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Personalize Your Drip Email Campaigns with Zapier: Using the First Name for Impact

Published on Feb 28th, 2024

In the world of email marketing, personalization can be a game-changer. With the plethora of tools available, setting up a drip email campaign that resonates with each individual can be streamlined and effective. If you're familiar with Zapier, a tool that connects your favorite apps and automates workflows, you already know its power in saving time and enhancing productivity. But are you utilizing it to its full potential when it comes to personalizing drip emails?

Why Use First Names in Drip Emails?

Personalization helps to build a relationship with your customers. When you address recipients by their first name, it immediately makes the email feel more personal and direct. This can lead to better open rates, click-through rates, and overall engagement.

Using Zapier to Personalize Your Drip Emails

Zapier acts as a bridge between your email marketing platform and your customer relationship management (CRM) system or any other source of customer data you're using. Here's how to utilize Zapier to add a personal touch to your drip email campaigns with the first name personalization:

  1. Choose Your Trigger App: Select the app where your contacts’ information is initially collected. This could be a form submission app like Typeform, a CRM like Salesforce, or an e-commerce platform like Shopify.

  2. Set Up the Trigger: Configure your trigger on Zapier to detect when new contact information is added to your app of choice. For instance, you might set the trigger for 'New Entry' in Typeform.

  3. Select Your Action App: This will be your email marketing platform, such as Mailchimp, HubSpot, or ActiveCampaign.

  1. Create an Action: Set up an action in Zapier to 'Create or Update Email Subscriber' in your chosen email marketing platform.

  2. Map the First Name Field: During the action setup, you'll map the field from the trigger app – where the contact's first name is stored – to the corresponding field in your email platform. Make sure it's mapped accurately to ensure the first name is pulled correctly into your drip emails.

  3. Design Your Drip Campaign: With the technical setup complete, now design your email sequences within your email platform. Wherever you want the first name to appear, use the appropriate personalization tag that your email platform supports, such as `*

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