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Trigger step in a Rule.

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

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

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:

  1. From the drop-down to the left, select the provider

  2. 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

This trigger applies to everyone.

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:

  1. Click Change

  2. Apply Filters

  3. 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.

A rule trigger that will only fire if the person is tagged as a Customer.

For more information about what Filters you can use to make a Rule more exclusive, read about our People Filter.

Add Additional Trigger

The button to add an additional trigger to a Rule.

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:

  1. Click + Add another trigger…

  2. Specify the trigger provider and event

An example of a rule with multiple trigger events.

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.