How to set up and use Drip Send for better outreach

Step 1: Connect your SMTP account

Open Settings and enter SMTP host, port, username, and password (or app password). Verify with a smoke test before importing contacts. This confirms authentication, routing, and sender identity are aligned.

Step 2: Import a clean contact list

Upload a CSV with essential fields only: email, first name, company, and any personalization columns you actually use. Remove stale or uncertain records first to protect deliverability.

Step 3: Build your first message sequence

• Start with one clear first-touch email.
• Add one or two follow-ups, not five.
• Use short, plain language and specific context.

Step 4: Configure safe queue limits

Set daily and hourly caps based on mailbox history. If a mailbox is new or recently inactive, begin lower and increase only when reply and bounce signals remain healthy.

Step 5: Review before sending

Use the pre-send view to verify merged values, tone, and subject line. This one step prevents most embarrassing outreach mistakes.

Tips to get the best results

• Prioritize message quality over sequence length.
• Pause quickly when errors or unexpected responses appear.
• Use suppression rules so replies and unsubscribes are respected automatically.
• Batch in small groups and iterate weekly.

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