See Brennan walk through this workflow in this video he recorded.

If you’re using Drip to send an email course, you’ll find that people are most eager to learn from you when they first sign up.

Brennan Dunn realized this and created a method using Workflows to keep eager learners engaged with his course.

Based on their interaction with his lessons, Brennan’s subscribers who engage with his course will advance at their own pace, rather than waiting for Drip’s delays to send their next lesson.

If his subscribers opt in and do nothing, they get all the lessons at the regular pacing using a Drip campaign with standard delay settings.

But if they complete the worksheets he includes in his course, they can advance to the next lesson immediately. That way, if his subscribers are highly engaged, they can get the entire course when they’re showing the most interest and are most ready to learn.

At the end of his course, he also uses an evergreen launch to promote his paid info product.

To create a course like this, you’ll need:

  • Drip
  • Worksheets using Gravity Forms
  • Optional: a paid product to promote

Create a Workflow with triggers for the start of your course
Include any triggers that could start someone in your course, like submitting a form, clicking a trigger link, or making a purchase.

Brennan uses the “submitted a form” trigger.

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Add your first action: A one-off email with their first lesson.

Brennan includes a delay of 2 days and records a custom event, which he uses later for the at-your-own-pace structure.

Create your first Goals.

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Brennan creates two goals. A subscriber could proceed by either:

  • opening the first email and completing the worksheet (Completed CWYW Lesson 1)
  • or by a normal course delay of two days (Force Completed CWYW Lesson 1)

Subscribers will wait until either goal is triggered before they proceed. Either way, the subscriber will proceed in the course.

Add a Decision.

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The filter for this decision is “Actions performed include Completed CWYW Lesson 1.”

If a subscriber has completed this custom event, they’ll get a tag.

Continue this process for the remaining lessons in your course.

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After the last lesson is sent, Brennan sends his closing summary of the course, including a PDF resource. Then, he preps his course subscribers for a timed launch of his Double Your Freelancing Rate course which he sells.

End of Course: Offer an evergreen launch with time-delayed discount

Brennan sends his paid course pitch email on Mondays, Wednesdays or Fridays at 11 am. With a Monday through Thursday discount window.

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After a delay, he checks to see if the subscriber has purchased the course. If no, he creates a sales process to pitch a special offer to his subscribers.

Brennan uses Liquid tagging to create a dynamic link that changes based on his subscribers time zone, allowing him to expire the discount offer. Here’s how he structures his liquid link:

1. Set a custom field.

Brennan uses liquid to set a custom field that records a specific, unique future time for each subscriber. This lets him customize the time for the sales sequence that follows.

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Here’s the value of the custom field he records:

{{ now | in_time_zone: subscriber.time_zone | advance_date_to_next: “Thursday” | at_midnight | timestamp }}

Here’s what this liquid template does: Translates the current time into the time zone of the subscriber, then, advances the current time, in the time zone of the subscriber (not your sending time zone), to next Thursday at midnight.

2. Send your pitch email with a special link.

Brennan’s pitch email uses liquid to call the date set in step one.

Here’s how the link in his pitch email is constructed:

http://doubleyourfreelancing.com/r/{{ subscriber.utm_affiliate | default: ‘default’ }}/?offer={{ subscriber.cwyw_offer_expires }}

Brennan’s course landing page has a countdown timer that updates based on the offer’s link structure:

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3. Send pitch sequence until the offer expires.

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Brennan’s pitch emails are sent with delays between them and he ends the pitch on the day the offer expires – Thursday.

Create your final goal.

Brennan ends his workflow with a final goal, defined by a tag getting applied.

If at any point a subscriber purchases his Double Your Freelancing Rate course, Brennan applies a tag, and because this goal is in place, that action will remove the subscriber from all steps that came before the goal in the workflow, including all pitch emails.

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Key terms:

  • workflow example