How to Use ClickUp for Drip Nurturing Campaigns

ClickUp can be used as a powerful command center for planning, organizing, and tracking every part of a drip nurturing strategy so your leads receive the right message at the right time.

This how-to guide translates the drip nurturing best practices from the original ClickUp drip nurturing article into a clear, actionable workflow you can manage inside your workspace.

Understand Drip Nurturing Before You Build It in ClickUp

Before you set up anything in ClickUp, you need a solid grasp of what drip nurturing is and why it matters.

Drip nurturing is an automated series of targeted messages delivered over time. Instead of sending a single blast, you guide people through their journey with helpful, relevant content.

Key goals of drip nurturing:

• Build trust and brand awareness step by step
• Educate prospects on their problem and possible solutions
• Move contacts from curiosity to consideration and purchase
• Re-engage inactive leads or customers

Typical drip nurturing campaigns include:

• Welcome sequences for new subscribers
• Onboarding journeys for new customers
• Lead nurturing tracks based on behavior or interests
• Re-engagement or win-back campaigns

Plan Your Drip Strategy in ClickUp

Start by turning your drip nurturing strategy into a structured plan in ClickUp. This gives your team visibility and a single source of truth.

Step 1: Create a ClickUp Space for Marketing Automation

Create a dedicated Space for marketing automation or lifecycle marketing. Inside that Space, you can keep every nurture program organized and clearly labeled.

In this Space, you will typically track:

• All active drip campaigns
• Experiments and upcoming ideas
• Assets (emails, landing pages, ads, and guides)
• Performance reviews and optimization tasks

Step 2: Build a Folder for Each Drip Nurturing Program

Within your marketing Space in ClickUp, create a Folder for each major drip nurturing initiative, such as:

• Welcome Drip
• Product Onboarding Drip
• Lead Nurturing for Demo Requests
• Re-engagement Drip for Inactive Users

Each Folder will contain Lists for planning, content production, and analytics.

Step 3: Add Lists for Strategy, Content, and Experiments

Inside every Folder, create separate Lists so your ClickUp setup maps cleanly to your drip process:

• Strategy & Mapping – store audience definitions, goals, and flow diagrams
• Content Production – manage email copy, creatives, and landing pages
• Experiments & A/B Tests – track split tests and ideas to improve performance
• Reporting & Insights – log campaign results and optimization notes

Map the Drip Workflow Using ClickUp Views

Once the structure is in place, you can visually map each drip journey in ClickUp so everyone understands the timing and logic.

Use List View to Capture Every Step

In the Strategy & Mapping List, create a task for each step in the series. Example tasks:

• Email 1 – Welcome + Promise of Value
• Email 2 – Problem Education
• Email 3 – Case Study or Social Proof
• Email 4 – Product Introduction
• Email 5 – Offer and Next Step

For each task, add details to clarify:

• Purpose of the message
• Target segment
• Trigger or timing rule
• Primary and secondary calls-to-action

Use ClickUp Board View to Visualize the Journey

Switch the same List to Board view so you can drag and drop steps through stages like:

• Idea
• Drafting
• Review
• Ready
• Live

This visual approach lets your team see which emails are ready, which are still in progress, and how the full drip sequence is shaping up.

Leverage Custom Fields in ClickUp

Add Custom Fields to your tasks so you can filter and report on your drip nurturing assets.

Useful Custom Fields include:

• Audience Segment (dropdown)
• Lifecycle Stage (lead, MQL, SQL, customer, churned)
• Delay/Timing (number of days after the previous action)
• Primary Metric (open rate, click-through, demo booked, etc.)

Create Drip Content with ClickUp Docs

Content is at the heart of a successful nurture program. ClickUp Docs helps your team draft, collaborate, and store copy for every touchpoint.

Step 1: Draft Each Email in a ClickUp Doc

For each main task that represents an email, create or attach a Doc. In that Doc, include:

• Subject line options
• Preview text options
• Body copy with personalization placeholders
• Button or link CTAs
• Notes on dynamic content segments

Use comments and suggestions so copywriters, marketers, and stakeholders can collaborate without losing context.

Step 2: Maintain a Shared Style Guide in ClickUp

Create a separate Doc as your nurture style guide. Include:

• Voice and tone rules
• Brand terminology and phrases to favor or avoid
• Design and formatting guidelines for emails
• Examples of high-performing messages

Link this guide to all relevant tasks so every contributor stays aligned.

Coordinate Teams and Deadlines in ClickUp

ClickUp task management keeps your drip nurturing work moving smoothly across teams.

Assign Clear Ownership

For each drip step, use assignees, watchers, and due dates so it is obvious who is responsible for copy, review, design, and final approval.

Common roles to assign in ClickUp:

• Strategist or lifecycle marketer
• Copywriter
• Designer
• Marketing operations or automation specialist
• Legal or compliance reviewer (if needed)

Use Subtasks or Checklists for Hand-offs

Within each email task, create subtasks or checklists such as:

• Outline email message
• Draft copy
• Internal review
• Design and HTML build
• Load into email platform
• Quality assurance and testing
• Schedule and activate

This structure in ClickUp ensures no step is missed and every email is fully ready before going live.

Connect ClickUp With Your Automation Platform

While email sending happens in your marketing automation platform, ClickUp stays in control of planning, QA, and optimization.

Mirror the Drip Logic From Your Automation Tool

In your Strategy & Mapping List, document the workflow logic used in your automation platform, including:

• Entry triggers (form submissions, sign-ups, purchases)
• Branching conditions (opens, clicks, page visits, or inactivity)
• Delays between messages
• Exit rules and hand-off to sales

Keeping this logic documented in ClickUp makes it easier to troubleshoot and iterate on complex drip flows.

Use ClickUp Tasks for QA and Launch Checklists

Create a dedicated QA task for each new drip program. Include checklist items to verify:

• Correct segments and triggers
• Dynamic fields and personalization tokens
• Links, UTMs, and tracking
• Rendering on key devices and email clients
• Compliance with regulations and preferences

Once QA is complete, move the QA task to a “Launched” status so your team can easily see which drips are active.

Track Performance and Optimize Using ClickUp

To continuously improve your drip nurturing campaigns, log and review performance data in ClickUp on a regular schedule.

Step 1: Create a Reporting List

In each Folder, add a Reporting & Insights List. Create tasks such as:

• Monthly nurture performance review
• Quarterly funnel analysis
• Top-performing content breakdown
• Underperforming step investigation

Attach screenshots or exported reports from your analytics or email platform, and summarize the findings in task descriptions or Docs.

Step 2: Track A/B Tests in ClickUp

Within your Experiments List, create tasks for each test, and document:

• Hypothesis and expected outcome
• Variant details (subject lines, offers, sequences)
• Timeframe and audience size
• Results and learnings

Use Custom Fields to mark the status of experiments (planned, running, completed) and their impact (win, loss, inconclusive).

Step 3: Turn Insights Into Actionable Tasks

Whenever you discover a trend or opportunity, convert it into a new task in ClickUp. Examples include:

• Rewrite low-performing emails
• Add new educational content before asking for a sale
• Segment users more precisely based on behavior
• Shorten or lengthen delays between messages

Link these optimization tasks back to the relevant nurture emails so the history and rationale stay connected.

Scale Your Nurture Program With ClickUp Templates

As your marketing becomes more sophisticated, ClickUp templates help you launch new drips faster with consistent structure.

Build a Standard Drip Campaign Template

Create a template Folder that includes:

• Pre-built Lists for strategy, content, experiments, and reporting
• Standard task statuses and views
• Default Custom Fields for timing, audience, and metrics
• Sample tasks and Docs as examples

Use this template whenever you start a new drip nurturing initiative so your team follows the same trusted process.

Next Steps: Improve Your Setup Beyond ClickUp

With this structure, your team can manage every stage of drip nurturing inside ClickUp, from planning and content creation to optimization and reporting.

To deepen your strategy and technical setup, you can explore expert consulting resources such as Consultevo, which focuses on systems and workflow optimization.

Combine a clear nurture strategy with the organizational power of ClickUp, and you will be able to launch high-impact, automated campaigns that build relationships and drive predictable conversions over time.

Need Help With ClickUp?

If you want expert help building, automating, or scaling your ClickUp workspace, work with ConsultEvo — trusted ClickUp Solution Partners.

Get Help

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