How to Add Subscribers to a Drip Campaign in TouchConvert

Are you ready to get automated? Have you finally completed the task of setting up your drip campaigns and are ready to add subscribers periodically to your email campaigns? The hardest part is remembering to access TouchConvert to add these individuals to your email campaign, but if you go in and add them right at the beginning of the cycle - it's all set it and forget it from then on out.

Please Note: Once a subscriber is added to a drip campaign - they begin their journey. This is when they will start receiving emails at the frequency that has been pre-determined.

For example: If you have an email marked as ready to be set for day 0, and you add an individual to the drip campaign - they will receive that email in the matter of minutes. 


In this how-to guide we'll explain how to add subscribers to your already created drip campaign to TouchConvert.

There are three different ways to add subscribers to your drip campaign:

  1. You can add new subscribers to your drip campaign one-by-one. This will require you to fill out the contact's first name, last name and email address and add them to the campaign.
     
  2. You can either a.) import an existing subscriber from your current contact list or b.) import mass subscribers from your current contact list or..
     
  3. Import contacts from an entire external list.

To see how to add subscribers each of these ways, keep reading below:

Logging-in to TouchConvert

First things first, you'll need to log-in to TouchConvert. To do this - you'll need to go to: app.cmobuddy.com - and type in your username and password. Then, click 'Log In".

Logging-in to TouchConvert

Accessing Your Drip Campaign

After you log-in, you'll be faced with your Dashboard. In the right-hand panel click on 'Drip Campaigns' under the Marketing header.

Accessing Your Drip Campaign | TouchConvert

Navigate to the Drip you'd like to add Subscribers to

Once you click on Drip Campaigns, you'll be taken to a screen that loads all the drip campaigns that you have created. If you have multiple campaigns, you'll want to click on the name of the campaign you want to add subscribers to. In this example, we only have one drip campaign - so we will click on the name of that campaign.

Navigate to the Drip you'd like to add Subscribers to | TouchConvert

Adding a New Subscriber (One by One)

Once you click into your drip campaign, you'll see all the email messages that are included in that drip campaign; here you'll want to put your focus in on the right-hand menu. In the right-hand menu click on 'Add Subscriber(s)'

  1. You will then be faced with the next screen pictured below. A single contact form to add an individual as a subscriber to this drip campaign. To add an invidual (one at a time) to this campaign, just begin filling out their contact information on this form.
  2. The areas outlined in red are what is required. Fill out the First Name.
  3. Fill out the Last Name for the Contact.
  4. Fill out the email address for the Contact.
  5. Now click 'Add' to add this invidual to the campaign.

Congrats! You have successfully added one individual to your drip campaign!

Adding a New Subscriber (One by One) | TouchConvert

Adding a Existing Contact(s) to Your Drip Campaign

While adding individuals one by one is one approach to adding individuals to your drip campaign, you may need to add someone to a drip campaign who is already a contact in TouchConvert. Follow the instructions below to add an existing contact to your drip campaign:

You will still follow the previous steps listed above (Log-In to Touch Convert) > (Faced with Dashboard) in the right-hand panel click on Drip Campaigns > Click on the Name of the Drip Campaign you'd like to add a subscriber to > then in the right-hand panel click on Add Subscribers.

  1. Click over to the Existing Contact(s) tab
  2. The existing contact(s) tab will load all the contacts that are loaded in your database. From this screen you can search for the contact you are looking to add to your campaign by click on the magnifying glass and typing in their name.
  3. You can multi-select individuals you would like to add to the drip campaign (Just click off the box using your mouse)
  4. You can use the filters to filter through the contacts and adjust who you are looking for. (click on the filter and select what areas you want to see from the filter... If you do not know how to use filters - be on the lookout for our next how-to guide)
  5. If you want to add every individual who is in your contact database to the drip campaign, click the Select All button...
  6. Once you have selected the existing contact(s) you are hoping to add to the drip campaign click the 'Add Selected' button

Congratulations! You have added individuals who are already existing in your database to the drip campaign!

Adding a Existing Contact(s) to Your Drip Campaign | TouchConvert

Adding Subscribers from a List

The last way to import individuals to a drip campaign is by a List. To add individuals from a list to TouchConvert:

You will still follow the previous steps listed above (Log-In to Touch Convert) > (Faced with Dashboard) in the right-hand panel click on Drip Campaigns > Click on the Name of the Drip Campaign you'd like to add a subscriber to

  1. Here is where it differs a bit, you'll want to click on 'Manage Subscribers'
  2. In the right-hand panel (under Manage Subscribers), click on 'Import'
  3. On the same screen, a new area will show up that allows you to 'Choose File' - Click on 'Choose File' and search your computer for the CSV with your contacts on it. If you need more information about importing contacts from a list read this how-to blog on how to import contacts. 
  4. Once you data map out your contacts, click the 'Add' button.

There you have it, that is how you add contacts from a CSV. These individuals have now been added to your drip campaign and will now begin to receive the marketing material you have set up.

Adding Subscribers from a List | TouchConvert

If you are still having trouble adding subscribers to your drip campaign, you can always contact a TouchConvert representative. We can hop on a screenshare to show you how - or if it's an urgent matter, add the individual/list to the campaign for you.

 

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