Here’s the good news – you can do so many powerful things in Drip. Here’s the bad news – you can do so many powerful things in Drip.
Ok, that isn’t really bad news. But if you just keep adding powerful feature onto powerful feature with no overall system, what you can end up with is a pile of confusion.
That’s why I think it’s great to have a relatively simple naming system that you use consistently. It’ll make it much easier to find things.
I want to emphasize that this is the system I’m currently using. It isn’t a universal system that everyone has to apply. But if you check out how I do it and understand the logic behind it, you’ll be able to come up with a system that works for you.
Feel free to do exactly what I do if it works for you. If you’re happy with it, then I’m happy.
This naming system will apply generally to campaigns, tags, workflows, and rules. So we’re gonna dive into that in a minute.
Rules Naming system
For all my Drip rules, I have it set up from general to specific.
I have a bunch of rules for Applying tags. For my naming I use - Apply tag | The specific tag
Now this is great because I can easily see all of the rules for Applying tags together once I sort it alphabetically.
I have the same structure for Conversions. – Conversion | The specific conversion.
I have rules for Facebook custom audiences – these are rules I set up to create custom audiences in Facebook in specific situations.
The idea is the same – start with general, then use | and then give the specific.
I use this separator simply because it’s a simple symbol that we don’t generally use when we’re typing.
Campaign Naming Structure
You will see a similar structure with my Drip Campaigns - from general to specific. I have a few different types of campaigns. I’m gonna sort it here alphabetically so that we can easily see what I want to show.
I have for courses, which actually right now is only one course, I have for customers, Gifts, etc. An example – Webinar | Blogging business webinar.
I should also point out another thing you’ll notice as you look at all my naming. I generally capitalize the first word and that’s it. Once again, it’s a consistency thing.
Tags Naming Structure
You will notice that I have a similar naming structure for tags.
Like here – I have Blog Level 0: None yet, Blog level 1, etc. Now these are the tags referred to in the rules I showed you earlier.
Now, if we come over to Page 2 you’ll see that I have a bunch of Interest tags.
These are tags that I apply to people who are interested in a specific topic and you can see those topics all here.
But once again, the general category is Interest, then the separator and then the specific topic.
But that’s pretty much it. Here’s what I recommend for you to do. Whether it’s campaigns, workflows, rules or something else, think about the different categories you see yourself creating.
Maybe even write them down. And as you create using those features, start with the general category first when that’s relevant, use a separator and then indicate the specifics.
If something doesn’t need a category, then done include it. But be consistent with how you name even those things.
QUESTION: Do you have a naming structure for your email marketing system, or do you just create them as you go? Go ahead and leave your answer to this question in the comments area below.