# Workflow Automation & Drip Campaigns > **Source**: [SendX](https://video.sendx.io/2yEfAol6fQ2Rby6QGrUR4A) > >

Build drip campaigns, set up auto-trigger sequences, create workflows with goals and tracking, and use bulk actions to automate repetitive contact management tasks in SendX.

## Browse Collection 1. [Creating Automated Email Marketing Workflows for Subscriber Conversion Using SendX](https://video.sendx.io/2yEfAol6fQ2Rby6QGrUR4A/HHlxWpw5w7cWKEHzHwPyLA.md) (Video) 2. [Creating and Customizing a Drip Campaign in SendX](https://video.sendx.io/2yEfAol6fQ2Rby6QGrUR4A/VWhXuOSoDFP6zv1u4g7DXA.md) (Video) 3. [Creating Personalized Email Workflows Using Custom Event Data](https://video.sendx.io/2yEfAol6fQ2Rby6QGrUR4A/3JmElhg3VacL73C99NtoTA.md) (Video) 4. [Editing and Organizing Email Campaigns and Workflows for a Webinar and Course Engagement Strategy](https://video.sendx.io/2yEfAol6fQ2Rby6QGrUR4A/QrJIulJ58ckuDeBTvmRmEg.md) (Video) 5. [Creating and Managing Auto Trigger Campaigns on SendX](https://video.sendx.io/2yEfAol6fQ2Rby6QGrUR4A/11vLeeFP6ruJoLs6Pfp5gg.md) (Video) 6. [Executing Bulk Actions and Managing Contacts in Automation Tool.](https://video.sendx.io/2yEfAol6fQ2Rby6QGrUR4A/LpTj2oo28OHieTBKlV1bWQ.md) (Video) 7. [How to setup a new workflow?](https://video.sendx.io/2yEfAol6fQ2Rby6QGrUR4A/bQs8W5TMLaQ8faSNAiJDpg.md) (Video) 8. [Analyzing Workflow Reports and Stats](https://video.sendx.io/2yEfAol6fQ2Rby6QGrUR4A/q9Wek6C8vWk8WUjlaBt83Q.md) (Video) 9. [Editing and maintaining History of a Workflow](https://video.sendx.io/2yEfAol6fQ2Rby6QGrUR4A/NqvvcsnfNvlO0JH8BKKKrg.md) (Video) 10. [Setting Goals and Activating a Workflow for Tracking Contact Progress](https://video.sendx.io/2yEfAol6fQ2Rby6QGrUR4A/QUn7nLtZBthGcP2iOvOL8g.md) (Video) 11. [Setting Up Triggers for Drip Campaign Subscriptions: Direct, Indirect, and Workflow Methods](https://video.sendx.io/2yEfAol6fQ2Rby6QGrUR4A/elySUUmmVvBrRC8ubwhQCg.md) (Video) 12. [Analyzing and Reporting on Drip Campaign Performance](https://video.sendx.io/2yEfAol6fQ2Rby6QGrUR4A/0cypZhJdGd4G3GvGG7IePQ.md) (Video) 13. [How to Automatically Stop a Drip Campaign When a Subscriber Replies](https://video.sendx.io/2yEfAol6fQ2Rby6QGrUR4A/5171syt9lCSEsqVfBRCbqQ.md) (Video) --- # VIDEO: Editing and Organizing Email Campaigns and Workflows for a Webinar and Course Engagement Strategy ## METADATA - id: QrJIulJ58ckuDeBTvmRmEg - type: video - source: SendX - content_url: https://video.sendx.io/2yEfAol6fQ2Rby6QGrUR4A/QrJIulJ58ckuDeBTvmRmEg - collection_url: https://video.sendx.io/2yEfAol6fQ2Rby6QGrUR4A ## TRANSCRIPT - time: 00:00 url: https://video.sendx.io/2yEfAol6fQ2Rby6QGrUR4A/QrJIulJ58ckuDeBTvmRmEg?start_time=0 text: Here's the template he designed for the 5-Day Magic Habit Course. - time: 00:04 url: https://video.sendx.io/2yEfAol6fQ2Rby6QGrUR4A/QrJIulJ58ckuDeBTvmRmEg?start_time=4 text: Let's edit it. - time: 00:06 url: https://video.sendx.io/2yEfAol6fQ2Rby6QGrUR4A/QrJIulJ58ckuDeBTvmRmEg?start_time=6 text: He has used a feature called Saved Rows & Blocks, which allows him to reuse specific sections across multiple - time: 00:12 url: https://video.sendx.io/2yEfAol6fQ2Rby6QGrUR4A/QrJIulJ58ckuDeBTvmRmEg?start_time=12 text: emails. - time: 00:13 url: https://video.sendx.io/2yEfAol6fQ2Rby6QGrUR4A/QrJIulJ58ckuDeBTvmRmEg?start_time=13 text: A Nudge Header is included to encourage users who receive a forwarded email to subscribe. - time: 00:19 url: https://video.sendx.io/2yEfAol6fQ2Rby6QGrUR4A/QrJIulJ58ckuDeBTvmRmEg?start_time=19 text: Saved Author Sections ensure branding consistency. Pre-created Settings for headers, subscription details, and privacy - time: 00:25 url: https://video.sendx.io/2yEfAol6fQ2Rby6QGrUR4A/QrJIulJ58ckuDeBTvmRmEg?start_time=25 text: information help maintain uniformity. - time: 00:28 url: https://video.sendx.io/2yEfAol6fQ2Rby6QGrUR4A/QrJIulJ58ckuDeBTvmRmEg?start_time=28 text: By saving these elements as reusable blocks, James can quickly build new emails while keeping his messaging consistent and - time: 00:34 url: https://video.sendx.io/2yEfAol6fQ2Rby6QGrUR4A/QrJIulJ58ckuDeBTvmRmEg?start_time=34 text: professional. - time: 00:36 url: https://video.sendx.io/2yEfAol6fQ2Rby6QGrUR4A/QrJIulJ58ckuDeBTvmRmEg?start_time=36 text: Now let's move on to another important aspect how to manage email flows for different lead scenarios. - time: 00:41 url: https://video.sendx.io/2yEfAol6fQ2Rby6QGrUR4A/QrJIulJ58ckuDeBTvmRmEg?start_time=41 text: When using drip campaigns, you may encounter situations where you need to send a sequence of emails based on when a user signs - time: 00:47 url: https://video.sendx.io/2yEfAol6fQ2Rby6QGrUR4A/QrJIulJ58ckuDeBTvmRmEg?start_time=47 text: up. - time: 00:48 url: https://video.sendx.io/2yEfAol6fQ2Rby6QGrUR4A/QrJIulJ58ckuDeBTvmRmEg?start_time=48 text: For example, when promoting a webinar, - time: 00:51 url: https://video.sendx.io/2yEfAol6fQ2Rby6QGrUR4A/QrJIulJ58ckuDeBTvmRmEg?start_time=51 text: if someone signs up ten days before the webinar, you might want to send a series of engagement emails leading up to the event. - time: 00:58 url: https://video.sendx.io/2yEfAol6fQ2Rby6QGrUR4A/QrJIulJ58ckuDeBTvmRmEg?start_time=58 text: If they sign up two days before, you may need to send a different, more concise sequence to build anticipation. - time: 01:04 url: https://video.sendx.io/2yEfAol6fQ2Rby6QGrUR4A/QrJIulJ58ckuDeBTvmRmEg?start_time=64 text: If they register on the day of the webinar, you'll likely just send the webinar link and a welcome email. - time: 01:10 url: https://video.sendx.io/2yEfAol6fQ2Rby6QGrUR4A/QrJIulJ58ckuDeBTvmRmEg?start_time=70 text: If someone signs up after the webinar has ended, you might want to send them a follow-up email with recordings of the session and - time: 01:16 url: https://video.sendx.io/2yEfAol6fQ2Rby6QGrUR4A/QrJIulJ58ckuDeBTvmRmEg?start_time=76 text: links to upcoming webinars. - time: 01:18 url: https://video.sendx.io/2yEfAol6fQ2Rby6QGrUR4A/QrJIulJ58ckuDeBTvmRmEg?start_time=78 text: This approach ensures that every user gets relevant and timely communication, - time: 01:22 url: https://video.sendx.io/2yEfAol6fQ2Rby6QGrUR4A/QrJIulJ58ckuDeBTvmRmEg?start_time=82 text: improving engagement and conversions. Now let's see how you can set this up using workflows. - time: 01:28 url: https://video.sendx.io/2yEfAol6fQ2Rby6QGrUR4A/QrJIulJ58ckuDeBTvmRmEg?start_time=88 text: James has created a webinar workflow specifically for Breaking Bad Habits Leads. - time: 01:32 url: https://video.sendx.io/2yEfAol6fQ2Rby6QGrUR4A/QrJIulJ58ckuDeBTvmRmEg?start_time=92 text: Let’s walk through how he structured it for his upcoming webinar on March 5, 2025. - time: 01:38 url: https://video.sendx.io/2yEfAol6fQ2Rby6QGrUR4A/QrJIulJ58ckuDeBTvmRmEg?start_time=98 text: capturing leads. - time: 01:40 url: https://video.sendx.io/2yEfAol6fQ2Rby6QGrUR4A/QrJIulJ58ckuDeBTvmRmEg?start_time=100 text: When someone signs up via a popup or form, they are automatically added to the Webinar - Breaking Bad Habits Leads audience - time: 01:46 url: https://video.sendx.io/2yEfAol6fQ2Rby6QGrUR4A/QrJIulJ58ckuDeBTvmRmEg?start_time=106 text: list. - time: 01:47 url: https://video.sendx.io/2yEfAol6fQ2Rby6QGrUR4A/QrJIulJ58ckuDeBTvmRmEg?start_time=107 text: Their signup date is recorded in a custom field to track when they registered for the webinar. - time: 01:58 url: https://video.sendx.io/2yEfAol6fQ2Rby6QGrUR4A/QrJIulJ58ckuDeBTvmRmEg?start_time=118 text: So they will then go to this update. So this will be a sign update for this. Step two, segmented email flow based on - time: 02:04 url: https://video.sendx.io/2yEfAol6fQ2Rby6QGrUR4A/QrJIulJ58ckuDeBTvmRmEg?start_time=124 text: sign update. - time: 02:05 url: https://video.sendx.io/2yEfAol6fQ2Rby6QGrUR4A/QrJIulJ58ckuDeBTvmRmEg?start_time=125 text: The signup date is compared with the webinar date (March 5, 2025) to determine which email sequence they should - time: 02:11 url: https://video.sendx.io/2yEfAol6fQ2Rby6QGrUR4A/QrJIulJ58ckuDeBTvmRmEg?start_time=131 text: receive. If they sign up five plus days before the webinar, they receive a pre webinar engagement series. If they sign up two - time: 02:17 url: https://video.sendx.io/2yEfAol6fQ2Rby6QGrUR4A/QrJIulJ58ckuDeBTvmRmEg?start_time=137 text: days before the webinar, they get a shorter more direct engagement series. If they sign up on the day of the webinar, they receive an - time: 02:23 url: https://video.sendx.io/2yEfAol6fQ2Rby6QGrUR4A/QrJIulJ58ckuDeBTvmRmEg?start_time=143 text: instant confirmation email with the webinar link. - time: 02:26 url: https://video.sendx.io/2yEfAol6fQ2Rby6QGrUR4A/QrJIulJ58ckuDeBTvmRmEg?start_time=146 text: If they sign up after the webinar has ended, they receive a follow-up email with the webinar recording and future event invitations. - time: 02:33 url: https://video.sendx.io/2yEfAol6fQ2Rby6QGrUR4A/QrJIulJ58ckuDeBTvmRmEg?start_time=153 text: Step 3: Post-Webinar Actions - time: 02:36 url: https://video.sendx.io/2yEfAol6fQ2Rby6QGrUR4A/QrJIulJ58ckuDeBTvmRmEg?start_time=156 text: If a user misses the webinar, they are tagged as Missed Webinar, so they can be targeted in future campaigns. - time: 02:43 url: https://video.sendx.io/2yEfAol6fQ2Rby6QGrUR4A/QrJIulJ58ckuDeBTvmRmEg?start_time=163 text: At the end of the workflow, all webinar attendees are added to the All Webinar Leads list for further engagement. - time: 02:49 url: https://video.sendx.io/2yEfAol6fQ2Rby6QGrUR4A/QrJIulJ58ckuDeBTvmRmEg?start_time=169 text: steps. - time: 02:49 url: https://video.sendx.io/2yEfAol6fQ2Rby6QGrUR4A/QrJIulJ58ckuDeBTvmRmEg?start_time=169 text: You can now run different campaigns such as follow-up promotions, upselling premium content, or inviting them to future webinars. - time: 02:55 url: https://video.sendx.io/2yEfAol6fQ2Rby6QGrUR4A/QrJIulJ58ckuDeBTvmRmEg?start_time=175 text: That's for today. Thank you for watching. ## SUMMARY # 5-Day Magic Habit Course Template Overview In this guide, we will explore the template designed for the 5-Day Magic Habit course and learn how to edit it effectively. The template utilizes a feature called Saved Rows and Blocks, which allows for the reuse of specific sections across multiple emails, ensuring consistency and efficiency. ## Key Features of the Template - **Nudge Header:** Encourages users who receive a forwarded email to subscribe. - **Saved Author Sections:** Ensures branding consistency across communications. - **Pre-Created Settings:** Includes headers, subscription details, and privacy information to maintain uniformity. By saving these elements as reusable blocks, James can quickly build new emails while keeping his messaging consistent and professional. ## Managing Email Flows for Different Lead Scenarios When using drip campaigns, it's important to tailor email sequences based on when a user signs up. Here's how you can manage email flows for different scenarios: - **10 Days Before Webinar:** Send a series of engagement emails leading up to the event. - **2 Days Before Webinar:** Send a concise sequence to build anticipation. - **On the Day of Webinar:** Send the webinar link and a welcome email. - **After Webinar Ends:** Send a follow-up email with recordings and links to upcoming webinars. This approach ensures that every user receives relevant and timely communication, improving engagement and conversions. ## Setting Up Workflows for Webinars James has created a webinar workflow specifically for Breaking Bad Habits leads. Let's walk through the structure for his upcoming webinar on March 5th, 2025. ### Step 1: Capturing Leads When someone signs up via a pop-up or form, they are automatically added to the "Webinar Breaking Bad Habits Leads" audience list. Their sign-up date is recorded in a custom field to track when they registered for the webinar. ### Step 2: Segmented Email Flow Based on Sign-Up Date - **5+ Days Before Webinar:** Receive a pre-webinar engagement series. - **2 Days Before Webinar:** Get a shorter, more direct engagement series. - **On the Day of Webinar:** Receive an instant confirmation email with the webinar link. - **After Webinar Ends:** Receive a follow-up email with the webinar recording and future event invitations. ### Step 3: Post-Webinar Actions If a user misses the webinar, they are tagged as "missed webinar" so they can be targeted in future campaigns. At the end of the workflow, all webinar attendees are added to the "All Webinar Leads" list for further engagement. ## Next Steps After setting up the workflow, you can run different campaigns such as follow-up promotions, upselling premium content, or inviting attendees to future webinars. Thank you for watching!