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Drip is an email marketing solution catering to businesses of all sizes across various industries such as marketing and advertising, consumer goods, and e-learning. Key features include workflow automation, multi-channel marketing, personalized email campaigns, and customer activity reporting.
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DRIP login dashboard URL: https://login.getdrip.com
How does it work?
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Every 30 minutes, DRIP collects the data from the pages of the CRM campaigns which that have been set up with it. |
The data gather and , gather on the CRM checkout pages, is stored inside the DRIP database is about three customers behaviors mainly:
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Please note that DRIP should be enabled in all campaigns chosen, which means setting it campaign per campaign as per the below instructions. |
Login in to your CRM instance
Go to the left side menu and select Campaign Management and then Settings
Once the Settings is selected, the user is redirected to the Campaigns Page page, in which are listed all campaigns created
Select one of the campaigns available, by clicking on the campaign name or clicking on the + Create New button, and he/she will be redirected to the new Campaign Settings Page (see below example):
Once the user is on the Campaign Settings page, go to the right side of the page and click on Email Service Providers from the menu
On the Email Service Providers, the user can see listed the option Drip add the option DRIP
Which will be then listed within the campaign email service providers
The toggle, on the column called Is Active, has to be switch to ON
Then click on the Edit button on the right side of the Drip row
A tab will pop up, where the user needs to add:
The Authorization Token The Account ID The Application Name
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Please note that the above information can be easily found on the user’s DRIP account
How to find the above Authorization Token, Account ID and Application Name inside the DRIP Dashboard? |
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Please follow below steps:
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Please note that also the URL Callback should be configured inside DRIP so eManage CRM will receive back a response every time, DRIP collects data from the checkout page of the CRM campaign(s).
The URL Callback
To find where to set this informationthe URL Callback, please follow the below steps:
Log in to your DRIP account
From the Dashboard, go to the top right and select the user icon that will open the account side menu
Select User Settings, select OAuth Application, and then click on the EDit Edit button
4. On the User Settings page, select OAuth Application and then on the Edit button:
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5. The Basic Settings page will open and there, the user can set the CallBack URL on its field
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How to check the data inside DRIP
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From the DRIP dashboard, go to the left side menu and click on People
On the People page, all the orders will be listed on in it.
- Furthermore, if selecting the More Options icon, the scroll-down menu will pop up, and in which the user can select Orders
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and check the orders report (see below example):
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- In addition to the aboveOtherwise, if selecting the View Person icon:
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and by clicking on the plus icon, more details will be provided for each order (see below example):
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Examples of the data pick up by DRIP from the CRM Campaigns checkout pages
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This category refers to cases in which a potential customer starts a check-out process for an online order, but drops out of the process before completing the purchase. On these events, the only detail collected are is the email address
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Declined Purchases
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