Automated Drip Campaigns

Drip Campaign System #

Automated Email Sequences Based on Triggers #

Corcava provides a sophisticated automated drip campaign system for user onboarding and engagement:

Drip Campaign Architecture:

• Time-Based Triggers: Campaigns triggered based on team creation dates
• Scheduled Execution: Daily scheduled execution of drip campaign steps
• Multi-Step Sequences: Complex multi-email sequences with specific timing
• User Targeting: Campaigns targeted to team owners and decision makers
• Subscription Filtering: Campaigns filtered by user subscription status

Campaign Trigger System:

• Team Creation Date: Campaigns triggered based on when teams are created
• Day-Based Scheduling: Each campaign step executed on specific days after team creation
• Carbon Date Filtering: Precise date range filtering for campaign targeting
• Automatic Enrollment: Users automatically enrolled in drip sequences upon team creation

Campaign Execution:

• Console Commands: Each drip step implemented as Laravel console command
• Scheduled Processing: Commands scheduled to run daily at specific times
• Error Handling: Comprehensive error handling and logging for campaign execution
• Status Tracking: Track campaign execution status and completion

Campaign Management Features #

Drip campaigns are managed through automated systems with comprehensive controls:

Campaign Controls:

• Notification Settings: Integration with user notification preferences
• Subscription Validation: Campaigns only sent to active subscribers
• Marketing Email Opt-In: Respect user marketing email preferences
• BCC Integration: Support for BCC addresses for campaign monitoring

User Eligibility:

• Subscription Status: Only users with AppSumo or Stripe subscriptions receive campaigns
• Notification Preferences: Campaigns respect user notification settings
• Marketing Email Consent: Users must have marketing emails enabled
• Team Ownership: Campaigns targeted to team owners and administrators

Campaign Steps #

Multi-Step Email Sequences with Timing Controls #

Corcava implements an 8-step drip campaign sequence for comprehensive user onboarding:

Regular Drip Campaign Sequence:

1. Step 1 – Overview (Day 2): Platform overview and feature introduction 2. Step 2 – Projects (Day 4): Client and project setup guidance 3. Step 3 – Team Collaboration (Day 6): Team management and collaboration features 4. Step 4 – Time Tracking (Day 8): Time tracking setup and desktop app installation 5. Step 5 – Invoicing (Day 12): Invoicing and payment processing setup 6. Step 6 – Re-engagement (Day 18): User re-engagement and feature reminders 7. Step 7 – Advanced Features (Day 25): Advanced platform capabilities 8. Step 8 – Gather Reviews (Day 30): Feedback collection and review requests

Campaign Timing:

• Precise Scheduling: Each step scheduled for specific days after team creation
• Daily Execution: Commands executed daily to catch eligible users
• Time Staggering: Steps executed at different times (01:00 to 02:10) to distribute load
• Date Range Filtering: Precise date filtering ensures users receive emails at correct intervals

Campaign Step Details #

Each drip campaign step serves specific onboarding and engagement purposes:

Step 1 – Platform Overview:

• Timing: 2 days after team creation
• Content: Comprehensive platform overview and feature introduction
• Purpose: Welcome users and introduce core platform capabilities
• Features Covered: CRM, Project Management, Time Tracking, Invoicing, Analytics

Step 2 – Project Setup:

• Timing: 4 days after team creation
• Content: Client and project creation guidance
• Purpose: Help users set up their first client and project
• Features Covered: Client creation, currency options, project setup, Kanban boards

Step 3 – Team Collaboration:

• Timing: 6 days after team creation
• Content: Team management and collaboration features
• Purpose: Guide users through team setup and collaboration tools
• Features Covered: Team invitations, role assignments, collaborative workflows

Step 4 – Time Tracking:

• Timing: 8 days after team creation
• Content: Time tracking setup and desktop app installation
• Purpose: Introduce time tracking capabilities and tools
• Features Covered: Desktop app downloads, time tracking workflows, timesheet management

Step 5 – Invoicing:

• Timing: 12 days after team creation
• Content: Invoicing and payment processing setup
• Purpose: Guide users through billing and payment setup
• Features Covered: Invoice generation, payment integration, billing processes

Step 6 – Re-engagement:

• Timing: 18 days after team creation
• Content: Feature reminders and engagement encouragement
• Purpose: Re-engage users who may not be actively using the platform
• Features Covered: Platform benefits, success stories, feature highlights

Step 7 – Advanced Features:

• Timing: 25 days after team creation
• Content: Advanced platform capabilities and optimization
• Purpose: Introduce advanced features for power users
• Features Covered: Advanced analytics, automation, integrations

Step 8 – Gather Reviews:

• Timing: 30 days after team creation
• Content: Feedback collection and review requests
• Purpose: Collect user feedback and encourage platform reviews
• Features Covered: Feedback forms, review platforms, testimonial requests

User Onboarding Sequences #

Automated Welcome and Feature Introduction Emails #

User onboarding is handled through carefully crafted email sequences:

Onboarding Email Content:

• Personalized Messaging: All emails personalized with user names
• Feature-Focused Content: Each email focuses on specific platform features
• Action-Oriented: Emails include clear calls-to-action and next steps
• Professional Design: Consistent branding and professional email templates

Welcome Email Features:

• Platform Introduction: Comprehensive introduction to platform capabilities
• Getting Started Guide: Step-by-step guidance for initial setup
• Feature Highlights: Key feature explanations with practical examples
• Support Information: Contact information and support resources

Feature Introduction Sequence:

• Progressive Disclosure: Features introduced gradually over time
• Practical Examples: Real-world use cases and implementation examples
• Visual Elements: Email panels and formatted content for better readability
• Interactive Elements: Buttons linking to relevant platform sections

Onboarding Email Templates #

Each onboarding email uses professionally designed templates:

Template Features:

• Markdown-Based: Email templates built using Laravel Markdown mail
• Responsive Design: Templates optimized for all device types
• Brand Consistency: Consistent branding and styling across all emails
• Localization Support: Templates support multiple languages and localization

Content Structure:

• Personal Greeting: Personalized greeting using user names
• Feature Panels: Organized content panels highlighting specific features
• Call-to-Action Buttons: Clear buttons linking to relevant platform sections
• Support Information: Consistent support and contact information
• Professional Signature: Branded signature from the platform team

Re-engagement Campaigns #

Automated Campaigns for User Retention #

Re-engagement campaigns help retain users and encourage platform adoption:

Re-engagement Strategy:

• Timing-Based: Re-engagement emails sent at strategic intervals
• Feature Reminders: Highlight underutilized features and capabilities
• Success Stories: Share success stories and use cases from other users
• Value Proposition: Reinforce platform value and benefits

Re-engagement Content:

• Feature Highlights: Showcase features users may not have discovered
• Best Practices: Share best practices for platform utilization
• Case Studies: Real-world examples of successful platform implementation
• Support Offers: Proactive support and assistance offers

Retention Tactics:

• Personalized Messaging: Tailored content based on user behavior and usage
• Urgency Creation: Gentle urgency to encourage platform engagement
• Value Reinforcement: Continuous reinforcement of platform benefits
• Support Accessibility: Easy access to help and support resources

Campaign Scheduling #

Daily Scheduled Execution of Drip Campaigns #

Drip campaigns are executed through a sophisticated scheduling system:

Scheduling Architecture:

• Laravel Scheduler: Campaigns scheduled using Laravel’s task scheduler
• Daily Execution: All drip steps executed daily to catch eligible users
• Time Distribution: Commands staggered across different times to distribute system load
• Precise Timing: Each step executed at specific times for consistent delivery

Execution Schedule:

• 01:00 – Step 1 (Overview)
• 01:10 – Step 2 (Projects)
• 01:20 – Step 3 (Team Collaboration)
• 01:30 – Step 4 (Time Tracking)
• 01:40 – Step 5 (Invoicing)
• 01:50 – Step 6 (Re-engagement)
• 02:00 – Step 7 (Advanced Features)
• 02:10 – Step 8 (Gather Reviews)

Campaign Processing:

• Batch Processing: Process multiple users efficiently in batches
• Error Handling: Comprehensive error handling for failed email sends
• Logging: Detailed logging of campaign execution and results
• Performance Optimization: Optimized processing for large user bases

AppSumo-Specific Drip Sequences #

Special drip sequences are available for AppSumo customers:

AppSumo Campaign Features:

• Separate Sequence: Dedicated drip sequence for AppSumo users
• Tailored Content: Content specifically tailored for AppSumo audience
• Different Timing: Unique scheduling optimized for AppSumo user journey
• Special Offers: AppSumo-specific features and benefits highlighted

AppSumo Schedule:

• 02:20 – Step 1 (Check-in)
• 02:30 – Step 2 (Invitation)
• 02:40 – Step 3 (Final)

AppSumo Integration:

• User Identification: Automatic identification of AppSumo users
• Customized Messaging: Messaging tailored for AppSumo customer experience
• Special Features: Highlighting AppSumo-specific features and benefits
• Dedicated Support: AppSumo-specific support and assistance information