Crm With Drip Campaign

Create your drip campaign in minutes and start automating. Drip campaigns automate the sending of emails from your CRM by sending each email at a specific date in time, or as a response to a trigger. You can also set up today triggers that automatically deploy whenever prospects or contacts reach a certain status in their journey.

In this guide, we review the Crm With Drip Campaign, email drip campaign software free, recruiting drip campaigns, and types of drip campaigns.

Crm With Drip Campaign

Drip campaigns are a way to send a series of emails automatically, based on triggers. You can use drip campaigns to send multiple emails on autopilot. You set up a campaign and design the emails, then configure triggers and decide when you want your automation rules to apply. There are many use cases for using drip campaigns to market your business.

Drip campaigns are a way to send a series of emails automatically, based on triggers.

A drip campaign is a series of emails sent automatically, based on triggers. The first email in the series is sent immediately after you sign up, while subsequent emails are sent at various intervals thereafter.

Drip campaigns allow marketers to create a sense of urgency and build momentum over time. This means that users see an ad or offer multiple times before they make a purchase decision. For example, suppose you’re selling running shoes online: You might send an email immediately after purchase that has links to articles like “How Running Shoes Work” and “Which Type of Shoe Is Right For You?” If they don’t click on those articles within two weeks of their initial purchase, then another email could be sent reminding them about those articles with links back to them included again (but this time with bonus content).

The benefit here is that users become familiar with your product or service over time—and therefore more likely to make future purchases from you when they do decide what item suits them best!

You can use drip campaigns to send multiple emails on autopilot.

Drip campaigns are a way to send a series of emails automatically, based on triggers. You can use drip campaigns to send multiple emails on autopilot. For example, you set up a campaign and design the emails, then configure triggers and decide when you want your automation rules to apply.

You can also create drip campaigns from scratch in Drip itself or import them from another marketing automation tool (e.g., MailChimp).

You set up a campaign and design the emails, then configure triggers and decide when you want your automation rules to apply.

You can create multiple triggers for a campaign and set up a drip that takes place over time.

For example, you could send three emails in a row to new subscribers, then wait one week before sending another batch of emails.

Or, you may want to send an email campaign when someone joins your list or purchases something from your store. You can even use triggers like “when they click on this link” or “when they fill out this form.”

There are many use cases for using drip campaigns to market your business.

>There are many use cases for using drip campaigns to market your business. You can use them to send automated emails to your customers, employees and partners. You can also use drip campaigns to send automated emails on behalf of vendors and suppliers.

With drip campaign, you can send automated emails based on triggers.

The drip campaign feature allows you to send automated emails based on triggers. You can create a drip campaign in the CRM, and then use triggers to send emails based on events that occur within your business. For example, if someone orders from your site, you can set up a trigger to automatically send an email thanking them for their purchase. Or if someone makes an inquiry about something on your website, you can set up another trigger that will reach out to them with helpful information about what they inquired about.

You’re also able to create a drip campaign based on a trigger—that is, when X happens (like someone signs up), we want Y result (a welcome email). This means that when people fill out forms or submit data in certain ways, they’re immediately added as subscribers within Drip by default and start getting emails sent automatically over time.

email drip campaign software free

Drip emails are all about getting the right info to the right person, at the right time. They can help you run your business on autopilot with minimum effort.

So it’s great that you are looking for software to run your drip emails.

But with 450+ email marketing software available these days, which one do you choose & what criteria do you use to evaluate these?

Three Things you Need to Look for In an Email Drip Campaign Software

Before we give you a list of top 8 email drip campaign software, let me tell you three things you need to look for:

1. Email & Workflow Builder: To see how easy it is to create, schedule, and trigger your emails.

2. Reporting: To help you get data on key metrics that will guide your optimization efforts.

3. Pricing: To check if the pricing is based on the number of subscribers, emails you send, and which plan offers you drip email functionality.

To make it less overwhelming and save you the time of scheduling trials and demos with each tool, we have created this guide to give you a peek inside the top 8 email drip campaign software.

Let’s read on to find out more.

‍Building Drips:When you are creating your drip campaign, on each screen of SendX, you will clearly know what action to take so it’s very intuitive to use. Your drip campaign will be up and running in 4 simple steps.

In the email editor, you can choose a pre-existing template, add custom fields, timer (to show scarcity), images, videos etc.

You can customize all your emails to look like an extension of your website/brand by editing the HTML code.

Some interesting features that SendX provides are:

If you don’t want to send emails on Saturday or Sunday, you can just check this option. No messy rules or manual intervention required.

Check this box to track people who replied to any of the emails in the drip sequence.

‍Auto-generate UTM parameters:

This will automatically convert the links in your drip sequence to links with UTM parameters. This will help you track the website/page traffic coming from these campaigns. E.g. a link www.sendx.io can be converted to https://www.sendx.io?utm_source=sx&utm_medium=em&utm_campaign=wel&utm_term=hi

You can optimize your emails further by analyzing data provided through intuitive dashboards and heatmaps.

Dashboards give you key metrics – open rate, click-through rate, unsubscribers – for the overall campaign as well as hourly performance.  

Heatmaps give you data on which CTAs and links are people clicking the most so you can use these patterns across your campaigns and even broadcasts.

Unlike other email marketing software where drip emails, modern templates are behind high-priced plans, with SendX, you get access to everything even if you are on your free trial.

Even after the free trial ends, you can access all editor functionalities, templates, 24×7 customer support (through email) for as low as $7.49/mo.

2. Customer.io

Customer.io provides a visual workflow builder to create your drip sequence logic. It’s easy to drag-and-drop different blocks. You can also combine different ways of sending messages (emails, SMS, and push notifications) to your users.

To create your emails you can choose from existing templates or start from scratch. If you start from scratch, you can use a drag-and-drop editor, rich text editor or HTML code.

They have a visual workflow builder that allows you to drag and drop components like emails, delays, conditional branching, segments etc., into the canvas to build your journey.

If you just want to send & track drip campaigns and don’t care about all other email marketing features, then you can choose from these selected platforms:

You can see the metric related to each step of the workflow in the sequence builder itself

To see how people are moving through the campaign, which emails are working, and which ones need optimization, you can go through the journeys metric.

You can export these reports as CSV and store them in your database.

They have a base price starting from $150 and you can send emails to up to 12K customers.

If you want to try before committing, they offer a 30-day free trial. You get access to automation and drip campaigns during the trial too.

3. HubSpot Email Marketing

HubSpot’s email marketing software is part of a CRM platform. The idea is for you to have all the tools you need, not only to run a smooth email marketing campaign, but for your entire marketing and business operations.

The email marketing software is highly intuitive and the native CRM integration allows you to easily personalize your emails so you can get better conversions. In tandem with that, you also have access to a free form and popup builder to capture new contacts, you can create high-converting landing pages, add a live chat or chat bot to your website, and more. The platform is truly designed to help you scale and grow.

‍Advanced Email Marketing Automation:

HubSpot’s software lets you create custom autoresponders and drip sequences, which you can then add to more complex workflows. Many triggers are available, such as when someone views your product page or fills out a Facebook lead ad form. You can essentially trigger any action based on any of the information you have on your contacts in the HubSpot CRM, making for even more intricate sequences and targeting.

In addition to email, you can automate internal processes to make sure contact and lead management runs smoothly within your team. You no longer have to worry about manually updating a contact’s lifestyle stage or changing information after a certain action happens. Let your entire marketing system run on auto-pilot.

HubSpot’s free plan allows you to send up to 2,000 emails per month and store unlimited subscribers. This free plan also comes with a CRM (all the CRM features are 100% free), customizable signup forms and popups, landing pages, ad management, live chat and bots, and more. It’s a great way to set you up for success as you’re getting started.

If you wish to send more emails and benefit from the more advanced features like automation and a/b testing as well as more thorough reporting, you can upgrade to one of the paid plans. Pricing will vary, depending on the number of contacts you wish to have. Premium plans also include additional software tools such as a blogging tool and social media scheduling.

4. GetResponse

The simplest way to create a workflow for your drip campaign is to use the premade workflow templates. You can choose anyone depending on your goals and needs.

You can also create a workflow from scratch by going to the visual workflow builder and dragging the blocks you want to use. You can use tags and scoring to track user behavior and optimize further communication flow.

You can use a list or calendar view to plan your emails for a particular day in your subscribers’ journey.

To create emails, you can use their simple drag-and-drop editor or start from one of the ready-to-customize templates provided.

In the reports dashboard you get the open rate, click rate, goals, social media, bounce, unsubscribe and spam complaint ratio details for each campaign or list. You can choose to get this information directly to your inbox, weekly, monthly or any frequency that you choose.

They offer a 30-day free trial after which you can choose a paid plan. To use drip campaigns, you will have to choose the Plus Plan or above. The least price for Plus Plan is $49/mo for up to 1000 subscribers and 5 workflows.

5. ConvertKit

ConvertKit believes that plain, simple text emails perform better than image-heavy ones. So their email builder is focused on writing and editing. You don’t get bombarded with drag-and-drop features, fancy templates, etc.

You can create a drip campaign in just two steps – write your emails, do the setting for time, exclusion of any list, etc. and just hit save.

You can set the timing of the email under the ‘When to Send’ tab and that’s it. Once you do that for all the emails your drip campaign will be built.

You can get information on how each email performed and how the overall campaign performed under the ‘Reports’ of each drip campaign.

Since Convertkit is created for creators, bespoke, local businesses, their reporting dashboard doesn’t try to overwhelm you with any geography data, heatmaps, etc. It’s simple and gives you a quick glimpse into all major metrics. You can see the open rate, click rate, subscribers, unsubscribers.

They offer a free plan if you have less than 1,000 subscribers but that only allows you to send broadcast emails and not drip campaigns.

So, you will need to choose a paid plan that starts from $29/mo ($25/mo if annual plan is chosen) & you get access to all features. The pricing increases as your number of subscribers increases. You can check more about ConvertKit Pricing here.

6. Sendinblue

Sendinblue uses a visual canvas-like workflow editor to help you create your drip sequence. To get started, you can choose from one of the pre-made templates or choose ‘Custom’ to create something from scratch.

Once you define the flow of your drip campaign, you can then select the email template you want to use at each step.

You can get a report of how your contacts are engaging with each email in the workflow under the ‘Logs’ section.

Useful feature here is ‘Workflow Logs’ that gives you a report of currently where the subscriber is, in the workflow.

You can also see the key metrics for each campaign on the reporting dashboard.

If you have a premium plan, you can also get data based on location of people who clicked or opened your emails.

The pricing isn’t straightforward so you will have to dig deeper to balance your budget and feature requirements. The cost will depend on the number of emails you send, rather than the number of subscribers you have and on the kind of features you want. They have a forever free plan but that gives you just 300 emails/day and the quota to send 2000 automated emails in a month. If you wish to send more than 2000 automated emails in a month, you will have to choose a Premium plan. Every plan below that will restrict automated emails to 2000 per month.

7. Maropost

Maropost is an email marketing software that helps you connect to your subscribers mainly via email but also via social, SMS and web notification.

It is evolving to focus on eCommerce businesses and adding extensive reporting to its suite of features. It has a drag and drop editor but it lacks a bit of flexibility when it comes to heavily visualised emails. No doubt that it’s great for text based emails.

With Maropost, you can create complex customer journeys & send targeted messages. The best part is that you will get key metrics for emails that are part of journeys. This will help you optimise your campaigns.


recruiting drip campaigns

Recruitment drip marketing isn’t just the latest buzz term, but a lot of savvy sourcers and recruiters have woken up to its potential. They’re taking a page from the sales reps’ playbook and using it with some astounding results.

What Drip Marketing Is?

A drip campaign is a series of touch points usually email delivered automatically to a highly targeted prospect at predefined intervals. It is the weapon of choice in the war for talent.

As recruiters, we’ve been using blast email campaigns for way too long now. Why should your cold-blast email be worthy of a response? Such email blasts are not only useless, but they also punish your employer’s brand. Candidate expectations have changed, and our methods to attract them need to change with the times.

Imagine how much better would it be if you could send super-personalized emails to your star prospects right in their primary inbox. Bid adieu to this archaic, age-old process of email blasts and take a more human approach to it. You don’t need to “cast a wider net” and get more and more applicants. What you need is a process that achieves the human touch at scale.

When you are reaching out to more than 10 people in a day, balance the scale with personalization. Super personalize the first email outreach and then let the machine take over the rest of the touch points.

Also, check why your outreach optimizations aren’t working

Unlike the other kinds of recruitment email campaigns, the only metric of success in a drip campaign is that of replies. Getting a reply means you need to be compelling enough for the prospect to take the effort to type out a response and hit the send button.

How to Write a Compelling First Email Touchpoint That Prospects Might Reply to

Your communication needs to be aligned with your employer’s brand, but here’s a no-nonsense way to go about it. There are three parts to crafting your first touchpoint email.

This is all that the recipient will see before they open the mail and make a split-second decision whether to open it or not. You get only a few words to make an impression. The Gmail iOS app shows only the first 36 characters of the subject. Make them count! A great subject line is half the work. Most people I have interacted with write subject lines as an afterthought — there couldn’t be a bigger mistake. You don’t want to write an epic like Lord of the Rings and name it “A tale of hobbits, men and elves.”

In my personal experience, mentioning the recipient’s name in the subject line, mentioning a recent blog they wrote, or an award they won, delivers really high open rates. Generic subject lines like “We’ve got an opportunity” or “Openings at Acme Inc” have abysmally low open rates.

The second part of an email is establishing a connection. This is the first thing the recipient will read after they have read the subject line. Keep them engaged. If you had mentioned their blog post in the subject, continue with a comment on that or just compliment them on their post.

This is the point where a recipient will decide whether they want to reply to the email or not. Humans tend to remember the beginning and end of emails much better than the parts in the middle. How you open a conversation plays a big role in your conversion rates. In an experiment, a group was given 20 words to read and had to recall them afterward. The experiment concluded that people could recall words in the beginning and end really well but not so much for the words in the middle.

Now that you have established a connection, you ask them something. Be upfront and clear in your message. If you already have an open position for the candidate, just tell them. Be precise about the position and what would it entail. Ask for their time over the next 2-3 days (create a sense of urgency) and close.

How to Personalize the First Email Touchpoint

I remember when a recruitment email could mail merge the recipient’s name and organization. It used to be called personalized email (this just made me realize how old I am!). However, now that this kind of personalization is ubiquitous, people feel they are spammy and they expect more. So what is the best way to personalize an email?

Familiarity breeds trust. Our brains are hardwired to treat familiarity with a favorable disposition. For example, if you see a person as a football fan, mentioning your favorite team or player can go a long way. To find common interests, look at your prospect’s interests, hobbies, alma mater, or even the kind of memes they love.

Another way is to find a mutual connection. This has worked really well for me. Check out this brilliant message sent to a prospect by a Google recruiter. Your prospect is leaving their footprints everywhere on social media. All you gotta do is find it and use it!

Compliment them sincerely

Has your prospect recently won an award, got a promotion, or their company has achieved a major milestone? Congratulate them. Flattery preempts our brains to look at the message more favorably. Compliments warm up a cold email outreach! Don’t be superficial in your praise. Be earnest and genuinely interested in their lives.

It is quite possible that you found someone through Github, Medium, or even just a tweet. Mention this. Say how you found it interesting and comment on it. If possible, comment in a way that elicits a response. Raising a question is a great way to do that.

Here’s what a great first personalized email might look like. It’s better to keep experimenting on it and find the way that works best for you.

Strategy for Subsequent Touch Points

If the first email did not get you a great response despite your carefully crafted super personalized email, don’t lose heart. It’s always the second and the third touchpoint that generates the best conversions. These emails make sure that you stayed on top of the recipient’s mind. Two things to note

For the second touchpoint, pick up where you left off. Politely say you don’t know if “you missed the earlier email.” Reaffirm your value proposition with a blog post or even a Dribbble page that was a result of some exceptional work done by your team. See example.

In the third touchpoint, if possible involve the hiring manager or a senior member of the team. If the prospect hasn’t replied to both emails but opened and read both of them, s/he just needs a little bit of a push to get over the edge. Sending an email from the hiring manager is a great way to do this. The hiring manager can explain a bit more about the role and challenges to get them excited about the role!

The hiring manager and the prospect are people in the same trade and can form an instant connection. The email instills confidence in the prospect’s mind that you really want to talk to them. It’s hard to say no to that.

The final outreach is where you keep the door open for a future conversation while still trying to get a response. Keep it professional but also make sure that the candidate feels like you are really interested in them and want to talk to them.

Also, check our recruitment automation playbook

Dos and Don’ts

Drip marketing is fairly easy to understand and execute. However, for the uninitiated to get started quickly, I’ve put together a list of basic dos and don’ts. It’s primarily distilled from my own experience and the experience of others that I have worked with.

types of drip campaigns

There are few things more valuable than automated marketing when it comes to moving customers down your sales funnel. It’s why more than 53% of B2B companies have already implemented a marketing automation platform. The great thing about automation is that it allows you to set it and forget it, saving you time and money. And one of our favorite forms of marketing automation is the drip campaign.

Drip campaigns—an automated set of emails that are sent out based on specific timelines or user actions—are useful because they allow you to target your customers with the messages they need to hear when they need to hear them. This is important because relevant emails drive 18x more revenue than broadcast emails, according to Jupiter Research. The key is the type of drip campaign you use and how you use it.

While some drip campaigns vary by niche, there are some automated email details that every brand needs some form of to be successful.

1. Welcome Campaign

Whenever a lead first subscribes to your mailing list, they should immediately be sent a welcome email. This is the first step to onboarding your future customer and your chance to introduce yourself, talk about what you offer, and demonstrate why you’re superior over your competitors. These emails are generally well received, earning a 58.7% open rate on average—over double the standard email open rate of 14.6%.

To be effective, make sure your first welcome email is sent out quickly and that you don’t just send out a single email. Instead, you should set up a series of three to five emails that focus on educating your new lead about your brand and what they can expect from you.

Types of welcome campaigns:

2. Retargeting Campaign

How do you turn a lead into a customer? Email retargeting is one of the most valuable tools in your arsenal. It works via a browser cookie and allows you to reach out to potential customers based on their actions across the web. According to Moz, email retargeting conversions can be as high as 41%.

You can retarget in a variety of situations, not just when someone abandons their shopping cart. You can send a follow-up email after a customer visits your website without taking action or after a customer reads your blog and leaves a comment. The critical part of successful retargeting is choosing those customer actions that you believe most deserve a follow-up email and then setting up a drip campaign that follows your “if this, then that” rules.

Ideas for retargeting campaigns:

3. Abandoned Cart Campaign

In 2017, the average cart abandonment rate was 78.65%. In other words, three out of every four of your shoppers will leave your site without ever making a purchase. This is where a drip campaign can really come in handy, allowing you to re-engage those customers and lead them back to the “purchase” button.

To set up this type of drip campaign, you want to send out an email whenever a user leaves un-purchased items in their cart. The email can be anything from a simple, “We’re sorry you left. Enjoy free shipping on us if you decide to return” to “We saw you left product 1 in your cart. Here’s what people are saying about that product.” You don’t want to lose these leads because clearly they are already engaged, so the best thing you can do is try to draw them back in.

A successful abandoned cart campaign:

4. Post-Purchase Campaign

Brand loyalty is vital. The truth is that it’s far easier to get a repeat customer than a new customer. In fact, the probability of selling to an existing customer is 60-70% compared to 5-20% for a new customer according to ClickZ. The key is not ignoring your new customer in favor of a potential customer.

By sending a follow-up email after a purchase, you show your customer that you appreciate them and that you are focused on creating brand loyalty. Just make sure that your post-purchase campaign emails provide value based on what the customer purchased and what they showed interest in.

Successful post-purchase campaign ideas:

5. Unsubscribe Campaign

When people leave your email list, there are still options to follow up with a drip campaign. You aren’t stuck just cursing and moving on. Instead, you can send one last email to attempt to bring the lead back into the fold with a short, “We’re sorry to see you go!” message and a push for the customer to follow you on social media.

The truth is that most people who unsubscribe from your email aren’t doing it because they hate your company or what they offer. They might just be trying to clean up their email or want to interact with you in a different way. Make sure you give them other options, so you don’t lose them.

Types of unsubscribe emails:

Remember, a drip campaign, is rarely if ever, a single email. Instead, you should look at your drip campaigns as multi-step approaches used to get in front of your leads and customers and stay there.

There are endless strategies for reaching out via email. Pick the campaigns that work best for you and come up with new ideas to bring your leads effectively down the sales funnel.

Are there any must-have drip campaigns that I’ve left off my list? Tell me about it in the comments.

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