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User Manual

Blocked or Banned Account Customer Data Policy GDPR HIPAA Terms of Service Sales Tax

Settings OAuth Applications Subscriptions

Account Member Roles Email Setup Assets Integrations Groups Lead Scoring Webhooks Billing Settings Revenue Google Tag Manager UTM Codes Default Currency Symbol Night Mode Change the Unsubscribe or Confirmation Link Text

People

Active Inactive Segments Bulk Operations Lifetime Value Deactivate People Identified People Merge People Delete People Pruning Operations Unsubscribe & Resubscribe

Profile

Fields Timeline Orders Website Sessions Emails Workflows Activity

Custom Fields

Create Custom Field Set Custom Field Value Add Custom Field Edit Delete Call Value with Liquid View & Manage

Events

Event Properties Predefined Events Custom Events Add Custom Events Record a Custom Event Performed a Custom Event Call Event Properties with Liquid Event Segmentation

Tags

Create Apply Search Edit Merge Delete Drip Source Tags

Workflows

Create a Workflow Monitor a Workflow Pause a Workflow Split Test Delete a Node Add Segment Triggerless Workflows Workflow Settings Notification Emails Triggers Actions Parallel Paths Decisions Goals Delays Exits

SMS

SMS Segments & You Throughput and Phone Numbers Billing Activate SMS Contact Cards Import SMS Phone Numbers Collect Phone Numbers Send an SMS Campaign Send an automation SMS SMS Segmentation Managing SMS Compliance In Drip

Rules

List Create a Rule Triggers Actions Notification Emails

Bulk Operations

Create a Bulk Operation Select Automation Actions Schedule the Operation Unperformed Complete

Automation Email

Workflows Rules

Single Email Campaigns

Create a Single Email Campaign Split Test Unschedule a Single Email Campaign Track Single Email Campaign Revenue Single Email Campaign Metrics

Email Series Campaigns

Create an Email Series Campaign Schedule an Email Series Send an Email Series Track Email Series Campaign Revenue Opt-In Forms Add Emails to an Existing Email Series

Email Builder

Visual Builder HTML Builder Text Builder Templates Fonts Email Builder Preferences Suppress "__s" From Rendered Links Custom Dynamic Content Product Content Block Background Images Change Text Email Templates File Attachments

Forms

List Form Templates Create a Popup Form Create an Exit Intent Form Create a Side Tab Form Create an Embedded Form Create a Hosted Form Add Custom Fonts Apply Tags and Custom Fields through Embedded Form Fields Track Form Submissions Wildcards

Analytics

Revenue Email Metrics Opens By Hour Clicks New People Subscribed People Events Recent Activity Conversions

Billing

How we Calculate your Bill Cancel Account Transfer Account Ownership Invoices Change Your Plan Type Update Billing Information Refund Policy

Liquid

Intro to Liquid Objects Attributes Filters Tags

Shopify

Customer Events Checkout Events Purchase Events Product Events Order Fulfillment Events Refund Events Reorder URL Currency Disconnect Shopify

Magento

1.5 + Integration Instructions 2+ Integration Instructions Integration Features Magento Data Support Multiple Sites Uninstall Magento

BigCommerce

Integration Instructions Integration Features BigCommerce Data Uninstall BigCommerce

WooCommerce

Integration Instructions Integration Features WooCommerce Data Uninstall WooCommerce

Integrations

WebinarJam SamCart Privy ThriveCart 1ShoppingCart Authorize.net Calendly Chargify ClickBank ClickFunnels Close DPD Leadpages PayPal Stripe Pipedrive Unbounce Zapier MemberMouse

RSS-to-Email

Create RSS-to-Email Rule Wire Up RSS feed Set Up Email Content

User Manual Navigation

Edit

Edit a tag from the Tags page. When you edit a Tag, it will update with the new name for any person that it's been applied.

To edit a tag:

Click People
Click Tags
Locate the Tag you want to edit
Click Edit
Edit the Tag name
Click Update Tag

User Manual Navigation

Customizable Forms

Email, SMS & Automation

Segmentation & Reports

Ecommerce Integrations

Featured Integrations

The Drip Blog

Product How-Tos

Workflows Library

Edit