How do I collect emails through Julip?

Through Julip you can collect emails in multiple ways, but the most 'automated' way to do this is through our Collect Emails/Freebies feature.

You can find this under the tab 'Your bio'. When you scroll down you'll see a section labeled 'Collect Emails/Freebies'.

Here you'll decide where you'd like this form featured. You can pick which page it lives on (it'll be on the bottom to not distract from the other items)

From there you can rename the title to anything using the pencil icon.

The next part is setting up the form to collect emails. You'll want something to give away as a freebie as most people don't want to just give up their email address.

The steps to complete this are very intuitive. The key is to make sure the email below is the email you used to sign up for Julip. The confirmation email for your freebie will be delivered via Julip, BUT if they reply to the email it will be sent to the email you used.

Finally, to find the emails you collected. Go to the tab 'Your Data' and you'll find the ability to download the .csv file.

If you want to connect to a 3rd party email marketing platform

You can also use zapier to connect your freebie delivery to your email marketing platform. Since that process from zapier is a little more complicated, we created a Zapier tutorial you can find inside the Julip dashboard. See above.

For a written breakdown, keep reading ⤵️

How to Connect Your Email Marketing Platform Using Zapier and Julip

P.S: Don't forget to create a segment on your email marketing platform before creating a zap.

NOTE: You must have a paid Zapier subscription if you have more than 1 freebie or digital product.

Step 1: Connect Your Email to Julip

1. Log in to your Julip account.
2. Navigate to 'your bio' on the left and under Collect email section find and click on "Connect to your email."
3. Enter the email address that you want the emails to be sent from. If it's from your email marketing platform (i.e. Mailchimp, Flodesk, etc.) make sure it's the same email address associated with that account.
4. Save the settings by clicking 'Save and Publish'.

Step 2: Create a New Zap in Zapier

1. Log in to your Zapier account and go to the dashboard.
2. Click on "Make a Zap" to start a new workflow.

Step 3: Set up the Trigger (Start Event)

1. Click on the Trigger step.
2. In the app search, choose your email app (i.e, Gmail).
3. For the trigger event, select New Email Matching Search.
4. Connect the same email account you used with Julip (if not connected, connect it now).
5. In the search keyword box, enter the phrase: "Your Julip just worked its magic" for freebies, or "Your Julip just made a sale" for Digital Products.
6. Test your trigger to confirm it is detecting the right email.(you won't be able to test it if there is no email from julip in you inbox)

Step 4: Extract the User Email from the Email Body

1. Click the plus (+) icon to add a new step between Trigger and Action.
2. From the left sidebar, select AI and then click on Extract.
3. In the input field, click "Select a field value", enter a slash (i.e. "/"), and then choose the email body text field (look for something like 'Body plain').
4. In the prompt box, copy and paste the following text:
   
   "Extract the email address and product title that are embedded within the body of the provided text.
   
   Example:
   - Extract the email "abc@xyz.com" that appears immediately after the phrase "Big news" or "Exciting news" in the text.
   - Extract the product title that appears immediately after the phrase "just purchased your digital product" or "just grabbed your freebie" in the text.
   
   Instructions:
   - If a relevant email address and product title are not present or cannot be identified from the given context, please indicate this by marking them as "N/A" (Not Applicable) or "Not found.""
5. Delete all output options except the custom field.
6. Either click on 'Generate from prompt' or click the pencil icon next to the custom field and configure:
   • Field name: Email
   • Description: User Email
7. Click Generate Preview and review if the email IDs are correctly extracted.(if you have an email in your inbox from julip)

Step 5 (Optional): Set custom pathways for different products

1. Click to add an Action app.
2. Click 'Flow Controls'. Then choose 'Paths'.
3. If a dialog appears, click on "Add path".
4. Two different paths will appear. First Configure the left path - Path A.
5. Click the Path Card and choose 'Custom Rules' in the "Choose the type of rules to use for this path branch" field
6. Then for the 3 fields below 'Continue if':
   • Click on 'Choose Field'. Choose 'Analyze and Return Data in AI by Zapier'. Choose 'Product Title'.
   • Click on 'Choose Condition' and select "(text) Exactly matches"
   • Click on 'Enter text or insert data' and enter the name of your product.
7. Click Continue.

Step 6: Set the Action to Add Subscribers to Your Email Marketing Platform

1. Click to add an Action app.
2. Choose your email marketing platform app (such as Flodesk, Mailchimp, ActiveCampaign).
3. Select the action: Create/Update Subscriber.
4. Connect your email marketing account.
5. Choose the segment or list where you want to add new subscribers.
6. In the Email field, select the extracted email from the previous step (usually looks like `Email: xyz@gmail.com`).
7. Set double opt-in to `false`.
8. Click Continue and then publish your Zap.

You're now set up! Whenever a customer claims your freebies or digital products, their email will automatically be added to your marketing platform segment.

Email Marketing platforms that can be connected through Zapier

• Mailchimp
• ActiveCampaign
• Brevo (formerly Sendinblue)
• Omnisend
• Klaviyo
• CleverReach
• Flodesk
• MailerLite
• EmailOctopus
• Smart Messenger
• MarketingPlatform
• Infusionsoft (Keap)
• HubSpot Email Marketing
• Mail Blaze
• ClickFunnels
• Zoho Campaigns
• Sender
• Kit (for bloggers)
• Freshmarketer
• Mailmodo
• SendX
• Benchmark Email
• Mailjet