In Step 1 of a Rule, you are prompted to set up a Trigger. The Trigger is based on an Event that can come from Drip or one of our many integrations. When a person performs the specified event, the Rule is triggered.
Trigger Provider and Event
Specify the trigger provider and event to set the criteria for the Rule trigger. The drop-down to the left contains all of the providers that send events to Drip. When you select Drip as the provider, the drop-down to the right contains events specific to Drip. When another provider is selected, events specific to that provider are made available in the drop-down to the right.
To configure the Trigger provider and event:
From the drop-down to the left, select the provider
From the drop-down to the right, select the Event
For more information about what providers and events can be used, read more about predefined events.
Exclusive Rule Trigger
Rules can be triggered by any person on your list who perform the specified trigger event. Apply additional criteria to the trigger to make a Rule more exclusive.
To make a Rule more exclusive:
Click Update Criteria
With greater exclusivity, the trigger no longer applies to everyone who performs the trigger event. Not only must a person perform the event, but they must also fulfill the additional criteria as specified.
For more information about what Filters you can use to make a Rule more exclusive, read about our People Filter.
Add Additional Trigger
Rules can consist of multiple trigger events. Although there may be multiple trigger events, a person is required to perform only one of the specified events in order to trigger the Rule.
To add an additional Trigger to a Rule:
Click + Add another trigger…
Specify the trigger provider and event
Rules with multiple trigger events can be thought of as "if a person does this or that, trigger the Rule." There is no limit to the number of trigger events you can specify for a Rule.