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:

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