PABBLY & GMAIL: How to Make Drip Email Campaigns to Welcome New Members

Previously… Zapier: Sync Your Brilliant Directories Data with Mailchimp (00:00:54)

• A previous video was created that utilized Zapier to sync Brilliant Directories data with Mailchimp, which can be a helpful and eye-opening resource to explore what is possible (00:00:56).
• The previous video is recommended for those who haven’t seen it, as it provides valuable information on using Zapier for data synchronization (00:01:02).
• Pabbly is another platform that will be used, which is similar to Zapier and allows for syncing Brilliant Directories data with third-party platforms (00:01:08).
• The goal is to dive into using Pabbly to sync data, starting with the initial steps (00:01:18).
• The process will begin by starting off with the basics of using Pabbly for data synchronization (00:01:20).

What Is a Drip Email Campaign? (00:01:21)

• A drip email campaign is a series of automated emails sent to people who have taken a specific action on a website, such as signing up for a membership or newsletter, and it is a targeted automated email sequence (00:01:22).
• The campaign is not just one email, but a sequence of emails sent to the subscribers, allowing the sender to choose when and how many emails to send to the people who have taken specific actions on their website (00:01:41).
• The sequence of emails can be customized with time delays between each email, starting with an initial welcome email, followed by additional emails with tips, tricks, and insider information, and eventually asking the subscriber to follow the sender on social media or join a Facebook group (00:02:18).
• The drip email campaign can be extended indefinitely, with new emails and content added to the sequence as the community grows, allowing the sender to keep in touch with their members with a steady pulse of automated emails (00:03:15).
• The automated nature of the drip email campaign allows the sender to focus on other aspects of their business while still maintaining a connection with their members, with the option to send emails at intervals such as every two weeks or once a month (00:03:36).

What About BD’s Build-In Email Tools? (00:03:50)

• Brilliant Directories has built-in email tools that can automatically send an initial single email to new members who sign up for a membership, but it is not suitable for creating drip email campaigns with time delays, which is where third-party marketing tools like ActiveCampaign, HubSpot, or Email marketing services come in (00:03:50).
• There are various use cases for drip email campaigns, including welcoming new member sign-ups, encouraging newsletter subscribers to purchase a membership, sending discount emails to canceled members, and staying top of mind with new members (00:04:36).
• Drip email campaigns can be used to send a series of emails with time delays, such as sending a welcome email, followed by additional emails with tips on how to get the most out of a membership, or sending emails with great performing blog articles to stay top of mind (00:05:27).
• Third-party emailing solutions like HubSpot, Mailchimp, Constant Contact, AWeber, and ConvertKit allow users to schedule and send email sequences with time delays (00:06:01).
• The example that will be shown uses Gmail to create a basic drip email campaign with time delays, which is a simple and actionable step that anyone can take, especially those just starting out (00:06:17).

Let’s Make an Email Sequence with Pabbly & Gmail (00:06:33)

• Pably is a tool that allows users to sync their data with third-party solutions, similar to Zapier, and it can be used to create drip email campaigns to welcome new members, with nominal fees for using the service, around $20-30 per month (00:06:35).
• To create a drip email campaign, users can connect their Gmail account to Pably and create a new workflow, which can include a web hook to get data when a new member signs up, and then send a series of emails with delays in between, such as a one-minute delay (00:07:26).
• The workflow can be customized to include multiple emails, with the first email telling the member what to do first, and subsequent emails can be delayed by a set amount of time, such as one minute, and the emails can include the recipient’s name and email address, which can be pulled from the form that was submitted (00:08:29).
• Both Pably and Zapier allow users to choose the recipient’s name and email address, as well as the sender’s name and email address, and users can create their own email content using a text editor and then paste the code into Pably’s email content area (00:08:43).
• The email content can include links, images, and other elements, and users can test the emails to make sure they are working fine, and Pably’s workflow can be used to check if the member is a free sign-up and send targeted emails accordingly (00:09:31).
• The workflow can be customized to fit the user’s needs, and the delays between emails can be adjusted to be longer or shorter, such as a day or 20 minutes, and the emails can be used to ask the member to join a Facebook group or take other actions (00:10:03).
• To create a drip email campaign, a workflow is created and a web hook is set up to capture new signups, with the web hook URL copied from Pabbly and applied in the developer hub area (00:11:08).
• The web hook is enabled and saved, allowing Pabbly to wait for a new signup to become a new member and fill out the form, after which the web hook response is received and the subscription id is captured, in this case, the id of the free plan on the website (00:10:20).
• The subscription id is used to send an upgrade offer email, which can be customized with benefits and a link to the upgrade page in the member’s account, such as unlocking more features and becoming a premium member (00:10:32).
• A new signup workflow is created in Pabbly, and a delay of one minute is added to the workflow to send a welcome email, after which another delay of 20 minutes is added to send a follow-up email on what to do next (00:13:10).
• The follow-up email is sent using a Gmail account, which can be connected to a business email, and the recipient’s name and email are set up using values collected from the form submission, such as the first name and email address (00:14:01).
• The email campaign is set up to send automated emails to new members, with customizable content and timing, allowing for a personalized welcome experience and follow-up communications (00:13:28).
• The email sender name can be customized, and the sender email can be set to a specific address, such as “no reply” or a personal email like “JSON”, with the reply-to email address also being customizable (00:14:27).
• The subject of the email can be personalized with the recipient’s first name, and the content of the email can be edited using a text editor, although the current system requires copying and pasting the content into the email template (00:15:04).
• The email template can be tested and sent to the recipient, and the link included in the email can direct the recipient to a specific page, such as an upgrade page, by copying the link from the upgrade page in the dashboard and pasting it into the email template (00:15:58).
• To create a drip email campaign, the initial email can be cloned multiple times, and delays can be added between each email, with the ability to customize the subject and content of each email (00:16:25).
• The text editor provided can be used to edit the email content, and the source code of the email can be accessed and edited using the “tools” and “source code” options, allowing for further customization (00:16:57).
• Conditional statements, referred to as “filters”, can be used to create if-then statements, such as checking if a subscription value equals a specific number, and saving and testing the filter to ensure it works as intended (00:18:24).
• The drip email campaign can be customized to include multiple emails with delays between them, and conditional statements can be used to create a personalized experience for the recipient, such as checking if a sign-up is free or not (00:18:41).
• A workflow is set up to send a test email for free sign-ups with a specific subscription plan, and the email series is customized to include a welcome email and follow-up emails (00:18:51).
• The workflow includes a conditional step to check if the sign-up is for a free plan, and if so, it sends a test email and then an upgrade email (00:19:08).
• The email series is created using Pabbly and Gmail, and it can be customized to include the user’s name and other details, making it a great way to send a few emails to new members without having to pay for third-party services like Mailchimp or HubSpot (00:20:26).
• The welcome email is sent immediately after sign-up, and subsequent emails are sent after a delay, such as a one-minute delay, to engage the new member and provide them with information on what to do next (00:21:02).
• The follow-up emails can include links to pages on the site that provide more information to new members, and they can also include calls to action, such as completing their profile or joining a Facebook group (00:21:44).
• The emails can be customized using a text editor, and they can include images, logos, and other media to make them more engaging and personalized (00:21:30).
• The workflow can be tested by signing up for a free plan and checking the inbox for the emails, and the history of the email series can be viewed in Pabbly to see which steps have been completed (00:20:55).
• The drip email campaign can help to increase engagement with new members and encourage them to take specific actions, such as completing their profile or joining a Facebook group, and it can be customized to fit the specific needs of the site or business (00:22:16).
• The goal is to avoid overwhelming people on the same day, and a template with a logo, bold text, and a link to a community, such as a Facebook group, can be used to stay connected with members (00:22:35).
• A follow-up email can be sent with a message, for example, “hi jason upgrade and save 20”, and can include generic benefits of becoming a premium member, with the option to add images and other elements using a text editor (00:22:58).
• The email can include a call to action, such as “click here to upgrade now”, which can be linked directly to the page in the member’s account where they can upgrade to a premium plan, making the process easier for them (00:23:16).
• The series of emails can be set up as a drip sequence using Gmail, which is free to use, and can be used to connect with members and send them targeted emails at specific times (00:23:37).
• The drip sequence can be used to send multiple emails, such as a welcome email, a follow-up email, and an upgrade email, and can be customized to fit the needs of the business and its members (00:23:39).

Let’s Make an Email Sequence with Zapier & Gmail (00:23:42)

• To create an email sequence, Zapier can be utilized to send Gmail, and the process begins with catching the hook in a similar fashion, with the option to add a delay (00:23:42).
• A delay can be added using Zapier, which is similar to other methods, and this is done by choosing the “delay” option, specifically “delay 4”, and then selecting the value “1” and the unit “day” to delay the action by one day (00:23:52).
• After adding the delay, another Gmail action can be added immediately after, allowing for the creation of a sequence of emails, and this process is similar in both Zapier and Pabbly (00:24:15).