We understand that onboarding onto a new service platform can be a scary and stressful time for your business. Let's face it, the time you spend getting to know a new service platform takes away from the time you could have been focusing on growing your revenue. That's why we want to get you up and running with your new Drip account as quickly as possible.
To alleviate some of that stress, we've put together a simple step-by-step guide that will get you more familiar with essential features in your Drip account. These are the features that we believe you should be using from the beginning so that you'll be getting the most out of Drip's services right from the start.
Let's get you onboarded!
Your snippet is essential if you'd like to track subscriber activity like when they land on individual pages on your website. You'll then be able to use that information to trigger automations in your account.
We've put together this helpful video so that you'll be able to get your snippet installed in just a few steps:
Step 2: Importing your subscriber list
We've created a short video to help you get your subscribers into your account:
Step 3: Import your email templates
Now that you've got subscribers uploaded into your Drip account, you'll probably want to start sending them emails. When it comes to sending email in Drip, we set all your new emails up with our default email template. However, you may have some custom HTML templates you've created in other services like MailChimp or Aweber that you'd like to use in Drip.
If that's the case, then this next video is for you. It will help you get your email templates uploaded to your Drip account:
Step 4: Sending Your First Email
The boring stuff is over. You've reached the point where you can send out your first broadcast email.
A broadcast is a one-time email that you can send immediately, or at a scheduled date and time to anyone in your Drip account.
Keep in mind that Drip has a variety of different ways to send emails. We will cover more complex ways to send emails in the final 2 sections.
Here's a video to create and schedule a new broadcast email in your Drip account:
Step 5: Create an Email Campaign
Now that we've covered how to create and send broadcast emails, it's time to level up.
Campaigns come in handy when you want to send a series of emails at specified intervals of time (days, hours, minutes) apart from each other. So for instance, if you want to send your customers or leads an email every day for an entire week where each email is related to a specific topic, you will want to use a campaign.
Here's a short video to help you get a new campaign set up in your Drip account:
Step 6: Getting Started with Workflows
You've made it to the end! In my opinion, we've saved the best for last.
Workflows make it easy for you to map and build your marketing funnels in Drip. They can be as simple as you’d like, or as complex as you need them to be to accomplish your everyday marketing automation needs.
This video will show you how to build a workflow from scratch. If you’d rather start with one of our pre-built workflows, you can install one of our Workflow Templates into your Drip account.
Now that you've got the essentials going, you can start branching out and get more familiar with other features that will help you take your digital marketing to the next level.
Do you feel you would benefit from one of Drip's Migration Services? We've got a few different service options to help you get migrated over to Drip with the help of a qualified migration professional.