What is Drip Mode for Bulk Actions?
Key Benefits of the New Architecture
- Handles long sequences efficiently, even hundreds of thousands of contacts.
- Improved checkpointing prevents actions from getting “stuck” mid-send.
- Supports schedules well beyond the previous 30-day cap.
- Reusable, config-driven engine delivers identical behavior for all Drip Mode use cases (SMS, email, contact updates, workflow steps, etc.).
- Reduced duplication in code means faster future enhancements and fewer bugs.
Checkpointing & Automatic Recovery
Beyond 30 Days Scheduling
Configuration Parameters
- Start On – first batch date/time
- Batch Quantity – contacts per run (1–10,000)
- Repeat After – interval (minutes, hours, days)
- Send On – select days of week
- Process Between – allowable send hours (respects account time-zone)
- End At – daily cutoff time
Supported Bulk Action Types
- Bulk SMS & MMS
- Bulk Email
- Add/Remove Contact Tags
- Add to Workflow / Campaign
- Opportunity updates (status, pipeline, owner)
- Custom ‘Action – Drip’ steps inside Workflows
How To Set Up Drip Mode in Bulk Actions
Setting up Drip Mode is straightforward, but taking a few extra minutes to configure it correctly ensures your outreach runs smoothly.
Navigate to Contacts
Go to Contacts. This opens the setup screen where you’ll define what action to perform and how it should be paced.
Choose the Action Type
Select what you want to do in bulk for example, Send SMS, Send Email, or Add Tag. The action type determines the outcome of your campaign.
Select Your Audience
Pick the group of contacts you want to target. You can use an existing SmartList or manually select contacts. The size of this audience will determine how many batches Drip Mode needs to run.
Set the Delivery Method
Under Delivery Method, choose Send in Drip Mode. This tells the system to deliver your action gradually in batches, rather than all at once.
Configure Your Drip Settings
Here’s where you control the pacing and schedule:Start On: Pick the date and time you want the first batch to begin.
Batch Quantity: Decide how many contacts should be processed in each run (anywhere from 1 to 10,000).
Repeat After: Choose how long the system should wait before sending the next batch (minutes, hours, or days).
Optional – Send On: Restrict delivery to certain weekdays if needed (e.g., only Monday–Friday).
Process Between: Set business hours or quiet hours so messages only go out at appropriate times.
End At: Define a daily cutoff time, ensuring drips stop at the end of the workday and resume the next valid window.
Add an Action Description
Enter a short label (e.g., “Drip SMS – July Webinar Invite”) so you and your team can quickly recognize the campaign in reports later.
Review Estimated Duration
Based on your audience size, batch size, and intervals, the system will calculate how long the action will take to complete. Double-check this estimate to confirm the timing fits your campaign goals.
Frequently Asked Questions
Related Articles
- Bulk Actions for Contacts & SmartLists
- Sending Bulk SMS via Contacts
- Workflow Action – Drip
- Action – Drip
- How to Manage SaaS Sub-Accounts in Bulk
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