If you’re running LinkedIn campaigns and want your team to actually work together (not just “be on the same tool”), this is for you. Dripify gives you some collaboration features, but—like most marketing software—it’s easy to trip over each other or get stuck in the weeds. Here’s how to keep it simple, make the most of what Dripify offers, and avoid wasting time clicking around.
1. Get Your Team Set Up Right from the Start
Before you dive into campaign building, you need clarity about who’s doing what. Dripify (see dripify.html) is built for LinkedIn automation and team management, but if you skip setup, you’ll pay for it later.
What to do:
- Decide who actually needs access. More isn’t always merrier. Only invite people who’ll contribute to campaigns or need to track results.
- Use roles wisely. Dripify lets you assign roles (like Admin, Manager, or User). Don’t give everyone admin rights—limit it to those who really need it.
- Set up LinkedIn accounts. Each Dripify user connects their own LinkedIn. Make sure each team member’s LinkedIn is ready to go, since Dripify can’t work magic if LinkedIn is locked or flagged.
Pro tip: If you’re an agency, keep your clients’ accounts separate from your team’s. Otherwise, things get confusing fast.
2. Invite and Assign Team Members
Dripify lets you invite team members right from its dashboard. Here’s the no-nonsense way to do it:
- Go to the “Team” or “Users” section.
- Click “Invite” or “Add User.”
- Enter email addresses and pick the right role.
- Send invites. Your team members will get an email to join and connect their LinkedIn.
What works: - Assigning clear roles from the start. - Giving only a couple people full admin rights (to avoid accidental campaign changes).
What doesn’t: - Inviting everyone “just in case.” - Letting people share logins. LinkedIn’s not a fan, and it’s a security headache.
3. Build Campaigns Together—But Assign Ownership
Dripify lets you build LinkedIn campaigns with automated steps (like connect requests, follow-ups, and messages). Teams can collaborate, but too many cooks will spoil the campaign.
Best practices:
- One owner per campaign. Make it clear who’s in charge. That person sets up the campaign, edits messaging, and tweaks steps.
- Collaborate on messaging—outside Dripify first. Use Google Docs or similar to draft your sequence. Dripify’s campaign editor isn’t great for group editing or leaving comments.
- Add team members for feedback—but not for everything. Bring others in for review, not for constant tinkering.
What to ignore: Don’t try to use Dripify as your main brainstorming or copywriting tool. It’s not built for that, and you’ll just waste time fighting the interface.
4. Set Up Shared Campaign Templates
If you’re running similar campaigns for multiple team members or clients, take advantage of Dripify’s template features. But don’t expect miracles.
How to do it:
- Create a campaign template with your best-performing sequence.
- Share the template with your team. (This usually means duplicating it or setting appropriate permissions.)
- Have each owner customize it for their own connections or audience.
- Track changes. Make sure people aren’t overwriting the “master” by accident.
Pro tip: Templates save time, but only if someone owns updating them. Otherwise, you’ll end up with five outdated versions floating around.
5. Monitor Results—Without Micromanaging
Dripify’s reporting isn’t perfect, but it does give you a team dashboard: you can see how everyone’s campaigns are performing, who’s getting replies, and who needs help.
How to use it well:
- Set a regular time to review as a team—weekly or biweekly.
- Focus on key metrics: connection acceptance rate, reply rate, and booked meetings (if you track those elsewhere).
- Spot red flags early: If someone’s acceptance rate tanks, check their messaging or targeting.
- Use comments or notes for feedback. Dripify lets you leave notes, but don’t expect Slack-level communication. For anything urgent, use your normal chat app.
What doesn’t work: Checking stats every day and nitpicking your team. Trust your process, or you’ll just drive everyone nuts.
6. Avoid the Common Pitfalls
Plenty of teams make the same mistakes when collaborating inside Dripify. Save yourself the trouble:
- Don’t treat Dripify as your CRM. It’s good for LinkedIn campaigns, not for managing leads long-term. Export leads to your CRM or a spreadsheet regularly.
- Don’t mix personal and company accounts. Keep things tidy so you know whose results are whose.
- Don’t ignore LinkedIn limits. If your team blasts out too many invites, someone’s LinkedIn will get restricted. Stick to Dripify’s recommended limits.
- Don’t use Dripify chat for deep conversations. It’s fine for quick notes, but use Slack, Teams, or email for real discussions.
7. Keep Communication Simple (and Mostly Outside Dripify)
Dripify gives you some collaboration tools—notes, notifications, simple chat—but honestly, they’re basic. Most teams do better with their own systems.
- Use Slack, Teams, or email for planning and feedback.
- Reserve Dripify for the actual campaign setup and monitoring.
- Document key decisions somewhere everyone can find them (Google Docs, Notion, whatever works).
Why? You’ll avoid confusion about “which version is right,” and you won’t be stuck scrolling through Dripify looking for old messages.
8. Hand Off or Reassign Campaigns When Needed
People leave, go on vacation, or change roles. Dripify lets you reassign campaigns, but you need to do it with care.
- Pause the campaign before reassigning.
- Update messaging and targeting if needed.
- Make sure the new owner connects their LinkedIn account.
- Let your team know about the handoff—outside Dripify.
What to ignore: Don’t just switch owners without telling anyone. That’s how leads fall through the cracks.
9. Regularly Export Your Data
Dripify is decent about storing your campaign data, but don’t trust any SaaS tool as your only backup.
- Export leads and messages regularly (weekly or monthly).
- Store exports somewhere your team can access (shared drive, CRM, etc.).
- If you switch tools or accounts, make sure nothing gets lost.
Pro tip: Don’t wait for a billing issue or account lockout to realize you need a backup.
10. Iterate Based on What Actually Works
Your first attempt at team collaboration in Dripify probably won’t be perfect. That’s normal.
- Review what’s working and what’s just noise.
- Prune unnecessary notifications or steps.
- Update templates and roles as your team learns.
If something in Dripify feels clunky, find a workaround and move on. The goal isn’t to use every feature—it’s to get more responses and booked meetings.
Final Thoughts: Keep It Simple and Iterate
Collaboration inside Dripify is useful—as long as you don’t let the tool take over your workflow. Get your team set up, define roles, use outside tools for real communication, and treat Dripify as the campaign engine it is. Start simple, fix what’s broken, and don’t be afraid to change your process as you go. That’s how real teams win, even if the software isn’t perfect.