How to Use Drip as Marketing Automation Tool to Capture Leads?
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This document provides step-by-step instructions for setting up marketing automation with Drip. It explains how to sign up for a Drip account, install the necessary code on a self-hosted WordPress site, create an opt-in form and email campaigns, and set up an automation workflow to send leads through the campaigns after they submit the form. The goal is to capture email subscribers and then automatically send them a trial product through a series of follow up emails.
How to Use Drip as Marketing Automation Tool to Capture Leads?
- 1. Mikel Mindset Master presents How to Use Drip as Marketing Automation Tool to Capture Leads?
- 2. Marketing Automation is the Next Generation of…
- 4. Marketing Automation is Duh, Automatic
- 6. Multichannel
- 7. And More Cost Effective
- 8. To Use Drip as Marketing Automation Tool
- 10. Click on “JOIN DRIP FOR FREE”
- 11. You’ll See Different Plans
- 12. Pricing Depends on the Number of Subscribers
- 13. “Free” Allowed Up to 100 Subscribers
- 14. “$41/mo” for Up to 2,500 Subscribers
- 15. “$83/mo” for Up to 5,000 Subscribers
- 16. Variable Price for More Than 5,000 Subscribers
- 17. For Now, Choose “Free”
- 18. Click on “JOIN DRIP”
- 19. To Create Your Drip Account
- 20. Sign-up with Your “URL”
- 22. Your “Password”
- 23. Then Answer the Question…
- 24. “How did you hear about us?”
- 25. Click on “NEXT STEP”
- 26. Next, Sign-up Your Billing Information
- 27. With Your Credit Card Number
- 28. Expiration Date of Your Credit Card
- 29. CVC or Card Verification Code
- 30. Click on “Start Using Drip”
- 31. To Get the Best Customer Support
- 32. Answer the Following Questions Like…
- 33. “How big is your existing list?”
- 34. Choose “I’m just getting started”
- 35. If You Have No List of Subscribers
- 37. “Which service are your migrating from?”
- 38. Choose “None, I’m just getting started”
- 39. If You Don’t Need Other Services
- 40. Then Put Your Phone Number
- 41. This is For Billing Purposes
- 42. In Case You Choose Payable Plans
- 43. Click on “Next Step”
- 44. One Last Set of Questions
- 45. Again, for Better Customer Service
- 46. Answer All Questions Accordingly
- 47. Click on “Next Step”
- 48. Then Whoa!
- 49. Don’t Worry
- 50. For Now, Ignore the JavaScript
- 51. Click on “Click here to move along ”
- 52. You’re Ready to Start
- 53. Click on “Set up my account!”
- 54. This is the Workflow
- 55. This is Where You Make the Magic
- 57. But, Remember the JavaScript?
- 58. You Can Easily Install This Code
- 59. In Your Self-Hosted WordPress Blog
- 60. Yes, You Must Have Self-Hosted WordPress Blog
- 61. Go to Your WordPress Dashboard
- 63. Then Click on “Add New”
- 64. Type Here in the Search Box
- 65. Email Marketing by Drip
- 66. Click on “Install Now”
- 67. Then Click on “Activate”
- 68. In Left Side-Bar, Click on “Settings”
- 69. Then Click on “Drip”
- 70. Click on “Setting → Site Setup”
- 71. In This Area
- 72. Scroll Down
- 73. Until You See These Numbers
- 74. This is Your Tracking Code
- 75. Go Back to Your WordPress Dashboard
- 76. Under Drip Settings, Fill-up Tracking Code
- 77. With the Seven-Digit Number
- 78. With the Seven-Digit Number
- 79. Click on “Save Changes”
- 80. You Finished Your WordPress Settings
- 81. Let’s Say Your Goal is….
- 83. Then Let Them Use Your Trial Product
- 84. So, Automate All of This Using Drip
- 85. Go Back to Your Drip Workflow
- 86. First, Create an Opt-in Form
- 87. Click on “Forms”
- 88. Click on “New Opt-in Form”
- 89. Name Your Opt-in
- 90. Click on “Create Form”
- 91. Modify Your Form
- 92. By “Content”
- 93. “Design”
- 95. As Well as Adding More “Fields” 1
- 96. After Finishing Modifications, Click on “Activate Now”
- 97. Click on “Save Settings”
- 98. Next Set-up is For Email Campaign
- 100. Click on “New Campaign”
- 101. Name Your Campaign
- 102. Click on “Create Campaign”
- 103. Click on “Next >”
- 104. Drip Already Got Campaign Blueprints
- 105. Click on “Browse Our Blueprints”
- 106. “5-Day Email Mini Course”
- 107. “4-Week Email Mini Course”
- 110. And Many More…
- 111. As a Start Choose
- 112. “5-Day Email Mini Course”
- 113. Click on “Use This Blueprint”
- 114. Edit the Content By Clicking Them
- 115. Example, Click on “Day:1…”
- 116. Edit the Email “Subject”
- 117. Edit the Email “Content”
- 118. Click on “Save & Publish”
- 119. Then Edit Day 2 to Day 5
- 120. Click on “Next >”
- 121. Fill-up Your Postal Address
- 122. Scroll Down and Fill-up This Box
- 123. Click on “Activate”
- 124. Click on “Save”
- 125. You Finished Creating Your Marketing Campaign
- 126. Make Another Campaign for Your Product Trial
- 127. Click again on “Campaigns”
- 128. Click on “ New Campaign”
- 129. Again, Name Your Campaign
- 130. Click on “Create Campaign”
- 131. Click on “Next >”
- 132. Click on “Browse Our Blueprints”
- 133. Choose “Follow-Up (Subscription Trial)”
- 134. Click on “Use This Blueprint”
- 135. Again, Edit This Set of Emails
- 136. Click on “Next >”
- 137. Fill-up Your Postal Address
- 138. Click on “Activate”
- 139. Click on “Save”
- 140. Now, Let’s the Magic Begin
- 142. Click on “New Workflow”
- 143. Name Your Workflow
- 144. Click on “Create Workflow”
- 145. Click on “Define your trigger…”
- 146. Click on “Choose a trigger…”
- 147. Click on “Submitted a form”
- 148. Then Click on “Choose a form…”
- 149. Choose the Form You Created
- 150. Click on “Update Trigger”
- 151. Click on “” to Add Another Step
- 152. Click on “Action”
- 153. Choose “Send a campaign”
- 154. Choose the Campaign You Created
- 155. Turn On the Double Opt-in
- 156. Click on “Update Action”
- 157. Click on “” to Add Another Step
- 158. Click on “Action”
- 159. Again, Choose “Send a campaign”
- 160. Choose the Second Campaign You Created
- 161. Click on “Update Action”
- 162. You Finished Your Automation Workflow
- 163. Click on “ Start” to Run Automation►
- 164. Congratulations! You Finished Marketing Automation
- 165. I Hope You Enjoyed This Presentation
- 166. For Complete Tutorials About Drip
- 167. Go to kb.getdrip.com
- 168. Thank You for Your Time