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User Manual
Overview

Account

General Info

Account Settings Page

Find general information, add new members, locate the javascript snippet, export account data, and more.

Account Name

The account name is the name that appears in the drop-down to the left of the settings icon.

Domain Name

The full domain of your website. Double-check that you have the correct spelling and format of your website. For example, www.website.com or website.org.

Email Address

The email address of the account owner. This email address is used if we need to get in touch with the account owner.

Phone Number

Provide a phone number for your business. Phone numbers are used for administrative purposes only.

Default Currency Symbol

Select the currency symbol you'd like us to use in your account when displaying monetary values. No currency conversions will occur.

Account ID

The account ID is the unique identifier for your Drip account. There may be instances where a third-party integration will ask for this credential to gain access to your Drip account. The account ID is also helpful to include when submitting Support Desk tickets so the team can identify which account you’re writing in about.

Powered by Drip Link

Unique referral link for accounts taking part in Drip’s Influencer partnership program. The link is present on all Drip form widgets. Paid accounts can toggle this setting off and remove the link from all form widgets.

Site Setup

Site Setup Page

The site code snippet is your account’s unique tracking snippet and connects your website to Drip.

Site Code Snippet

Your account’s unique JavaScript tracking snippet can be found on the Site Setup page. This snippet sends information from your site to Drip about website visitor activity. You can email the instructions to your developer with a message.

Cross-Domain Tracking

Track multiple domains with the same Drip JavaScript snippet. Enable this setting if you want to send website visitor data from multiple web sites, including a third-party landing page such as Leadpages, back to the same Drip account. If you only need to track a single website, leave the setting disabled. You do not need to enable this setting to track site activity on subdomains.

Form Schema Validation

Turning on this setting verifies form submission to reject submissions that contain more fields than you’ve specified.

Members

Members Management Page

Add additional members to the account. Select from three different member roles, so others can access the account using their own login credentials.

Member Roles

Account Owners have access to all data, features, and settings.

Account Admins have access to all data, features, and settings. Admins cannot cancel and create new accounts.

Account Contributors can create and edit campaigns, broadcasts, and automation rules. Contributors do not have access to these account settings:

  • members

  • billing

  • integrations

  • advanced settings

  • lead scoring

  • webhooks

To add a new member to the account:

  1. Enter the email address of the new member

  2. From the drop-down, select the member’s role

  3. Click Send Invitation

An email with a link gets sent to the pending member to accept the account invite. Once the user has accepted the invite, they will create a new password.

When inviting other members to your account, the email address field is case sensitive. Enter in the exact email address to avoid errors.

EU Compliance

EU Compliance Features page

Manage EU compliance consent settings for the account.

EU Compliance Checkbox on Drip Forms

To request consent from people when they sign up through your forms, toggle on the option to Add Drip Form Checkbox.

EU Compliance on Double Opt-in Confirmation Emails

To allow people to consent through double opt-in confirmation emails, toggle on the option to Record Consent on Double Opt-in Confirmation Emails. When this setting is turned on, confirmation emails will include your compliance message and EU consent will be stored when they click on the confirmation link.

Check out our guide to learn more about EU Compliance. 

Export Account

Export account function

Download account data to a CSV file. 

  1. Click Export Account

  2. Click Okay

Once you've requested your account export, a CSV file will be sent to the email address you've specified in the General Info section of the Account Settings. The following information is included in an Account Export:

  • Templates 
  • People List 
  • Campaigns 

Delete Account

Delete account page

Permanently delete your account and account data. When you delete your account, you permanently lose the following data:

  • People data

  • Automated workflows

  • Emails and templates

  • All data on analytics

Only have a single account? You'll get a prompt to cancel your Drip subscription. 

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