Drip is the email marketing service we use for the majority of our clients. It is a powerful system that allows for a lot of different automations.
This tutorial is about showing you how to perform one of the most basic and essential functions in Drip: Sending a single email campaign to your list.
Step 1: Sign Into Drip and Navigate to Single Email
Go to Drip.com and sign in using your username and password.
After you’ve logged in, click Campaigns>Single Email
Once you arrive on the Single Email page, click the “New Single Email Campaign” button in the upper right hand corner of the page.
Step 2: Configure Your Email Settings
Title Your Email
To keep emails organized inside of Drip, emails are named according to their campaign and their order in the sequence. For this example the email will be named, “Bit Webinar — Email 01, Intro & Details”.
Sending to Audience
This is where you decide who will get your message. For this example we will select “Create a one-time-use segment” which will open up a configuration box. This email will go to every user who IS NOT tagged with “registered-webinar-bits_20211117”.
Once you assign the correct parameters, click “View These People” to create the segment. Click Save.
Email Design
For this training, we are selecting “create a text/HTML email” at the bottom of the list of email options.
Step 3: Add Your Email Content
When you click on “create a text/HTML email” it will open up the email design window.
Click the Edit button to add your content.
When the Edit screen opens up you’ll see three fields: Subject, Email Pre-header, and the body section.
Place the appropriate content in the appropriate box.
NOTE WHEN ADDING CONTENT TO THE EMAIL BODY
If you are copying and pasting content from one document into the email body box, you need to make sure that the styling from that document DOES NOT transfer over.
Watch this video to learn how to paste and match style.
Step 4: Confirm Content Styling
After you have added in your content, confirm that the styling is correct.
- Paragraph breaks are properly spaced.
- Bold text has been bolded.
- Underlined text is underlined.
- Italicized text has been italicized.
If you are copying and pasting content from a document into Drip and you have used “Paste and match style” you will need to manually add all of these stylings.
Step 5: Add Hyperlinks
Adding a link to text is simple.
Highlight the section of text that needs to be a link.
Click the chain link icon.
Paste your link in the popup box where it says Web Address.
Click the “Insert” button.
About Customized UTM parameters
UTM parameters is a feature we use regularly. Check with Dave about whether or not a client is using UTM parameters for their emails.
About Make this link a Call-to-Action button
A Call-to-Action button (CTA) is a toggle inside the Insert a Hyperlink field that will turn a normal link into a button. Typically, if there is a hyperlink on it’s own line with a short statement (Sign Up, Get Registered, Save My Spot) that link is meant to be a Call-to-Action button. Toggle the “Make this link a Call-to-Action button” and after pressing Insert you will not see a button, but when you preview the email it will show as a button.
Step 6: Preview
After adding your content and inserting your links, click “Save” below to the left and then above the body of text, you’ll notice a tab called “Preview”. Click on “Preview” to see what your email will look like when it is received to the inbox of recipients.
This is where you can make sure it appears as it should:
- No weird styling copied and pasted from a document you copied from.
- Hyperlinks show as clickable text.
- Call-to-Action buttons appear.
- “Send Test Email” to confirm it appears correctly inside the inbox.
Step 7: Update Identity Settings
“Identity Settings” is where you configure the “From Name” and “From Email Address” settings for your message.
This tab is right next to Preview.
Sometimes you will need to update these settings, but most of the time the settings that appear by default will be fine.
If everything looks right, you can click the “Done Editing” button in the upper right hand corner.
You’ll be redirected to the email summary page, you can then click “Save” to close out the editing process.
Step 8: Send Preview Emails to Client & Teammate
Clients want to know what is going out to their list. Once the email is added, send a preview to the client but also send a preview to a teammate for one final glance. The teammate should confirm that everything is correct and links are working.
Inside the “Email design” section slick “Send test” and then type in the email for the person to receive the preview. Duplicate this step for any additional test recipients.
Step 9: Send/Schedule
!!!!! BEFORE EVER SCHEDULING ANY EMAIL TO SEND, YOU MUST SEND A TEST EMAIL TO A TEAMMATE FOR FINAL LOOK OVER.
DO NOT SCHEDULE ANYTHING TO SEND WITHOUT HAVING A TEAMMATE REVIEW
When you press the “Send / Schedule” button you will be taken to a page where you can send your email immediately or you can schedule it to go out at a date / time in the future.
Select the date and time for this email to go out and then Schedule.
