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.
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