Drip campaigns are an imporantant kind of customer nurturing that every marketing professional needs. This type of email marketing sends emails to segmented lists on a pre-determined frequency - taking the customer on a journey. The journey begins when the customer is added to the drip campaign.
This type of marketing requires a lot of leg work up front, but in the long run increase client retention and conversion. Typically, each email in your campaign could stand alone but collectively, they encourage a specific action (using your service, purchase your product or to warm up the lead).
Once you've segmented your list, created the content for your drip campaign and determined the frequency of your messages you're all ready to create your drip campaign. This guide shows you how to set up a drip campaign in TouchConvert.
If you're not already logged into TouchConvert, then you'll need to login by visiting app.cmobuddy.com . Type in your username and password and click 'Login'.
Once you're logged into TouchConvert you're greeted with your dashboard. In the right-hand panel you want to navigvate to your drip campaigns.
If this is your first campaign your screen will say "You don't have any drip campaigns yet" . To create your first drip campaign click on the green plus sign on the top right-corner.
The first step to getting your drip campaign is creating a Title, adding in subscribers (or importing a new list) and assigning who the emails will be sent from.
Creating a title: Click into the red onlined box to start typing in the name of your drip campaign.
If you're not sure what to entitle your drip campaign, we've seen other customers title their campaigns with the type of customers that will be added to it (current customers, potential customers, or even if they offer different services they will segment the lists by the specific service). You can also title your drip campaign by the subject matter of the emails that will be added to it. For example: educational drip, onboarding, warm up...etc. * You can change the title of your drip campaign at any time
Adding subscribers: You can add your subscribers in two ways.
The list you add to your campaign is who is subscribed to your campaign. *You do not need to add subscribers to get started
Please notice. There are three boxes that have a red border around them: First Name, Last Name and Email.
If you click on “Select first Name” from the dropdown you’ll see something this:
From this menu, you’ll want to match First Name with First Name - Choose First Name for this field. If you’re seeing an actual first name here like “Joe” “Bob” “Alex” or anyone else’s first name in this area – you’re missing the headers on your spreadsheet and will need to go back and add those in.
You’ll continue to map out by selecting the corresponding title to the “Select” title from the dropdown. For example, under “Select Last Name” I’ll choose Last Name, and so on and so forth.
As mentioned above, first name, last name and email are all that are required – so once those have been selected the ‘Done’ button will become green:
Once you click 'Done', a black bar should appear at the top of your browser as a display advising that your contacts were successfully imported.
Please note: you are not required to add subscribers to start a drip campaign. You can add subscribers in at a later date.
Assign Send From Email: You can choose your send from email in two ways:
This will be the email address recipients see once they receive the email. This email address must be from your domain. For example: On our TouchConvert account (our domain is touchconvert.com) so our email address must be from an @touchconvert.com email address. Anyone on our team that has an @touchconvert.com can send an email from our account - but no other email address (no @gmail.com, @yahoo.com ...etc.)
Assign Send From Name: This will be the name that shows up as the send from name on all of the emails that come from this drip campaign. You can choose send from name in two ways:
You can add any send from name that you would like. We suggest you use First and Last name to make it look personalized.
Once all of your information is added in, the greyed out 'Save' button will turn green and you can click 'Save'.
After you click 'Save' you will be taken back to the main Drip Campaign dashboard and you should see a black status bar at the top of your screen that reads "Your Drip Campaign Was Successfully Added".
Now that you have created the campaign you can begin setting up the emails that go in the campaign. Since you've already drafted the content, determined the frequency of the emails and added in the list of individuals you want to start on the campaign - this should be a breeze.
Keep following along to see how to add individual emails to your drip campaign:
After you click the green '+' sign, you are about to start building your new email.
The body of your email is handled through our drag and drop editor.
INSERT INFO FROM OTHER CLARIFY
After you've created the body of your text and made it aesthetically pleasing with the drag and drop editor - you'll want to copy and paste all of your plain text into the 'Text (optional)' section. Why? because it will effect your open rates. Email clients like Gmail and Outlook may look at your emails as spam if you don't have plain text behind your HTML emails.
So, what do you do? Simply copy and past any text that appears in your email and paste it into this section. If you have any hyperlinks in your email make sure to include them in this section as well by typing them out.
The body of your email is handled through a drag and drop tool. All the tools you need to craft a beautiful email are here at your fingertips!
1. Before you can add text, images or links, you'll need to drag down a content region. There are four different types of content regions: one large content region, two, three and four.
See below for the different types of content regions you can choose from:
Here we can see that you can drag the structures to modify their widths to create your own structure layout.
Each content region is flexible. You can drag and drop any of the regions and move them around:
To add an image to the email:
Now that image is added to the email.
NOTE: Adding hyperlinks to your email will enhance the tracking of your visitors on your website because you will be driving traffic to your site from these emails. This is a good thing. Provide as many action items as you can.
Now to create some customized data for your message.
The most common tags are...
After you've created the first email in your drip campaign you'll need to test it! Send the email to yourself, and even member of your teams and take a look at it on different devices, email clients (Gmail, Outlook, Mac Mail..etc.) to make sure that it looks good before it's sent out to tons of people!
After you've got the campaign set and you're ready to designate the 'send after' date. You can choose this by # of days, or # of months.
Wah-Lah! You've added the first email to your drip campaign. Now keep the momentum and add the rest of your emails to your campaign by following the steps outlined in this guide.
If you need hands-on training, don't hesitate to sign up for one of our FREE training sessions. Check it out: touchconvert.com/training-schedule.