April 29, 2024

What's the process to set up a drip email campaign for a new product launch in Hubspot?

Hubspot logo

Step 1: Log in to HubSpot

  • Navigate to the HubSpot homepage.
  • Enter your login credentials.

Step 2: Navigate to Marketing > Email

  • Once logged in, look for the "Marketing" tab in the main navigation bar.
  • Hover over it and select "Email" from the dropdown.

Step 3: Create a new email campaign

  • Click the "Create" button usually located at the top right.
  • Select “Regular” email.

Step 4: Choose a template

  • Browse through the available email templates.
  • Pick one that suits the style you want for your drip campaign or create a custom one.

Step 5: Design the email

  • Customize the chosen template by adding images, text, and links related to your new product.
  • Use personalization tokens to tailor the email to each recipient.

Step 6: Save and exit the design

  • Once done, click on the "Save and exit" button.

Step 7: Set up email details

  • Input the internal email name, subject line, and preview text.
  • Use personalization tokens in the subject line if desired.

Step 8: Create additional emails

  • Repeat Steps 3-7 to create all the emails for your drip campaign.

Step 9: Navigate to Automation > Workflows

  • From the main navigation bar, hover over "Automation" and select "Workflows."

Step 10: Create a new workflow

  • Click on the "Create workflow" button.
  • Choose "Standard" as the workflow type.

Step 11: Name and set starting conditions

  • Name your workflow.
  • Set the starting conditions. For instance, when someone signs up for information about the new product.

Step 12: Add actions

  • Click on the “+” symbol or "Add action."
  • Choose "Send email" from the dropdown.
  • Select the first email you designed.

Step 13: Set delays between emails

  • Click on the “+” symbol after your email action.
  • Select "Delay" from the menu.
  • Choose the amount of time you'd like to wait before sending the next email (e.g., 3 days).

Step 14: Add subsequent emails

  • After the delay, click on the “+” symbol.
  • Choose "Send email" and pick the next email in your drip sequence.
  • Continue this process for all the emails in your campaign.

Step 15: Set workflow options

  • Configure settings like enrollment criteria, unenrollment, and suppression lists.
  • Determine if you want the workflow to run continuously or end on a specific date.

Step 16: Review the workflow

  • Check the sequence of emails and delays to ensure they're in the right order.

Step 17: Turn on the workflow

  • Once you're satisfied with the setup, click "Review" and then "Turn on."

Step 18: Monitor and analyze performance

  • Regularly check the performance metrics like open rates, click-through rates, and conversions.
  • Adjust your emails or workflow based on the data to optimize results.