Skip navigation
User Manual
Overview

Actions

Step 2: What actions should we perform? 

What actions should we perform?

An Action can come from Drip or from an integration. Actions are performed when someone triggers the Rule.

Specify the Action(s) to perform

The drop-down to the left contains providers that can perform actions in Drip. When you select Drip as the provider, the drop-down to the right contains actions specific to Drip. When another provider is selected, actions specific to that provider are made available in the drop-down to the right.

Select an Action:

  1. From the drop-down to the left, select the event Provider

  2. From the drop-down to the right, select the Action

Select when an action should be performed

Select when to perform the action

Perform an action immediately, after a delay, or based on event property. The following actions include an additional setting to delay the performance of a given task.

  • Move from one campaign to another

  • Remove from a campaign

  • Remove from a workflow

  • Restart a campaign

  • Send a campaign

  • Send a one-off email

  • Start a workflow

  • Unsubscribe a person

Perform this action immediately performs the action right away and without delay.

Perform this action after a delay performs the action after a given number of minutes, hours, or days.

Perform this action based on a property of the trigger event performs the task based on a date property that is sent into Drip through the rule's trigger event. The date must be in ISO 8601 format ( e.g. YYYY-MM-DD).

Once an action has been scheduled to perform based on a property of the trigger event, it cannot be unscheduled.

List of Actions in Rules

There are a number of different action nodes that you can apply in a rule. The following is a list of actions by providers.

Drip

Apply a tag
Apply a given tag to the person.

Delete person
Deletes the person (and all of their data) from your account.

Flag as a prospect
If lead scoring is enabled, begin lead scoring for this person.

Move from one campaign to another

Transfer a person from one campaign subscription to another. The person is removed and unsubscribed from the original campaign.

Record a conversion

Track a given conversion for the person.

Record a custom event

Record a given custom event for the person.

Remove a tag
Remove a given tag from the person.

Remove from a campaign
Remove the person from a particular campaign.

Remove from a workflow
Remove the person from a workflow.

Restart a campaign
Restart the person from the beginning of a particular campaign.

Send a campaign
Add the person to a particular campaign.

Send a notification email
Send a notification with information about this person.

Send a one-off email
Send a special email to the person.

Send an HTTP post
Send a JSON or Form Encoded request to a URL.

Set a custom field value
Set a custom field for the person.

Start a workflow
Add the person to a workflow.

Unflag as a prospect
If lead scoring is enabled, stop lead scoring for this person.

Unsubscribe a person
Unsubscribe the person form a campaign or all mailings.

Close

This provider includes the actions that are available for accounts integrated with Close, a CRM provider.

Send person
Syncs the person’s email address from Drip to the integrated Close account.

Demio

This provider includes the actions that are available for accounts integrated with Demio, a webinar host provider.

Register person
Registers the person for a given webinar in the integrated Demio account.

Facebook

This provider includes the actions that are available for accounts integrated with Facebook, a CRM provider.

Add to custom audience
Adds a person to a custom audience in the integrated Facebook business account.

Remove from custom audience
Removes a person from a custom audience in the integrated Facebook business account.

Insightly

This provider includes the actions that are available for accounts integrated with Insightly, a CRM provider.

Send person
Syncs the person’s email address from Drip to the integrated Insightly account.

Pipedrive

This provider includes the actions that are available for accounts integrated with Pipedrive, a CRM provider.

Send person
Syncs the person’s email address from Drip to the integrated Pipedrive account.

PlusThis

This provider includes the actions that are available for accounts integrated with PlusThis, a marketing automation provider.

Send person
Syncs the person’s email address from Drip to the integrated PlusThis account.

Salesforce

This provider includes the actions that are available for accounts integrated with Salesforce, a CRM provider.

Send person
Syncs the person’s email address from Drip to the integrated Salesforce account.

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