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Drip Campaign Best Practices

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I'd like to add a pop up on my website that invites visitors to download a how-to PDF, then, using the email address they enter I'll begin an email drip campaign. I see Squarespace has all the tools I need but I'm not sure the best practices I should use to do this effectively... or maybe I should separate this and use Mailchimp instead? 

Here's a bullet list of what I want to do:

- create a pop up that says, "hey there! sign up and download this helpful resource that'll solve your problems!" 
- once they add their email address a PDF is sent to them (it's the resource I mentioned in the popup)
- In the following weeks/months I'll send a weekly email with more details, offers, testimonials, etc..

- Ideally this same email signup form can be used on my website too. That way I can have the offer in a pop up and in the body of some pages. 
- Can I export email lists that are created within Squarespace?

Assuming this is possible and reasonable within Squarespace, how do I best accomplish it? Do I use Mailing List or Newsletter? Should the free PDF be part of a Store and I just create links to it within my popup? Or is it best to do all of this through a third party like Mailchimp?

I guess I'm looking for best practices for creating a popup which trades a visitor's email address for a helpful PDF and a number of emails over the next few months. And should it be done entirely within Squarespace or using a third-party?

For reference, I'm trying to recreate this on Squarespace: https://storybrand.com/automated-email-campaign/


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Personally, I think this would be easier with MailChimp or ConvertKit, but you can do Drip automations in Squarespace Campaigns. Here's the automation info https://support.squarespace.com/hc/en-us/articles/360002077567-Sending-automated-campaigns#toc-automations-and-unsubscribes The reason I don't care for the way automations are handled in SS is because if someone unsubs from the sequence, they're completely unsubbed. With more robust tools, you can have an "unsubscribe from messages like this but stay on my list" link and they will only remove them from the automation. 


And, yes, you can export your list - https://support.squarespace.com/hc/en-us/articles/360001280708-Building-mailing-lists#toc-export-a-mailing-list 

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@miller.nw, I agree with what @sarah says. Squarespace Campaigns is great (I use it myself), but there are some use cases where it's not ideal. For example, you can only automate up to 60 days from their join date. So you'd have to complete your sequence within 2 months. 

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  • 4 months later...

Hi Miller,

Mailchimp is a polished email marketing program. When people do not know what email marketing is? Mailchimp is out there since those days. I will also suggest to tryout getaresponse.com. This tool also helped me build my email list. 


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