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Question

How to use Acumatica CRM/Marketing to conduct drip campaigns

  • December 15, 2023
  • 3 replies
  • 115 views

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Has anyone successfully used Acumatica CRM/Marketing functionality to conduct drip marketing campaigns?  Example scenario: When someone fills out a form on our website, they’re automatically captured as a lead and added to an awareness drip campaign. It’s comprised of sending the lead 14 emails spread out over the course of 12 months.

Is it possible to automate such a campaign using Acumatica functionality?

3 replies

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  • Freshman II
  • November 11, 2025

@john55, did you ever figure if this is capable?


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  • Author
  • Freshman I
  • November 12, 2025

@jhutchinson No, my understanding is Acumatica does not have this functionality.


jhouser
Captain II
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  • Captain II
  • November 12, 2025

I created a product idea that relates to this. You can vote for it and add comments: