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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

 

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