If you wanted to integrate Drip with Call Loop, this tutorial is for you! We will show you step by step how to set up the integration.
Integrating Call Loop with Drip
Step 1: Visit the Integrations Page in Call Loop
You can get to the new Integrations page in Call Loop by going to "Account > Integrations"
Step 2: Connect Your Drip Account
Click on Drip in the list, then click on Connect.
This will take you to the Drip sign in page.
Sign in and it will ask you which account you would like Call Loop to access.
Select the account you want to integrate with and click on Authorize.
Step 3: Success!
Your Drip account is now integrated with Call Loop! You can disconnect the integration at anytime by clicking the "Disconnect" button and this will stop any further integration with Call Loop.
Setting Up Call Loop
Step 1: Create a Group
The first step is to create a group in Call Loop. You won't need to select Integration for using text-to-join. Just give your group a title and press Create Group.
Step 2: Create an Immediate Follow-up (auto-reply)
After creating the group you will be prompted to create a followup. You will need to create an immediate followup. This immediate message will be delivered to your contact right after they join your group.
Click Continue which will bring you to the next step where you will create your message.
Provider: Select Drip as your provider. If you do not see it in this list, then you'll need to add the integration from your integrations page.
Save Reply As: Select Email Address.
Tags: Easily apply tags to the contact when they get added.
Step 3: Turn Your Followup ON
Finally, turn your followup ON.
Step 4: Purchase and Assign your Keyword
You will need to secure your keyword in order for people to start texting in to join. To see if your keyword is available, head over to the Keywords page.
Search For Your Keyword.
Start your search by putting in a word that represents your business, organization, or reason for the keyword.
If it's not available, our system will alert you. This means that someone other Call Loop customer already possesses this keyword.
Purchase Your Keyword.
If your keyword is available, click the link to purchase your keyword. From here, if you have your credit card on file, you can use this or enter in a new credit card to purchase this keyword on a monthly or yearly basis.
Assign Your Keyword.
After you have purchased your keyword, you can now connect it to one of your Groups.
Step 5: Test Your Keyword
To test, send a text message to the phone number 38470 and the message should be your keyword. It is not case-sensitive.
Now when someone texts in, not only does their contact information get stored in Call Loop, the contact now gets pushed over to your Drip account as well!