User Manual Navigation Overview Overview Blocked or Banned Account Customer Data Policy GDPR HIPAA Terms of Service Sales Tax Overview Settings OAuth Applications Subscriptions Overview Account Member Roles Email Setup Brand Assets and Images Integrations Groups Lead Scoring Webhooks Billing Settings Revenue Google Tag Manager UTM Codes Default Currency Symbol Night Mode Change the Unsubscribe or Confirmation Link Text Overview Active Inactive Segments Bulk Operations Lifetime Value Deactivate People Identified People Merge People Delete People Pruning Operations Unsubscribe & Resubscribe Overview Fields Timeline Orders Website Sessions Emails Workflows Activity Overview Create Custom Field Set Custom Field Value Add Custom Field Edit Delete Call Value with Liquid View & Manage Overview Event Properties Predefined Events Custom Events Add Custom Events Record a Person's Custom Event Performed a Custom Event Call Event Properties with Liquid Event Segmentation Overview Create Apply Search Edit Merge Delete Drip Source Tags Overview Create a Workflow Monitor a Workflow Pause a Workflow Split Test Delete a Node Add Segment Triggerless Workflows Workflow Settings Notification Emails Triggers Actions Parallel Paths Decisions Goals Delays Exits Overview SMS Segments & You Throughput and Phone Numbers Billing Activate SMS Contact Cards Import SMS Phone Numbers Collect Phone Numbers Send an SMS Campaign Send an automation SMS SMS Segmentation Managing SMS Compliance In Drip Overview List Create a Rule Triggers Actions Internal Notification Emails Overview Create a Bulk Operation Select Automation Actions Schedule the Operation Unperformed Complete Overview Workflows Rules Overview Create a Single Email Campaign Split Test Unschedule a Single Email Campaign Track Single Email Campaign Revenue Single Email Campaign Metrics Overview Create an Email Series Campaign Schedule an Email Series Send an Email Series Track Email Series Campaign Revenue Add Emails to an Existing Email Series Overview Visual Builder HTML Builder Text Builder Templates Fonts Email Builder Preferences Suppress "__s" From Rendered Links Custom Dynamic Content Product Content Block Background Images Change Text Email Templates File Attachments Overview List Form Templates Create a Popup, Exit-Intent, or Side Tab Form Create an Embedded Form Create a Hosted Form Add Custom Fonts Apply Tags & Custom Fields through Embedded Form Fields Track Form Submissions Wildcards Overview Revenue Email Metrics Opens By Hour Clicks by Link New People Subscribed People Events Recent Activity Conversions Overview How we Calculate your Bill Cancel Account Transfer Account Ownership Invoices Update Billing Information Refund Policy Overview Intro to Liquid Objects Attributes Filters Tags Overview Customer Events Checkout Events Purchase Events Product Events Order Fulfillment Events Refund Events Reorder URL Currency Disconnect Shopify Overview 1.5 + Integration Instructions 2+ Integration Instructions Integration Features Magento Data Support Multiple Sites Uninstall Magento Overview Integration Instructions Integration Features BigCommerce Data Uninstall BigCommerce Overview Integration Instructions Integration Features WooCommerce Data Uninstall WooCommerce Overview WebinarJam SamCart Privy ThriveCart 1ShoppingCart Authorize.net Calendly Chargify ClickBank ClickFunnels Close DPD Leadpages PayPal Stripe Pipedrive Unbounce Zapier MemberMouse Overview Create RSS-to-Email Rule Wire Up RSS feed Set Up Email Content
Select Automation Actions
Perform automation actions on the people you've selected. Skip this step to just import a list of people. To select automation actions:
Go to People > Bulk Operations
Click + New Operation
Select how you’d like to perform the action
Click Next
Choose an action from the drop-down
Click + Add another action to add multiple actions
Toggle on Skip automations triggered by these actions to prevent people in the operation from triggering any Rules or Workflows in Drip
Click Next > Perform Operation
Click Done to exit the page and view the progress of the operation, or click Cancel this Operation to cancel the operation
You have 30 seconds to cancel an operation once it’s been scheduled. After that, operations cannot be canceled or reversed.
You’ll be redirected to the Bulk Operations page where you can see the progress of your operation. The operation will show as pending while it’s processing, and once completed it can be found under Complete Bulk Operations.
You can prevent automations from triggering when the following actions are applied:
Apply a tag to a person's profile
Remove a tag from a person
Set a primary or custom field value on a person's profile
User Manual Navigation Overview Overview Blocked or Banned Account Customer Data Policy GDPR HIPAA Terms of Service Sales Tax Overview Settings OAuth Applications Subscriptions Overview Account Member Roles Email Setup Brand Assets and Images Integrations Groups Lead Scoring Webhooks Billing Settings Revenue Google Tag Manager UTM Codes Default Currency Symbol Night Mode Change the Unsubscribe or Confirmation Link Text Overview Active Inactive Segments Bulk Operations Lifetime Value Deactivate People Identified People Merge People Delete People Pruning Operations Unsubscribe & Resubscribe Overview Fields Timeline Orders Website Sessions Emails Workflows Activity Overview Create Custom Field Set Custom Field Value Add Custom Field Edit Delete Call Value with Liquid View & Manage Overview Event Properties Predefined Events Custom Events Add Custom Events Record a Person's Custom Event Performed a Custom Event Call Event Properties with Liquid Event Segmentation Overview Create Apply Search Edit Merge Delete Drip Source Tags Overview Create a Workflow Monitor a Workflow Pause a Workflow Split Test Delete a Node Add Segment Triggerless Workflows Workflow Settings Notification Emails Triggers Actions Parallel Paths Decisions Goals Delays Exits Overview SMS Segments & You Throughput and Phone Numbers Billing Activate SMS Contact Cards Import SMS Phone Numbers Collect Phone Numbers Send an SMS Campaign Send an automation SMS SMS Segmentation Managing SMS Compliance In Drip Overview List Create a Rule Triggers Actions Internal Notification Emails Overview Create a Bulk Operation Select Automation Actions Schedule the Operation Unperformed Complete Overview Workflows Rules Overview Create a Single Email Campaign Split Test Unschedule a Single Email Campaign Track Single Email Campaign Revenue Single Email Campaign Metrics Overview Create an Email Series Campaign Schedule an Email Series Send an Email Series Track Email Series Campaign Revenue Add Emails to an Existing Email Series Overview Visual Builder HTML Builder Text Builder Templates Fonts Email Builder Preferences Suppress "__s" From Rendered Links Custom Dynamic Content Product Content Block Background Images Change Text Email Templates File Attachments Overview List Form Templates Create a Popup, Exit-Intent, or Side Tab Form Create an Embedded Form Create a Hosted Form Add Custom Fonts Apply Tags & Custom Fields through Embedded Form Fields Track Form Submissions Wildcards Overview Revenue Email Metrics Opens By Hour Clicks by Link New People Subscribed People Events Recent Activity Conversions Overview How we Calculate your Bill Cancel Account Transfer Account Ownership Invoices Update Billing Information Refund Policy Overview Intro to Liquid Objects Attributes Filters Tags Overview Customer Events Checkout Events Purchase Events Product Events Order Fulfillment Events Refund Events Reorder URL Currency Disconnect Shopify Overview 1.5 + Integration Instructions 2+ Integration Instructions Integration Features Magento Data Support Multiple Sites Uninstall Magento Overview Integration Instructions Integration Features BigCommerce Data Uninstall BigCommerce Overview Integration Instructions Integration Features WooCommerce Data Uninstall WooCommerce Overview WebinarJam SamCart Privy ThriveCart 1ShoppingCart Authorize.net Calendly Chargify ClickBank ClickFunnels Close DPD Leadpages PayPal Stripe Pipedrive Unbounce Zapier MemberMouse Overview Create RSS-to-Email Rule Wire Up RSS feed Set Up Email Content
