Paubox Marketing releases all-new drip campaign functionality and a custom HTML builder

Featured image

Share this article

Is Paubox Marketing in your marketer’s tech stack yet? This innovative solution finally allows healthcare organizations and agencies to send personalized email that includes PHI and is HIPAA compliant. Imagine the possibilities that were not available to healthcare before. Some of our customers report up to a 70% open rate while easily emailing patients PHI and staying HIPAA compliant.

Read on to discover the exciting Paubox Marketing all-new drip campaign functionality and custom HTML builder.

Paubox Marketing releases all-new drip campaign functionality and a custom HTML builder

Our customers wanted the functionality of sending personalized marketing emails with PHI and be HIPAA compliant. It’s in our DNA to build what our customers need, so Paubox Marketing was born. 

The early versions of Paubox Marketing focused on the unique functionality of combining marketing and HIPAA compliance. 

While the functionality is a feat in itself, our customers asked for additional features to communicate at an elevated and clear level while making data-driven decisions. 

We listened, and we built it for you. Paubox is excited to announce a robust drip campaign feature and a custom HTML builder to create and send beautiful personalized emails and drip campaigns for your patient journeys in our latest release of Paubox Marketing. And, yes, you can include PHI and it is HIPAA compliant without the extra steps of portals and passwords.

Paubox Marketing all-new drip campaigns

Here’s a quick tour of four features you’ll love in the new drip campaign function

  • Drag and drop builder: Effortlessly drag and drop new actions to build your drip campaign workflow.
  • Enrollment triggers: Choose between the option to email existing members of a list or newly enrolled members on a drip campaign.
  • Time delays: Set time delays between emails and actions for a set number of hours, days or weeks.
  • Condition branches: Send contacts in a drip down different paths based on their actions, including whether they opened a previous email or clicked a link on an earlier email.

How do I create a drip campaign in Paubox Marketing? 

Watch our instructional video

Creating a campaign

  1. Go to Drip Campaigns on the left-hand navigation
  2. Click on Create New Drip Campaign to start building your campaign

Add a starting point

Your starting point or trigger will be the event or activity that starts a contact on your drip campaign. For example, you can choose to send a drip campaign to all contacts on a list or start with new contacts that get added to your designated list.

  1. Give your campaign a unique name which is its Drip Campaign ID
  2. Select campaign trigger option
  3. Select the list that you want to email, or create a new list
  4. Continue to Drip Campaign Builder to begin building your campaign

Add actions to your drip campaign

Use the drag and drop drip builder to add actions to your drip journey:

  • Set timing delays
  • Add emails
  • Add condition branches

Timing Delay

Set timing delays for a specified number of hours or days.

Assigning an email to your drip

1. When choosing an email, you’ll need to add the subject, ‘from address,’ and ‘from name.’ 2. Choose an existing email campaign to send from the drop-down list.

Condition Branches

Condition branches can be used to send contacts down a different journey of the drip campaign depending on the conditions that you set. You’ll be able to choose between the following conditions:

  • If the previous email is opened
  • If a link in the previous email is clicked

Note, for the link clicked condition, this means that any link within the email sent was clicked.

Continue to add actions to your drip campaign to build the contact journey. You may also delete actions in your drip by clicking on the menu button on the action within the builder.

After a drip has started, you can no longer delete actions.

Saving your work

When you’ve finished building the campaign, press Create

If you make any additional edits, click Save to ensure those edits are saved. 

Once you’re done building your drip campaign, click on Exit.

After you Exit, you will see the Drip Campaigns dashboard where your new drip campaign is listed as Draft status. 

Start your campaign

Use the menu button next to the campaign to Edit Campaign or Start Campaign. 

Editing a drip campaign

Click on Edit Drip from your dashboard to edit a draft drip campaign. 

You’ll be able to make edits to your drip campaign before you start. However, after a drip has started, it will no longer be editable.

Check your analytics

Stylized screenshot depicting Marketing Automation

View results

After a drip campaign has started, you’ll have options to:

  • View Campaign to view your drip workflow
  • Pause Campaign to stop the drip campaign at any time
  • View Analytics on the menu
  • Copy Campaign to copy the same workflow for a new campaign
  • Delete Campaign to permanently delete a drip workflow

Delete Campaign after deleting your campaign you will no longer have access to drip analytics

Paubox Marketing custom HTML builder

Create beautiful emails with the custom HTML builder. Design your email in an external editor like MailChimp, beefree.io, Adobe Dreamweaver, etc., and then simply import the HTML code into Paubox Marketing. Easy. Within the HTML builder, you can revise code, add smart text and preview your final email.

How to use the new Custom HTML builder

  1. Build your email design in an external editor (like befree.io or Adobe Dreamweaver) and copy the HTML code.
  2. Go to the Marketing Emails page in Paubox Marketing and choose the Custom HTML Builder option.
  3. Enter a unique name to identify the marketing email.
  4. Paste the HTML code into the HTML Builder.
  5. (Optional) Insert Smart Text or edit the HTML code directly in the HTML editor.
  6. Save your email and press Continue to move on to scheduling and send options.

See it in action: Video

Will the WYSIWYG editor still be available? 

Yes, you’ll still have the option to use the original WYSIWYG editor. Click on the Paubox Builder option on the Marketing Emails page.

Can I preview and send a test email with the custom HTML builder? 

Yes, you have the option to preview and send a test email. To preview, click the Preview button on the HTML builder page. Once in preview mode, click ‘Send a test’ to send a test email.

What kind of smart text options will be available on the HTML builder? 

The same Smart Text options will be available on the HTML builder. In addition, the Smart Text drop-down menu will display any custom fields that you created for your audiences.

Next-level healthcare email marketing

Get ready to create and send impactful emails for your patient’s journeys to better health and wellness with HIPAA compliant Paubox Marketing. 

Open the door to meaningful conversations you couldn’t have before by talking directly to your patients’ concerns. With Paubox Marketing, you can extend healthcare’s reach and make meaningful and transformative connections that change lives.

Try Paubox Marketing for FREE today.

Start for free

HITRUST CSF certified
4.9/5.0 on the G2 Grid
Paubox secures 70 million HIPAA compliant emails every month.

Author Photo

About the author

Anne-Marie Sullivan

Read more by Anne-Marie Sullivan

Get started with
end-to-end protection

Bolster your organization’s security with healthcare’s most trusted HIPAA compliant email solution

The #1-rated email encryption 
and security software on G2

G2 Badge: Email Encryption Leader Fall 2022
G2 Badge: Security Best Usability Fall 2022
G2 Badge: Encryption Momentum Leader Fall 2022
G2 Badge: Security Best Relationship Fall 2022
G2 Badge: Security Users Most Likely to Recommend Fall 2022
G2 Badge: Email Gateway Best Relationship Fall 2022
G2 Badge: Email Gateway Best Meets Requirements Fall 2022
G2 Badge - Users Most Likely to Recommend Summer 2022
G2 Badge: Email Gateway Best Results Fall 2022
G2 Badge: Email Gateway Best Usability Fall 2022
G2 Badge: Email Gateway Best Support Fall 2022
G2 Badge: Email Gateway Easiest To Use Fall 2022
G2 Badge: Email Gateway Easiest Setup Fall 2022
G2 Badge: Email Gateway Easiest Admin Fall 2022
G2 Badge: Email Gateway Easiest to do Business with Fall 2022
G2 Badge: Email Gateway Highest User Adoption 2022
G2 Badge: Email Gateway High Performer Fall 2022
G2 Badge: Email Gateway Momentum Leader Fall 2022
G2 Badge: Email Gateway Most Implementable Fall 2022
G2 Badge: Email Gateway Users Most Likely to Recommend Fall 2022