Drip Action Upgrades for Better Schedule Visibility and Control

SMBcrm has improved the Drip action with clearer schedule previews, better in-workflow visibility, and more reliable pacing when workflows move between draft and published states.

These changes help users understand how drip schedules will run before publishing and reduce confusion when workflow settings or status changes affect queued contacts.

What Changed

Live schedule preview during setup

When configuring a Drip action in Automation, you can now preview how the schedule is expected to run before publishing.

The preview includes:

• Up to 10 upcoming batches
• Batch number and scheduled send time
• A warning when an active workflow time window shifts batches to the next available slot

The preview appears during initial setup and stays hidden when contacts are already queued in the drip.

Better statistics and batch insights

The Drip action’s statistics icon is now a clearer, more discoverable button that opens a detailed view of drip activity.

This view includes:

• Contacts currently in the drip
• Next batch details and ETAs
• A full batch schedule with scheduled send times
• Active timing constraints affecting delivery
• A status column and pagination
• Existing actions such as moving a contact to the next step, deleting, and opening the contact record

When drip settings are edited after contacts have already been queued, SMBcrm also clarifies that those updated settings apply only to new contacts entering the workflow.

Clearer warning when batch size changes

If you change batch size on a workflow that has already been published and currently has queued contacts, an informational note explains that queued contacts will keep the previous batch size while new contacts use the updated setting.

Auto-pause in draft and resume on publish

If a workflow is switched from published to draft while contacts are queued in a Drip action, those contacts are now paused for the full time the workflow remains in draft.

When the workflow is published again, the drip resumes from where it stopped instead of sending queued contacts all at once. This helps preserve the intended pacing.

Drip details on hover

A hover tooltip now shows the Drip action configuration without opening the step. For example, users can quickly see settings like batch size and interval directly from the workflow view.

Updated field tooltips

Tooltips inside the Drip action have been refreshed with clearer descriptions and examples so users can understand each field more easily while configuring the action.

Why It Matters

These changes address several common points of confusion in drip scheduling:

• Workflow time windows can shift batch timing
• Mid-run setting changes may apply only to new contacts
• Moving a workflow between published and draft could disrupt pacing

By surfacing those details more clearly in the product, SMBcrm makes drip behavior easier to understand and manage.

Good to Know

• The schedule preview shows a maximum of 10 batches
• If fewer than 10 batches exist, all available batches are shown
• The preview is hidden while editing a Drip action that already has contacts in it
• The batch size notice appears only when the workflow has been published before and contacts are currently queued in the drip
• The note about updated settings applying only to new contacts appears only when contacts are already queued

In Case You Missed It

You can also read about another workflow improvement in Add Task in Workflows Gets More Flexible Due Dates and Rich Text.

Need Help Applying This Update?

If you’d like help rolling this out in SMBcrm, visit Support or request a demo.