Drip Email Marketing Confusion Elimination Guide

Welcome to Atlanta… and Drip Email Marketing!

Whether you’re marketing your own business or building your digital marketing clients, drip email marketing is a must. Not only are your goals crucial, your path to get there and your understanding of your specific customer behaviors are things you just can’t do without.

Becoming a digital marketer is pretty simple, you don’t need a degree, you can train yourself online, and there are countless companies in need of a digital agency or a freelance marketer to build their businesses. However, that doesn’t mean it’s going to be a cakewalk. Even experienced digital marketers need to constantly learn new methods and tools.

What’s more, email marketing is an art and a science and there’s a lot of competition, especially in Atlanta, the headquarters of MailChimp, Coca-Cola,  Delta, Home Depot, UPS, and tons of other companies known worldwide. Sure you might find marketing jobs in other areas of Georgia like Athens, Augusta, or Savannah to be easier to come by, but competition isn’t just local these days so refining your technique is key no matter your location.

I Figured It Out The Hard Way

I had just started a new job in with zero experience online marketing when I started my first email campaign.

“Have you heard of Drip?” My manager asked me.

I throw in a half-hearted joke, “Uh, like the coffee maker?”Drip Coffee

Fast forward two hours and there are 15 tabs open on my google chrome while I watch  Brian Casel’s drip.co basics YouTube video jam-packed with half an hour of must-know-BEFORE-you-start info.

The Questions Started Piling Up

How do you even decide which platform to use when starting an email campaign? Why Drip? Can’t I just use MailChimp? How much caffeine is detrimental to your health?

Choosing an Email Platform

Truth is, it’s up to you which email marketing platform you want to use. Drip email marketing has an extremely high ROI, and you have complete control over what your subscribers see. However, Drip is extremely customizable with its segmentation and dynamic tagging abilities. I personally love what Drip is doing and think it’s a great place for a new digital marketer to start. However, even if you choose another email platform, this article will provide some invaluable and universal steps that most beginners miss, so read on!

*Disclaimer: If you desire fancy shmancy email templates with images and HTML over plain-text, then Drip isn’t for you. While it is possible to have those pretty emails in Drip, there are no easy to use templates like MailChimp offers. Not sure what to use? There is a strong argument for plain-text emails being preferred by readers.


Having said that, you need to walk before you can run, so we’ll start at the beginning. The topics we are going to cover are:

  1. Creating your Drip account
  2. Setting up and integrating your list builder software
  3. Building a MAP (Monetized Action Plan)
  4. Applying it all to Drip

ChecklistI did this process backward. Seriously, it was a nightmare.


The goal of this article is to help you avoid the mistakes I made my first time around. I wrote this to teach people how they can set up a drip email marketing system they can scale and innovate but is also simple to repeat and train new digital marketers to build upon.

Contact JH Media Group for help with your email marketing campaign.


Getting started with Drip

The desire to jump in, and send that first email blast is tempting, BUT there are several things you should do prior to reaching out to your client base. The minimum requirements to create your account are:

  • Your name
  • Company’s web address
  • Company email address
  • A credit card number (the free trial period is 3 weeks and up to 100 subscribers)

Congratulations, you’ve completed the first step!


Integrating Drip Into Your Website

Drip will then ask you to install the javascript on your website as well as integrating your shopping cart software if you’re in the business of e-commerce. For someone with no experience in digital marketing or javascript (me), this appears fairly complicated.

It’s not.

Contact your site developer for help

Drip has an option to send an email with these instructions on this step or there’s a seamless integration with WordPress and Segment.com if that’s where your site is hosted.

Pro Tip 1:  While it’s not required to have the javascript installed, it is absolutely necessary to the core marketing foundation. Drip’s Knowledge Base also has everything you need to know about this setup if you don’t have access to a developer.  


Setting up baseline parts to your emails

In the “email setup” section, the “from” email and footer can be changed for all proceeding emails. Add your company’s address (required by CAN-SPAM Act) and then decide on the details of your footer.

Personally, I like to put my company’s logo and social media links in the footer to avoid adding them individually, but you do you, fam.

Here’s an example of how we have our email footer set up

Email footer example

Like Ryan Gosling: plain and simple, but still pleasing to the eye.


Finish You Account Setup By Setting Up Your Custom Sending Domain

You know, to prove you’re you.

Drip has a domain in place to keep your emails out of your recipients’ spam folder, but if you want the emails to come from your domain, you MUST have it verified prior to sending anything. This is a mistake I already made, so you don’t have to. You are welcome.


You can complete this verification by following the instructions from the “sending domain” section of your email setup and installing their CNAME records to your domain’s DNS settings (consult a developer for help with this if you need).

Need a hand with this part? We can help! Just drop us a line and we’ve got you covered!


A great digital marketer needs a great list builder

What’s great about having a Drip account is it also provides access to Leadpages’ free educational content, specifically the Email List Builder course, which I highly recommend taking.

So, shout out to Leadpages for that.

However, we use SumoMe, which is a fantastic software company for list building.


What is a list builder?

A list builder is a software that creates aesthetically pleasing lead magnets, landing pages, and other actionable buttons to your web pages so that users can willingly give you their email address in exchange for something of value. Pop-ups. They’re essentially pop-ups, just not the spammy kind.

unobtrusive list builder popup



I know what you’re thinking, those things are cheesy, annoying, don’t work, etc. But I’m telling you if you do it right, these can be a very effective means of growing your list.


How could that possibly work?


  • Drip requires subscribers to opt-in to email lists and is not an outbound marketing software, so you know they are actually interested.
  • They help add higher quality subscribers to your list because the users voluntarily add their email address, which is a pretty big deal.
  • They provide an avenue for you to give something of value to anyone that visits your site.
  • You wouldn’t see them all over the web if they didn’t work.


Think of a list builder as an alternative to a cold-email campaign or email book at your brick and mortar store. It’s an initial greeting to an already interested customer that gives them something of value in exchange for absolutely nothing aside from permitting you to maintain communication through email.

Puppy and chicken

What’s more, it’s a set-it-and-forget-it method. Just set it up (and test it) and watch the list grow.

Pro Tip 2: Test your lead magnets using different images, wording, or freebies like coupon codes or exclusive content to determine what your viewers find most valuable.


Integrating Sumo with Drip is easy. While in Sumo, there’s usually a pop-up message at the top of the page to connect your email marketing software. From there, you just find Drip and click ‘connect’. Once you sign in to Drip, you’re good to go.

You can learn about how to get started with Sumo here.



Pro Tip 3: Drip has a massive number of simple integrations and directions for set up under the ‘integrations’ tab of your account settings. Browse through their software to see if your company already has some that are integrated and get those set up so you don’t forget about it later.


What’s that you say? You already HAVE a list?


You do have the ability to import external spreadsheets of potential subscribers directly into Drip without using the opt-in forms. Drip has an internal verification process that doesn’t take long, but use best email marketing practices when adding external lists like this. I recommend narrowing the list down to columns: [first_name], [last_name],[email], and potentially a specific [tag] that differentiates subscribers into any important categories you have.

MAP it out

Next, you’ll need a MAP, as in, a monetized action plan also known as a mind map. This is quite honestly the most important part of this entire process! Whatever shortcuts you take, DON’T skip this part. Once again, I made this mistake so you don’t have to.

If you go through Leadpages’ email list builder course, they touch on this right away. I’m going to give you the cliff notes version for now.


  1. Go to https://www.mindmup.com/ and create a free account. It syncs with Google Drive if you sign in with your Google account.
  2. Ask the 4 key questions for any marketing automation plan:
    • What are your company’s marketing goals?
    • Who is your target audience?
    • What are the benefits/results that you provide?
    • What is the curriculum to achieve your goals?

Expand on each specific question individually until they all have detailed answers.


Here is an example of how the map might look:

Mind MAP example

Pro Tip 4: This needs to be the first thing you do for every marketing automation project you start after you have the accounts set up. You’re going to want to start sending emails right away, but I promise this is how you maintain an efficient and effective digital marketing system.

For more info on how to use mind mapping for digital marketing, check out this article by Intellicraft Research.


Applying it all to Drip

Your first MAP probably won’t have all of the answers you need, and that’s okay. It’s designed for you to adjust as you go, and Drip’s analytics will provide you with a lot of those answers.


Let’s recap everything you have completed and set up so far:

  • ‘From’ email domain verified
  • Universal footer for all emails completed
  • Shopping cart and list builder software integrated
  • A MAP covering:
    • Goals
    • Target audience
    • Benefits you offer
    • Curriculum including typed up emails and timing of their deliveries


These bullet points are your first steps as an email marketer. Now you are ready to create an automated workflow and send out email campaigns to your subscriber lists.


Drip Automation


The basic gist of workflows in Drip is there is an infinite number of ways you can create one. Isn’t that awesome?

Yes and no.

Drip’s knowledge base has plenty of educational videos and articles on what workflows are capable of. How they are set up is entirely up to you, and if you have limited experience here, having too many options can easily stop you in your tracks.


using too many email pathsMy recommendation: Keep your workflows short and simple at first. Use the templates Drip provides if they are applicable to you, and don’t get caught up in segmentation right away.


Pro Tip 5: Aside from Drip’s knowledge base, Lead Pages has an Ebook detailing workflows and provides blueprints for you to use starting on page 51.



Broadcasts are excellent for company newsletters, updates, or any other new announcements you have for your general subscriber list. They can also be used for testing out emails for new campaigns and seeing what versions get the most subscriber activity. Broadcasts are pleasantly simple to use and a great way to get your feet wet when reaching out to subscribers for the first time in Drip.


Rules, tags, and other segmentation opportunities

I got so caught up in this stuff when I first started and it nearly killed me. Yes, it is amazing what Drip can do in terms of personalization and segmentation; however, if they don’t contribute to your MAP goals, do not mess with it right away!


Follow your MAP, analyze your initial data from basic workflows and broadcasts, THEN begin looking at ways you can make the emails more personal and effective. Without some baseline data from subscribers, you will waste time and energy trying to personalize and segment emails based on hypothetical subscriber behavior.


This is part of the running phase of being a digital marketer. Learn to walk first.


Plan Your Path

Remember how I went through this process backward? Here’s how it looked for me:

frustrated about my Drip account set up


  1. Brian Casel, teach me everything about a Drip workflow!
  2. Digitalmarketer.com, teach me all about the different email marketing campaigns!
  3. Wait, who am I writing these emails to and what are they for? Time to brainstorm!
  4. Does this email need a tag? Or different lingo for different subscribers?
  5. I need rules? I’m going to create a rule!
  6. Oops, I can’t create rules without tags…
  7. What should my tags even be?
  8. I have been staring at this one email for 30 minutes and don’t know what to type!
  9. Oh, so that’s what our goals are…
  10. Import spreadsheet into Drip
  11. Send out broadcasts! …Success!
  12. …Oh, no, I didn’t verify the domain!
  13. How do you connect Sumo to Drip?
  14. Wait, did I set up the Drip account properly?
  15. Monetized action what?
  16. I’ll figure these tags and rules out later.
  17. Why would I do this to myself…


Don’t do it like I did or you’ll end up playing the dreaded digital marketing backtracking game. It’s like Jumanji, you don’t really win but you might be patting yourself on the back just before a rhino breaks down the front door.

Good news is you’re set up to do it right! Plan your steps and determine a clear path before you begin. Get your accounts set up, organized, and integrated prior to adding any emails into Drip.


planning an drip email strategy mapThe most important part of all of this is building the MAP. Without it, you find yourself taking a number of unnecessary steps that take up even more time down the road.


Do your best to keep your first automation plans as simple as possible. These should only be used if they are contributing to your MAP goals. Get real subscriber data before you start to personalize and segment further.


Once you have this core foundation implemented and mastered, you’ll be free to innovate and market with the best digital marketers in Atlanta, Athens, the rest of Georgia, and beyond. The next article in this series will take you towards that phase of marketing automation.


Need some one-on-one training or a pro to take the reigns? JH Media Group is on your team!

Contact us for help with your Drip email marketing campaign.