Creating and Customizing a Drip Email Campaign from Scratch

04:40 mins
S

SendX

Updated on Dec 05, 2024

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.