Description: CloseHack provides several default drip tags for you to use to get  started with your CRM. To make edits to these drip tags, rather than creating a new drip from scratch, you can copy and then edit the drip tag to better suit your needs.

Topics covered in this article: 

• Copying a default drip tag
• Editing the copied tag

Editing a Default Drip Tag in CloseHack CRM

You cannot directly edit the default CloseHack or group-created drip tags. Instead, you need to copy the original and make changes to your own version. This guide walks you through the full process step by step.

Step 1: Log In and Navigate to Drip Tags

1. Go to your CloseHack website.

2. Click Login in the top-right corner or under the Account tab.

3. Once logged in, click Dashboard to access the backend.

4. In the left-hand menu, go to Flux CRM > Drip Tags.

Step 2: Choose a Drip Tag to Copy

1. Locate the default CloseHack drip tags or group drip tags.

2. Click on the drip tag you want to modify (e.g., "General Buyer 2").

3. You'll see a list of the sequence steps included in that tag.

Important: You will not be able to edit these directly unless you were the original creator.

Step 3: Copy the Drip Tag

1. Click Copy at the top of the drip tag page.

2. Give it a new name (e.g., "General Buyer Start – Esther").

3. Once copied, you will now see Update and Delete options, confirming ownership of the new tag.

Step 4: Adjust Drip Settings (Optional)

1. Click Update to change:

   • Auto-pause settings (e.g., pause drip if the client replies, changes status, etc.).

   • Send behavior (test mode, BCC settings).

2. It is recommended to leave BCC off to avoid email overload.

Step 5: Edit the Drip Sequence

1. Scroll down to the section showing the drip steps.

2. Click the pencil icon next to the step you want to edit.

Example Edits:

• Change delay time to 0 days to send immediately.

• Add a text message (SMS) to go along with the email.

To add a text message:

• Scroll to the SMS section in the editor.

• Write your message (e.g., “Hey, check out the email I just sent you with a link to your home search!”).

• Click Update Drip to save.

Step 6: Confirm Updates

1. After clicking Update Drip, check the preview on the right-hand side.

2. It should now show:

   • Email content

   • Text message (if added)

   • Delay time (e.g., “No wait time” if set to zero)

Step 7: Use Your Edited Drip Tag

1. Go to CRM > Clients.

2. Select one or more clients.

3. Click Actions > Assign Drip Tag.

4. Choose your updated drip (e.g., “General Buyer Start – Esther”) from the dropdown list.

Now your clients will receive the customized sequence you created instead of the default CloseHack version.

Summary

• Default and group drip tags are read-only.

• To make edits, copy the drip tag and then modify it.

• You can adjust timing, content, and add emails/texts/tasks.

• Assign your version of the drip tag to clients from the Clients tab.