People in Drip
In Drip the only requirement to create a person in our database is their email address. This is how we identify people in your account. Any additional information regarding a person needs to be added by you, the Drip user. Person Profile Fields, Custom Fields, and Tags are datasets that allow you to better understand, track, and manage the people on your list.
Before importing your list to Drip, answer the following questions about the people you want to import:
Do you have consent to send to this list?
Have you engaged with this list in the past 6 months?
Has your list been actively engaging with your emails in the past 6 months?
To help your emails reach inboxes, you need a healthy list full of people who want to hear from you. List imports are subject to approval.
Format Your List
To format your list, you will create a spreadsheet and save it as a comma-separated value (CSV) file. You can use any of the following spreadsheet platforms to do this:
Format Profile Fields
Format your column headings in all lowercase with underscores:
Each column in your spreadsheet must contain an email address to append the data to. If there is no email address or a duplicate email address a new person will not be created in your account.
All other cells or Profile Fields may remain empty. Profile Fields may contain spaces, numbers, and capital letters.
Tags are a way of attaching a label to a person once they have done something specific, like when someone becomes a customer. Not only do they help you better understand the way people interact with your marketing, but they also provide an intuitive way of segmenting your list.
Your column header must be formatted as follows:
tags If you format the column as
tag, it will import the tags as a Custom Field. Each Tags cell can contain one or more tags seperated by a comma. If the cell is empty, a Tag will not be applied to the person.
Format Custom Fields
Custom Fields contain information that is unique to an individual person on your list, such as their shirt size. They're also how personalized details are added into emails with Liquid Code.
All custom fields are represented by an Identifier. The identifier name is static and is used to identify it from others in your account. Stored in the Identifier, is the information that is unique to a person.
Your Custom Field column header must be formatted as follows:
custom_field_identifier The Value can contain letters, numbers, spaces, and underscores. There is a limit of 1000 characters per field. There is no limit to the number of custom fields you can save per person.
Export to CSV
When your spreadsheet is correctly formatted, download or export it as a CSV file. Drip does not save hard copies of the CSV files you import and you should save a copy to your computer for your records.
Import Your List
Click Imports/Bulk Ops
Click New Bulk Operation
Select Upload a CSV
Click Next Step
Once you upload your CSV, you’ll see a preview of the first few rows
Check the Treat the first row in your file as headers box
Actions can be applied to the people on your import list. Skip this step to only import your list
Schedule the operation for Immediately or At a specific time
View the People You’ve Imported
To view the people you’ve imported into your account, click the People tab.
Segment Your List
Segmentation lets you identify the people on your list who share common datasets in Drip, such as a Tag. Go to the People tab and use the filters to segment your list. Consider the different datasets you’ve just imported, and use those as the foundation for your segments. When you find one you’d like to save and use again, click Save Segment.