How to Set up Marketing Automation Tool to Trigger Email Campaigns Targeting Your Leads and Users by...

HOW TO SET UP MARKETING AUTOMATION TOOL TO TRIGGER EMAIL CAMPAIGNS TARGETING YOUR LEADS AND USERS BY

USING

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Do you want a marketing automation software

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that helps improve your business outcomes?


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But you hesitate because most of them


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are too complicated, time consuming,


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and expensive?


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Have you outgrown your entry-level


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email marketing software and find yourself adding


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hack after hack to try to


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keep up with your marketing needs?


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Imagine the ability to trigger an email,


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campaign or tag based on any action


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a user takes, be it expressing interest


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in a topic, downloading a sample chapter


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of your book, starting a trial of


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your software, or viewing your upgrade page.


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Or the ability to craft your entire


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user journey in a gorgeous, visual flow?


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You can do so with Drip


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What is?


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Drip is a marketing automation tool and


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email catcher that allows you to craft


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every interaction with your leads, trial users,


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and customers like an artisan.


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With Drip you can build your sales funnel,


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Automate everything and capture leads


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directly on your site.


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Drip makes marketing automation accessible to the masses.


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It can match:


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but it's more powerful & affordable.


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This is their pricing table


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You can try it free for 21 Days


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Then you can continue at $1 monthly.


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It works for any type of business


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Ebooks, Consulting, Coaching,

Counselling, SAAS, etc.


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Let’s BEGIN!


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First, open a browser by clicking it.


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For this tutorial, let's choose Google

Chrome


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Double-clickthis icon


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A new window will pop-up


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Click the URL


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Type https://www.drip.co/ then hit Enter on your keyboard


https://www.drip.co/

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You will be redirected to Drip’s site


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Click JOIN DRIP FOR FREE


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Select a plan that best fits your business


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For this Tutorial, let’s choose the STARTER Plan


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Click JOIN DRIP


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Type your website link here


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Type your Email Address here


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Type your Password here


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Answer how did you hear about Drip


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then click NEXT STEP


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Type your Credit Cart Number here


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Type your Credit Card’s Expiration date here


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Type your Credit Card Security Code here


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then click START USING DRIP or


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you can also cancel after the trial.


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Select Marketing Emails


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or Customer Emails


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Click Unbounce or


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Leadpages or select


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I don't use any of the provides above


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or just click Choose a different track.


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You can click Digital Products


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or Subscription Service


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then click Set up my account.


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Install your JavaScript snippet to your website


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either Manually,


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using a WordPress plug in,


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or in your Segment.io website


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then click Check for the code.


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Click Campaigns


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Click New Drip Campaign


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Type your Campaign Name here


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Tip: Include “Campaign” in the name


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then click Create Campaign.


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You will see this page


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Your campaign is still a Draft


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Click Opt-In Forms


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Click Create a Form


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Type your opt-in form name here


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Tip 1: Include you campaign's name for consistency


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Tip 2: Include “Form” in the name


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then click Create Form


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Type your content’s Headline here


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Type your content’s Description here


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Edit your Button Text here


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Edit your Button Text While Submitting here


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To add an image, click Upload Image


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Click the images you want to upload


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Click Open


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Choose image Placement


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For this tutorial, let’s choose Left


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This section let's you choose where to place your form


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Let's choose Lower Left Tab


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Click Save Settings


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Click this to preview your opt-in form


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Click Next


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Your Opt-in Form has been created!


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To set up your emails, click here


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Drip has lots of email Blueprints


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Let’s choose Follow-up (Sample Report)


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Click Use This Blueprint


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Set days of intervals to send email


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depending on how often you want to


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send your emails.


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To remove a draft that you don't


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need, click Remove.


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Click the first email you want to send


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Tip: Introduce yourself like speaking to a friend,


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mention your business's name, don't forget to


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set their expectations, repeat what your customers


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benefits they will get from your campaign,


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then give a preview of


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what will happen in the coming days.


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After editing, click Save


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Edit the next set of emails you want to send


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These could be:Follow up emails,


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Bonus offer emails,


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Sales emails


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These Drip emails (succeeding emails) are

best sent


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into 2-4 day intervals one after another.


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Here's how a sample email campaign looks


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After editing, click Next


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Under your Identity Settings, type your


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Public Name,


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Type your “From” Name (first name & last name)


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Type your “From” Email


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Type your Postal Address


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Type your BCC email (optional)


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then click here.


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Edit necessary details of your Timing Settings


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Leave Signup Settings as it is


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Save your campaign first


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Your prepared emails will not send unless


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campaign is activated


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To activate your campaign,


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click Draft then select Activate.


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Congrats! Your email marketing campaign setup is complete!


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Last 3 Steps to integrate your

Drip to your website


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1. Install the Drip Plugin to your WordPress account


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2. Connect your Drip account to your WordPress account


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3. Activate the Opt-in Form we created earlier


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Click new tab


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Go to https://wordpress.com/ then hit Enter on your keyboard


https://wordpress.com/

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Click Log In


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Type your Username or Email


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Type your Password


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then click Log In


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Click to Plugins then click Add New


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Click here then type “email marketing by drip”


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This is the correct plugin


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Click Install Now


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then click Activate.


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Email Marketing by Drip has now been


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installed and activated.


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Go back to your Drip account to get the Account ID


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Click Settings then click Site Setup


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Here is your Account ID


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Copy your Account ID


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Go back to WordPress and paste your Account ID here


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then click Save Changes.


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Your Drip and

WordPress accounts are

now connected© Your Keen & Crisp VP | KevChavez.com | All Rights Reserved

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


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Click Forms


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Select the Form that you created


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Click Activate Now


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Click Next


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then click Save Changes.


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There you have it


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Thank you for investing on yourself


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Apply what you have

learned© Your Keen & Crisp VP | KevChavez.com | All Rights Reserved

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and…© Your Keen & Crisp VP | KevChavez.com | All Rights Reserved

173© Your Keen & Crisp VP | KevChavez.com | All Rights Reserved

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Date post:	07-Jan-2017
Category:	Marketing
Upload:	kevin-chavez
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