Creating a new drip

  1. Go to Drips and click New drip
  2. Give it a name (e.g. “Welcome series”)
  3. You’ll see the drip builder — a visual timeline where you add steps

Step types

There are four types of steps:

  • Email step — An email to send. Add a subject line, design the content, and configure the sender
  • Wait step — A pause before the next step. Set the number of days, hours, or minutes to wait
  • Condition step — Branch the sequence based on rules, such as whether someone opened the previous email or has a certain property value
  • Update detail step — Update a property on the person’s profile as they move through the sequence (e.g. set a loyalty tier or tag them as onboarded)

Example: Welcome series

  1. Email: “Welcome to [Company]!” — sent immediately on enrolment
  2. Wait: 2 days
  3. Email: “Here are 3 tips to get started”
  4. Wait: 3 days
  5. Email: “Have you tried [key feature]?”
  6. Wait: 5 days
  7. Email: “We’d love your feedback”

Activating your drip

Once you’re happy with the sequence, activate it. Then enrol people to start them on the journey. People who unsubscribe or are suppressed are automatically removed from the sequence.