Overview Account Dashboard Overview Overview User Settings Overview Settings OAuth Applications Subscriptions Overview Settings Overview Account Member Roles Email Setup Integrations Groups Templates Lead Scoring Webhooks Billing Settings Revenue Google Tag Manager UTM Codes Default Currency Symbol Night Mode Overview People Overview Active Inactive Segments Tags List Fields List Imports/Bulk Ops Lifetime Value Deactivate People Identified People Merge People Delete People Pruning Operations Profile Profile-Profile Fields Profile-Timeline Profile-Orders Profile-Website Sessions Profile-Workflows & Campaigns Profile- Emails Profile-Events Overview Custom Fields Overview Create Custom Field Set Custom Field Value Add Custom Field Edit Delete Call Value with Liquid List Overview Events Overview Event Properties Predefined Events Custom Events Add Custom Events Record a Custom Event Performed a Custom Event Call Event Properties with Liquid Event Segmentation Overview Tags Overview Create Apply Search Edit Merge Delete Drip Source Tags Overview Workflows Overview List Create a Workflow Triggers Triggerless Workflows Actions Parallel Paths Decisions Goals Delays Split Test Exits Delete a Node Monitor a Workflow Workflow Settings Notification Emails Add Segment Overview Rules Overview List Create a Rule Triggers Actions Notification Emails Overview Bulk Operations Overview Create a Bulk Operation Select Automation Actions Schedule the Operation Unperformed Complete Overview Automation Email Overview Workflows Rules Overview Broadcasts Overview Create a Broadcast Schedule a Broadcast to Send Unschedule a Broadcast Monitor a Broadcast Broadcasts Metrics Overview Campaigns Overview Create a Campaign Schedule a Campaign Send a Campaign Monitor a Campaign Opt-In Forms Overview Email Builder Overview Visual Builder HTML Builder Text Builder Email Builder Preferences Suppress "__s" From Rendered Links Custom Dynamic Content Product Content Block Fonts Background Images Change Email Templates File Attachments Overview Forms Overview List Create a Form Widget Create an Embedded Form Create a Hosted Form Add Form Content Add a Drop-Down Selector, Radio Buttons, and Checkboxes to an Embedded Form Apply Tags and Custom Fields through Embedded Form Fields Track Form Submissions Overview Wildcards Overview Overview Analytics Overview Subscribed People New People Unsubscribes Email Metrics Opens By Hour Clicks Hard Bounces Events Recent Activity Conversions Overview Billing Overview High Watermark System Annual Billing Monthly Billing Cancel Account Transfer Account Ownership Invoices Change Your Plan Type Update Billing Information Refund Policy Overview Liquid Overview Intro to Liquid Objects Attributes Filters Tags Overview Shopify Overview Customer Events Checkout Events Purchase Events Product Events Order Fulfillment Events Refund Events Reorder URL Currency Disconnect Shopify Overview Magento Overview Customer Events Cart Events Order Events Product Events Wishlist Events Newsletter Events Magento Setup Overview Integrations Overview WebinarJam SamCart Privy ThriveCart 1ShoppingCart Authorize.net Calendly Chargify ClickBank ClickFunnels Close DPD Leadpages PayPal Stripe Pipedrive Unbounce Zapier MemberMouse Overview RSS-to-Email Overview Create RSS-to-Email Rule Wire Up RSS feed Set Up Email Content List Overview General Information Overview Blocked or Banned Account Customer Data Policy GDPR HIPAA Terms of Service
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 automation from triggering when the following actions are applied:
Apply a tag
Remove a tag
Set a custom field value
Overview Account Dashboard Overview Overview User Settings Overview Settings OAuth Applications Subscriptions Overview Settings Overview Account Member Roles Email Setup Integrations Groups Templates Lead Scoring Webhooks Billing Settings Revenue Google Tag Manager UTM Codes Default Currency Symbol Night Mode Overview People Overview Active Inactive Segments Tags List Fields List Imports/Bulk Ops Lifetime Value Deactivate People Identified People Merge People Delete People Pruning Operations Profile Profile-Profile Fields Profile-Timeline Profile-Orders Profile-Website Sessions Profile-Workflows & Campaigns Profile- Emails Profile-Events Overview Custom Fields Overview Create Custom Field Set Custom Field Value Add Custom Field Edit Delete Call Value with Liquid List Overview Events Overview Event Properties Predefined Events Custom Events Add Custom Events Record a Custom Event Performed a Custom Event Call Event Properties with Liquid Event Segmentation Overview Tags Overview Create Apply Search Edit Merge Delete Drip Source Tags Overview Workflows Overview List Create a Workflow Triggers Triggerless Workflows Actions Parallel Paths Decisions Goals Delays Split Test Exits Delete a Node Monitor a Workflow Workflow Settings Notification Emails Add Segment Overview Rules Overview List Create a Rule Triggers Actions Notification Emails Overview Bulk Operations Overview Create a Bulk Operation Select Automation Actions Schedule the Operation Unperformed Complete Overview Automation Email Overview Workflows Rules Overview Broadcasts Overview Create a Broadcast Schedule a Broadcast to Send Unschedule a Broadcast Monitor a Broadcast Broadcasts Metrics Overview Campaigns Overview Create a Campaign Schedule a Campaign Send a Campaign Monitor a Campaign Opt-In Forms Overview Email Builder Overview Visual Builder HTML Builder Text Builder Email Builder Preferences Suppress "__s" From Rendered Links Custom Dynamic Content Product Content Block Fonts Background Images Change Email Templates File Attachments Overview Forms Overview List Create a Form Widget Create an Embedded Form Create a Hosted Form Add Form Content Add a Drop-Down Selector, Radio Buttons, and Checkboxes to an Embedded Form Apply Tags and Custom Fields through Embedded Form Fields Track Form Submissions Overview Wildcards Overview Overview Analytics Overview Subscribed People New People Unsubscribes Email Metrics Opens By Hour Clicks Hard Bounces Events Recent Activity Conversions Overview Billing Overview High Watermark System Annual Billing Monthly Billing Cancel Account Transfer Account Ownership Invoices Change Your Plan Type Update Billing Information Refund Policy Overview Liquid Overview Intro to Liquid Objects Attributes Filters Tags Overview Shopify Overview Customer Events Checkout Events Purchase Events Product Events Order Fulfillment Events Refund Events Reorder URL Currency Disconnect Shopify Overview Magento Overview Customer Events Cart Events Order Events Product Events Wishlist Events Newsletter Events Magento Setup Overview Integrations Overview WebinarJam SamCart Privy ThriveCart 1ShoppingCart Authorize.net Calendly Chargify ClickBank ClickFunnels Close DPD Leadpages PayPal Stripe Pipedrive Unbounce Zapier MemberMouse Overview RSS-to-Email Overview Create RSS-to-Email Rule Wire Up RSS feed Set Up Email Content List Overview General Information Overview Blocked or Banned Account Customer Data Policy GDPR HIPAA Terms of Service
