Cherub helps you retain the leads by keeping an auto follow-up mechanism in place. Automate customer journey from the very first interaction with your recipient to the time your lead converts into a sale. The dripping of your campaign was never that easy to configure as Cherub has made it by refining the tedious part of automation.
Menu Navigation: Campaigns – Drip Campaigns
Table Columns
| Field Name | Description |
|---|---|
| Group Name | Name of the drip group |
| Drip Count | Number of drips (follow-up) inside this group |
| Created On | Creation date of this drip group |
| Actions | View Drips: List all drips inside this drip group Edit: Edit this drip group Delete: Delete this drip group and all drips inside |
Search
Use the search bar to search across the drip groups.
Add Drip Group
Click on the button [+ Add Drip group] and you’ll be navigated to the page as it appears below
Form Fields
| Field Name | Type | Description |
|---|---|---|
| Group | Text | Name the drip group that you are going to create |
| Sending Nodes | Checkbox | Select the sending nodes that will be responsible to relay the drips. Multiple selections will put the selected sending nodes to perform in rotation |
| Track Opens | Switch | Whether you want to track the opening of drips inside |
| Track Clicks | Switch | Whether you want to track link clicking of drips inside |
| Insert Unsubscribe Link | Switch | Allow Cherub to automatically insert an unsubscribe link inside every drip email body |
| Sender Information | Bullet | Sender-info of the drip email i.e sender name, sender email, reply-to email, return-path. You have multiple options here, whether to fetch the sender info automatically or insert custom info From List: Fetch sender-info from Contact List details From Sending Node: Fetch sender-info from Sending Node details Custom: Use/select custom sender-info for this drip group Note! From Name: Whether to insert a custom Sender-Name or fetch from the selected option |
| Sending Domain | Bullet | As Specified in Sending Node: Fetch the sending domain as per the selection in Sending Node Select from Sending Domains: Select from the dropdown list of your sending domains |
Buttons
Save & Add New: Save this drip group and stay on the same page to add new
Save & Exit: Save this drip group and navigate to the drips page
Cancel: Cancel the operation and go back to the drip campaigns page
Drip Groups!
Drip groups are helpful to keep the individual drips categorized and carries information of sending nodes being used to relay the drips along with some more important information i.e sender-info, engagement tracking, etc
Add a Drip
- There are two ways to Add a Drip. Click on the [+ Add a Drip] button as appears in the screenshot below
- Click on Drip Count and then click on the [+ Add a Drip] button (on view drips page)
Step 1: Setup
Adding a drip is a 3-step wizard that carries information of the drip e.g email content, sending interval, drip group etc.
- Drip Name: Give it a friendly name for identification
- Group: Select the drip group to be added in
- Status: Set this drip as active or inactive. Inactive drips will not be processed
- Send to Existing: If you want this drip to be sent to existing contacts in associated contact lists that meet the criteria
Step 2: Interval
Define when to execute this drip after the trigger. As when you are adding a series of drips, you’ll surely need to set a time delay between two consecutive drips. In Cherub, the reference point is the date/time when the trigger was executed so every drip will refer to the time delay from the trigger initiated date/time.
When to Send:
- Upon Triggering: The drip will be queued for execution right after the trigger happens
- After Triggering: The drip will execute when the time difference matches the internal you set
Step 3: Message Body
Form Fields
| Field | Description |
|---|---|
| Email Subject | Subject line of the drip email that your recipients will receive |
| HTML Body | HTML version of the email body |
| Text Body | Text version of the email body |
| Insert Variables | System Variables Sender Name: It inserts the name of the sender who is sending the email (depends upon the selection of sender-info while scheduling the broadcast) Sender Email: Inserts the email address of the sender Recipient Email: Inserts the email address of the recipient receiving the email Reply-to Email: Inserts the email address mentioned in Reply-To of the sender-info Bounce Email: Also known as Return Path. It inserts the email address that is set to receive bounces in sender-info Today’s Date: Inserts today’s date Web Version: It inserts a unique URL that takes the recipient to the web version of the email List Name: Inserts the name of the list to which recipient belongs List ID: Inserts the ID of the list to which recipient belongs Message ID: Inserts the realtime generated message-id of the email going out Campaign ID: Inserts ID of the broadcast Sending Domain: Inserts the sending domain as appearing in sender-info of the selected criteria Confirmation Link: Inserts a unique URL that updates the contact’s status as confirmed (upon click) Unsubscribe Link: Inserts a unique link that sets the recipient subscription status as Unsubscribed Additional Fields Contact ID: Inserts ID of the contact Other Additional/Custom Field: Inserts the value of additional/custom field (if any) Spintags: Inserts one random value from the list of values for the selected spintag Copy as Text: Auto-creates a TEXT version of the HTML content and inserts into textarea |
| Preview Sending Node | Select a sending to send a preview of this drip |
| Preview Email | Write the email address where you want to receive the preview of the drip |
List all Drips
- You can list all drips by clicking on the Drip Count on drip groups page OR
- Click on the Actions button for the drip group and click “View drips”
Fields
| Field | Description |
|---|---|
| Name | Name of the drip |
| Delay | Time interval of the drip i.e when to be sent after the trigger |
| Status | Active or Inactive. Inactive drips will not be executed |
| Created on | Creation date/time of the drip |
| Actions | Edit: Edit this drip Delete: Delete this drip |
Sorting and Search
Search
Write a keyword in the search bar to search across all drips
Sort by Drip Group
Select drip group(s) from the dropdown below the [Drip Groups] button as shown in the picture above to list the associated drips in the table.
How to start a drip group?
If you are wondering to start drips then a quick answer to this is, you have to create a trigger on the defined event and select “start a drip group” from the list of actions.