Set up the integration
In your Acuity account, go to Business Settings > Integrations > Email Marketing and select Drip by clicking “Set Up”:
When you click “Set Up” on the integration, a sidebar will appear on the right-hand side of the screen. It will prompt you to “Select a List”. If you have any campaigns in your Drip account, they will show up in the drop-down selector under that heading.
Select the campaign you would like to send to anyone that schedules a time and day in your Acuity account:
Next, in order to send a campaign to your newly scheduled client, they must give you permission to send them commercial emails. To do this, add a Checkbox or Yes/No Choice question like “Do you want to join our mailing list?” to your scheduling intake form, to be able to subscribe people automatically.
Once you have created that form field, select the appropriate question from the drop-down:
Looking for more information on how to create Acuity Intake Forms? Check out this article.
Where are my new subscribers?
Scheduled clients will only get added to your Drip account if they answered yes to your opt-in question on your Acuity Scheduling intake form.