User Manual

Send a Campaign

There are three ways to send a campaign in Drip: bulk operations, workflows, and rules.

Send a Campaign via Bulk Operations

There are three steps to send a campaign with a bulk operation. First, select the segment of people to send a campaign to. Second, select the action to Send a campaign. Third, schedule the operation.

To send a campaign with a bulk operation:

  1. Go to People > Imports/ Bulk Ops

  2. Click + New Bulk Operation > Choose a segment of existing people

  3. Click Next Step

  4. Select the people to send the campaign to with the People Filter. To send the campaign to your entire list, leave this filter blank.

  5. Click Next

  6. Select Send a campaign from the drop-down menu

  7. Select the campaign

  8. Click Next

  9. Select Immediately to perform the operation immediately, or At a specific time to schedule it for the future

  10. Click Schedule Operation

Once the bulk operation completes, the campaign will be scheduled to send. 

Send a Campaign in a Workflow

  1. Go to Automations > Workflows

  2. Click + New Workflow

  3. Name the workflow

  4. Click Create Workflow

  5. Under the goal node, click the + icon where you want to add the action to send a campaign

  6. Click Action

  7. Select Send a campaign from the drop-down

  8. Select a campaign

  9. Click Update Action

The campaign will be sent to people once they reach that node in the workflow. 

Send a Campaign in a Rule

  1. Go to Automations > Rules

  2. Click + New Rule

  3. Select a trigger for the rule

  4. Select Send a campaign as the action from the drop-down

  5. Select the campaign

  6. Click Save Rule

Be sure to Activate the rule when it’s ready.

See People in a Campaign

The People list of a Campaign shows the first 25 people currently subscribed to the Campaign. The list is in ascending order by the date they were added to your account, not the date they were subscribed to the Campaign. When a person is removed or unsubscribed from a Campaign, they are removed from the list.  

To see the entire list of people subscribed to a campaign, export the list of people subscribed to this campaign to a CSV file:

  1. Click Actions

  2. Select Export to CSV

  3. Click Okay

You will receive an email from Drip with the subject “Your Drip export Is ready."