sheet | Click here to access
- This worksheet provides a quick overview of each campaign, its frequency, and the logic of who each campaign is sent to.
Campaign Dashboards | Click here to access
- This dashboard provides live data on the status of your drip campaigns. If you don't know what you are looking for at first glance here is both an article and an informative webinar on how to read it.
Campaign Timing
- Only the scheduled campaigns (Holiday and Seasonal) go out on specific days.
- The other campaigns go out rolling based on the contact’s enrollment date into the campaign, depending on the wait steps and when they were created. For instance, if an LO starts the recruitment campaign today in My Campaign Selections, the first message would go out today and the second message would go out 30 days from today to all recruits individually.
- See the Campaign Cheat Sheet above for exact cadences for each campaign.
- In order to avoid contacts receiving multiple emails in one day, our automated drip campaigns contain a 2-day suppression to space the timing between emails from different campaigns. Once a contact receives an email, they join a suppression which doesn't allow other campaign emails to be sent for 2 days. The same suppression is NOT applied to Loan Anniversary and Birthday campaigns since are date specific.