Walkthrough Docs
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What is a Workflow-Drip System?A drip campaign is an automated chain of texts, emails, or follow ups. This feature can be used to automate the delivery of email or SMS messages. You can also use your Workflow-Drip system to automatically schedule follow-ups within the CRM/Lead Manager.

​How to Create a WorkflowCreate Your Own1. Go to drip.realgeeks.com
2. Click “Add a Workflow” in the top-right corner
3. On the left side, Enter in the name of your workflow. TIP: This should be a name that let’s you know what occurs in the workflow (ex: Buyer Reengagement, Seller Closing Campaign, No Communication after 1st attempt)
4. Click “Save” 
5. Click the green “Add Step” button 
6. Select the time range (minutes, hours, days, weeks, etc…) for how long you would like the first step to wait. For example, if you want it to send a message 5 minutes after subscribing to this campaign, set the numerical value to “5” and the time range to “minutes”
7. Select the action, or what type of message to send
8. Press the grey “New” button to craft a custom message
9. After writing up the new message, press “Save” 
10. Press “Add Step” to introduce another step
11. Select the time range for how long after the 1st step the second action will be taken. For example, if you want a second email to be sent 10 minutes after the first was sent, select “10” in the numerical value field, “Minutes” in the time range and set the action to “Email”
12. Repeat adding steps until you’ve completed your campaign
13. Press “Publish” 

                                                   Re-ordering a Step
Steps can be re-ordered by clicking and holding over the “move” symbol, and dragging the step to the desired location
                             Adding Video Messages to a Workflow
                                             Adding a Video to a Workflow Template
  1. Go to drip.realgeeks.com
​
  1. Click "Emails" or "SMS" in the top navigation to open either your Email Template Library or your SMS Template Library
  2. Select the template you wish to update or create a new template by clicking "Add an Email"  or "Add a SMS Template" 
  3. Select "Videos"  when updating/creating an email template, or "Insert Video"  when updating/creating an SMS template to add a video from your library.
  4. Once you have selected a video, a five second GIF preview will be added to an email step, whereas a link to your video will be added to an SMS step.
  5. Click "Save"  to save your changes.
When the GIF preview or video link added above is clicked by a user, they will be taken to a page on your Real Geeks website dedicated to the video message. Once your message has been viewed, the user can quickly continue browsing your website.

                                                                              Adding a Video to a Workflow Step
  1. Go to drip.realgeeks.com
  2. Open the Workflow you wish to update or select “Add a Workflow”  to create a new Workflow
  3. Select "Videos"  when updating/creating an email template, or "Insert Video"  when updating/creating an SMS template to add a video from your library.
  4. Once you have selected a video, a five second GIF preview will be added to an email step, whereas a link to your video will be added to an SMS step.
  5. Click "Save"  to save your changes.
When the GIF preview or video link added above is clicked by a user, they will be taken to a page on your Real Geeks website dedicated to the video message. Once your message has been viewed, the user can quickly continue browsing your website.

                                                                                                                          Watch Video

Please note: Video message recording is only supported by Chrome and Firefox browsers at this time. Recording video messages is not supported by iOS devices or the Safari browser.
Build relationships, showcase your personality, and educate your clients with Video Messaging.Send video messages from the CRM via email or text. Deliver a video message to multiple contacts at once in an eBlast. Or distribute video messages on an automated basis by adding them to Workflows.
                                                                                              Accessing and Organizing Your Video Library
Any video messages you save will be stored in your Video Library.
To access your Video Library, click here to open the Workflow-Drip system. Next, select "Videos" in the top navigation bar. From here you can add and manage video messages. 
To add a video to your library, select in the top right-hand corner of the page.
Give your video a name and add it to a category (optional). Then, record your video or upload an existing video from your computer. 
To record a new video: 
    1. Click the red circle to begin recording and the white square to stop recording.
    2. Clicking the white triangle will play back your video. If you are unsatisfied with your recording, click the red circle to begin recording a new video.
    3. Once satisfied with your recording, click to save the video to your library.
                                                                                               To upload a video from your computer 
    1. Click then to select a video file from your computer.
    2. Click to save the video to your library.
To edit an existing video in your library, click on the right-hand side of the video. From here you can:
    • rename or categorize your video.
    • Create a new email template with your video that can be used in your Workflows as well as the eBlast feature by clicking  
    • Create a new SMS template with your video that can be used in your Workflows by clicking  
    • Download a video you have recorded by clicking the three white dots in the bottom right-hand corner of the video and selecting "Download".
    • Delete the video from your library by clicking 
Be sure to click to save any updates made to your video.
                                                            Sending Video Messages from the CRM
                                                                                          Sending a Video in an EmailTo add a video to an email composed in your CRM simply begin composing your email and click once you are ready to add your video.
To record a new video: 
  1. Click the red circle to begin recording and the white square to stop recording.
  2. Clicking the white triangle will play back your video. If you are unsatisfied with your recording, click the red circle to begin recording a new video.
  3. Once satisfied with your recording, give your video a name and click  to add it to the email.
To add a video from your library: 
  1. Click 
  2. Locate the video you wish to include and click to add it to the email.
Once you have recorded or selected a video, a five second GIF preview will be added to your email.
When the GIF preview is clicked, the user will be taken to a page on your Real Geeks website dedicated to the video message. Once your message has been viewed, the user can easily continue browsing your website.
                                                                                        Sending a Video in a Text
To add a video to a text composed in your CRM simply begin composing your text and click  once you are ready to add your video.
To record a new video: 
  1. Click the red circle to begin recording and the white square to stop recording.
  2. Clicking the white triangle will play back your video. If you are unsatisfied with your recording, click the red circle to begin recording a new video.
  3. Once satisfied with your recording, give your video a name and click  to add it to the email.
To add a video from your library: 
  1. Click 
  2. Locate the video you wish to include and click  to add it to the email.
A link to your video will be added to the text message.
When the video link is clicked, the user will be taken to a page on your Real Geeks website dedicated to the video message. Once your message has been viewed, the user can easily continue browsing your website.

                                                          Adding Videos to CRM Email Templates

To update the email templates in your CRM to include video messages or create new email templates utilizing the Video Messaging feature, head over to your CRM Email Templates and either:
  • Open an existing email template you wish to update by selecting  
  • Create a new template by selecting 
  • Or add to a template from the Real Geeks Template Library by selecting 
Then, click  once you are ready to add your video to the email template.
To record a new video: 
  1. Click the red circle to begin recording and the white square to stop recording.
  2. Clicking the white triangle will play back your video. If you are unsatisfied with your recording, click the red circle to begin recording a new video.
  3. Once satisfied with your recording, give your video a name and click  to add it to the email.
To add a video from your library: 
  1. Click 
  2. Locate the video you wish to include and click  to add it to the email.
After recording or selecting a video, a five second GIF preview will be added to the email template.
When the GIF preview is clicked, the user will be taken to a page on your Real Geeks website dedicated to the video message. Once your message has been viewed, the user can easily continue browsing your website.
To save your email template click  or 



                                                                                   FAQs

"How long can my video message be?
"You can record up to 10 minutes of video. There is a size limit of 1 GB for uploaded videos. Keep in mind, the larger a recorded video is, the longer it will take to process and send.

"I have multiple users in my CRM. Can everyone record videos?"
Yes. All CRM users will be able to record, save, and add videos to emails and text messages in the CRM. However, only users with Workflow-Drip permissions will have access to edit or delete videos.

"Is 4k video supported?"
Yes.

"Can I add videos to my CRM text templates?"
We do plan to allow video messages to be added to CRM text templates, but it is not an option at this time.

"How will I know when someone watched my video?"
We do plan to allow CRM users to track when a video message has been viewed, but it is not an option at this time.

"What file types are supported?
"These are the file types that are supported for uploading videos:
  • .WEBM, .MP4, .MPG, .MOV, .AVI, .FLV, .MPG, .M4V, .MKV, .X-MATROSKA