Getting Started Guide

How to Set Up and Get Started with Drip Magnet

Most email platforms start with templates.

Drip Magnet starts with people.

Instead of sending the same message to thousands, Drip Magnet generates personalised emails for each individual based on who they are, what they have done, and what they need next.

This guide walks you through how to get set up and start sending your first high-performing campaigns.

1

Step 1

Connect Your Data Sources

Everything in Drip Magnet is powered by data.

The first step is connecting your core systems, typically your CRM or customer database, either directly or via the comprehensive Drip Magnet API.

  • CRM (e.g. HubSpot, Salesforce, custom systems)
  • Direct integrations through the comprehensive Drip Magnet API
  • Product or usage data (for SaaS)
  • Purchase history (for eCommerce)
  • Event or engagement data (emails, clicks, logins)

Why this matters

Drip Magnet does not rely on static segments. It builds a live understanding of each contact, so the more context you provide, the better your emails perform.

2

Step 2

Define Your Brand, Tone, and Rules

Before generating anything, Drip Magnet needs to understand how you communicate.

This is where you define your brand context.

  • Tone of voice (e.g. friendly, professional, direct)
  • Writing style (short vs detailed, casual vs formal)
  • Product context (what you offer, who it is for)
  • Guardrails (compliance, claims to avoid, required phrases)

Tip

Think of this as training a new team member. The clearer your inputs, the more consistent and on-brand your outputs will be.

3

Step 3

Enrich Your Customer Data

Raw data tells you what happened.

Enriched data tells you what it means.

Drip Magnet automatically enhances your data to build a deeper profile of each contact by combining behavioural signals, inferred interests, and contextual insights.

  • Identifying likely intent (e.g. exploring vs ready to buy)
  • Understanding product usage gaps
  • Inferring priorities based on behaviour
  • Mapping where someone is in their journey

Why it matters

This is what enables true 1:1 personalisation at scale.

4

Step 4

Create Your First Campaign

Instead of building campaigns with templates, you create a campaign made up of one or more briefs.

Each brief tells Drip Magnet who you are targeting, what the goal is, and how the message should adapt within the campaign.

Example brief

"Send an email to users who signed up but have not completed onboarding. Focus on the next best step based on what they have already done."

  • Analyses each user individually
  • Determines what they need next
  • Generates a tailored email for each person

Outcome

No two emails are the same.

5

Step 5

Generate Personalised Emails

Once your campaign and briefs are set, Drip Magnet creates emails for every contact in your audience.

Each email is context-aware, individually written, and aligned to your tone and brand rules.

  • One user gets a reminder to finish setup
  • Another gets guidance on a feature they have not used
  • Another gets a nudge based on repeated behaviour

In practice

All of this can happen from the same campaign.

6

Step 6

Review with Guardrails and Approvals

Before anything is sent, Drip Magnet applies your guardrails and review processes.

You can keep control without losing the benefits of automation, with the AI assistant available to help you review outputs and regenerate them when needed.

  • Approve or regenerate messages
  • Use the AI assistant to assist with review and regeneration
  • Set rules for what can and cannot be said
  • Review edge cases or sensitive content
  • Ensure compliance and brand consistency

Why this matters

This gives you control without sacrificing scale.

7

Step 7

Send and Learn

Once approved, your campaign is ready to go.

After sending, Drip Magnet tracks performance, identifies patterns in what works, and the ongoing Optimizer continually adjusts your campaigns based on how effective they are.

  • Higher open rates
  • More clicks
  • Better conversion outcomes
  • Less manual campaign work
  • Continuous optimisation based on real campaign performance

Over time

Drip Magnet becomes more powerful as the Optimizer learns from every campaign and keeps improving performance.

Common Use Cases to Start With

If you are just getting started, these are the highest-impact areas.

1

Onboarding Emails

Guide users to the next best step based on what they have already done.

2

Abandoned or Incomplete Actions

Follow up with users who did not finish, tailored to exactly where they dropped off.

3

Transactional Emails

Make standard emails like welcome, purchase, and confirmation messages feel personal and relevant.

4

Newsletters

Turn your content into personalised updates based on each reader's interests.

What Makes Drip Magnet Different?

That is the difference between automation and personalisation at scale.

Most platforms

  • Use templates
  • Segment users into groups
  • Send variations of the same message

Drip Magnet

  • Understands each individual
  • Writes each email separately
  • Adapts messaging dynamically

Final Thoughts

Getting started with Drip Magnet is not about building campaigns.

It is about building context.

Once your data, brand, and briefs are in place, everything else compounds: better emails, better performance, and less manual work.

Talk to the team