[2.0] Setting up the Drip Integration in bucket.io

[2.0] Setting up the Drip Integration in bucket.io

Setting up the Drip Integration in bucket.io


According to Drip:

Tags attach a label to a person when they do something specific, such as purchase a product, or become a customer. Use Tags to segment your list and understand the way people interact with your marketing.

Custom Fields - Custom Fields contain information that is unique to an individual person on your list. Use custom fields to insert personalized details into emails, and collect customer data points.

STEP #1: Set up the integration

After completing all steps from the article “Integrating Drip with bucket.io”, click Funnels at the top navigation menu to go back to your list of funnels. From there, locate the Funnel that will be integrated and click Options (the three dots at the right-hand side of the funnel).

  1. Click Settings, which would consequently display the settings menu of the Funnel 
  2. Click Integrations, which would display all of the available apps to integrate with 
  3. Click the Drip icon, (you might be asked to click the “integrate to funnel” button if it’s the first time On this page), and this will automatically open the Integration form, which is a very user friendly drop-down menu
  4. Important! Toggle on the integration at the top-right corner

NOTE: The automatic save function only applies to what is done in the Canvas and Builder, so anything in the Integration Page requires a click to the “Save Changes” button to make sure the set up is saved.

STEP # 2: Let’s set up the integration now section-by-section!!

Configure Your Mailing Lists

From the dropdown menu, choose from your existing lists.

Tag Your Bucket(s)

Here we assign tags for people to be labeled based on the bucket(s) that they land in, for instance:

Bucket 1: Professional > Tag: Prof

Bucket 2: Beginner > Tag: Beg

  1. Click the plus (+) sign next to each bucket which will automatically deploy a drop-down menu next to the bucket.
  2. Choose one of the available tags or type a keyword to locate the desired tag.

Tag Your Questions

We can assign as many tags as we need to. This will help to better organize contacts in Drip. 

  1. Click the plus (+) sign next to each answer, which will automatically create a drop-down menu.
  2. Choose one of the available tags or type a keyword to locate the desired tag.

UTM Parameters

If/when tracking information generated outside of bucket.io, such as source, campaign, affiliate, etc. Assign the Custom Fields that will receive the attributes carried by the UTM variable in your funnel’s URL.

Lead Capture Custom Field Mapping

The system automatically links bucket.io contact fields (Name, Phone, Email, etc.) with the ones previously created in Drip, however, if more fields are to be added at the Lead Capture Page, it is important to ensure they all match the respective fields.

Questions Custom Field Mapping

Participant’s answers can also be transferred to Drip rather than tags - for instance, their answer to an open-ended question. Here is where custom fields become handy for questions and answers. 

  1. Click the plus (+) sign next to each question which will automatically create a drop-down menu next to each answer.
  2. Choose one of the available fields or type a keyword to locate the desired custom field.

Don’t forget to click the Save button.

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