Drip Campaign Flowchart: To Create a Winning Email Campaign

Created On
June 25, 2022
Drip Campaign Flowchart

Want to convert more leads from your email marketing campaign? Then this piece of content is going to be of great help. No matter what type of business we have, email marketing ROI is a key part of our strategy. But creating a successful drip campaign can be tricky. This blog post will share how to create a winning drip campaign using our simple flowchart. Let's get started!

What is a drip-email campaign? 

A drip campaign is a sequential messaging strategy that sends an email series over a set period on a regular basis. The main aim of a marketing campaign is to nurture leads and customers through the sales funnel, increasing the likelihood of conversion.

It is a great way to re-engage with our audience and keep them updated about the latest product or service offerings. The goal here isn't necessarily conversion; it's just trying different things until we find something which works best for sales.

Email drip campaign examples:

The most common way of performing a drip campaign is to send emails in sequence, which is a great way to follow a buyer's journey and maintain contact with our target audience. However, if we're using a drip marketing campaign, we'll need to clarify where our subscribers will be directed when they take specific actions. These user actions trigger the next step in our campaign.

For example: Let's create a drip campaign flowchart for the launch of our new software, and its goal is to get reviews for it. In this case, the lead magnet might be an ebook or sample template with links to the landing page. And there are no actual rules about how many mails we should send out in an outreach marketing campaign but remember always to link our messages back to the goal of the sales funnel. Again, creating an exciting customer journey and customer experience is what matters the most.

And What makes a good email drip campaign?

In a drip campaign, the personalized email body is an excellent way of getting people to react positively. The mark on good drip campaigns is how our tailored message copies make them realize our efforts and emotionally hook the readers to feel special. We've seen reactions from recipients thrilled at receiving such thoughtful correspondence after signing up for something online. And a study states that 91% of personalized messages help us to stand out in a customer's inbox. So personalization always works wonders in open rates and helps us get more conversions. And here are some facts which boost our conversion rates

  • Goal-oriented and personalized email subject lines without being pushy.
  • Sharing relevant content to present a clear motto in every single email.
  • Attractive images and resources to hook the audience and far more
  • Great automated campaign examples of increasing conversion

What is an email campaign flowchart?

Drip marketing is a powerful technique for growing our email list by delivering messages based on the individual signing up to our list. A drip campaign flowchart shows the specific order in which our potential customers should receive their message content over time.

Generally, the first message is the most efficient way to introduce our products, sell them, and offer further information. If our content is presented clearly with plenty of explanation, recipients will have no problems following the campaign. Considering the user interest, we will set a campaign with a series of messages from the first moment till the customers take action on our website, app, channel, or social media platform.

And Why is it a must to have an email campaign flowchart?

One of the most important things when setting up our campaign is how often we'll be sending messages. Also, automation allows completing the processes in a few minutes, saving time and productivity.

The flowcharts are the best way to keep track of messages and follow best practices with the information in mind. In addition, it will help us track open rates when we should send follow-up messages and a proper structure to our campaign.

To help you further understand, we are sharing our drip campaign templates, giving us a maximum conversion rate. The campaign flowchart plays an important role in email sequence automation, so creating a perfect flowchart for a seamless Drip email campaign workflow is highly recommended.

Create a winning email campaign with our drip campaign flowchart:

As a first step, we have to create a potential prospects list, which may be for any Initial onboarding email, cart abandonment email, or confirmation email. Then, creating a personalized and informative message copy is the next step in the campaign creation process. After that comes the flowchart or mapping of the messages we will send to our leads. For a better understanding, let us discuss the steps or stages in drip marketing campaigns.

Define goals for the drip campaign

The drip campaign emails aim to generate leads, increase brand awareness, and create rapport with loyal customers. And to achieve the campaign's goal, we have to get people on board with our product recommendations. So start by asking ourselves what it is that we want to achieve. For example, do we want to create brand awareness or get more people to purchase your product or service? Then work out what specific action a reader needs to take to achieve this goal. It can range from making a purchase or placing an order, taking advantage of a special offer, and using your contact details when referring friends, colleagues, and family members.

Draft the email content and design

Once we have the structure for our drip campaign, we must fill it in. Drip campaigns are built as a series of messages that can include information about webinars, additional products, videos, sales pages, or a combination. The important factor here is that we make it compelling for our recipients with hyper-personalized email copies. And the automated follow-up emails after the initial email, a series of content convinces our prospect to land on our purchase page. It acts as a reminder message and helps the sales team in email opens and conversions.

Create Personalized Email Copy with Smartwriter

Remember that when creating content for a marketing campaign, it's essential to be unique and offer something different from others in our marketplace. We also need to give an idea for subscribing so that our readers know what they will receive once they opt-in to your contact list or buy from us. Incentives are most commonly free offers such as webinars, ebooks, coupons, etc. So setting up incentives for the customer is an easy way to hook the audience.

Create a schedule for sending the bulk messages

Daily, people will send out an email to the prospect’s email address for the sales process initiation. It may be an announcement of a new product or service, or it could just provide interesting information. And the method is commonly used by marketers and sales team people across the board. 

It's not recommended to send too many mails in a short period of time. Otherwise, our audience or blog subscribers will get bored of receiving them and will not notice when we've sent out valuable information to them. And with AI cold email software, we can run any type of drip campaign with auto-rotate email options to avoid getting spammed.

Set conditions for the campaign

Email automation is helpful in bulk email sending, but there should be a certain condition to control the campaign. Our messages shouldn't annoy the recipes, so setting follow-ups with time delays is highly recommended. The preferred time delay for the series of emails after the initial message is 3, the next follow-up message in a couple of days, the third in 3 days, and the final message in the next three days. A total of 15 days can be the recommended duration for a campaign. Also, what if we get replies to our messages immediately? We should stop the movement and follow them personally for a confirmed purchase once we get a response. 

Test the campaign before launch

Testing is key if we want the best results from our marketing team's effort. It helps us find if something isn't working and pushes us to create a perfect campaign. In addition, by planning every aspect of our campaign before launch, we'll better understand our sales goals and how to measure them efficiently. And planning the test must be treated as seriously as the actual implementation.

Launch the campaign and track results

Pick a perfect time and day to launch the campaign, set the drive with enough time to run, and give customers enough options for their purchase decisions so everything can run smoothly. With cold emailing software, we can track the performance of the sent email in the master dashboard with complete data like opens, replies, etc.

Analyze results and optimize as needed

Email drip campaign flowchart is a great way to max out our marketing budget without spending tons of time on it. We can analyze the results and optimize as needed, which will help us get a more customer base. AB Testing helps us in making the campaign perform better. 

Create email drip campaign with SmartLead

We must follow these steps and marketing strategies to achieve massive success with our drip email marketing campaign. First, smartly plan the email marketing flow chart to get the maximum out of our Lead nurturing campaign. To help further, sharing some simple templates helped us achieve our goals.

Some Tested Drip email marketing flow chart template samples for more Lead generation:

The drip flow charts are the mind map we create for the seamless workflow of the campaign. Here are some email marketing flow chart samples for scenarios like upcoming events, trials or sign-ups, onboarding emails, etc.

Sample 1: Flow chart of a cold drip campaign

The drip campaign is a great way to generate leads and build relationships with our current customers. We use these flow charts as an example of how it's done.

Cold email sequence flowchart

Sample 2: Drip Campaign flowchart for an Upcoming event

The Drip Campaign Flowcharts will guide us through the process of creating a successful campaign for upcoming events. All it takes are simple steps: Collecting contact lists, creating eye-catchy message templates, and sequencing bulk reminders in advance to have the attendees in the loop. 

upcoming event drip campaign flowchart

Sample 3: Flowchart for Lead nurture campaign

These are the general flow of any lead nurturing campaign. In addition, it includes gathering prospective clients' information, sending the invite to download or trial sign-up product, Offering incentives like discounts on future purchases for the customer testimonial, and Monitoring user behavior via web analytics while running this test. Finally, modify strategy based upon results.

Nurture campaign flowchart

Wrapping up:

While drip campaigns can be a great way to nurture leads and increase conversions, they require thought and planning to be effective. By creating a drip campaign flowchart, you can ensure that your messages are sent out at the right time and in the correct order. In addition, it will help keep our customers engaged and interested in what we say or offer them. Not sure where to start? Check out our email drip flowchart template samples for some inspiration. Once you've created your flowchart, please test it before launching it live.

What’s a Rich Text element?

The rich text element allows you to create and format headings, paragraphs, blockquotes, images, and video all in one place instead of having to add and format them individually. Just double-click and easily create content.

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Static and dynamic content editing

A rich text element can be used with static or dynamic content. For static content, just drop it into any page and begin editing. For dynamic content, add a rich text field to any collection and then connect a rich text element to that field in the settings panel. Voila!

How to customize formatting for each rich text

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Author’s Details

Nandhini C

Nandhini is a Senior SEO Analyst at the Smartwriter. She's always on top of new trends and technologies to stay ahead in this ever-changing industry. Her strengths are SEO, Lead generation, email campaigns, website optimization for search engines, link building, and making search better.


Edited by:

Charu Mitra Dubey


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