What Are Drip Notifications?
Drip notifications are pre-written messages that are automatically sent to clients based on a timed schedule— triggered within a project phase . You can use them to:
Proactively update clients on project progress
Reduce client questions and check-ins
Provide helpful information at key stages
Automate repetitive communication
Drip messages are sent to the the client’s preferred contact method.
How to Set Up Drip Notifications
To set up a Drip Notification follow these steps:
Navigate to "Company Settings"
Select "Project Types"
Select the phase you would like to set up the Drip Notification on
Scroll down and click on "Other Settings"
Scroll to the Drip Notifications section and select the green "Add Notification" button
Create the Drip Notification by filling in the Form that appears
Recurring: This determines if the message will go out as a one time message, or multiple times over a selected period of time.
Interval: This will determine when the notifications will begin and how often they will be resent if recurring
Notification Text: This is the message that will be sent to the client. The "Pipe Text" option allows you to auto-fill certain information, like First and Last Name, to give a more personalized message.
Best Practices for Drip Notifications
Keep messages short and client-friendly: Use plain language and avoid technical jargon.
Space messages appropriately: Avoid overwhelming clients—spread messages out in a way that matches your project timeline. Messages are most effective for phases that last a long period of time.
Personalize your content: Use Pipe Text to include their name or project name to give a personalized feel to the text
Review before enabling: Review the timing and tone to ensure it aligns with your client experience goals.
Example Use Cases
Treatment Reminders: Send a series of helpful texts to ensure the client continues to receive treatment for their injuries.
Case Timeline Updates: Send reminders of expected timelines if their case spans multiple weeks or months.
Need Help?
If you need assistance with drip notifications or want to explore use cases specific to your firm, reach out to us at [email protected].