Skip navigation
User Manual
Overview

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: 

  1. Go to People > Imports/Bulk Ops
  2. Click + New Operation 
  3. Select how you’d like to perform the action
  4. Click Next Step > Next 
  5. Choose an action from the drop-down
  6. Click + Add another action to add multiple actions
  7. Toggle on Skip automations triggered by these actions to prevent people in the operation from triggering any Rules or Workflows in Drip  
  8. Click Next > Schedule Operation

You can prevent automation from triggering when the following actions are applied:

  • Apply a tag
  • Remove a tag
  • Set a custom field value

 

x A mockup of the cover of the Holiday Ebook

Free Guide to Black Friday & Cyber Monday

Ready to rethink Black Friday? Focus on long-term loyalty, not just short-term sales. Grab our free guide full of whys and hows for this holiday season.

Get my copy