Excluding Engaged Contacts from Drip Campaigns

by Dan Graap

Drift has an easy, built-in way for you to make sure you're only sending out Drip emails to those contacts that aren't already engaging with your business (or haven't in a while.) The Drip email playbook has a brand new smart filter that allows it to exclude engaged contacts.

We define "engaged" contacts as satisfying any one of these conditions:

  1. They have scheduled a meeting in the past 21 days or have one scheduled for sometime in the next 21 days
  2. They have received an email in the last 21 days or are enrolled in an active campaign
  3. They have chatted in through the widget on your website in the last 7 days

If you have this toggle on, i.e. if you are excluding engaged contacts from a Drip email campaign, and a contact becomes engaged via one of the three conditions above, they will not receive further emails in that campaign and will be unenrolled. 

However, if a contact becomes engaged but then becomes unengaged (e.g. they chat in once then do not chat in again for 7 days) before that campaign sends its next email, they will still receive that email. They will only be unenrolled if they miss an email in a campaign due to becoming engaged.

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