By the end of this guide, you’ll know how to create a drip email sequence in SendX and utilize its various advanced options to boost engagement, reduce churn, and increase conversions.
Before You Begin
Make sure you:
Have logged in to your SendX
Have an understanding of your target audience or email segments
Know the purpose of your drip campaign (e.g., onboarding, upsell, engagement)
Step-by-Step Instructions
Step 1: Go to Campaigns
Log in to your SendX account.
From the left menu, click on Campaigns, then select Drip.
Step 2: Create a Drip
Click Create Drip.
On the next screen, name your drip campaign, and enter your sender name and email address.
Step 3: Compose Your Emails
For each drip step, you can:
Edit the subject line
Add email content
Choose to set the status as Active (ready to send) or Draft (not yet sent)
Step 4: Schedule Email Intervals
Choose when each email should be sent after the previous one.
Example: Email #1 is sent immediately,
Email #2 after 2 days,
Email #3 after 5 days.
Step 5: Set Drip Status
Make sure the entire drip campaign is set to Active to start sending.
You can set individual steps to Draft if you want to skip or delay them.
Tips & Best Practices
Keep your tone consistent: Maintain a clear and friendly tone across all drip steps.
Use personalization: Include merge tags (like
{{fallback .FirstName "there"}}) to increase open rates.Test your sequence: Always preview and send test emails before activating.
Advanced Options
Skip Weekends: Avoid sending drip emails on weekends by enabling this feature. Emails scheduled on weekends will be sent on Monday instead.
Track Replies: Enable reply tracking to monitor engagement. You can set automation rules based on replies to trigger actions like tagging or starting/stopping other campaigns.
Status Control: Keep a step in Draft if you’re not ready to send it. Only Active steps will be delivered.
Triggering a Drip Sequence
Automation Rules: Drip sequences can be triggered by user actions using SendX automation. For example, you can start a drip when a user signs up.
Using the API: Developers can also use the SendX API to programmatically trigger drip sequences for custom workflows.
Exclude a Segment of Contacts from a Drip Step
You can exclude specific segments from any step in the sequence by applying filters while setting up each email. This is helpful when:
You want to skip existing customers
You only want to target new subscribers
You need to exclude unengaged users