Create a simple drip campaign

What is a drip campaign?

A drip campaign is an automated series of emails that sends, or "drips," to a determined audience over a configured period time. A common example is a welcome series to new subscribers.

You will create and manage drip campaigns in the Automation dashboard of your account.

How do I create a drip campaign?

In the Automation dashboard click the "Create Automation" button in the top-right of page to open the automation designer and build out your drip workflow.

Tip: Open the images included in this article in a new browser window for a larger view.

Step 1

In the "Automation Details" box, provide a name for the drip campaign.

Optionally, you can add a description and choose a folder.

Then click "Save and Next" to move to the next step.

Step 2

In the designer, the first step of the drip campaign is inserted for you, Send Email. Click the button to "Create a campaign" and walk through the steps to build the 1st email that will be sent in the drip series.

OR

If you previously created a campaign, click on the Send Email step to open additional options on the right. Under "Actions", click the "Select Campaign" button to choose a campaign.

Step 3

Add steps to your drip. Use the "+" button on the right to open step options:

Send Email - send another email in the workflow.

Pause - Wait between steps in the workflow.

Stop - Hold contacts and the end of the workflow.

Drag desired steps into the designer canvas to build out the workflow.

Step 4

Edit the steps of your automation workflow. Click on a step to open details on the right.

Pause:

Use Timeframe - set a specific timeframe between steps like 1 hour or 1 day.

Pause Until - set the pause using timestamps like the current date or stored dates.

Select Day and Time - set release based on day of the week or month.

Schedule Pause - set a recurring schedule for release like daily at 9:00am.

Send Email:

Create campaign - build a new campaign for the step.

Select campaign - select a campaign for the step. The campaign type can be API only.

Step 5

Continue the build process by adding & editing steps as needed. When done with design, click the "Save and Next" button to continue.

Step 6

In the Test step of the workflow, choose an admin record to send through the automation for testing purposes.

Additionally, set an override for the Pause/Wait in minutes to speed up the test process.

Click "Test and Next" when done.

Step 7

In the last step of the workflow, Schedule (or Activate), you will specify when the drip campaign will go live.

Schedule - If your drip starts with a regular campaign, you will choose a date/time to schedule the campaign to send. This will activate the drip campaign to start running as of that time.

Activate - If your drip starts with an automated campaign, simply click the "Activate and Exit" button. This will activate the drip campaign to run as of the next time the automated campaign sends.

Step 1 In the "Automation Details" box, provide a name for the drip campaign. Optionally, you can add a description and choose a folder. Then click "Save and Next" to move to the next step.
Step 2 In the designer, the first step of the drip campaign is inserted for you, Send Email. Click the button to "Create a campaign" and walk through the steps to build the 1st email that will be sent in the drip series. OR If you previously created a campaign, click on the Send Email step to open additional options on the right. Under "Actions", click the "Select Campaign" button to choose a campaign.
Step 3 Add steps to your drip. Use the "+" button on the right to open step options: Send Email - send another email in the workflow. Pause - Wait between steps in the workflow. Stop - Hold contacts and the end of the workflow. Drag desired steps into the designer canvas to build out the workflow.
Step 4 Edit the steps of your automation workflow. Click on a step to open details on the right. Pause: Use Timeframe - set a specific timeframe between steps like 1 hour or 1 day. Pause Until - set the pause using timestamps like the current date or stored dates. Select Day and Time - set release based on day of the week or month. Schedule Pause - set a recurring schedule for release like daily at 9:00am. Send Email: Create campaign - build a new campaign for the step. Select campaign - select a campaign for the step. The campaign type can be API only.
Step 5 Continue the build process by adding & editing steps as needed. When done with design, click the "Save and Next" button to continue.
Step 6 In the Test step of the workflow, choose an admin record to send through the automation for testing purposes. Additionally, set an override for the Pause/Wait in minutes to speed up the test process. Click "Test and Next" when done.
Step 7 In the last step of the workflow, Schedule (or Activate), you will specify when the drip campaign will go live. Schedule - If your drip starts with a regular campaign, you will choose a date/time to schedule the campaign to send. This will activate the drip campaign to start running as of that time. Activate - If your drip starts with an automated campaign, simply click the "Activate and Exit" button. This will activate the drip campaign to run as of the next time the automated campaign sends.