Drip Campaigns

View and manage drip groups, add new drips and organize them.

Overview

Drip Campaigns are automated email sequences that send based on time intervals after a trigger event occurs. Unlike scheduled campaigns that you manually initiate, drip campaigns are activated by Triggers - when a contact is added to a list, updates a profile field, or meets other conditions you define.

How Drip Campaigns Work

  TRIGGER            DRIP GROUP           DRIPS
  (Actions ->   -->  (Settings &   -->   (Timed email
   Triggers)          SMTP config)        sequence)
                                             |
                                             v
                     Drip 1  -->  Drip 2  -->  Drip 3
                    (Instant)   (5 min)     (10 min)

Workflow:

1. Create a Drip Group with sending configuration
2. Add Drips (individual emails) to the group with timing intervals
3. Set up a Trigger (under Actions → Triggers) to start the drip group
4. When the trigger fires, contacts enter the drip sequence

Drip Groups

Drip Groups organize related drip emails and define the sending configuration shared by all drips in the group.

Viewing Drip Groups

Navigate to Campaigns → Drip Campaigns to view all drip groups.

Page Features

• Add New Drip Group button to create a group
• Add New Drip button to create a drip email
• Bulk Actions dropdown for operations on selected items
• Our records / User records toggle
• Filter by admin dropdown
• Show entries dropdown
• Search box

Drip Group Information

Column	Description
Drip Group	Name of the drip group
Drip Count	Number of drips in the group (clickable to view drips)
Creation Date	When the group was created
Actions	Action menu (three dots)

Creating a Drip Group

1. Navigate to Campaigns → Drip Campaigns
2. Click Add New Drip Group
3. Configure the group settings
4. Click Save

Drip Group Settings

Field	Description
Group	Name for the drip group (e.g., "Welcome Series", "Onboarding")
Sending Nodes	Select SMTP servers to use for sending drips

Sending Nodes displays a hierarchical list of available SMTP servers grouped by category. Check the servers you want to use for this drip group.

Tracking Options

Option	Description
Track Opens	Monitor when recipients open emails
Track Clicks	Monitor when recipients click links
Insert Unsubscribe Link	Automatically add unsubscribe link
Skip unconfirmed	Don't send to unconfirmed contacts

Sender Details

Choose how sender information is determined:

Option	Description
From Sending Node	Use sender details configured in the SMTP node
From Contact List	Use sender details from the contact list settings
Custom	Specify custom sender name and email

Don't Override Sender Name - When enabled, preserves the sender name from the source rather than overriding it.

Managing Drip Groups

Editing a Group

1. Click the actions menu (three dots) next to a group
2. Select Edit
3. Modify settings
4. Click Save

Deleting a Group

1. Click the actions menu next to a group
2. Select Delete
3. Confirm deletion

Deleting Groups

Deleting a drip group will also delete all drips within it.

Drips

Drips are individual emails within a drip group, each with its own timing and content.

Viewing Drips

Click the Drip Count number for any group to view its drips, or click on a group name.

Drips List Page Features

• Drip Groups button to return to groups list
• Add a Drip button to create a new drip
• Bulk Actions dropdown
• Group selector dropdown to switch between groups
• Our records / User records toggle
• Filter by admin dropdown
• Show entries dropdown
• Search box

Drip Information

Column	Description
Name	Drip name
Delay	Time delay (e.g., "Instant", "5 minutes", "10 minutes")
Status	Active (green) or Inactive (red) badge
Created On	When the drip was created
Actions	Action menu (three dots)

Drips are grouped under their drip group name in the list.

Creating a Drip

Navigate to Campaigns → Drip Campaigns, then click Add New Drip or Add a Drip (when viewing a group).

The drip editor is a 3-step wizard:

Step 1: Drip Details

Field	Description
Drip Name	Internal name for the drip email
Group	Select which drip group this drip belongs to
Status	Toggle active/inactive
Send to Existing Contacts	Send to contacts already in the trigger criteria

Send to Existing Contacts

Enabling this will queue the drip for all contacts that already match the trigger criteria when the drip is activated. Use carefully with large contact bases.

Click Continue to proceed.

Step 2: Interval

Configure when this drip should be sent relative to the trigger event.

Execution Time

Specify when this drip should be sent:

Option	Description
Upon Triggering	Send immediately when the trigger fires
After Triggering	Send after a specified delay

Delay Configuration (After Triggering)

When "After Triggering" is selected, specify the delay:

• Number field - Enter the delay amount (e.g., 5)
• Unit dropdown - Select the time unit

Unit	Description
Minutes	Delay in minutes
Hours	Delay in hours
Days	Delay in days
Weeks	Delay in weeks
Months	Delay in months
Years	Delay in years

Examples:

• First drip: Upon Triggering (Instant)
• Second drip: 5 Minutes after triggering
• Third drip: 1 Day after triggering
• Fourth drip: 1 Week after triggering

Click Continue to proceed, or Back to return to Step 1.

Step 3: Email Content

Design the drip email content.

AI-Assisted Content

If Mumara AI is enabled and your role has the AI Drip Chat permission, you can use AI to generate drip email content. Click the AI Builder button to open the AI chat panel and describe the email you want. The AI generates HTML content that you can use directly in the drip.

See AI Email Builder for more information on using AI for email creation.

Email Fields

Field	Description
Email Subject	Subject line (with emoji button)
Add Email Pre-header	Toggle to add preview text
HTML Content	Rich text editor for email body
Text Content	Plain text version of the email

HTML Editor

The editor (TinyMCE-based MumaraEditor) includes a toolbar with:

• Undo/Redo
• Block format, font family, and font size selectors
• Text formatting (bold, italic, underline, strikethrough)
• Text and background color
• Text alignment (left, center, right, justify)
• Bulleted and numbered lists
• Image insertion and link insertion
• Code view, preview, and fullscreen

Variable Insertion

Insert dynamic content using the variable buttons:

Button	Description
General Variables	Sender name, email, dates, web view URL
Recipient Fields	Contact data fields - see Custom Fields
Spintax	Insert rotating content variations
Dynamic Content Tags	Conditional content blocks
Profile Variables	Profile-related variables
Copy as Text	Convert HTML to plain text

Responsive Email

Toggle to automatically add responsive CSS and meta tags to your drip email. When enabled, the email is optimized for rendering across mobile devices, tablets, and all major email clients including Outlook, Gmail, Yahoo, Apple Mail, and Samsung Mail.

The responsive enhancement includes:

• Viewport meta tag for proper mobile rendering
• Responsive media queries for smaller screens
• Dark mode support
• Email client-specific rendering fixes

tip

Enable Responsive Email for all drip emails unless you are using a custom-coded template that already includes its own responsive CSS.

Attachments

• Drag and drop files or click to browse
• Maximum file size: 128MB

Send a Test Preview

Test your drip email before activating:

Field	Description
Sending domain for preview	Toggle to select sending domain
Email address to send a test preview	Enter recipient email

Click Send a Test to send the preview.

Preview Limitations

Sending a preview will not convert the variables e.g. first name, last name, web version or unsubscribe links, etc.

Click Save to create the drip, or Back to return to Step 2.

Setting Up Triggers for Drip Campaigns

Drip campaigns are initiated by Triggers, which are configured under the Actions menu.

Accessing Triggers

Navigate to Actions → Triggers to manage triggers.

Creating a Trigger for Drips

1. Navigate to Actions → Triggers
2. Click Add New or Add Trigger
3. Configure the trigger in a 2-step wizard

Step 1: Event

Define what event will fire the trigger:

• Contact added to a list
• Contact added to a segment
• Profile field value changed
• Form submission
• And other events

Step 2: Action

Configure the action to perform:

Field	Description
When to execute	Instantly or with delay
Action to perform	Select "Start a drip group"

Action Options:

• Send a broadcast
• Send a notification email to admin
• Start a drip group ← Select this for drip campaigns
• Change status to active or inactive
• Change format to receive HTML or Text
• Update a custom field value

After selecting "Start a drip group", choose which drip group to start.

Trigger Examples

Welcome Series

Event: Contact added to "Newsletter" list Action: Start "Welcome Series" drip group

Trigger fires → Welcome email (Instant) → Tips email (3 days) → Feature email (7 days)

Onboarding Sequence

Event: Contact added to "New Customers" segment Action: Start "Onboarding" drip group

Trigger fires → Getting Started (Instant) → Advanced Tips (1 week) → Check-in (2 weeks)

Profile Update Follow-up

Event: Profile field "Interest" changed Action: Start "Interest-based" drip group

Trigger fires → Relevant content email (1 hour) → Related products (3 days)

Common Drip Sequences

Welcome Series

Drip	Timing	Content
1	Instant	Welcome and thank you
2	2 days	Getting started guide
3	5 days	Key features overview
4	10 days	Success tips
5	14 days	Feedback request

Onboarding Sequence

Drip	Timing	Content
1	Instant	Account activation
2	1 day	First steps tutorial
3	3 days	Advanced features
4	7 days	Best practices
5	14 days	Check-in and support offer

Educational Course

Drip	Timing	Content
1	Instant	Course introduction
2	1 week	Lesson 1
3	2 weeks	Lesson 2
4	3 weeks	Lesson 3
5	4 weeks	Final lesson and certificate

Managing Drips

Activating/Deactivating

Toggle drip status:

1. Edit the drip
2. Change the Status toggle
3. Save changes

Inactive drips will not send even when triggered.

Editing a Drip

1. Click the actions menu next to a drip
2. Select Edit
3. Modify settings through the 3-step wizard
4. Save changes

Changes affect future sends only.

Deleting a Drip

1. Click the actions menu next to a drip
2. Select Delete
3. Confirm deletion

Reordering Drips

Drips execute based on their delay timing, not list order. To change the sequence:

1. Edit each drip
2. Adjust the delay timing in Step 2
3. Save changes

Best Practices

Sequence Design

• Map the journey - Plan the complete sequence before building
• Logical progression - Each email should build on previous ones
• Clear goals - Define what each drip should achieve
• Consistent timing - Predictable intervals build expectations

Content Tips

• Value-focused - Each drip should provide value
• Single CTA - One clear action per email
• Personal tone - Write like a helpful friend
• Mobile-friendly - Most emails are read on mobile

Timing Guidelines

• Welcome email - Send instantly (Upon Triggering)
• Early sequence - 1-3 day intervals
• Mid sequence - 3-7 day intervals
• Later drips - Weekly or less frequent

Troubleshooting

Drip Not Sending

Possible causes:

• Drip status is inactive
• Drip group not linked to a trigger
• Trigger not configured or inactive
• Contact doesn't match trigger criteria

Solutions:

• Verify drip status is active
• Check trigger configuration under Actions → Triggers
• Verify trigger event matches expected criteria
• Check contact meets trigger conditions

Wrong Timing

Possible causes:

• Incorrect interval configuration
• Server time zone issues

Solutions:

• Review interval settings in Step 2
• Check server time configuration

Contacts Not Receiving Sequence

Possible causes:

• "Send to Existing Contacts" disabled for new contacts
• Contact status is unconfirmed and "Skip unconfirmed" is enabled
• SMTP server issues

Solutions:

• Check "Send to Existing Contacts" setting
• Verify contact confirmation status
• Check sending node status and logs

Next Steps

• Broadcasts - Create email content
• Dynamic Content Tags - Conditional content and RSS feeds
• Evergreen Campaigns - Recurring automated campaigns
• Scheduling Campaigns - One-time campaign scheduling
• Split Tests - Test different versions