How to Run Email Drip Campaigns with HubSpot | TripleDart
T
TripleDart Demo
Updated: Feb 03, 2025
Description
Learn to run effective email drip campaigns with HubSpot by setting up automated workflows understanding audience segmentation and optimizing engagement.
Steps
1
Start by clicking 'Workflows' to manage your automations.
2
Next, opt for 'Create workflow' to initiate a new sequence.
3
Then, select 'From scratch' to start with a blank canvas.
4
Afterwards, press 'Next' to proceed with your workflow setup.
5
Video step
6
Now, hit 'Save' to preserve your current progress.
7
Click 'When this happens' to define triggers.
8
Choose the trigger type next to customize the workflow trigger.
9
Video step
10
Click 'Form submissions' to select this trigger category.
11
Next, pick 'Webinar Registration 9' as your specific trigger.
12
Click 'Save' to confirm the trigger settings.
13
Video step
14
Add a new action to your workflow now.
15
Choose 'Communications' to set up an interactive path.
16
Click 'Send email' to add an email sending action.
17
Now, opt for 'Choose an email' to assign specific content.
18
Video step
19
Select 'Coach - Episode 9 Invitation email' from the list.
20
Save your settings to secure the email configuration.
21
Next, add another workflow action as required.
22
Click 'Delay' to insert a waiting period between actions.
23
Decide the basis for the delay with 'Select what the delay will be based on'.
24
Click on the date field to set a specific day for the delay.
25
Choose 'Next month' if you wish to delay beyond this month.
26
Select '5' as the day of the month for the delay to start.
27
Set the exact time for the delay by clicking in the time field.
28
Decide if you need a checkbox selection and click it.
29
Finalize this part by clicking 'Save' to store delay settings.
30
Continue expanding your workflow by adding more actions if needed.
31
Now, finalize the delay settings or add different actions as required.
32
Next up, click on "Send email".
33
Click on "Choose an email".
34
Video step
35
After that, click here.
36
Click on "Save".
37
Click here.
38
Click on the element.
39
Once that's done, click on "Select what the delay will be based on".
40
Now, click here.
41
Click on the element.
42
Click on "6".
43
Click on "Create a delay between actions.".
44
Next up, click here.
45
Click on "6:00 PM EST".
46
Click on the element.
47
Next up, click here.
48
Click on "Save".
49
Following that, click on the element.
50
Once that's done, click on "Communications".
51
Once that's done, click on "Send an email to the".
52
After, click on "Choose an email".
53
Following that, click on "Coach - Episode 9 Thank you mail".
54
Click on "Save" and Publish the workflow
55
Found the Tutorial Helpful?