Setup drip campaigns on Gist

By Jitta

Updated about 1 month ago

Campaigns are a series emails sent out to a specific segment of users automatically on a schedule rhythm.

You can use campaigns to drive your users towards a predetermined goal (product sale, plan upgrade, download e-book, sign up for free trial, etc.) through a series of emails triggered automatically at a predetermined time.

Using Gist, anyone can create a targeted rich message campaign in minutes, without having to worry about coding or designing templates.

To start a new email campaign, log in to your Gist account, and take the following steps.

Step 1: Click on ‘Emails’ on the taskbar, select ‘Campaigns’ and click ‘New Drip Campaign’

Step 2: Give the campaign a title, and select the segment which you would like to target your campaign at.

If you do not have an existing segment of users, you can create a new segment using the ‘Add Rule’ option. You can add multiple rules at the same time and can narrow down to desired segment of users. Once you finalize your segment, any future users or subscribers matching those rules will also receive your email campaign automatically.

Once your segment is finalized, you can see a sample list of users who will receive your campaign.

Step 3: Choose a goal for your campaign and save your campaign

Although this step is optional, it is recommended that you choose a goal for your campaign so you can measure success and make necessary changes to your campaign in the future.

Once you click the Save button, you will be directed to a new page where you can start writing emails.

Step 4: Choose a title for your first email and compose the email format

The title can be anything you want since your users won’t see it. Choose what template you want to use for your email, and start writing.

You will be able to preview your email live, on the right side of the screen. Once you finish writing the email, you can send a test mail to an email of your choice.

Check if everything is okay, and then save the email.

Step 5: Repeat Step 4 as many times as you want, and create multiple emails in your campaign.

Step 6: For the second and the further emails, choose when they should be sent.

Choose how many days after the previous email you wish to send the current email.

Step 6: Set your campaign live

Once your campaign is all set and ready to go, check if everything is okay, and set the campaign live. Sit back and watch as Gist runs the campaign in the background and send emails automatically as per schedule.

You can edit the campaign and the emails within the campaign any time you want, even in the middle of the campaign. Any changes you make will come to effect from next iteration.

Reach out to us via chat if you need help with anything.

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