Drip Campaign

Drip campaigns are sequence of automated messages sent to a group of people. The messages are planned ahead and have a certain purpose. Drip campaigns help to build relationships with potential or existing customers and lead them to complete a desired goal.

Use Case

E-commerce Sector:

What happens: Your customer wants to buy something online but doesn’t finish the order.

What your customer get:

  • Message 1 (1 hour later): A message to remind of what he/her left in the cart.

  • Message 2 (24 hours later): A message to show him/her how good the product is and why he/she need it.

  • Message 3 (48 hours later): A message to give him/her a special price if he/she buy it soon.

Edu-tech Sector:

What happens: A customer join your online learning website.

What your customer get:

  • Message 1 (immediately): A message to welcome and tell him/her what the website can do.

  • Message 2 (3 days later): A message to help find him/her way around the website and choose courses.

  • Message 3 (7 days later): A message to show a popular course or teacher that he/she can get for less money.

Automobile Sector:

What happens: A new car model is coming out.

What your customer get:

  • Message 1 (same day): A message to tease with a glimpse of the new car.

  • Message 2 (1 week later): A message to tell what the car can do and how it looks.

  • Message 3 (2 weeks later): A message to invite to order the car before anyone else and get some extra benefits.

Health Sector:

What happens: A customer sign up for your health and wellness newsletter.

What your customer get:

  • Message 1 (weekly): A message to introduce him/her to the newsletter and give a wellness tip.

  • Message 2 (10 days later): A message to suggest a healthy recipe or exercise routine.

  • Message 3 (3 weeks later): A message to let him/her join a webinar on mental health.

Banking Sector:

What happens: A customer is interested in financial planning services.

What your customer get:

  • Message 1 (immediately): A message to introduce him/her to the bank’s financial planning services.

  • Message 2 (2 weeks later): A message to tell him/her how to make a budget and set financial goals.

  • Message 3 (1 month later): A message to invite him/her to talk to a financial advisor.

Before we start with the steps to create a one-time campaign; two notable points are:

  1. You need to have a set of audience, i.e. a created segment to whom you want to target. In case you don't, create a segment here.

  1. An approved template tailored to your targeted audience and the campaign goal. If you don't have, create a template here.

Steps to Create a Drip Campaign In Chatman

Let's say you're in a e-commerce business, a customer added a product to the cart and left. So using a drip campaign you can send them reminder, then highlight the benefits and then offer a special price for the product so that they buy.

  1. Create Campaign:

  • Start by giving a name to your campaign. This helps in identifying and managing different campaigns easily.

As per the above scenario the best suit name is Cart reminder.

  1. Select Drip Campaign

  • Choose the type of campaign as "Drip Campaign." This implies that the multiple campaigns to be sent at specified date and time.

  1. Select Audience:

  • Target a specific audience or combine several segments as the target audience. Choose from a dropdown list of pre-made segments.

We already created a live segment named 'cart reminder' for a specific product, which gets updated automatically, and the campaign runs as scheduled.

  1. Provide a Drip name.

  • Enter a drip name to distinguish from other drip campaigns scheduled at the same time.

insert

For the scenario above, we can name our first drip as Product reminder.

  1. Set a Delivery time.

  • Decide when to deliver your campaign.

Delivery Time Options

Choose custom date when you want the campaign to get in action at a specific date.

  • Specify the date you want the message to be delivered.

  • Choose a specific time for the delivery.

Timezone

Select whether to deliver the message in the user's time zone or the project's time zone.

  • User's Time Zone: The campaign gets launched as per the user's time zone. Say you have a customer from the USA, you have set the campaign launch date and time as 12:00 pm, 03.02.24 . So, the customer will receive the campaign when in the USA the time reaches as specified and not as per your location.

  • Project's Time Zone: The campaign launch date and time will depend on your location.

Let's set the campaign for immediate delivery.

  1. Choose Message Template:

  • Select the message template that your recipients will receive. Choose from a dropdown list of pre-made templates.

Set Attributes

Set attributes that will replace the dynamic field {{ }} available in your header or body of the template. For, e.g., for personalization, you can replace it with the customer's first name, for the same select user attribute>first name.

Here is what all the attributes means:

We created a template called 'cart reminder,' so we selected it and set the attributes as first names for both the header and body.

insert

  1. Post Campaign Trigger (Optional):

  • Optionally, set up post-campaign triggers to update attributes, manage segments, and implement a "Do Not Disturb" (DND) policy based on the selected event. Use conditional logic based on events such as sent, delivered, read, failed, or replied.

Different Events
  1. Notification Send

  • Sent: Trigger the action when the notification is sent to the user.

  • Delivered: Trigger the action when the notification is successfully delivered to the user's device.

  • Read: Trigger the action when the user has read the notification.

  • Failed: Trigger the action when the delivery of the notification fails.

  1. Notification Replied

  • Button Reply: Trigger the action when the user replies using predefined buttons (buttons in template are entered as value).

  • Text Reply: Trigger the action when the user replies with free-text input.

Post Campaign Trigger

Let's say we want to unsubscribe all the customer who tap 'Buy now' button in the template.

So we select Notification reply>Button reply and enter the value as Buy now and select unsubscribe and choose the segment name as 'Cart Reminder.'

insert

  1. Create Multiple Drips

  • If you want to create multiple campaigns, simply tap 'Add drip' and repeat the steps 4,5,6 & 7.

insert

  1. WhatsApp Optin

  • Choose to send the campaign only to customers whose "WhatsApp Opted" status is true. This is a recommended practice. Toggle it on.

insert

  1. Campaign Summary

  • A summary of your campaign details will be displayed on the right-hand side, including the campaign name, type, schedule, chosen audience, and selected template.

insert

  1. Launch

  • Review the campaign details and click on "Launch campaign" to launch the triggered campaign.

insert

Campaign Report

Last updated