New in Wealthbox: Email and Call Drip Marketing Campaigns in Workflows

Wealthbox is excited to introduce email and call drip marketing campaign actions—an exciting enhancement that brings new levels of automation and efficiency to advisor workflows. Designed to simplify client engagement, this feature allows users to seamlessly integrate personalized follow-ups into their workflows, ensuring consistent and timely communication with prospects and clients.

With drip campaign actions, advisors can build automated sequences directly into Wealthbox workflows. This includes defining email templates for specific steps, streamlining call follow-ups, and combining these actions into cohesive drip campaigns. Whether you’re nurturing leads, following up after meetings, or managing multi-step outreach efforts, these features offer the flexibility and precision needed to stay on track and drive results.

By embedding email and call actions into workflows, advisors can save time, reduce manual tasks, and maintain a professional approach to client communications—all within the intuitive Wealthbox interface.

How Drip Campaigns Work in Wealthbox

Drip campaign actions are designed to enhance productivity and ensure every workflow step is actionable. Here’s how advisors can leverage this feature to optimize client outreach:

Set Up Workflow Templates

Advisors can begin by creating or editing a workflow template. For instance, a “New Prospect Workflow” might include verifying contact details, making an initial call, and sending follow-up emails.

Define Email and Call Actions

Drip campaign actions can be added to any workflow step. For emails, advisors can specify the subject line, compose the body content, and set the button label, such as “Email Prospect.” For calls, action prompts can include relevant details to streamline outreach efforts.

Execute with Ease

As workflows progress, Wealthbox prompts advisors to take action. The pre-defined template is readily available for review and sending when an email is required. For calls, Wealthbox ensures that all relevant contact details are easily accessible, allowing advisors to execute tasks efficiently.