A Step-By-Step Guide To Creating Your First Drip Sequence In SendX.
By the end of this guide, you will be able to create drip email sequences and explore the various options in detail:
Introduction to Drip Sequences
Advanced Options
Setting Up a Drip Sequence
Triggering a Drip Sequence
Exclude a Segment of Contacts from a Drip Step
Drip sequences are series of emails that are sent or “dripped” in a predefined order at a predefined time interval. So, for example, if someone joins your email list or app, they receive welcome email #1 on signup, email #2 which highlights best features of your app is sent two days later and email #3 which nudges them to invite their friends is sent 5 days later. Drip sequences are very effective for:
Better User Onboarding
Reducing User Churn
Increasing User Engagement
Upselling Products
and more
To create drip emails, go to Campaigns from the dashboard.
Under Campaigns you have to select Drip + New Drip
After selecting New Drip, you will be redirected to a new page where you can Name your Drip campaign and write your name and email id.
Under Contents you can Edit subject of your Drip Campaign and when you want to send your campaign, under content you have one more option i.e Status, you can keep the status to Active to send your campaign when schedule or you can Draft your campaign.
Drip sequences have a few advanced options:
Skip Weekends: In many cases you don't want a drip email sequence to be sent on Saturday or Sunday. Enabling skip weekends does that. Rather the email shall be sent on Monday for all such users.
Track Replies: You can decide to track replies to your drip sequences. This can be used for outbound prospecting or better user engagement. You can further use automation rules to tag users who replied, send them a one-off email or start/stop a drip sequence
Auto generate UTM Params: Enabling this will rewrite all your email links to the ones containing UTM params. This ensures that if you are using analytics services like Google Analytics then you can co-relate website traffic with your email campaigns/drips etc. So a link like http://awesome.com will convert to https://awesome.com/?utmsource=sendx&utmcampaign=Running%20Shoes&utmmedium=email&utmterm=hello%20world&utm_content=tick
Set the Status to Active to start sending the campaigns.
Click on New Drip under the drip sequence tab on the sidebar. Specify the time, timezone and the user from which drip sequence needs to be sent. Once you have done that you can simply create a sequence of emails andSpecify the time, time zone, and the sender for the drip sequence.
Any individual step in a drip sequence can have status as active or draft. Draft drip steps are not activated and hence they won't be sent to any contact.
The 0th step (1st email) of the Drip can be sent immediately as soon as a contact (subscriber) subscribes.
If Send After 0 days is selected then the 1st step will be sent at the 1st occurrence of scheduled time of the Drip.
Similarly, you can change the duration after which the drip step must be triggered.
Drip sequences can be triggered as part of automation rule or using API.
