User Manual


Step 1: What should trigger this rule?

Trigger step in a Rule.

A Rule Trigger is based on an Event that comes from Drip or from an integration. When the specified trigger event occurs for a person, they will trigger the Rule and the selected actions are performed on them.

Specify the event to trigger a Rule

The drop-down to select the provider and event for the Rule Trigger.

The drop-down to the left contains 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.

Select the Trigger provider and event:

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

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

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. Think of it 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. 

To add an additional Trigger to a Rule: 

  1. Click + Add another trigger…

  2. Specify the trigger provider and event

For more information about what providers and events can be used, read more about predefined events.

Trigger Filter

This trigger applies to everyone.

Apply additional criteria to a Rule trigger to narrow down the number of people who can trigger the Rule.

To apply a filter to a trigger:

  1. Click Change

  2. Apply Filters

  3. Click Update Criteria

With a filter, the trigger no longer applies to everyone who performs the trigger event. A person must perform the event and 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.