how to get started with marketing automation using drip

(c) Conversion-Focused VP | http://eleazarjose.com


Welcome to Marketing Automation for Newbies!


In this tutorial, we’ll be using Drip


What is Drip?


Drip is an Email Marketing Automation software that doesn’t

suck


Drip makes marketing automation accessible to the masses


It can be compared to Infusionsoft, Hubspot and Eloqua


But it’s more powerful and…


only costs a fraction of those expensive tools


This is their pricing table


You can try Drip for 21 days


After that, you can start at $1/month


Drip lets you trigger an email, campaign or tag


Based on any action a possible customer or current customer

takes


With Drip you can:


Build your sales funnel


Craft every interaction with your leads and customers like an

artisan


Automate everything and


Capture leads directly on your site


It works for any type of business:


SAAS, Ebooks, Consulting, etc.


Tutorial Objectives:


1. Sign up for Drip’s free trial


2. Create an opt-in form and


3. Set up an email marketing campaign


Let’s start!


Open your favourite web browser


Search for drip


Click getdrip.com link


Click Try Drip For Free


Choose the Starter Plan


Click Get Started


Enter your details


Click Next Step


Enter your credit card details


You can also cancel after the trial


Click Start Using Drip


You will be asked to enter your number of subscribers


and your phone number


Just choose 0-2,499 for the number of subscribers


and enter your phone number


Click Next Step


You will need to answer a few more questions


After that, click Next Step


Skip the Javascript snippet for now


Click the link Click here to move along


Then click Set up my account


Alright! You have now signed up for Drip’s free trial.


Let’s now set up your email marketing campaign


Click Campaigns


Click New Drip Campaign


Give your campaign a name


Tip: Include “Campaign” in the name


Click Create Campaign


You will see this page


Your campaign is still a draft


Let’s set it aside for now


We will create an Opt-in Form first


Click Create a Form


Give your form a name


Tip 1: Include your campaign’s name for consistencyTip 2: Include “Form” in the name


Click Create Form


Enter your form’s content


The Headline goes here


The Description goes here


Edit the button text


You can add an image (recommended)


Click Upload Image


Choose your image to upload


Choose image placement


Let’s choose Left for this example


The Design section let’s you choose

where to place your form


Let’s choose Lower Left Tab

for this example


Here’s a bigger picture


Click Save Settings


Click this to preview your opt-in form


It will open in a new tab


Alright! Looking good.


Now click Next


Hooray! Your Opt-in Form has been created.


You’ll be taken to this page


Let’s continue setting up your email marketing campaign


Currently you don’t have any emails yet in your campaign


With Drip, it’s easy to set up your emails with Blueprints


Click Browse Our Blueprints


Drip has a lot of email Blueprints


Let’s choose Follow-up (Sample Report)


Click Use This Blueprint


Now you need to decide the following:


When and how often you want to send your emails


You can edit the email templates as desired


Choose days of intervals to send email


Click Remove to remove a draft email you don’t need


Open the 1st email you will send


Edit the 1st email


Best practices for your first email:


Introduce yourself like speaking to a friend


Mention your company’s name or business


Repeat what your customers just signed up for (campaign)


Highlight the benefits they will get from your campaign


Don’t forget to set their expectations


Give a preview of what will happen in the coming days


After editing, click Save


Edit the next set of emails that you want to send


These could be:


Follow up emails


Bonus offer emails


Sales emails


Example: Send follow up email on the 2nd

day after subscribing


Example: Send bonus offer email on the 4th

day after subscribing


Example: Send sales letter 1 week after

subscribing


These succeeding emails are also know as drip emails


Here’s how a sample email campaign looks like after editing


2 emails will be sent out after subscribing


First email will be sent immediately


Second email will be sent after 2 days


Click Next


Required: Enter your Postal Address under Identity Settings


Timing Settings: Edit this section as you wish


Signup Settings: Don’t make any changes to this section


Save first your campaign


Remember: Emails will not send unless campaign is activated


Click the Draft dropdown and choose Activate


Your campaign is now activated


Alright! You have setup your email marketing campaign


In this part of the tutorial, we will


1. Install the Drip Plugin to your WordPress account


2. Connect your Drip account to your WordPress account


3. Activate the Opt-in Form we created earlier


Let’s dive right in and finish this!


Log in to your WordPress account


Enter your Username or Email


Enter your Password


Click Log in


From your WordPress dashboard


Go to Plugins > Add New


On the search bar, typeEmail marketing by Drip


This is the correct plugin


Click Install Now


Click Activate


The plugin has now been installed and activated.


You will see this page afteractivating the plugin


Go to your Drip account to get the Account ID


Go to Site Setup under Settings


Under 3rd-Party Integrations is your Account ID


Copy this


Go back to this page and paste your Account ID


Click Save Changes


Your Drip and WordPress accounts are now connected


Go back to your Drip account to activate the Opt-in Form


Go to Forms


Choose the Form we created


Click Activate Now


Click Next


Click Save Changes


Let’s see if the form works, shall we?


Go to your WordPress site


Here’s the form


Hooray! It works.


Congrats! Your form is now activated.


Thank you for visiting this tutorial.

how to get started with marketing automation using drip

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