# Recommended videos > **Source**: [SendX](https://video.sendx.io/e809c77c-5868-46c9-a9f4-b0e8cf373e3b) ## Browse Collection 1. [Creating and Customizing a Drip Campaign in SendX](https://video.sendx.io/e809c77c-5868-46c9-a9f4-b0e8cf373e3b/VWhXuOSoDFP6zv1u4g7DXA.md) (Video) 2. [Creating Embedded Forms in SendX and Integrating Them into Your Website](https://video.sendx.io/e809c77c-5868-46c9-a9f4-b0e8cf373e3b/FG03O1Kmqgx0Epo1OAo3Ew.md) (Video) 3. [Navigating Dashboard Settings and Analyzing Deliverability Reports](https://video.sendx.io/e809c77c-5868-46c9-a9f4-b0e8cf373e3b/acl6Oa7C3oBwh1ee8Uu4AQ.md) (Video) 4. [Inbox Warmup Addon](https://video.sendx.io/e809c77c-5868-46c9-a9f4-b0e8cf373e3b/VFkBHhfWEOkfFSVfLIBD2A.md) (Video) 5. [How to setup a new workflow?](https://video.sendx.io/e809c77c-5868-46c9-a9f4-b0e8cf373e3b/bQs8W5TMLaQ8faSNAiJDpg.md) (Video) --- # VIDEO: Creating and Customizing a Drip Campaign in SendX ## METADATA - id: VWhXuOSoDFP6zv1u4g7DXA - type: video - source: SendX - content_url: https://video.sendx.io/e809c77c-5868-46c9-a9f4-b0e8cf373e3b/VWhXuOSoDFP6zv1u4g7DXA - collection_url: https://video.sendx.io/e809c77c-5868-46c9-a9f4-b0e8cf373e3b ## TRANSCRIPT - time: 00:00 url: https://video.sendx.io/e809c77c-5868-46c9-a9f4-b0e8cf373e3b/VWhXuOSoDFP6zv1u4g7DXA?start_time=0 text: Hi, - time: 00:00 url: https://video.sendx.io/e809c77c-5868-46c9-a9f4-b0e8cf373e3b/VWhXuOSoDFP6zv1u4g7DXA?start_time=0 text: in this video, - time: 00:01 url: https://video.sendx.io/e809c77c-5868-46c9-a9f4-b0e8cf373e3b/VWhXuOSoDFP6zv1u4g7DXA?start_time=1 text: let's see how to create and trigger a Drip campaign using Sendex. - time: 00:05 url: https://video.sendx.io/e809c77c-5868-46c9-a9f4-b0e8cf373e3b/VWhXuOSoDFP6zv1u4g7DXA?start_time=5 text: Hi, - time: 00:05 url: https://video.sendx.io/e809c77c-5868-46c9-a9f4-b0e8cf373e3b/VWhXuOSoDFP6zv1u4g7DXA?start_time=5 text: in this tutorial, - time: 00:06 url: https://video.sendx.io/e809c77c-5868-46c9-a9f4-b0e8cf373e3b/VWhXuOSoDFP6zv1u4g7DXA?start_time=6 text: let's see how to create and customize a drip campaign. - time: 00:12 url: https://video.sendx.io/e809c77c-5868-46c9-a9f4-b0e8cf373e3b/VWhXuOSoDFP6zv1u4g7DXA?start_time=12 text: To create a Drip campaign - time: 00:14 url: https://video.sendx.io/e809c77c-5868-46c9-a9f4-b0e8cf373e3b/VWhXuOSoDFP6zv1u4g7DXA?start_time=14 text: on your Sendex, - time: 00:15 url: https://video.sendx.io/e809c77c-5868-46c9-a9f4-b0e8cf373e3b/VWhXuOSoDFP6zv1u4g7DXA?start_time=15 text: go to Campaigns option, - time: 00:16 url: https://video.sendx.io/e809c77c-5868-46c9-a9f4-b0e8cf373e3b/VWhXuOSoDFP6zv1u4g7DXA?start_time=16 text: select the option for Drip Campaigns, - time: 00:18 url: https://video.sendx.io/e809c77c-5868-46c9-a9f4-b0e8cf373e3b/VWhXuOSoDFP6zv1u4g7DXA?start_time=18 text: and choose Create Campaign. - time: 00:22 url: https://video.sendx.io/e809c77c-5868-46c9-a9f4-b0e8cf373e3b/VWhXuOSoDFP6zv1u4g7DXA?start_time=22 text: Choose a Drip name. - time: 00:23 url: https://video.sendx.io/e809c77c-5868-46c9-a9f4-b0e8cf373e3b/VWhXuOSoDFP6zv1u4g7DXA?start_time=23 text: This name will be only for your internal purposes. - time: 00:26 url: https://video.sendx.io/e809c77c-5868-46c9-a9f4-b0e8cf373e3b/VWhXuOSoDFP6zv1u4g7DXA?start_time=26 text: It won't be visible to your Drip subscribers. - time: 00:32 url: https://video.sendx.io/e809c77c-5868-46c9-a9f4-b0e8cf373e3b/VWhXuOSoDFP6zv1u4g7DXA?start_time=32 text: Then choose a sender, - time: 00:33 url: https://video.sendx.io/e809c77c-5868-46c9-a9f4-b0e8cf373e3b/VWhXuOSoDFP6zv1u4g7DXA?start_time=33 text: you can also create a sender - time: 00:34 url: https://video.sendx.io/e809c77c-5868-46c9-a9f4-b0e8cf373e3b/VWhXuOSoDFP6zv1u4g7DXA?start_time=34 text: or your default sender will be chosen from here. - time: 00:41 url: https://video.sendx.io/e809c77c-5868-46c9-a9f4-b0e8cf373e3b/VWhXuOSoDFP6zv1u4g7DXA?start_time=41 text: To create a sender, - time: 00:41 url: https://video.sendx.io/e809c77c-5868-46c9-a9f4-b0e8cf373e3b/VWhXuOSoDFP6zv1u4g7DXA?start_time=41 text: click Add a new Sender. - time: 00:43 url: https://video.sendx.io/e809c77c-5868-46c9-a9f4-b0e8cf373e3b/VWhXuOSoDFP6zv1u4g7DXA?start_time=43 text: You can add name and email. - time: 00:45 url: https://video.sendx.io/e809c77c-5868-46c9-a9f4-b0e8cf373e3b/VWhXuOSoDFP6zv1u4g7DXA?start_time=45 text: Make sure the email's domain is already whitelisted. - time: 00:48 url: https://video.sendx.io/e809c77c-5868-46c9-a9f4-b0e8cf373e3b/VWhXuOSoDFP6zv1u4g7DXA?start_time=48 text: If not, - time: 00:48 url: https://video.sendx.io/e809c77c-5868-46c9-a9f4-b0e8cf373e3b/VWhXuOSoDFP6zv1u4g7DXA?start_time=48 text: go to add domain and whitelist your domain, - time: 00:50 url: https://video.sendx.io/e809c77c-5868-46c9-a9f4-b0e8cf373e3b/VWhXuOSoDFP6zv1u4g7DXA?start_time=50 text: and then come back to create a new sender. - time: 00:56 url: https://video.sendx.io/e809c77c-5868-46c9-a9f4-b0e8cf373e3b/VWhXuOSoDFP6zv1u4g7DXA?start_time=56 text: After choosing your sender. - time: 00:59 url: https://video.sendx.io/e809c77c-5868-46c9-a9f4-b0e8cf373e3b/VWhXuOSoDFP6zv1u4g7DXA?start_time=59 text: The next step is to choose the type of email editor - time: 01:01 url: https://video.sendx.io/e809c77c-5868-46c9-a9f4-b0e8cf373e3b/VWhXuOSoDFP6zv1u4g7DXA?start_time=61 text: that you will be using to create your Drip campaign emails. - time: 01:07 url: https://video.sendx.io/e809c77c-5868-46c9-a9f4-b0e8cf373e3b/VWhXuOSoDFP6zv1u4g7DXA?start_time=67 text: For this purpose, - time: 01:07 url: https://video.sendx.io/e809c77c-5868-46c9-a9f4-b0e8cf373e3b/VWhXuOSoDFP6zv1u4g7DXA?start_time=67 text: let's choose a drag and drop editor. - time: 01:09 url: https://video.sendx.io/e809c77c-5868-46c9-a9f4-b0e8cf373e3b/VWhXuOSoDFP6zv1u4g7DXA?start_time=69 text: You also have option for plain text editor - time: 01:12 url: https://video.sendx.io/e809c77c-5868-46c9-a9f4-b0e8cf373e3b/VWhXuOSoDFP6zv1u4g7DXA?start_time=72 text: and Sendex as AI editor. - time: 01:15 url: https://video.sendx.io/e809c77c-5868-46c9-a9f4-b0e8cf373e3b/VWhXuOSoDFP6zv1u4g7DXA?start_time=75 text: Let's go to content, - time: 01:16 url: https://video.sendx.io/e809c77c-5868-46c9-a9f4-b0e8cf373e3b/VWhXuOSoDFP6zv1u4g7DXA?start_time=76 text: so here your content section will be loaded out with a drag and drop editor. - time: 01:23 url: https://video.sendx.io/e809c77c-5868-46c9-a9f4-b0e8cf373e3b/VWhXuOSoDFP6zv1u4g7DXA?start_time=83 text: First, - time: 01:23 url: https://video.sendx.io/e809c77c-5868-46c9-a9f4-b0e8cf373e3b/VWhXuOSoDFP6zv1u4g7DXA?start_time=83 text: let's go through how you can add sequencing in your drip campaign emails, - time: 01:30 url: https://video.sendx.io/e809c77c-5868-46c9-a9f4-b0e8cf373e3b/VWhXuOSoDFP6zv1u4g7DXA?start_time=90 text: So only the first email first step of your Drip campaign will be added over here. - time: 01:36 url: https://video.sendx.io/e809c77c-5868-46c9-a9f4-b0e8cf373e3b/VWhXuOSoDFP6zv1u4g7DXA?start_time=96 text: If you want more steps to your drip, - time: 01:38 url: https://video.sendx.io/e809c77c-5868-46c9-a9f4-b0e8cf373e3b/VWhXuOSoDFP6zv1u4g7DXA?start_time=98 text: you can click Add Em, - time: 01:39 url: https://video.sendx.io/e809c77c-5868-46c9-a9f4-b0e8cf373e3b/VWhXuOSoDFP6zv1u4g7DXA?start_time=99 text: and your drip steps will be created. - time: 01:44 url: https://video.sendx.io/e809c77c-5868-46c9-a9f4-b0e8cf373e3b/VWhXuOSoDFP6zv1u4g7DXA?start_time=104 text: These emails as you can see through the email sequence. - time: 01:48 url: https://video.sendx.io/e809c77c-5868-46c9-a9f4-b0e8cf373e3b/VWhXuOSoDFP6zv1u4g7DXA?start_time=108 text: The 1st email will go out immediately, - time: 01:50 url: https://video.sendx.io/e809c77c-5868-46c9-a9f4-b0e8cf373e3b/VWhXuOSoDFP6zv1u4g7DXA?start_time=110 text: second one after two days, - time: 01:51 url: https://video.sendx.io/e809c77c-5868-46c9-a9f4-b0e8cf373e3b/VWhXuOSoDFP6zv1u4g7DXA?start_time=111 text: third one two days after that, - time: 01:53 url: https://video.sendx.io/e809c77c-5868-46c9-a9f4-b0e8cf373e3b/VWhXuOSoDFP6zv1u4g7DXA?start_time=113 text: then a 2 day gap. - time: 01:55 url: https://video.sendx.io/e809c77c-5868-46c9-a9f4-b0e8cf373e3b/VWhXuOSoDFP6zv1u4g7DXA?start_time=115 text: Then the 4th email. - time: 01:57 url: https://video.sendx.io/e809c77c-5868-46c9-a9f4-b0e8cf373e3b/VWhXuOSoDFP6zv1u4g7DXA?start_time=117 text: Right, - time: 01:57 url: https://video.sendx.io/e809c77c-5868-46c9-a9f4-b0e8cf373e3b/VWhXuOSoDFP6zv1u4g7DXA?start_time=117 text: so you can customize these options, - time: 01:59 url: https://video.sendx.io/e809c77c-5868-46c9-a9f4-b0e8cf373e3b/VWhXuOSoDFP6zv1u4g7DXA?start_time=119 text: If you want your first email as soon as Contact subscribes to your Drip. - time: 02:06 url: https://video.sendx.io/e809c77c-5868-46c9-a9f4-b0e8cf373e3b/VWhXuOSoDFP6zv1u4g7DXA?start_time=126 text: They should get a first email, - time: 02:08 url: https://video.sendx.io/e809c77c-5868-46c9-a9f4-b0e8cf373e3b/VWhXuOSoDFP6zv1u4g7DXA?start_time=128 text: then make it send immediately. - time: 02:10 url: https://video.sendx.io/e809c77c-5868-46c9-a9f4-b0e8cf373e3b/VWhXuOSoDFP6zv1u4g7DXA?start_time=130 text: If not, - time: 02:10 url: https://video.sendx.io/e809c77c-5868-46c9-a9f4-b0e8cf373e3b/VWhXuOSoDFP6zv1u4g7DXA?start_time=130 text: you can click on that and add a custom delay. - time: 02:13 url: https://video.sendx.io/e809c77c-5868-46c9-a9f4-b0e8cf373e3b/VWhXuOSoDFP6zv1u4g7DXA?start_time=133 text: You can have a delay in days, - time: 02:14 url: https://video.sendx.io/e809c77c-5868-46c9-a9f4-b0e8cf373e3b/VWhXuOSoDFP6zv1u4g7DXA?start_time=134 text: hours or minutes. - time: 02:17 url: https://video.sendx.io/e809c77c-5868-46c9-a9f4-b0e8cf373e3b/VWhXuOSoDFP6zv1u4g7DXA?start_time=137 text: Whatever option you choose, - time: 02:18 url: https://video.sendx.io/e809c77c-5868-46c9-a9f4-b0e8cf373e3b/VWhXuOSoDFP6zv1u4g7DXA?start_time=138 text: you have an option to choose your preferred time zone - time: 02:21 url: https://video.sendx.io/e809c77c-5868-46c9-a9f4-b0e8cf373e3b/VWhXuOSoDFP6zv1u4g7DXA?start_time=141 text: and preferred time. - time: 02:23 url: https://video.sendx.io/e809c77c-5868-46c9-a9f4-b0e8cf373e3b/VWhXuOSoDFP6zv1u4g7DXA?start_time=143 text: If you want to send after 2 days, - time: 02:25 url: https://video.sendx.io/e809c77c-5868-46c9-a9f4-b0e8cf373e3b/VWhXuOSoDFP6zv1u4g7DXA?start_time=145 text: then after 2 days, - time: 02:26 url: https://video.sendx.io/e809c77c-5868-46c9-a9f4-b0e8cf373e3b/VWhXuOSoDFP6zv1u4g7DXA?start_time=146 text: what time it should go in - time: 02:27 url: https://video.sendx.io/e809c77c-5868-46c9-a9f4-b0e8cf373e3b/VWhXuOSoDFP6zv1u4g7DXA?start_time=147 text: and what preferred time zone should it consider. - time: 02:30 url: https://video.sendx.io/e809c77c-5868-46c9-a9f4-b0e8cf373e3b/VWhXuOSoDFP6zv1u4g7DXA?start_time=150 text: Right, - time: 02:30 url: https://video.sendx.io/e809c77c-5868-46c9-a9f4-b0e8cf373e3b/VWhXuOSoDFP6zv1u4g7DXA?start_time=150 text: these options you can customize. - time: 02:33 url: https://video.sendx.io/e809c77c-5868-46c9-a9f4-b0e8cf373e3b/VWhXuOSoDFP6zv1u4g7DXA?start_time=153 text: Similarly for other steps too, - time: 02:35 url: https://video.sendx.io/e809c77c-5868-46c9-a9f4-b0e8cf373e3b/VWhXuOSoDFP6zv1u4g7DXA?start_time=155 text: you can customize each of these options, - time: 02:38 url: https://video.sendx.io/e809c77c-5868-46c9-a9f4-b0e8cf373e3b/VWhXuOSoDFP6zv1u4g7DXA?start_time=158 text: Let's say this one you want to go after 2 hours, - time: 02:39 url: https://video.sendx.io/e809c77c-5868-46c9-a9f4-b0e8cf373e3b/VWhXuOSoDFP6zv1u4g7DXA?start_time=159 text: right? - time: 02:43 url: https://video.sendx.io/e809c77c-5868-46c9-a9f4-b0e8cf373e3b/VWhXuOSoDFP6zv1u4g7DXA?start_time=163 text: So after the first email goes out, - time: 02:45 url: https://video.sendx.io/e809c77c-5868-46c9-a9f4-b0e8cf373e3b/VWhXuOSoDFP6zv1u4g7DXA?start_time=165 text: then a 2 hour delay, - time: 02:46 url: https://video.sendx.io/e809c77c-5868-46c9-a9f4-b0e8cf373e3b/VWhXuOSoDFP6zv1u4g7DXA?start_time=166 text: then the second email will go out, - time: 02:48 url: https://video.sendx.io/e809c77c-5868-46c9-a9f4-b0e8cf373e3b/VWhXuOSoDFP6zv1u4g7DXA?start_time=168 text: and so on. - time: 02:49 url: https://video.sendx.io/e809c77c-5868-46c9-a9f4-b0e8cf373e3b/VWhXuOSoDFP6zv1u4g7DXA?start_time=169 text: Now customizing your each drip step. - time: 02:54 url: https://video.sendx.io/e809c77c-5868-46c9-a9f4-b0e8cf373e3b/VWhXuOSoDFP6zv1u4g7DXA?start_time=174 text: On each drip step, - time: 02:55 url: https://video.sendx.io/e809c77c-5868-46c9-a9f4-b0e8cf373e3b/VWhXuOSoDFP6zv1u4g7DXA?start_time=175 text: each drip step is an individual email. - time: 02:58 url: https://video.sendx.io/e809c77c-5868-46c9-a9f4-b0e8cf373e3b/VWhXuOSoDFP6zv1u4g7DXA?start_time=178 text: So in this email, - time: 02:59 url: https://video.sendx.io/e809c77c-5868-46c9-a9f4-b0e8cf373e3b/VWhXuOSoDFP6zv1u4g7DXA?start_time=179 text: you have a subject line to write up, - time: 03:01 url: https://video.sendx.io/e809c77c-5868-46c9-a9f4-b0e8cf373e3b/VWhXuOSoDFP6zv1u4g7DXA?start_time=181 text: then you can also add a preview text to your email. - time: 03:10 url: https://video.sendx.io/e809c77c-5868-46c9-a9f4-b0e8cf373e3b/VWhXuOSoDFP6zv1u4g7DXA?start_time=190 text: Let's say your first email. - time: 03:11 url: https://video.sendx.io/e809c77c-5868-46c9-a9f4-b0e8cf373e3b/VWhXuOSoDFP6zv1u4g7DXA?start_time=191 text: Now it will go like - time: 03:13 url: https://video.sendx.io/e809c77c-5868-46c9-a9f4-b0e8cf373e3b/VWhXuOSoDFP6zv1u4g7DXA?start_time=193 text: contact's first name will be here. - time: 03:15 url: https://video.sendx.io/e809c77c-5868-46c9-a9f4-b0e8cf373e3b/VWhXuOSoDFP6zv1u4g7DXA?start_time=195 text: Comma your first email, - time: 03:17 url: https://video.sendx.io/e809c77c-5868-46c9-a9f4-b0e8cf373e3b/VWhXuOSoDFP6zv1u4g7DXA?start_time=197 text: and you can add additional personalization tags from this drop down, right. - time: 03:20 url: https://video.sendx.io/e809c77c-5868-46c9-a9f4-b0e8cf373e3b/VWhXuOSoDFP6zv1u4g7DXA?start_time=200 text: right? - time: 03:22 url: https://video.sendx.io/e809c77c-5868-46c9-a9f4-b0e8cf373e3b/VWhXuOSoDFP6zv1u4g7DXA?start_time=202 text: Let's say email, - time: 03:23 url: https://video.sendx.io/e809c77c-5868-46c9-a9f4-b0e8cf373e3b/VWhXuOSoDFP6zv1u4g7DXA?start_time=203 text: so to this email - time: 03:24 url: https://video.sendx.io/e809c77c-5868-46c9-a9f4-b0e8cf373e3b/VWhXuOSoDFP6zv1u4g7DXA?start_time=204 text: you can also add customer email over here. - time: 03:32 url: https://video.sendx.io/e809c77c-5868-46c9-a9f4-b0e8cf373e3b/VWhXuOSoDFP6zv1u4g7DXA?start_time=212 text: Then in a preview text, - time: 03:33 url: https://video.sendx.io/e809c77c-5868-46c9-a9f4-b0e8cf373e3b/VWhXuOSoDFP6zv1u4g7DXA?start_time=213 text: you can also add a preview text to your email content. - time: 03:36 url: https://video.sendx.io/e809c77c-5868-46c9-a9f4-b0e8cf373e3b/VWhXuOSoDFP6zv1u4g7DXA?start_time=216 text: This is the text that is shown after the subject line in your inbox, - time: 03:39 url: https://video.sendx.io/e809c77c-5868-46c9-a9f4-b0e8cf373e3b/VWhXuOSoDFP6zv1u4g7DXA?start_time=219 text: right? - time: 03:44 url: https://video.sendx.io/e809c77c-5868-46c9-a9f4-b0e8cf373e3b/VWhXuOSoDFP6zv1u4g7DXA?start_time=224 text: After that, - time: 03:45 url: https://video.sendx.io/e809c77c-5868-46c9-a9f4-b0e8cf373e3b/VWhXuOSoDFP6zv1u4g7DXA?start_time=225 text: to customize your email, - time: 03:46 url: https://video.sendx.io/e809c77c-5868-46c9-a9f4-b0e8cf373e3b/VWhXuOSoDFP6zv1u4g7DXA?start_time=226 text: this is our drag and drop editor. - time: 03:49 url: https://video.sendx.io/e809c77c-5868-46c9-a9f4-b0e8cf373e3b/VWhXuOSoDFP6zv1u4g7DXA?start_time=229 text: We have options to choose content in the content pane. - time: 03:55 url: https://video.sendx.io/e809c77c-5868-46c9-a9f4-b0e8cf373e3b/VWhXuOSoDFP6zv1u4g7DXA?start_time=235 text: If you want to use already created reusable rows, - time: 03:58 url: https://video.sendx.io/e809c77c-5868-46c9-a9f4-b0e8cf373e3b/VWhXuOSoDFP6zv1u4g7DXA?start_time=238 text: Then you can just drag and drop here, - time: 04:00 url: https://video.sendx.io/e809c77c-5868-46c9-a9f4-b0e8cf373e3b/VWhXuOSoDFP6zv1u4g7DXA?start_time=240 text: or we also have a predetermined template - time: 04:02 url: https://video.sendx.io/e809c77c-5868-46c9-a9f4-b0e8cf373e3b/VWhXuOSoDFP6zv1u4g7DXA?start_time=242 text: library with us with thousands of templates. - time: 04:09 url: https://video.sendx.io/e809c77c-5868-46c9-a9f4-b0e8cf373e3b/VWhXuOSoDFP6zv1u4g7DXA?start_time=249 text: Here you can choose a category, - time: 04:11 url: https://video.sendx.io/e809c77c-5868-46c9-a9f4-b0e8cf373e3b/VWhXuOSoDFP6zv1u4g7DXA?start_time=251 text: let's say Christmas. - time: 04:17 url: https://video.sendx.io/e809c77c-5868-46c9-a9f4-b0e8cf373e3b/VWhXuOSoDFP6zv1u4g7DXA?start_time=257 text: I can choose this Christmas template. - time: 04:23 url: https://video.sendx.io/e809c77c-5868-46c9-a9f4-b0e8cf373e3b/VWhXuOSoDFP6zv1u4g7DXA?start_time=263 text: Yeah, - time: 04:23 url: https://video.sendx.io/e809c77c-5868-46c9-a9f4-b0e8cf373e3b/VWhXuOSoDFP6zv1u4g7DXA?start_time=263 text: my content is now updated. - time: 04:25 url: https://video.sendx.io/e809c77c-5868-46c9-a9f4-b0e8cf373e3b/VWhXuOSoDFP6zv1u4g7DXA?start_time=265 text: Now in this you can edit it further - time: 04:27 url: https://video.sendx.io/e809c77c-5868-46c9-a9f4-b0e8cf373e3b/VWhXuOSoDFP6zv1u4g7DXA?start_time=267 text: and you can also see a preview of how your content looks like in a day mode - time: 04:31 url: https://video.sendx.io/e809c77c-5868-46c9-a9f4-b0e8cf373e3b/VWhXuOSoDFP6zv1u4g7DXA?start_time=271 text: or a dark mode - time: 04:32 url: https://video.sendx.io/e809c77c-5868-46c9-a9f4-b0e8cf373e3b/VWhXuOSoDFP6zv1u4g7DXA?start_time=272 text: or in a mobile tablet desktop, - time: 04:35 url: https://video.sendx.io/e809c77c-5868-46c9-a9f4-b0e8cf373e3b/VWhXuOSoDFP6zv1u4g7DXA?start_time=275 text: right. - time: 04:39 url: https://video.sendx.io/e809c77c-5868-46c9-a9f4-b0e8cf373e3b/VWhXuOSoDFP6zv1u4g7DXA?start_time=279 text: You can also send a test email - time: 04:41 url: https://video.sendx.io/e809c77c-5868-46c9-a9f4-b0e8cf373e3b/VWhXuOSoDFP6zv1u4g7DXA?start_time=281 text: so that you can actually see how your campaign's content looks in your inbox. - time: 04:45 url: https://video.sendx.io/e809c77c-5868-46c9-a9f4-b0e8cf373e3b/VWhXuOSoDFP6zv1u4g7DXA?start_time=285 text: When you click test email, - time: 04:47 url: https://video.sendx.io/e809c77c-5868-46c9-a9f4-b0e8cf373e3b/VWhXuOSoDFP6zv1u4g7DXA?start_time=287 text: you can add your email over here and click send. - time: 04:56 url: https://video.sendx.io/e809c77c-5868-46c9-a9f4-b0e8cf373e3b/VWhXuOSoDFP6zv1u4g7DXA?start_time=296 text: Your email will be sent to your inbox for you to review. - time: 04:59 url: https://video.sendx.io/e809c77c-5868-46c9-a9f4-b0e8cf373e3b/VWhXuOSoDFP6zv1u4g7DXA?start_time=299 text: Apart from that, - time: 05:00 url: https://video.sendx.io/e809c77c-5868-46c9-a9f4-b0e8cf373e3b/VWhXuOSoDFP6zv1u4g7DXA?start_time=300 text: the next step is status of your email. - time: 05:06 url: https://video.sendx.io/e809c77c-5868-46c9-a9f4-b0e8cf373e3b/VWhXuOSoDFP6zv1u4g7DXA?start_time=306 text: Let's here, if you notice all the steps are in draft state. - time: 05:10 url: https://video.sendx.io/e809c77c-5868-46c9-a9f4-b0e8cf373e3b/VWhXuOSoDFP6zv1u4g7DXA?start_time=310 text: If you want, - time: 05:11 url: https://video.sendx.io/e809c77c-5868-46c9-a9f4-b0e8cf373e3b/VWhXuOSoDFP6zv1u4g7DXA?start_time=311 text: now you have to make it active for this trip step - time: 05:13 url: https://video.sendx.io/e809c77c-5868-46c9-a9f4-b0e8cf373e3b/VWhXuOSoDFP6zv1u4g7DXA?start_time=313 text: so that this email actually goes out. - time: 05:19 url: https://video.sendx.io/e809c77c-5868-46c9-a9f4-b0e8cf373e3b/VWhXuOSoDFP6zv1u4g7DXA?start_time=319 text: Now in this state, - time: 05:20 url: https://video.sendx.io/e809c77c-5868-46c9-a9f4-b0e8cf373e3b/VWhXuOSoDFP6zv1u4g7DXA?start_time=320 text: only the first email is in active - time: 05:22 url: https://video.sendx.io/e809c77c-5868-46c9-a9f4-b0e8cf373e3b/VWhXuOSoDFP6zv1u4g7DXA?start_time=322 text: and everything else is in draft. - time: 05:24 url: https://video.sendx.io/e809c77c-5868-46c9-a9f4-b0e8cf373e3b/VWhXuOSoDFP6zv1u4g7DXA?start_time=324 text: So when a user subscribes to your drip - time: 05:26 url: https://video.sendx.io/e809c77c-5868-46c9-a9f4-b0e8cf373e3b/VWhXuOSoDFP6zv1u4g7DXA?start_time=326 text: after 2 days of time, - time: 05:28 url: https://video.sendx.io/e809c77c-5868-46c9-a9f4-b0e8cf373e3b/VWhXuOSoDFP6zv1u4g7DXA?start_time=328 text: only first step will go out and nothing else is considered. - time: 05:32 url: https://video.sendx.io/e809c77c-5868-46c9-a9f4-b0e8cf373e3b/VWhXuOSoDFP6zv1u4g7DXA?start_time=332 text: If you want the 1st 2 emails to go out, - time: 05:34 url: https://video.sendx.io/e809c77c-5868-46c9-a9f4-b0e8cf373e3b/VWhXuOSoDFP6zv1u4g7DXA?start_time=334 text: then you have to make sure first and second are - time: 05:37 url: https://video.sendx.io/e809c77c-5868-46c9-a9f4-b0e8cf373e3b/VWhXuOSoDFP6zv1u4g7DXA?start_time=337 text: active, - time: 05:38 url: https://video.sendx.io/e809c77c-5868-46c9-a9f4-b0e8cf373e3b/VWhXuOSoDFP6zv1u4g7DXA?start_time=338 text: others are in draft. - time: 05:41 url: https://video.sendx.io/e809c77c-5868-46c9-a9f4-b0e8cf373e3b/VWhXuOSoDFP6zv1u4g7DXA?start_time=341 text: So with this you can add, - time: 05:42 url: https://video.sendx.io/e809c77c-5868-46c9-a9f4-b0e8cf373e3b/VWhXuOSoDFP6zv1u4g7DXA?start_time=342 text: you can customize your emails but keep it in draft - time: 05:45 url: https://video.sendx.io/e809c77c-5868-46c9-a9f4-b0e8cf373e3b/VWhXuOSoDFP6zv1u4g7DXA?start_time=345 text: so that they are not reaching your subscribers, - time: 05:47 url: https://video.sendx.io/e809c77c-5868-46c9-a9f4-b0e8cf373e3b/VWhXuOSoDFP6zv1u4g7DXA?start_time=347 text: but you can revisit it later - time: 05:49 url: https://video.sendx.io/e809c77c-5868-46c9-a9f4-b0e8cf373e3b/VWhXuOSoDFP6zv1u4g7DXA?start_time=349 text: and activate it if necessary. - time: 05:53 url: https://video.sendx.io/e809c77c-5868-46c9-a9f4-b0e8cf373e3b/VWhXuOSoDFP6zv1u4g7DXA?start_time=353 text: Right, - time: 05:54 url: https://video.sendx.io/e809c77c-5868-46c9-a9f4-b0e8cf373e3b/VWhXuOSoDFP6zv1u4g7DXA?start_time=354 text: now the next, - time: 05:54 url: https://video.sendx.io/e809c77c-5868-46c9-a9f4-b0e8cf373e3b/VWhXuOSoDFP6zv1u4g7DXA?start_time=354 text: we have a custom settings in drip. - time: 05:56 url: https://video.sendx.io/e809c77c-5868-46c9-a9f4-b0e8cf373e3b/VWhXuOSoDFP6zv1u4g7DXA?start_time=356 text: So with this settings, - time: 05:57 url: https://video.sendx.io/e809c77c-5868-46c9-a9f4-b0e8cf373e3b/VWhXuOSoDFP6zv1u4g7DXA?start_time=357 text: you can skip weekends. - time: 06:03 url: https://video.sendx.io/e809c77c-5868-46c9-a9f4-b0e8cf373e3b/VWhXuOSoDFP6zv1u4g7DXA?start_time=363 text: This is a functionality where you can skip Saturdays and Sundays of a week. - time: 06:07 url: https://video.sendx.io/e809c77c-5868-46c9-a9f4-b0e8cf373e3b/VWhXuOSoDFP6zv1u4g7DXA?start_time=367 text: If this is enabled in a preferred time zone. - time: 06:11 url: https://video.sendx.io/e809c77c-5868-46c9-a9f4-b0e8cf373e3b/VWhXuOSoDFP6zv1u4g7DXA?start_time=371 text: Then in this time zone, - time: 06:12 url: https://video.sendx.io/e809c77c-5868-46c9-a9f4-b0e8cf373e3b/VWhXuOSoDFP6zv1u4g7DXA?start_time=372 text: no drip steps of your, - time: 06:13 url: https://video.sendx.io/e809c77c-5868-46c9-a9f4-b0e8cf373e3b/VWhXuOSoDFP6zv1u4g7DXA?start_time=373 text: no emails of your drip will go out. - time: 06:19 url: https://video.sendx.io/e809c77c-5868-46c9-a9f4-b0e8cf373e3b/VWhXuOSoDFP6zv1u4g7DXA?start_time=379 text: If an email has to go out, - time: 06:20 url: https://video.sendx.io/e809c77c-5868-46c9-a9f4-b0e8cf373e3b/VWhXuOSoDFP6zv1u4g7DXA?start_time=380 text: was scheduled for Saturday morning, - time: 06:22 url: https://video.sendx.io/e809c77c-5868-46c9-a9f4-b0e8cf373e3b/VWhXuOSoDFP6zv1u4g7DXA?start_time=382 text: it will go out instead of Monday morning. - time: 06:28 url: https://video.sendx.io/e809c77c-5868-46c9-a9f4-b0e8cf373e3b/VWhXuOSoDFP6zv1u4g7DXA?start_time=388 text: You can enable this step from your settings, - time: 06:30 url: https://video.sendx.io/e809c77c-5868-46c9-a9f4-b0e8cf373e3b/VWhXuOSoDFP6zv1u4g7DXA?start_time=390 text: and we also have an option to track - time: 06:32 url: https://video.sendx.io/e809c77c-5868-46c9-a9f4-b0e8cf373e3b/VWhXuOSoDFP6zv1u4g7DXA?start_time=392 text: uh, - time: 06:35 url: https://video.sendx.io/e809c77c-5868-46c9-a9f4-b0e8cf373e3b/VWhXuOSoDFP6zv1u4g7DXA?start_time=395 text: track your uh, - time: 06:36 url: https://video.sendx.io/e809c77c-5868-46c9-a9f4-b0e8cf373e3b/VWhXuOSoDFP6zv1u4g7DXA?start_time=396 text: engagement on Google Analytics, right. - time: 06:38 url: https://video.sendx.io/e809c77c-5868-46c9-a9f4-b0e8cf373e3b/VWhXuOSoDFP6zv1u4g7DXA?start_time=398 text: right? - time: 06:39 url: https://video.sendx.io/e809c77c-5868-46c9-a9f4-b0e8cf373e3b/VWhXuOSoDFP6zv1u4g7DXA?start_time=399 text: After all this, - time: 06:39 url: https://video.sendx.io/e809c77c-5868-46c9-a9f4-b0e8cf373e3b/VWhXuOSoDFP6zv1u4g7DXA?start_time=399 text: after your whole drip campaign is ready, - time: 06:41 url: https://video.sendx.io/e809c77c-5868-46c9-a9f4-b0e8cf373e3b/VWhXuOSoDFP6zv1u4g7DXA?start_time=401 text: you can preview your overall drip in preview for option. - time: 06:48 url: https://video.sendx.io/e809c77c-5868-46c9-a9f4-b0e8cf373e3b/VWhXuOSoDFP6zv1u4g7DXA?start_time=408 text: You can choose a contact from here. - time: 06:51 url: https://video.sendx.io/e809c77c-5868-46c9-a9f4-b0e8cf373e3b/VWhXuOSoDFP6zv1u4g7DXA?start_time=411 text: You can search for a contact. - time: 06:53 url: https://video.sendx.io/e809c77c-5868-46c9-a9f4-b0e8cf373e3b/VWhXuOSoDFP6zv1u4g7DXA?start_time=413 text: Let's say you got this contact. - time: 06:54 url: https://video.sendx.io/e809c77c-5868-46c9-a9f4-b0e8cf373e3b/VWhXuOSoDFP6zv1u4g7DXA?start_time=414 text: You can select that contact. - time: 06:57 url: https://video.sendx.io/e809c77c-5868-46c9-a9f4-b0e8cf373e3b/VWhXuOSoDFP6zv1u4g7DXA?start_time=417 text: And apart from that, - time: 06:58 url: https://video.sendx.io/e809c77c-5868-46c9-a9f4-b0e8cf373e3b/VWhXuOSoDFP6zv1u4g7DXA?start_time=418 text: er - time: 06:58 url: https://video.sendx.io/e809c77c-5868-46c9-a9f4-b0e8cf373e3b/VWhXuOSoDFP6zv1u4g7DXA?start_time=418 text: you can have an option to send you this drip sequence with this whole drip sequence. - time: 07:02 url: https://video.sendx.io/e809c77c-5868-46c9-a9f4-b0e8cf373e3b/VWhXuOSoDFP6zv1u4g7DXA?start_time=422 text: emails will reach your inbox. - time: 07:07 url: https://video.sendx.io/e809c77c-5868-46c9-a9f4-b0e8cf373e3b/VWhXuOSoDFP6zv1u4g7DXA?start_time=427 text: And you can actually verify if everything seems all right. - time: 07:11 url: https://video.sendx.io/e809c77c-5868-46c9-a9f4-b0e8cf373e3b/VWhXuOSoDFP6zv1u4g7DXA?start_time=431 text: And in that, you can also see when you can also customize. - time: 07:14 url: https://video.sendx.io/e809c77c-5868-46c9-a9f4-b0e8cf373e3b/VWhXuOSoDFP6zv1u4g7DXA?start_time=434 text: If a drip starts on third, - time: 07:17 url: https://video.sendx.io/e809c77c-5868-46c9-a9f4-b0e8cf373e3b/VWhXuOSoDFP6zv1u4g7DXA?start_time=437 text: February twenty-sixth at this time, - time: 07:19 url: https://video.sendx.io/e809c77c-5868-46c9-a9f4-b0e8cf373e3b/VWhXuOSoDFP6zv1u4g7DXA?start_time=439 text: how would it look like? - time: 07:20 url: https://video.sendx.io/e809c77c-5868-46c9-a9f4-b0e8cf373e3b/VWhXuOSoDFP6zv1u4g7DXA?start_time=440 text: How would it look like, - time: 07:21 url: https://video.sendx.io/e809c77c-5868-46c9-a9f4-b0e8cf373e3b/VWhXuOSoDFP6zv1u4g7DXA?start_time=441 text: so if. - time: 07:26 url: https://video.sendx.io/e809c77c-5868-46c9-a9f4-b0e8cf373e3b/VWhXuOSoDFP6zv1u4g7DXA?start_time=446 text: If a drip starts on third, - time: 07:28 url: https://video.sendx.io/e809c77c-5868-46c9-a9f4-b0e8cf373e3b/VWhXuOSoDFP6zv1u4g7DXA?start_time=448 text: February 26 at this time, - time: 07:30 url: https://video.sendx.io/e809c77c-5868-46c9-a9f4-b0e8cf373e3b/VWhXuOSoDFP6zv1u4g7DXA?start_time=450 text: then it will wait for two days. - time: 07:32 url: https://video.sendx.io/e809c77c-5868-46c9-a9f4-b0e8cf373e3b/VWhXuOSoDFP6zv1u4g7DXA?start_time=452 text: Then after two days on 5th Feb, - time: 07:34 url: https://video.sendx.io/e809c77c-5868-46c9-a9f4-b0e8cf373e3b/VWhXuOSoDFP6zv1u4g7DXA?start_time=454 text: your first email will go out. - time: 07:36 url: https://video.sendx.io/e809c77c-5868-46c9-a9f4-b0e8cf373e3b/VWhXuOSoDFP6zv1u4g7DXA?start_time=456 text: Then after two hours at 7.51 UTC on 5th Feb, - time: 07:39 url: https://video.sendx.io/e809c77c-5868-46c9-a9f4-b0e8cf373e3b/VWhXuOSoDFP6zv1u4g7DXA?start_time=459 text: your second email will go out. - time: 07:43 url: https://video.sendx.io/e809c77c-5868-46c9-a9f4-b0e8cf373e3b/VWhXuOSoDFP6zv1u4g7DXA?start_time=463 text: Then none of the other emails will go out as they are in draught state, - time: 07:46 url: https://video.sendx.io/e809c77c-5868-46c9-a9f4-b0e8cf373e3b/VWhXuOSoDFP6zv1u4g7DXA?start_time=466 text: right. - time: 07:47 url: https://video.sendx.io/e809c77c-5868-46c9-a9f4-b0e8cf373e3b/VWhXuOSoDFP6zv1u4g7DXA?start_time=467 text: So a contact will get two emails - time: 07:49 url: https://video.sendx.io/e809c77c-5868-46c9-a9f4-b0e8cf373e3b/VWhXuOSoDFP6zv1u4g7DXA?start_time=469 text: and they will exit your drip. - time: 07:55 url: https://video.sendx.io/e809c77c-5868-46c9-a9f4-b0e8cf373e3b/VWhXuOSoDFP6zv1u4g7DXA?start_time=475 text: So if once you are satisfied with your drip preview, - time: 07:58 url: https://video.sendx.io/e809c77c-5868-46c9-a9f4-b0e8cf373e3b/VWhXuOSoDFP6zv1u4g7DXA?start_time=478 text: then you can save the trip. - time: 08:11 url: https://video.sendx.io/e809c77c-5868-46c9-a9f4-b0e8cf373e3b/VWhXuOSoDFP6zv1u4g7DXA?start_time=491 text: So once you save the trip, - time: 08:12 url: https://video.sendx.io/e809c77c-5868-46c9-a9f4-b0e8cf373e3b/VWhXuOSoDFP6zv1u4g7DXA?start_time=492 text: you have to make sure to make it active, - time: 08:14 url: https://video.sendx.io/e809c77c-5868-46c9-a9f4-b0e8cf373e3b/VWhXuOSoDFP6zv1u4g7DXA?start_time=494 text: so that if a contact is added to this drip campaign, - time: 08:20 url: https://video.sendx.io/e809c77c-5868-46c9-a9f4-b0e8cf373e3b/VWhXuOSoDFP6zv1u4g7DXA?start_time=500 text: If a contact subscribes to this drip campaign, - time: 08:23 url: https://video.sendx.io/e809c77c-5868-46c9-a9f4-b0e8cf373e3b/VWhXuOSoDFP6zv1u4g7DXA?start_time=503 text: they get your emails, - time: 08:24 url: https://video.sendx.io/e809c77c-5868-46c9-a9f4-b0e8cf373e3b/VWhXuOSoDFP6zv1u4g7DXA?start_time=504 text: so make sure it is active, - time: 08:25 url: https://video.sendx.io/e809c77c-5868-46c9-a9f4-b0e8cf373e3b/VWhXuOSoDFP6zv1u4g7DXA?start_time=505 text: and you can edit this drip at any point of time. - time: 08:29 url: https://video.sendx.io/e809c77c-5868-46c9-a9f4-b0e8cf373e3b/VWhXuOSoDFP6zv1u4g7DXA?start_time=509 text: You can go to edit and edit any field, - time: 08:31 url: https://video.sendx.io/e809c77c-5868-46c9-a9f4-b0e8cf373e3b/VWhXuOSoDFP6zv1u4g7DXA?start_time=511 text: and from that moment forward, - time: 08:33 url: https://video.sendx.io/e809c77c-5868-46c9-a9f4-b0e8cf373e3b/VWhXuOSoDFP6zv1u4g7DXA?start_time=513 text: any contact who is subscribed to your drip campaign - time: 08:36 url: https://video.sendx.io/e809c77c-5868-46c9-a9f4-b0e8cf373e3b/VWhXuOSoDFP6zv1u4g7DXA?start_time=516 text: will get updated content. - time: 08:45 url: https://video.sendx.io/e809c77c-5868-46c9-a9f4-b0e8cf373e3b/VWhXuOSoDFP6zv1u4g7DXA?start_time=525 text: Right, - time: 08:45 url: https://video.sendx.io/e809c77c-5868-46c9-a9f4-b0e8cf373e3b/VWhXuOSoDFP6zv1u4g7DXA?start_time=525 text: and then how to trigger your drip campaign. - time: 08:48 url: https://video.sendx.io/e809c77c-5868-46c9-a9f4-b0e8cf373e3b/VWhXuOSoDFP6zv1u4g7DXA?start_time=528 text: We will discuss in the next video at the bottom of the article. - time: 08:51 url: https://video.sendx.io/e809c77c-5868-46c9-a9f4-b0e8cf373e3b/VWhXuOSoDFP6zv1u4g7DXA?start_time=531 text: Thank you. ## SUMMARY # Creating and Triggering a Drip Campaign Using Sendex In this tutorial, we will explore how to create a Drip campaign and trigger it using Sendex. Follow these steps to set up your Drip campaign effectively. ## Step 1: Create a Drip Campaign 1. Navigate to the **Campaigns** option on your Sendex dashboard. 2. Select **Drip campaigns** and choose **Create campaign**. 3. Enter a **Drip name** for internal purposes. This name will not be visible to your subscribers. 4. Select a **sender**. You can create a new sender by clicking **Add a new sender** , entering a name and email. Ensure the email's domain is whitelisted. 5. Choose the type of email editor: **drag and drop editor** , **plain text editor** , or **Sendex AI editor**. ## Step 2: Add Content and Sequence Emails 1. Use the drag and drop editor to load your content section. 2. Add sequencing to your Drip campaign emails. The first email is added by default. Click **Add email** to include more steps. 3. Customize the timing for each email. For example, the first email can be sent immediately, the second after two days, and so on. Adjust delays in days, hours, or minutes, and set your preferred time zone. ## Step 3: Customize Each Drip Step 1. Each Drip step is an individual email. Write a subject line and add preview text. 2. Use personalization tags to customize emails, such as including the contact's first name. 3. Utilize the drag and drop editor to choose content from the content pane or use templates from the template library. 4. Send a test email to review how your campaign's content appears in your inbox. ## Step 4: Manage Email Status 1. Ensure emails are active for them to be sent. Initially, all steps are in draft state. 2. Activate the necessary emails to ensure they are sent when a user subscribes to your Drip. ## Step 5: Customize Drip Settings 1. Enable the option to skip weekends, preventing emails from being sent on Saturdays and Sundays. 2. Track engagement using Google Analytics. ## Step 6: Preview and Save Your Drip Campaign 1. Preview the overall Drip campaign to ensure everything is set correctly. 2. Select a contact to simulate the Drip sequence and verify the timing of emails. 3. Once satisfied, save the Drip and make it active to start sending emails to subscribers. In the next video, we will discuss how to trigger your Drip campaign. Thank you for following this tutorial.