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3 Easy Steps to Setting up Your Drip Campaigns

By Alessandra Ceresa

Drip campaigns let you automate aspects of your business, allowing you to streamline your operations and increase your productivity.

A drip campaign is a series of emails that send out over a certain timeframe. These emails should progressively nurture your leads and encourage the them to purchase your service or product. Drip campaigns are also great for providing a series of educational information, such as an email series on mobile marketing or website design. GreenRope, for example, has a drip campaign that goes out to all new accounts. Our drip is a series of 10 emails that are sent over a period of two weeks explaining all the features of the system and how to best use them.

Drip campaigns help you develop consistent customer experiences, which help you close more deals and retain your current clients.


So, how do you go about setting up your drip campaigns? Here are a few easy steps!

Step 1: Establish the purpose

First and foremost, what is the purpose of your drip campaign? Did your lead signup on your website for more information about your company? Is the person receiving the drip already a customer and looking for educational information? Your drip can be whatever you like it to be, but you MUST have a goal in mind, as well as a target audience.

Step 2: Create your emails

Now that you established a goal, it is time to create the emails and input all of your content. Go to the GreenRope Email Builder located under Communicate > Email. If you already have a template, then go ahead and pull that up.


Create and save each email with a unique name so you remember which emails are in your drip campaign. A name such as “New Customer Drip #1” and so on, makes it easy to recognize each email when setting up your drip campaign.

Step 3: Create your drip campaign

Creating your drip is easy as pie. All you have to do is go to Communicate > Drip Campaigns and click on ‘Create New Drip Campaign.’

drip campaign screen shot

  • Name your drip campaign
  • Choose time you would like to schedule your messages
  • Select when your recipient receives your message. You can choose from the following:
    • Immediate: Recipient is sent message immediately after joining group
    • Delay: Recipient receives message after a specified number of days
    • Anniversary Date: Recipient received message on a particular recurring anniversary
    • Fixed Date: Recipient receives message on a specified date
  • Choose your emails. Simply use the drop down and select from the emails you created in the email builder.

drip screenshot 2

  • Decide whether you would like to trigger a workflow when a particular message is sent out. For example, GreenRope has a follow up workflow triggered once the first email is sent out. To setup your workflows, please go to Contacts > CRM Activities.
  • Add another message to your drip campaign

Continue this process until you have scheduled all of your messages in your campaign and click ‘Save.’

Note: You will want to create the drip campaign in the group that your leads/customers are in. Drip campaigns are group specific.

So, there you have it, 3 simple steps to set up your drip campaigns. The hardest part is coming up with the content! 


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