How to Set-Up Your Marketing Automation with Drip

©2017 Tim O. Salanguit 1
HOW TO SET UP YOUR
MARKETING AUTOMATION
WITH

What is Drip?

It is a marketing automation
software that allows you to send…

personalized campaign to the
right person at the right time.

You can create sophisticated
rules to separate customers
into groups

And allows you to create smart
individualized journey called
workflow.

What you need:
• A Drip account
• A hosted Wordpress account
• Image of your lead magnet/free
offer (optional)

To start, open your browser.

Type in the address bar drip.co

Click JOINDRIPFORFREE

Click JOIN DRIP under free
account

Which allows 100 subscribers only

Type in the required details
URL
PASSWORDEMAIL ADDRESS

Then click NEXT STEP

Enter your credit card information

Answer some more questions

The click Next Step

Continue to answer a few more
questions

Click Next Step when you’re
done.

Locate the link to move along
Click here

Click Set up my account

Click Campaigns

At the right side, click
New Drip Campaign

Name your campaign

Click Create Campaign

You have to connect an opt-in form
to the campaign…

so you can capture the
email address
of your leads

To easily identify the form, you can
name it using the campaign name
then add the word form at the end.

Name the opt-in form

Click Create Form

Edit or change the headline that you want
to appear on the form

Fill up the description part

Change the button text with
your preferred text

Upload an image not less than
300 pixels wide

Select the filename of the image

Click Open

Select the image placement

If you want , you may also add
another field (example: Name)

And change position by clicking
and dragging this (3 bar icon)

You can remove an added field
by clicking this

Or set it as optional

Note that you can also set the post
signup page and the confirmation
page…

By scrolling up and clicking on
these tabs

Or you may leave them as is and
change them later.

You can do a test signup later and
see how they will look like.

At the right
side of the
page you can
see a
preview of
the form

But the
image can’t
be seen

Click here to
see the
preview of
the entire
form

Congratulations! You have just
created your opt-in form

You can set here when the form
widget will appear

Or change other widget settings
through these tabs

When you’re done, click
Save Settings

Then click Next

Click on drop down arrow and
select an action

Click on drop down arrow and
select campaign name

Click on
Click here to
continue
setting up
the
campaign

You are now about to start
creating a series of emails for
your campaign…

Either by
using Drip’s
Blueprints

Or starting
from scratch

Let’s use
Drip’s
Blueprints

You can find
several
Blueprints

Let’s try a
Follow-up
(Sample
Report)
Blueprint

Open the first email

Edit the Subject line

Edit the body of your email

Once you’re
done, click
Save

You may now edit the
succeeding emails and set the
intervals when to send them

1st email
2nd email
3rd email
4th email
Example:

Edit the series of emails in such
a way that you can help or
educate your subscribers.

This way, you can keep them
engaged and you’ll have the
opportunity to nurture a
relationship with them.

You can also
add more
emails by
clicking here

To edit your email settings click
the Settings tab

Customize the settings

And don’t forget the Postal Address
so you can activate the campaign

Set the Timing Settings

And the Signup Settings

Tick here if you want to send a
double opt-in confirmation email

When finished, click Activate

Click Publish All

Click Opt-in Forms tab

Click Activate Now

Now that your form and emails
have been set up, you can …

install Drip plugin and connect it to
your Wordpress account to
complete your marketing
automation set up.

Go to your
Wordpress
account and
fill up these
fields
USERNAME
PASSWORD

Then
Log in

Go to
Plugins
and click
Add New

Type in the search box: email
marketing by drip

Click Install Now

Click Activate

You need to fill this up with your
Drip Account ID

Go back to your Drip account

Go to Settings then Site Setup

Under 3rd-Party Integration section,
you can find your account ID

Copy your account ID then go back to
your Wordpress account

Paste the account ID here

Click Save Changes

A notification will appear:
Settings saved

Your Drip and Wordpress accounts
are now connected.

To see if it works, go to your
website.

The opt-in form widget will appear
depending on the time delay you
set previously.

Just wait for the same length of
time that you set and…

Voila! There appears your widget.
It works!

You can now try signing up on
the opt-in form and check if you
will receive the emails

The following is a simple
example of what you will receive
if you selected a double opt-in
confirmation email

Example:
1. EMAIL ASKING TO CONFIRM
SUBSCRIPTION
2. SERIES OF EMAILS TRIGGERED
AFTER YOUR CONFIRMATION IN #1
AND RECEIPT OF YOUR FREEBIE.

CONGRATULATIONS!
You have just set up your email
marketing automation.
Keep on learning.

“Learningis the beginning
of wealth. Learning is the
beginningof health.
Learning is the beginning of
spirituality. Searching and
learningis where the
miracle process all begins.”
-JimRohn

How to Set-Up Your Marketing Automation with Drip

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