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    • How Financial Advisors Can Write A Book (And Use It To Get Clients)
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    • 7 Reasons Why Most Financial Advisor Websites Are Terrible
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Drip vs. ConvertKit: 7 Reasons Why I Switched to Drip for My Email Marketing Automation

Email marketing - I am using Drip, not ConvertKit, for my email marketing automation
This post contains affiliate links because a playa has got to get paid! 

If there's one thing I've learned about marketing over the years, it's that technology can be your best friend in growing your business. So it's critical to get the best technology that's right for you.
 
 
If I've learned anything else, it's that you need to keep an open mind and be willing to test various software and tools to figure out which one can deliver the best results. Is it a headache? Sometimes. But is it worth it? Absolutely, since the results pay for themselves. 
 
That's why I've tested multiple email services over the years. I actually used several different opt-in forms that went to different lists. I've tried MailChimp, MadMimi, ConvertKit, and finally Drip. 
 
When I first started working with ConvertKit, I thought it was great. Then I started using Drip and found out that it was so much better. 

If you want to give it a try, Drip offers a 21-day free trial and is completely free for up to 100 email subscribers. ConvertKit offers absolutely no free trial. 

 
Here are seven reasons why I switched from ConvertKit to Drip....

But Before We Get Started, Read This...

I know there are a lot of online "reviews" where people talk about products and software they don't even use just to get an affiliate commission. So, I decided to upload a screenshot of my actual account in Drip to prove to you that I actually use it.

I figure proof trumps everything else. :-) 
A screenshot of my Drip account - I wanted to prove I used it for my Drip vs. ConvertKit and Drip review
A peek inside my actual Drip account, proving I actually use it. :-)

1. Split Testing

What was that thing that I learned again? Oh yeah - testing! This was a big deal-breaker for me. At the time of this writing, ConvertKit does not offer the ability to perform A/B tests, while Drip does. 
 
What do I mean by this? I mean continually testing your subject lines and email copy to see which gets the best results. I have personally taken my open rates from 20% or so to consistently over 30-35% because of split testing. That means I have gotten a 50% increase in revenue from this single feature alone. 
 
Wouldn't it be nice to know if your prospects consistently prefer one type of email over the other? Wouldn't it be nice to split test and take your email funnel from giving you five appointments a month to ten? Or fifteen? 
 
The biggest thing that drove me to use Drip full time was the ability to run these tests. 
​

2. Lead Scoring

Drip has this amazing feature that will literally score your leads for you, on autopilot. 
 
You could log into Drip, take a look at your leads and see who is "hot" and who is "cold". That way you could send more sales-related material to your hottest leads. 
 
How exactly does this work? Well, you set it up however you want it, but the basic idea is that if someone is opening and clicking on your emails, that person is more engaged than someone who isn't. With Drip, you can assign point values to different actions to score you leads. 
 
For example, you could have Drip automatically assign one point to a lead every time he or she opens your email. If the person clicks on your link, you could assign them three points. If he or she attended a webinar (a more engaged event), you could assign a larger number of points. 
 
From there, you can see who has the most points in your email list. If 10% of your list has a super high number of points, it means that they have been opening, reading, clicking, and engaging with most of the stuff you've put out. You see going to speak to those people differently than someone who hasn't engaged with you at all. 
 
Speaking of people who aren't engaging with you...
Email envelope icon

3. More Advanced Segmentation

While both Drip and ConvertKit offer segmentation, Drip is more in-depth and better able to deliver results. 
 
For example, when I'm constructing an email, I can create a unique message and send it out to different people. Here are some of the segments I have in my personal list: 


  • People who have viewed X page 
  • People who have opted in to X offer 
  • People who have purchased X product 
  • People who have clicked on X link 
  • People who haven't opened my last X emails 
 
This advanced segmentation has allowed me to grow my business like nothing else. For example, knowing which email subscribers haven't opened my emails allows me to segment them and send them an intriguing email to hopefully get them re-engaged with me. After all, I'm paying for them to be on my list, so I want them to do stuff. 
 
I love this feature so much because it allows me to construct more personalized emails for my list. If someone has viewed cold calling articles and clicked on my cold calling links, guess what I'm going to send? More cold calling stuff! 
 
With my financial advisor clients, I teach them how to segment their website and list to achieve similar results. If you can tell that someone has interacted with all of your tax saving strategies but none of your retirement planning stuff, you can eventually ask for an appointment to discuss tax saving strategies. If you have no data about your prospects and ask for an appointment to discuss retirement planning, you'll fail. 

Being able to tailor your approach like this will make you more money. Period.

4. Double Broadcast Emails

Another one of my favorite Drip features is the ability to resend broadcast emails. For those of you who might not know, while you may have different email campaigns that run on autopilot, a broadcast email is one that you make and send out “manually”.  

But let’s say that you send out a really important broadcast email that you definitely want people to see. In Drip, you can resend to people who didn’t open your previous broadcast. For example, I can send an email out today to my email list Then, I can schedule an email for a few days from now to send ONLY to the people who didn’t open the previous email.  

When you do this, you want to wait a few days (I’ve found at least three days for the best results) before sending out your second email. If someone hasn’t opened your original email by the fourth day, he/she will likely never see it.  

What I do is change the subject line and resend it. That way the email subscriber will see that I am still staying in touch and treat it as a completely new email. My open rate on the first email might be 30%, but sending out this second email (completely on autopilot, by the way) gets me another 10-15% open rate.  

By doing this, you get more eyeballs on your most important messages, which goes straight to your bottom line. For my financial advisor clients, I tell them that their “set an appointment with me” email is one of the most important ones that their prospects must see. After all, there’s no appointment if they don’t see the email. So they set up a sequence like this:  


  • They write an email and send it out to their list, asking for an appointment as a call to action. 
  • Drip allows them to check a box to resend to any unopens.  
  • They enter in a unique subject line and schedule the second delivery.  
  • They reap the benefits of having more people see their email (without getting annoyed).  
Woman checking email from Drip vs. ConvertKit
"Great! Time to check these emails that I love getting..."

5. Visual Workflows

This is where Drip really shines – it’s their unique value proposition, if you will. Not only does the Drip software allow you to automate your entire marketing process, but it allows you to create a visual workflow showing you exactly what happens throughout your marketing funnel.  
 
My biggest mistake so far with using Drip is not taking advantage of the workflows. It would’ve made my life so much easier. Instead, I just created a bunch of rules and pieced them together in my head. My work would’ve been much smoother and faster if I had everything laid out in front of me.  
 
Drip has six types of steps that will help you build your workflow. They are:  


  • Action: perform an action, such as subscribe to a campaign or send a one-off email  
  • Fork: split the path in to multiple parallel paths to perform several actions at once 
  • Delay: wait for a given period of time before continuing down the path  
  • Decision: split the path based on subscriber segment criteria  
  • Goal: define a goal that will pull subscribers to this point in the workflow when triggered 
  • Exit: complete the workflow immediately upon hitting this step ​

6. List Pruning

A lot of people get turned off when I tell them this, but sometimes you WANT people to unsubscribe. You are paying for people to be on your email list, and if someone isn’t engaging with you or doing anything, do you really want to pay for that person to take up space? No.  
 
That’s why I love Drip’s ability to prune lists. You can go to your subscribers and filter them down to people who haven’t opened a certain amount of your emails. For example, I could filter out anyone who hasn’t opened my last ten emails and then delete them from my list.  
 
Plus, a lot of people don’t realize that your overall email metrics can affect your deliverability. Basically that means that the “dead weight” (people who aren’t opening or clicking anything) is affecting your deliverability to the people who actually want to receive stuff from you. Don’t let the dead weight hold you back from doing business with people who genuinely want to work with you.  
 
Finally, cleaning up your list makes it easier to tell what’s working and what’s not in your email marketing. If you send an email out to 1,000 people but 500 of them have stopped engaging with you, it’s easy to get discouraged. But let’s say you prune out that 500. All of the sudden, 20 people clicking on your email goes from a 2% clickthrough rate to 4%. This helps you better visualize large percentage swings in your metrics so you can adjust your strategies and react to what’s working.

7. Email Templates

A lot of my financial services professionals switch over to Drip when they hear that Drip provides email templates to help you write your emails. So if you want to use ConvertKit, you'll either have to write the emails yourself or hire a copywriter to help you. 

How's The Customer Service?

Drip. It's not even close. Drip has a wealth of webinars that you can watch to get up to speed. I personally love watching the webinars because I can take notes and reference them later. But both places offer great customer support. I've had to use Drip a little bit more (simply because I've had them longer now) and I've always gotten a quick and detailed response.

For example, one day I was having some serious brain-fog and forgot where to find my account ID. I reached out to Drip and they solved the problem in less than four minutes. I've attached a transcript of my customer support chat below to prove it.

Picture
An example of Drip's amazing customer service, where they fixed my issue in less than four minutes.

How Much Does Drip Cost?

For everything that it does, Drip is actually a great deal. If you want to stick with a $10 per month email software, go right ahead, but the ability to score your leads, automate everything, resend broadcast emails, etc. will almost always make your money back and more.  
 
Right now, for the monthly plans, Drip is:
​
  • Completely free for up to 100 subscribers (so you have no excuse not to try it)  
  • $49 for up to 2,500 subscribers 
  • $99 for up to 5,000 subscribers 
  • Custom pricing for 5,0001 subscribers and more 
 
If you purchase the annual plan, Drip is even cheaper. ​

Are There Any Free Trials?

Drip currently offers a 21-day free trial, and you can sign up for your free trial right here. ConvertKit doesn't offer a free trial at all.  
 
When you sign up for a free trial of Drip, you’ll get a fully functional account for 3 weeks, which gives you access to everything that Drip has. And don’t worry about forgetting to cancel the account if you hate it – Drip will even send you an email a few days before your trial ends to remind you. I thought that was really nice of them, especially since so many companies bank on you forgetting about your trial, just so they can charge you.  
 
But remember that Drip is free for up to 100 subscribers. So even if you have more than 100 subscribers right now, all you have to do is take 99, move them over to Drip, and give it a try. You won’t regret it. 

The Bottom Line

ConvertKit might be a good email marketing automation  software, but if you're someone who needs to nurture leads into prospects and eventually clients, you need Drip. 
 
P.S. If you think that you can just wait to Aweber or Mailchimp to catch up, don't. Drip is constantly leading the way with their features and integrations. 

Sign up for your free trial of Drip today. 
​​
​
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  • Home
  • Get Clients With LinkedIn
  • Webinar
  • For New Advisors
  • Products
  • Inner Circle
  • Blog
    • 50 Things I Wish Financial Advisors Knew About Marketing
    • What's A Good Financial Advisor Marketing Budget? Here's What I've Found...
    • 5 Reasons Why Hiring A Financial Advisor Marketing Agency Is A Bad Idea...
    • 5 Elements of High-Converting Landing Pages For Financial Advisors (With Examples)
    • Why "Branding" Is A Terrible Idea For Financial Advisors
    • 9 Inbound Marketing Strategies For Financial Advisors That Are Working Right Now... (With Proof)
    • Financial Advisors: Here's How To Get 3 New Clients In The Next 30 Days...
    • I Analyzed The Websites Of Barron’s Top 100 Independent Financial Advisors: Here’s What They Do Differently…
    • 4 Things I've Learned From Testing 3.2 Million Financial Advisor Emails
    • What Is The Optimal Number Of Clients For A Financial Advisor? (My Answer May Surprise You...)
    • Will Financial Advisors Become Obsolete? (Future Outlook For Financial Advisors)
    • How To Become A Virtual Financial Advisor (Plus Traits And Tools To Help You Work Remotely)
    • An Open Letter To Financial Advisors With Imposter Syndrome (Plus 4 Tips For Overcoming It)
    • How To Overcome Objections As A Financial Advisor (The Right And Wrong Way)
    • 7 Priceless Tips For Financial Advisors Who Want A "Lifestyle" Practice
    • 9 Research-Backed Stress Management Tips For Financial Advisors (That Actually Work)
    • 3 Powerful Ways Financial Advisors Can Use Webinars To Get More Clients
    • 10 Catastrophic Ways Financial Advisors Sabotage Their Own Success
    • These 5 "Weird" Tips Can Help Financial Advisors Form Better Habits
    • 5 Financial Advisor Follow-Up Tips (That Won't Annoy Prospects)
    • How Financial Advisors Can Write A Book (And Use It To Get Clients)
    • 7 Ways To Make Your Financial Planning Firm More Profitable
    • 7 Actionable Goal Setting Tips For Financial Advisors
    • 10 Of My Favorite Productivity Tools For Financial Advisors
    • How Financial Advisors Can Make A Phenomenal First Impression
    • 3 Reasons Financial Advisors Should (And Shouldn't) Start A Podcast
    • Financial Advisors: 4 Reasons Why Buying Leads Is Like Burning Money
    • 11 Tips For Writing A Stellar Financial Advisor Bio (With Examples)
    • 7 Traits Successful Financial Advisors Have (From Someone Who Has Worked With Thousands Of Advisors)
    • 6 Common Financial Advisor Interview Questions (And How To Answer Them)
    • 5 Things Financial Advisors Should Know Before Buying A Book Of Business
    • Looking For A Financial Advisor Internship? Here Are 10 Things You Should Know...
    • How Hard Is The CFP® Exam? (Plus 5 Of My Favorite Tips To Help You Pass)
    • 10 Insurance Marketing Tips, Ideas, and Strategies (That Actually Work)
    • How to Become a Financial Advisor In 5 (Not So Easy) Steps
    • How To Make Six Figures As A Financial Advisor
    • 11 Lucrative Cold Calling Tips for Financial Advisors
    • 10 Things I Wish All Entry Level Financial Advisors Knew
    • 6 Video Marketing Tips for Financial Advisors: Why Video Marketing Is So Powerful
    • 7 Reasons Why Most Financial Advisor Sales Training Completely Fails
    • Pros and Cons of Financial Advisor Coaching - Should Financial Advisors Hire a Coach?
    • 9 Elevator Speech Tips for Financial Advisors
    • A Day In The Life of a Financial Advisor: 7 Things You Can Expect
    • 7 Awesome Content Marketing Tips for Financial Services
    • Pros and Cons of Being a Financial Advisor: The Dirty Details Nobody Tells You
    • 8 Things Nobody Tells You About Being a Financial Advisor
    • 10 Things Financial Advisors Wish They Could Do Differently
    • 10 Awesome Content Marketing Tips for Financial Advisors
    • 12 Best Financial Planning Questions to Ask Clients
    • 5 Online Reputation Management Tips for Financial Advisors
    • Here's Why Clients Fire Financial Advisors
    • 5 Things Financial Advisors Should Never Do With Their Clients
    • 9 Cold Email Tips for Financial Advisors
    • 7 Tips for Avoiding Burnout as a Financial Advisor
    • 9 Tips for Creating a Financial Advisor Business Plan
    • 7 Must-Know Google Ads Tips for Financial Advisors
    • 7 Awesome Tech Tools for Financial Advisors
    • 10 Insurance Email Marketing Mistakes You Need to Avoid
    • 12 Facebook Marketing Tips for Financial Advisors
    • 3 Lessons From An Advisor Losing $1,000 Every Day
    • 7 Easy & Actionable Social Media Marketing Tips for Financial Advisors
    • 7 Door-to-Door and Cold Knocking Tips for Financial Advisors
    • 5 Things People Really Want From Financial Advisors
    • 5 Client Loyalty Strategies to Help You Retain More Clients
    • 7 Client Referral Ideas to Help You Get More Referrals
    • 8 Tips for Attracting UHNW Clients (With Proof That They Work)
    • Top 10 Best Books for Insurance Agents (2020)
    • 15 Financial Advisor Prospecting Ideas & Techniques That Work!
    • 11 Awesome Client Appreciation Event Ideas for Financial Advisors
    • Life Insurance Leads - Should You Buy Them?
    • 5 Ways Financial Advisors Can Improve Direct Mail Marketing Results
    • 7 Reasons You'll Fail as an Insurance Agent
    • 7 Horrible Insurance Marketing Ideas
    • 5 SEO Strategies For Financial Advisors (That Actually Work)
    • Social Media Tips for Financial Advisors: Experts Weigh In
    • The Secret Behind Awesome Financial Advisor Value Propositions (Plus Examples)
    • 5 Tips for How to Sell Insurance Over the Phone
    • 15-Step Client Onboarding Checklist: Onboarding Process for Financial Services
    • The Best CRM for Financial Advisors (CRM Software for Financial Services)
    • 10 Actionable Seminar Marketing Tips for Financial Advisors (That Actually Work)
    • 9 Effective Appointment Setting Tips for Financial Advisors
    • 19 Financial Advisor Email Marketing Tips
    • 5 Ways to Overcome Call Reluctance
    • How to Handle Rejection In Sales: Overcoming Your Fear of Rejection
    • 7 Reasons Why Most Financial Advisor Websites Are Terrible
    • 27 Financial Advisor Marketing Ideas & Strategies That Work!
    • How to Become a Successful Financial Advisor: Your First Year
    • Top 10 Best Books for Financial Advisors
    • 7 Fatal Prospecting Mistakes You Can't Afford to Make
    • 5 Ways to Generate Leads Without Cold Calling
    • 7 Ways Prospecting Is Like Dating
    • 5 Reasons Why You're Not Getting Referrals
    • 5 LinkedIn Tips for Financial Advisors (Plus 3 Things They Should Be Tracking...)
    • How Financial Advisors Can Build Client Trust
    • 11 Reasons You'll Fail as a Financial Advisor
    • How Financial Advisors Can Make More Money
    • 5 Best Niches for Financial Advisors
    • How to Sell Without Being Pushy
    • How Advisors Can Get Out of Their Comfort Zone
    • 5 Characteristics of Successful Insurance Agents
  • Contact