Preparing for a Drip Series
Welcome to the next tutorial in the Drip Series Lesson Track. In this lesson, we will guide you through the preparation process before building your own drip series. Follow these steps to ensure an effective and strategic approach. Let's begin!
Step 1: Develop the Business Logic
1.1. Use a flowcharting tool to map out the logic and flow of your drip series.1.2. Identify the data sources that will trigger the series, such as list building, data entry, forms, or an XML API.
Step 2: Determine the Trigger
2.1. Determine the event or action that will initiate the drip series, similar to the first domino falling in a line of dominos.2.2. Choose from various triggers, such as email campaign opens and clicks, a certain number of opens, a change in a custom field, a specific date (e.g., a holiday or recipient's birthday), or simply sending the email.
Step 3: Define the Call to Action and End Result
3.1. Clearly identify the purpose of your drip series and what you aim to achieve.3.2. Determine the desired end result when the goal of the drip series is fulfilled, such as redirecting recipients to a landing page or triggering a "Thank you" email or another drip series.
3.3. Decide whether to stop deploying the remaining emails in the original drip series to recipients who have already achieved the end goal.
Step 4: Consider Tracking the Drip Series
4.1. Determine if and how you will track the effectiveness of your drip series.4.2. If using UTM tracking, explore the Tracking and Reporting Lesson track in Rithm U for further guidance.
Step 5: Leverage Deployer and Rithm Builder
5.1. Discover the power of Deployer's Drip Series and Rithm Builder in executing effective marketing campaigns for various scenarios.5.2. If you have specific requirements beyond Deployer's capabilities, reach out to our team for assistance or potential workarounds.
Conclusion:
Congratulations! You have completed the preparation phase for building your drip series in email marketing. By developing the business logic, identifying triggers, defining the call to action and end result, and considering tracking options, you are now ready to move forward with creating your drip series using Deployer and Rithm Builder.See you in the next tutorial, where we will dive into the process of Creating a Drip Series.
Preparing for a Drip Series.
Now that we’ve covered what a drip series is, it's time to prepare to build one.
An effective Drip Series requires forethought and strategy.
So, let’s head to the whiteboard!
First, work to develop the business logic behind your drip series.
For this first step, we recommend trying out a flow charting tool as shown here.
Identify the Data Sources; in other words, where will the data used to trigger the series come from?
For Example, data sources may include: list building, data entry, forms, or an XML API.
Identify what should trigger the Drip Series.
If your drip series is a line of dominos, the trigger is the first domino falling.
How do you want to activate the ripple effect?
For example: based on a person opening and clicking through an email campaign; based on a certain number of opens; based on a change in a custom field; based on a particular date, such as a Holiday or the recipient’s birthday; Based on simply pressing “send.”
It’s important to note that, as alluded to in the drip series tree analogy, you can layer triggers upon triggers.
For example: an individual makes a purchase, which triggers their record to be moved into the “buyers” list.
This triggers another trigger, based on the addition of an email to a list, to deploy a promotional drip series.
Identify the Call to Action; what is the purpose of your drip series? What do you mean for it to achieve? Identify the End Result; what happens when the goal of the drip series is fulfilled? Will it require a landing page? Or, will something like a “Thank you” email or other drip series be triggered?
And, do you want to stop deploying the remainder of the original drip series to recipients who achieved your end goal?
Finally, consider if, and how, you will track the drip series.
If you plan on using UTM tracking, make sure to check out the Tracking and Reporting Lesson track in Rithm U.
Throughout the remainder of this tutorial, you will discover that with the power of Deployer’s Drip Series and Rithm Builder, you can execute an effective marketing campaign for nearly any scenario.
That said, if there is something you want to do that you think may be outside the realm of Deployer’s native capabilities, make sure to let us know.
We may have a workaround, or we may add the function in our next development update.
So please, reach out. Our team is here to help!
Now that we’ve covered what a drip series is, it's time to prepare to build one.
An effective Drip Series requires forethought and strategy.
So, let’s head to the whiteboard!
First, work to develop the business logic behind your drip series.
For this first step, we recommend trying out a flow charting tool as shown here.
Identify the Data Sources; in other words, where will the data used to trigger the series come from?
For Example, data sources may include: list building, data entry, forms, or an XML API.
Identify what should trigger the Drip Series.
If your drip series is a line of dominos, the trigger is the first domino falling.
How do you want to activate the ripple effect?
For example: based on a person opening and clicking through an email campaign; based on a certain number of opens; based on a change in a custom field; based on a particular date, such as a Holiday or the recipient’s birthday; Based on simply pressing “send.”
It’s important to note that, as alluded to in the drip series tree analogy, you can layer triggers upon triggers.
For example: an individual makes a purchase, which triggers their record to be moved into the “buyers” list.
This triggers another trigger, based on the addition of an email to a list, to deploy a promotional drip series.
Identify the Call to Action; what is the purpose of your drip series? What do you mean for it to achieve? Identify the End Result; what happens when the goal of the drip series is fulfilled? Will it require a landing page? Or, will something like a “Thank you” email or other drip series be triggered?
And, do you want to stop deploying the remainder of the original drip series to recipients who achieved your end goal?
Finally, consider if, and how, you will track the drip series.
If you plan on using UTM tracking, make sure to check out the Tracking and Reporting Lesson track in Rithm U.
Throughout the remainder of this tutorial, you will discover that with the power of Deployer’s Drip Series and Rithm Builder, you can execute an effective marketing campaign for nearly any scenario.
That said, if there is something you want to do that you think may be outside the realm of Deployer’s native capabilities, make sure to let us know.
We may have a workaround, or we may add the function in our next development update.
So please, reach out. Our team is here to help!
