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How To Make A Drip Campaign
How To Make A Drip Campaign
V
Written by VipeCloud Developer
Updated over 2 months ago

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

0:01

hello Vipers for this what's the flow

0:04

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

0:45

go to

0:46

templates and then here what I'd

0:49

recommend doing is making a folder

0:52

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

1:07

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

1:18

hitting the create button here and then

1:21

either making your text based templates

1:23

like this or drag and drop HTML email

1:27

templates the slly more colorful ones

1:29

you can use this Builder type here but

1:32

because we're focused on the making a

1:34

drip campaign here we're not going to go

1:35

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

1:49

let's just put them together into an

1:50

email

1:52

Series so going to go here to series

1:55

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

2:02

there hit the green button here to

2:04

create a new

2:06

series you can give it a name here this

2:09

is just for your purposes the recipients

2:10

won't see

2:22

this and then from here it's as easy as

2:26

just creating a bunch of steps each step

2:29

is an action like sending an

2:33

email so we work from the top down here

2:36

add step choose action we can choose

2:39

from various actions we're focused on

2:41

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

2:49

people just do emails

2:51

though and then we can choose an email

2:54

template and here we go and also but

2:57

you'll note that you can search for

2:58

emails too

3:00

um and so that if you got lots of email

3:02

templates to se to look through just

3:04

search right here but our most recently

3:07

created ones are up top so let's just

3:09

add them there we go email one

3:12

reintroduction and then you're able to

3:14

do additional things like here onstep

3:17

completion you can have contact fields

3:19

that are updated or zapier zaps uh most

3:23

people don't do this so if you're not

3:24

sure what those are you probably don't

3:26

need to use them um and if you are a

3:30

user that has inbox sync setup you can

3:33

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

3:45

people uh don't do this so for a simple

3:49

drip campaign just ignore all this all

3:52

you're doing is selecting new email and

3:54

then telling it what template it should

3:55

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

4:04

just gets sent whenever the series

4:07

itself is

4:08

launched but uh the the subsequent

4:12

series are series steps are based on the

4:15

logic you set here so by default it says

4:18

seven days so it'll wait seven days to

4:21

uh trigger the next

4:22

action got new email and you've also got

4:26

a reply email which is like if you're

4:27

trying to um have a

4:30

um it's more of a sales interaction

4:31

that's taking place here and you're kind

4:33

of trying to make it seem like you're

4:35

writing them an email just for them for

4:37

them saying like hey just following up

4:39

per below or something but again most

4:41

people just do send a new

4:43

email and then just add the next email

4:46

in the series and then you tell it when

4:48

to send in the day this is in your time

4:50

zone and also if it should uh skip um if

4:55

if it just if it Should Skip weekends

4:57

and just be sending on weekdays

5:00

same logic here as below and okay and

5:04

I'm going to pause this really quickly

5:05

and just add the rest of those

5:09

steps okay

5:11

so steps three through through five were

5:14

exactly the same process as with the

5:17

step

5:17

two and then here you can send test to

5:20

yourself and what that'll do is it'll

5:22

just send you all of the emails right

5:24

away so you don't have to wait uh you

5:27

know for multiple weeks to to do a test

5:31

and be sure to hit save series template

5:34

when you are

5:37

done and there we go now we have our

5:40

drip campaign set up and you can hit

5:44

this send button to send it to a contact

5:47

or send it to a contact list let's just

5:50

send it to a contact really quickly

5:53

here preview send to

5:57

contact note here some additional uh

6:00

insights into how things work like when

6:03

setting a task due for instance you can

6:06

make a couple of last minute changes

6:07

here if you like other and and of course

6:10

also you got to send test to yourself

6:12

but otherwise though you can just hit

6:13

this send series

6:17

now and then you'll be able to see this

6:19

within uh Series in

6:22

progress and you'll see also when all of

6:26

those steps are set to go and this is of

6:29

course also where you can delete this if

6:32

you want to uh you know stop it in its

6:35

tracks which I'm going to do right

6:38

here and then lastly these series can be

6:43

used in autoresponders such as for

6:45

signup forms so if we wanted to add this

6:51

to a signup form so that a series will

6:54

begin when somebody fills out a signup

6:56

form that's done with these automations

6:58

right here

7:00

and you can say trigger automation when

7:02

someone signs up and then from here you

7:05

just choose a template instead of

7:06

choosing an email you choose a

7:08

series you choose your series title

7:11

right there and now we have it so that

7:15

everybody who fills out this form will

7:17

receive that email Series so I hope that

7:20

helps of course let us know if you have

7:21

any questions

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