How to use Drip: An Explainer

How to use Drip as an email marketing software

Let’s be honest, the digital marketing landscape can be a pretty intimidating place. As a brand or a business, how do you keep your head above water? How do you cut through the noise and make a meaningful connection with your customers? Enter Drip, your new best friend in email marketing. But before you dive head-first into this awesome platform, let’s demystify it for you.

Understanding Drip

Drip might seem like just another email marketing tool, but it’s way more than that. It’s an ECRM – an Ecommerce Customer Relationship Manager, thank you very much! This means it’s specifically designed to help ecommerce businesses engage with their customers on a more personal level. From list building to designing eye-catching emails, from triggering personalized emails to deep analytics, Drip can do it all, with a cherry on top.

Setting Up Your Drip Account

Setting up your Drip account is as easy as pie. Simply enter your business information, confirm your email, and you’re good to go. But there’s a little bit more to it than just that.

Connecting Your Ecommerce Store

This step is crucial for getting the most out of Drip. Connecting your online store allows Drip to track customer behavior on your site, providing you with invaluable insights. You can do this by navigating to the ‘Integrations’ page and choosing your ecommerce platform. Follow the prompts to connect your store and start syncing your data.

Importing and Managing Contacts

Next up, you’ll need to import your contacts into Drip. You can upload a CSV file, integrate with a third-party tool, or manually add contacts one by one. Once your contacts are in Drip, you can create segments for targeted marketing. Navigate to the ‘People’ tab, select ‘Segments’, and create a new segment. These can be based on anything from the customer’s location to their purchase history.

Crafting Compelling Emails

Now that your account is all set up, it’s time to dive into creating your first email. Drip provides two types of emails: Broadcast and Campaign emails.

Broadcast Emails

Broadcast emails are one-off emails that you send to a group of people at the same time. This could be a weekly newsletter or a seasonal sale announcement. To create a broadcast email, click on the ‘Broadcasts’ tab and select ‘New Broadcast’. Choose your recipients, craft your subject line and body, then click ‘Next’ to configure your sending options.

Campaign Emails

Campaigns are a series of emails sent out based on a specific trigger. For instance, a new subscriber might trigger a welcome email series. Navigate to ‘Campaigns’, click ‘New Campaign’, name your campaign, and then add emails to your campaign. You can specify when each email will be sent after a subscriber triggers the campaign.

Creating Visually Stunning Emails

Drip offers a powerful Visual Email Builder that lets you design professional-looking emails without any coding. Simply drag and drop the elements you want to include, like text blocks, images, buttons, and more. You can save your designs as templates for future use, helping to maintain brand consistency across all your emails.

Making It Personal: Drip’s Automation Features

One of Drip’s standout features is its automation capabilities. This means you can set up emails or series of emails to send out automatically based on triggers and rules you define.


Drip’s Workflows are automated, multi-step campaigns that allow for complex, personalized interactions with your customers. Go to the ‘Automation’ tab and select ‘Workflows’, then ‘New Workflow’. Choose a trigger, add actions (like sending an email or applying a tag), and set time delays if necessary. Workflows can be as simple or complex as you need them to be, enabling you to create deeply personalized customer journeys.


Rules are a simpler form of automation that allow you to automate one-off actions based on specific triggers. For instance, you could create a rule to apply a ‘VIP Customer’ tag to any customer who spends over $500. This helps you categorize and manage your customers in an effective way.

Understanding Your Impact: Drip Analytics

Drip’s analytics capabilities give you a comprehensive view of how your emails are performing. Navigate to the ‘Analytics’ tab to view key metrics, such as open rate, click-through rate, and conversion rate.

Email Analytics

Understand how each email in your campaign is performing with Drip’s email analytics. You can see how many people opened each email, clicked on links, made a purchase, and more.

Campaign Analytics

Get a bird’s eye view of your campaign performance. This includes overall open and click rates, as well as revenue generated. This data can help you identify what’s working and what needs tweaking in your campaigns.

And there you have it! A detailed guide to using Drip to its fullest potential. Drip’s robust features are designed to help you connect with your customers on a personal level, and with a little practice, you’ll be crafting compelling, automated, personalized email campaigns that convert.

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WinSavvy Editorial
WinSavvy Editorial consists of our SEO specialists and other team member, including our legal help who help skyrocket our client's growth on a daily basis. It includes Archisman, our experts' say head, Sowa, the one in-charge of our "Analysis" category and Ushashi, our head of all data-analysis content!
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