User Manual
Overview

Create a Broadcast

New Broadcast Builder Experience

Try a streamlined process to create and optimize your Broadcast emails in Drip. Here’s how it works:  

  • Choose a goal. 
  • Select a recommended Segment. 
  • Design your email. 
  • Split test up to four subject line or email content variations.
  • Hit send!

Split test up to four subject line or email content variations in the new Broadcast builder experience. See opens, clicks, and revenue for each variation on the Dashboard to optimize subject lines for future sends.

Segmentation is a crucial part of your marketing strategy. Your audience’s attention is one of the most valuable assets you have, and you don’t want to degrade it by sending irrelevant emails to people. Instead of sending a cast and blast email, Drip provides smart segmentation to help you increase engagement and decrease the risk of brand fatigue. 

For example, if you’re sending a promotional discount email, we’ll automatically exclude people who recently purchased with a discount from the Broadcast recipients. Or, we’ll ensure that you don’t turn off new customers by sending them multiple discounts before they’ve made a purchase from you.  

Try the new Broadcast builder experience:

  1. Go to Broadcast > + Try an improved experience
  2. Give your Broadcast email a name
  3. Check Don't show me these suggestions in the future to dismiss recommendations for all emails. Click Skip to dismiss recommendations for this email only. 

  4. Choose a goal for your email: Company Sale or Newsletter (more options coming soon)

    Select what kind of email you're sending.

  5. Based on your goal, we'll recommend a Broad, Intermediate, or Narrow Segment of people to send your email to

    Expand Segment Details.

    1. BroadIf you want your email to go to a very large audience, this is the selection for you. This option is great for important company updates or announcements that all your people would benefit from.
    2. IntermediateThis is our recommended audience for your Broadcasts. The Medium audience option includes segmentation to improve email engagement and reduce the risk of brand fatigue while keeping your audience large enough so that you can maintain communication with the people who love your brand.
    3. NarrowWe recommend this option if you want a hyper-targeted email with high engagement. Focused segments are great if you send a lot of emails to your audience to prevent brand fatigue. Example: Special offers and exclusive communication.
  6. Don’t worry, you can always choose your own segment!

    Choose your own segment.

  7. Select from Recent Segments or click New Segment to create a new audience to send your email to

    Recent segments.

  8. Create your email with one of our Email Builders

    Choose a starting point in the VEB.

  9. Click Done Editing when you're finished designing your email

    Done Editing

  10. Add up to four subject line variations

    Add up to four subject line variations.

  11. Add up to four email content variations

    Add up to 4 email content split test variations.

  12. Choose a date and time to send your email

    Choose a time

  13. Select a date and subject line to Resend email to people who don’t open it. If no new subject line is given, the resend includes the same subject line as the first Broadcast

    Resend email to people who don't open it option.

    When scheduling a Broadcast in a person’s local timezone, it must be more than 24 hours in advance of all local timezones it’s sending to. If it’s less than 24 hours before when you’re trying to schedule it, you will not be able to schedule the Broadcast.

  14. Click Schedule

You’ll be redirected to the Broadcast Dashboard while your Broadcast is sending. Once your email is sent, results will be reported on the Broadcast Dashboard.

The delivery date and time defaults to the current calendar date and time. If no other time zone is selected, the setting defaults to the time zone specified in your User Settings.  

When a Broadcast is scheduled to send immediately, there may be a slight delay and the email can remain in the queue for up to twenty minutes before it's sent. 

Start From Scratch

Create a Broadcast from scratch:

  1. Go to Broadcasts > + New Broadcast Email
  2. Select an email builder

    Select an email builder.

  3. Name your email
  4. Click Create Broadcast
  5. Choose who should receive the email using the Recipient filter

    Select Broadcast recipients.

    Leave the filter blank to include all subscribed people. Broadcast Recipients will default to all subscribed people. 

  6. Click Save Recipients > Next
  7. If you're using the Visual Email Builder, choose a starting point for your email or start from scratch

    Choose a starting point in the VEB.

  8. Design your email
  9. Click Next > Schedule Email to Send 
  10. Choose a date and time to send your email

    When scheduling a Broadcast in a person’s local timezone, it must be more than 24 hours in advance of all local timezones it’s sending to. If it’s less than 24 hours before when you’re trying to schedule it, you will not be able to schedule the Broadcast.

  11. Select a date and subject line to Resend email to people who don't open it. If no new subject line is given, the resend includes the same subject line as the first Broadcast
  12. Click Schedule 

You’ll be redirected to the Broadcast Dashboard while your broadcast is sending. When a Broadcast is scheduled to send immediately, there may be a slight delay and the email can remain in the queue for up to twenty minutes before it's sent. 

The delivery date and time defaults to the current calendar date and time. If no other time zone is selected, the setting defaults to the time zone specified in your User Settings.  

If you select the option to send in a person's local timezone, emails are rendered and scheduled to send 24 hours previous to the earliest person's timezone. You will no longer have the ability to edit these emails.

 

Broadcast Settings

Broadcast Settings contain all of the information about the email and are where you can duplicate or delete a Broadcast.

Identity Settings

The Identity Settings are customer-facing information in the Broadcast email

“From” Name

The name customers see in their inbox. This field is required.

“From” Email

The email address customers see in their inbox. This field is required and must be a valid email address.

Postal Address

The address customers see in the footer of all campaign emails.

BCC

Send a blind copy of every email in the campaign to any email addresses you put here.

Primary Purpose

Select the primary purpose of the Broadcast from the drop-down.

  • The Commercial setting is for a Broadcast containing emails with marketing content. For example, a promotional email series for your newest product line.

  • The Transactional/Relationship setting is for a Broadcast with content already agreed upon by the customer. For example, a receipt for the item the person purchased.

If you're unsure if you should send a transactional Broadcast, get more familiar with the CAN-SPAM ACT.

Duplicate a Broadcast

Create a copy of a Broadcast including the email contents and settings from the original.

To duplicate a Broadcast:

  1. Go to the Settings tab in the broadcast

  2. Click the Duplicate this Broadcast button

  3. Give the duplicate email a name

  4. Click Duplicate Broadcast

You will be brought to the new Broadcast recipient's tab.

Delete a Broadcast

Remove a Broadcast and all of its data from your account. Once deleted, all data for that Broadcast will be lost including email analytics.

To delete a Broadcast:

  1. Go to the Settings tab in the Broadcast

  2. Click the Delete this Broadcast button

  3. Click I’m sure, delete this broadcast

The Broadcast will be permanently deleted.