How to Create and Customize a Drip Email Campaign

In this video, we will guide you through the process of creating and customizing a drip email campaign from scratch.

Step 1: Access the Drip Campaigns

• Click on the Campaigns menu.
• Select Drips.
• Click on the Create Drip option.
• Give a name to your drip, e.g., "Sign Up Followers".

Step 2: Select the Sender

• Choose the sender for this drip.
• If your desired sender is not listed, create a new sender.

Step 3: Customize Your Drip Content

A drip campaign is a sequence of emails sent at different times to users. For example, if targeting new signups on your website, you might create a drip for "Hooli" with the subject "Welcome to Hooli. Let's get started."

• Personalize your subject line.
• Customize your email preview text by clicking the Edit Preview Text button.
• Use the editor to choose different content pieces or rows for customization.
• Divide the page into columns as needed (e.g., two columns, four columns, custom post column with image).
• Select from a variety of pre-created templates for different occasions, such as a welcome email.

Step 4: Add and Customize Additional Emails

• Click on Add Email to include more emails in your drip campaign.
• Customize the timing for each email:
• First email: Send immediately upon subscription.
• Second email: Send after one day at a preferred time (e.g., 10 am).
• Third email: Send after three days at a preferred time.
• Exclude specific contacts using exclusion lists.

Step 5: Set Email States

• Ensure emails are set to Active state to be sent.
• Emails in Draft state will not be sent.

Step 6: Preview and Finalize Your Drip

• Use the Preview Drip option to visualize the sequence.
• Enter a user's contact to see how the drip will be sent.
• Utilize advanced settings to skip weekends or track with Google Analytics.
• Preview how emails will appear on mobile and in different modes (dark/light).

Finally, save your drip campaign. Congratulations, you have successfully created your drip!

Thank you for watching.