Description: Drip tags are a very important aspect of the CRM as they allow you to keep in touch with your database without you having to do more than setting up an email/SMS sequence once and then assigning it to the appropriate clients. Set them up for the drip tag one time and allow the system to send them follow up email and messages for up to a year or more.

Topics covered in this article:

• Creating a drip tag  from scratch
• Adding an email to the drip tag
• Adding an SMS to the drip tag
• Adding tasks to the drip tag
• Assigning the drip tag to your clients

Creating a Custom Drip Tag in CloseHack CRM

Drip Tags are automated sequences of emails, text messages, and tasks that help you consistently follow up with leads and clients — saving you time and boosting engagement. This guide walks you through creating your own Drip Tag from scratch.

Step 1: Log In

1. Visit your CloseHack website.

2. Click Login in the top-right corner.

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

Step 2: Navigate to Drip Tags

1. In the left-hand menu, click Flux CRM → Drip Tags.

2. You’ll see default Drip Tags and any group/shared tags.

3. To create a new one, click ➕ Create at the top.

Step 3: Set Up Basic Drip Tag Info

• Name: Give it a clear, descriptive name (e.g., Open House Follow-Up).

• Visibility:

  • Agents – visible to all agents (default).

  • Admin Only – private to admin users.

• Description: (Optional) Add a description for clarity.

• Status: Ensure Active is selected.

Auto-Pause Rules (Highly Recommended)

Enable drip to auto-pause if:

• A client interacts (calls, texts, shows).

• Their status or role changes. This ensures you don’t send outdated or irrelevant messages.

Send Behavior Settings

• Test Mode: Turn on and choose to send test messages to yourself.

• BCC on All Messages: Leave this unchecked to avoid flooding your inbox.

• Click Create to save these settings.

Step 4: (Optional) Auto-Start Settings

You can auto-start a drip based on:

• Client status (e.g., Closed).

• Client role (e.g., Buyer).

Example:
Automatically send a testimonial request email once a client is marked as “Closed.”

Skip this step if you want to start drips manually.

Step 5: Add Your First Drip

1. Click Create Drip or the ➕ Add button.

2. Choose your Drip Type:

   • Email

   • Text Message (SMS)

   • Task

   • Conditional (Decision-based logic)

Create an Email Drip

• Subject: (e.g., Thanks for visiting 1234 Main Street!)

• Content Type:

  • Plain Text recommended for better deliverability.

  • Use HTML if you're embedding images or styling.

• Personalization (Substitutions):

  • {{client.first_name}}

  • {{signature}}

  • {{url.homepage}}

• Delay Info: Set to 0 days if it should send immediately after assigning the drip tag.

• Click Create Drip when done.

Add a Text Message (Optional)

• Write a short, casual message (e.g., "Hey {{client.first_name}}, just sent you an email with more listings. Let me know if any stand out!")

• Include your name for context.

• Keep SMS concise and clear.

Step 6: Create a Task

1. Click ➕ Add again.

2. Set Drip Type to Create Task.

3. Add a title and description (e.g., Call client to follow up after open house).

4. Set a delay (e.g., 2 days after previous message).

5. Click Create Drip.

This task will appear on your Dashboard > Tasks on the set date.

Step 7: Use Conditional (Decision-Based) Logic

1. Click ➕ Add, choose Decision.

2. Select your condition (e.g., Has the client visited the website in the last 5 days?).

3. Set the YES and NO paths with different:

   • Emails

   • Texts

   • Tasks

Example:

• Yes: “Hey {{client.first_name}}, I saw you checked out some listings. Anything catch your eye?”

• No: “Haven’t seen you on the site recently. Here’s a fresh batch of listings to check out.”

Add a delay before this decision point (e.g., 2 days after previous message/task).

Step 8: Organize & Finalize Your Drip

• You can drag-and-drop drips to reorder them.

• Click the pencil icon to edit or trash icon to delete.

• Review delays to ensure correct timing.

• Click into any drip to confirm settings or update text.

Step 9: Assign Your Drip Tag

To apply your Drip Tag to a client or group:

1. Go to CRM > Clients.

2. Select individuals or click Select All.

3. Click Actions → Assign Drip Tag.

4. Choose your Drip Tag (e.g., Open House Follow-Up).

📌 You may need to authenticate your email before sending. Submit the form if prompted, and the Hackers will approve it.

Pro Tips

• Drip Tags auto-pause when a client responds, ensuring relevance.

• Combine emails, texts, and tasks for a multi-touch experience.

• Create different Drip Tags for email-only, text-only, or combo campaigns.

• Copy existing Drips to speed up creation.