DRIP
- Cesar Daldosso (Unlicensed)
- Susanna Romanelli (Unlicensed)
What is DRIP?
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, multichannel marketing, personalized email campaigns, and customer activity reporting.
DRIP login dashboard URL: https://login.getdrip.com
How does it work?
Every 30 minutes, DRIP collects the data from the pages of the CRM campaigns that have been set up with it and updates the data of its statistics.
Customers' data is gathered through an API called Leadgens, which is triggered once a customer add his/her email and details on the Checkout page.
The data, gather on the CRM checkout pages, is stored inside the DRIP database is about three customers behaviors mainly:
Abandoned: refers to two cases:
a. Potential customers start a check-out process for an online order but drop out of the process before completing the purchase
b. The customer places the order but then cancels the paymentDeclined: refers to purchases in which payment transaction has been declined
Orders: for all successful purchases
How to set DRIP in a CRM Campaign?
To add DRIP inside one of your CRM campaigns, it can be easily done by following the below steps.
Please note that DRIP should be enabled in all campaigns chosen, which means setting it campaign per campaign as per the below instructions.
Login 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, which is 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 the 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 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 switched 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 TokenThe Account ID
The Application Name
How to find the above Authorization Token, Account ID and Application Name inside the DRIP Dashboard? |
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10. When the DRIP tab has been filled with the details, click on the Update button
11. To save these changes on the Campaign, click either on the Create button if the campaign is new or on the Save button, if DRIP has been just added to an already existing campaign. Both the Save and the Create buttons are located on the right side of the page (see the below example):
Inside the DRIP Dashboard
The URL Callback
To find where to set the 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 button
4. On the User Settings page, select OAuth Application and then on the Edit button
5. The Basic Settings page will open and there, the user can set the CallBack URL on its field
How to check the data inside DRIP
Please follow the below instructions.
From the DRIP dashboard, go to the left-side menu and click on People
On the People page, all the orders will be listed in it.
and check the orders report (see the below example)
the user is redirected to the order page, which will give you an overview of the customer behavior and details (see the below example)
and then clicking on the All Activity, on the left side of the page
it will be shown all customer’s orders:
and by clicking on the plus icon, more details will be provided for each order (see the below example):
Examples of the data picked up by DRIP from the CRM Campaigns checkout pages
Abandoned Purchases
This category refers to:
a. 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.
b. Cases in which customers place the order but then cancel the payment
On these events, the only detail collected is the email address
Declined Purchases
This category refers to purchases in which payment transaction has been declined
Successful orders
This category refers to all successful purchases
Payloads Samples Section
Request - Header
Authorization Basic NDEzMTRjNGM1OWNkOTc3OGQyM2E5OGEwYWUzOWJhZDM=
User-Agent Kasa LavenderiaBody
{
"provider":"dfo-provider",
"email":"Cesardaldosso@gmail.com",
"initial_status":"unsubscribed",
"action":"placed",
"occurred_at":"2021-06-22T01:43:08.077Z",
"order_id":"4417",
"grand_total":29.89,
"currency":"USD",
"order_status":"Refunded",
"Items":[{
"product_id":"62",
"sku":"30365",
"name":"Laundry Masher Pineapple",
"categories":["Home"],
"price":29.89,
"sale_price":0.0,
"quantity":0,
"discounts":0.0,
"taxes":0.0,
"fees":0.0,
"shipping":0.0,
"total":0.0,
"product_url":null,
"image_url":null,
"product_tag":null}],
"shipping_address":{
"first_name":"CESAR",
"last_name":"DALDOSSO",
"address_1":"RUA SOUSA LIMA, 86, AP 1303",
"address_2":"RUA SOUSA LIMA, 86, AP 1303",
"city":"São Paulo",
"state":"SP",
"postal_code":"01153-020",
"country":"Brazil",
"phone":""}}Response - 202
{
"request_ids": [
"88014ca7-e6c3-4d60-8e84-42174d54f868"
]
}Leadgens - Curl
Drip API Documentation
FAQ