Knowledge Base/Advanced Features: Automations/Drip Campaigns

How to Create a Drip Campaign

Matt Ahern
posted this on Jan 06 16:27

Select the Drips tab.

tab-drips.PNG

 

btn-new-drip.pngSelect the new drip button

 

A new drip is created,

new-drip.png

bullet-green.pngDrip name

bullet-blue.pngA drop, a single action the drip performs

bullet-purple.pngAdd people, add lists or single contacts

bullet-red.pngTrack, view tracking data for this drip

bullet-orange.pngEmbed, get code to add or remove people in your drip.

Edit Drip Properties

You can change the drip properties by hovering your mouse over the drip name; the Edit link appears. Click the edit link to display the drip properties for editing.

drip-name-edit.pngdrip-properties.png

You can change the name of the drip, set it active or inactive and delete the drip.

 

Add Emails to Your Drip

drop.pngDrips are made up of drops. Drops contain the rules to follow to deliver an email.

To add a new email to the drip click the drop with the + Add Email on it.

 

A new, blank drop is created.

drop-new.PNGClick the Select Email drop down to pick the email to be delivered in this drop. You can set a drop to deliver from 0 minutes up to 99 years for a delivery time. When your drop is configured, select the Add Email button to save this drop to the drip.

 

The email is added and a new drop +Add Email appears to the right.

drop-plus-new.PNG

 

All emails in a drip are delivered at the specified time RELATIVE TO THE TIME/DATE THE CONTACT WAS ADDED TO THE DRIP.

All drops default to 2 days at 12:00 AM.

You can change the drop to deliver at a specified time of a specified "Send After" period. To set the time of delivery, once a drop is created, hover your mouse over the drop, an Edit link will appear, click it. You will see an additional value that you can set called Send Time.

drop-editing.PNG

 

Note: If you schedule the first drop to send an email after 1 day at 8:00 AM and a contact is added at 4 PM the previous day, then the email will send to the contact at the first 8:00 AM it encounters after 24 hours (1 day) have elapsed. So, in this scenario the contact would not receive the email until the second day.

 

Keep adding emails to complete your drip.

Each drop displays information about the activity associated with that drop. Sent is the number of contacts that have been sent this email. Pending is the number of contacts scheduled to receive this email.

You will notice as each drop is processed, the Pending of the next drop increase with the new contacts added to it as they move through the drops.

Add Contacts to Your Drip

Once you have all of your emails added to your drip, to start the drip, add a contact. Select the add people button and add either individual email addresses or list to run through the drip. To close the add people dialog, click the add people button again.

add-people-dialog.png

 

Note: Once a list has been added to a drip it cannot be added again. If you remove the list from the Drip you cannot add it back because this list is now regarded as "processed." Changing the list name will not work either. If you need to run a list through the drip again, export the list then import it to a new list.

View Drip Performance

Just like any BombBomb email, drip emails have tracking data and the drip itself has a tracking overview to show you all activity with all emails. To view activity select the track button on a drip.

drip-track.png

You will note that each email in the drip has its own track and export button to download a CSV file with which you can view detailed activity such as who opened emails, which links they clicked, etc. The track button on each email shows you a tracking overview and charts of the activity for that email.

Just a Tad of Automation Will Do Ya

As mentioned above in the Add Contacts to Your Drip section you can manually add contacts as individual email addresses or lists to the drip.

Two automation features available are BombBomb forms and the add or remove code found on the embed page for each drip.

Forms

To use a form to collect and add email addresses to the drip, create or modify a form. On step 3, about half way down the page, is the Automatically Add Contact to Drips. Put a check in the box next to the drip(s) you want these contacts to be added to.

form-auto-add-cntcts-2-drip.png

Add or Remove Commands

The add or remove code is a simple way to provide a link that when clicked, will add or remove someone from the drip.

These code parts are intended to be used with other automations such as data value assignments.

 

The use of these code parts will require at least intermediate web authoring skills. You will need to consult with your web development team on how to use these code parts.

 

For example,

BombBomb's support request management system is powered by Zendesk. Zendesk has variable data values that can be used to share information with other functions.

One of the most used is the {{current_user.email}} variable. Wherever this appears in code it will be replaced by the email address of the current user.

Coupling this with the add or remove code, I can get some automation working for me. I can offer a link on the support site that says "Sign up for your daily morning tip". I could assemble a series of video emails into a drip that delivers the tutorials.

<a href="http://app.bombbomb.com/app/api/api.php?method=addToDrip&d=2579...{{current_user.email}}">Sign up for your daily morning tip</a>

What Am I Seeing Here?

http://app.bombbomb.com/app/api/api.php?method=addToDrip The address to load with command to add the following.
&d= The unique ID for the drip to add this contact to.
&redir= What page to display after completion. Must include the "http://" part. Useful as a confirmation step. After the contact is added display the "you have been added" page.
&e= The email address to add to the drip.

When a web page with this code is loaded, the code delivered to the browser will be,

<a href="http://app.bombbomb.com/app/api/api.php?method=addToDrip&d=2579...wecare@bombbomb.com">Sign up for your daily morning tip</a>

More to come!