Learn how to make a series of emails that will send out one-after-another to a contact or a contact list.
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Transcript
Transcript
0:01
hello Vipers for this what's the flow
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we're going to talk about how to create
0:07
an email drip campaign in VIP
0:10
Cloud so first of all content always
0:14
comes first when it comes to making
0:17
automations in VI cloud and so what I
0:20
mean by that is you'll first just want
0:23
to make those email templates that's
0:25
where the bulk of your time is actually
0:28
going to go is just putting together
0:30
email templates getting those ready and
0:33
then the easy part is attaching them all
0:36
together in a series template so you can
0:38
have a drip campaign to
0:40
send so first of all go to your emails
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go to
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templates and then here what I'd
0:49
recommend doing is making a folder
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first and then adding the email
0:54
templates inside there so put your
0:56
folder title here if you work with the
0:59
team of other VIP Cloud users and you're
1:01
all part of a parent account then you
1:03
can share this with with people as well
1:05
if you like but then once you've got got
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your uh email template folder you can
1:10
head on in here and as you'll see I've
1:13
already got a drip campaign put together
1:16
but you can make your email templates by
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hitting the create button here and then
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either making your text based templates
1:23
like this or drag and drop HTML email
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templates the slly more colorful ones
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you can use this Builder type here but
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because we're focused on the making a
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drip campaign here we're not going to go
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into the details of making uh the email
1:38
templates themselves we have lots of
1:40
resources to help you with uh doing that
1:43
so we've got our drip campaign um
1:46
content put together that's the hard bit
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let's just put them together into an
1:50
1:52
Series so going to go here to series
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it's a template uh that we're going to
1:57
be working with here A series template
2:01
so we go right
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there hit the green button here to
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create a new
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series you can give it a name here this
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is just for your purposes the recipients
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won't see
2:22
this and then from here it's as easy as
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just creating a bunch of steps each step
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is an action like sending an
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email so we work from the top down here
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add step choose action we can choose
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from various actions we're focused on
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emails here but you will note that there
2:43
are tasks texts and you can also trigger
2:46
out automations through zap here most
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people just do emails
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though and then we can choose an email
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template and here we go and also but
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you'll note that you can search for
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emails too
3:00
um and so that if you got lots of email
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templates to se to look through just
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search right here but our most recently
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created ones are up top so let's just
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add them there we go email one
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reintroduction and then you're able to
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do additional things like here onstep
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completion you can have contact fields
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that are updated or zapier zaps uh most
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people don't do this so if you're not
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sure what those are you probably don't
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need to use them um and if you are a
3:30
user that has inbox sync setup you can
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also have things like it'll cancel this
3:36
uh series if somebody replies and
3:38
potentially do other automations based
3:41
on that reply action but again to most
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people uh don't do this so for a simple
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drip campaign just ignore all this all
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you're doing is selecting new email and
3:54
then telling it what template it should
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be
3:57
sending and then add another step to add
4:00
the next one and there's a little bit
4:02
more logic here because that first step
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just gets sent whenever the series
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itself is
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launched but uh the the subsequent
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series are series steps are based on the
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logic you set here so by default it says
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seven days so it'll wait seven days to
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uh trigger the next
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action got new email and you've also got
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a reply email which is like if you're
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trying to um have a
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um it's more of a sales interaction
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that's taking place here and you're kind
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of trying to make it seem like you're
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writing them an email just for them for
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them saying like hey just following up
4:39
per below or something but again most
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people just do send a new
4:43
email and then just add the next email
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in the series and then you tell it when
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to send in the day this is in your time
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zone and also if it should uh skip um if
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if it just if it Should Skip weekends
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and just be sending on weekdays
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same logic here as below and okay and
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I'm going to pause this really quickly
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and just add the rest of those
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steps okay
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so steps three through through five were
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exactly the same process as with the
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step
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two and then here you can send test to
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yourself and what that'll do is it'll
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just send you all of the emails right
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away so you don't have to wait uh you
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know for multiple weeks to to do a test
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and be sure to hit save series template
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when you are
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done and there we go now we have our
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drip campaign set up and you can hit
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this send button to send it to a contact
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or send it to a contact list let's just
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send it to a contact really quickly
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here preview send to
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contact note here some additional uh
6:00
insights into how things work like when
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setting a task due for instance you can
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make a couple of last minute changes
6:07
here if you like other and and of course
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also you got to send test to yourself
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but otherwise though you can just hit
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this send series
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now and then you'll be able to see this
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within uh Series in
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progress and you'll see also when all of
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those steps are set to go and this is of
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course also where you can delete this if
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you want to uh you know stop it in its
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tracks which I'm going to do right
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here and then lastly these series can be
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used in autoresponders such as for
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signup forms so if we wanted to add this
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to a signup form so that a series will
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begin when somebody fills out a signup
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form that's done with these automations
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right here
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and you can say trigger automation when
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someone signs up and then from here you
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just choose a template instead of
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choosing an email you choose a
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series you choose your series title
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right there and now we have it so that
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everybody who fills out this form will
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receive that email Series so I hope that
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helps of course let us know if you have
7:21
any questions