Convert Your Drip Campaign to an AutoTrack - Easy Button FAQ Follow

AutoTracks will soon be the primary way for you to automate outbound communication with your leads. As we continue the transition from Drip Campaigns to AutoTracks, we've simplified the process of converting your current active Drip Campaigns with the Easy Button. 

Easy Button FAQ

How do I convert a Drip Campaign to an AutoTracks?

Within your Drip Campaigns, select the ‘Convert to Autotrack’ button and it will guide you through the process for converting an active campaign to an AutoTrack.

Do my Drip Campaigns need to be active to be converted?

Yes. Paused/Disabled Drip Campaigns can’t be converted.

Will it convert all steps?

No, we will only convert active steps within your Drip Campaign. Before moving forward, ensure any steps you want converted are active. We will inform you of this prior to converting.

Will it convert my content in the active steps?

Yes, all content within active steps will be converted over to an AutoTrack.

Will it convert my triggers & timing?

We will do our best to convert triggers & timing into an AutoTrack. However, each system (Campaigns vs AutoTracks) is different so there will be some pieces we are unable to convert. In this case, we will call out the places you need to address in the conversion process. See example below:

Can a conversion be undone?

No, once a campaign is converted it can’t be undone.

What happens to my campaign & the leads in it when I convert it to an AutoTracks?

All leads that are in a campaign will be left in the campaign as active, we will not transfer them into an AutoTracks. The campaign will be left as Active until we sunset drip campaigns or you inactivate/delete that campaign.

What if I don’t want my leads to stay as active in an old campaign and be in the AutoTracks version?

Inactivate the previous Drip Campaign, ensure your start triggers include the leads you want added to the AutoTracks, once published, the leads will be added to the AutoTrack.

Can I still see my old Drip Campaign once it is converted?

Yes! There will be view only capability for the converted drip campaign.

How can I tell that my Drip Campaign has been converted?

We will display a badge showing its converted status.

When will Drip Campaigns be sunset?

Mid-October 2020.

How long will the easy button be available?

Same time frame, until Mid-October 2020.

Will I be able to add any new Drip Campaigns?

No. Because we are shifting the entire platform over the AutoTracks functionality, no new Drip Campaigns will be allowed to be created.

Will Drip Campaigns that go beyond mid-October stay active & keep sending?

If there are any Drip Campaigns that are designed to continue to send after October 15^th, we will inform those sites prior to sunsetting the tool.

Should I just copy over my Drip Campaign as is?

We recommend each agent/team take this time to review their content & ensure that this still meets their needs prior transferring. It is generally recommended (email marketing standard) that you review your lists & content at a minimum of every 6 months.

What if I want to stay in Drip Campaigns & not use AutoTracks?

AutoTracks has the same functionality as Drip Campaigns and more! We are focusing our development here & adding more functionality daily. As a result, continuing to use Drip Campaigns beyond mid-October will not be possible.