User Manual
Overview

Workflow Settings

Workflow Settings

Workflow Settings contain a number of different types of functionality. In Workflow Settings, you can:

  • Enable Workflow analytics

  • View a to-do list

  • Share, duplicate and delete a Workflow

To access the Workflow Settings:

  1. Select a Workflow

  2. Click the three dots in the top-right corner, next to the on/off toggle, for Settings

Workflow Analytics

Turn on Workflow analytics to see how many people have passed through a workflow node. 

The number of current people on a node indicates the number of people who have not passed through that step yet. 

The number of people done on a node indicates the number of who passed through that step. Once a person has passed through the node, done increases by 1, and current decreases by 1.

The following node types pause a person until the node's task is complete:

  • Delay

  • Send an email series

  • Restart an email series

Toggle the Show Analytics setting to show or hide analytics for each node in the workflow. Workflows continue to track analytics in the background while the setting is disabled.

Workflow To-do List

The Workflow To-do List is a quick view of reminders of the outstanding tasks to complete before you activate a Workflow. For example, if you've placed an Email Series node but haven't activated the Email Series, a reminder appears in the To-do List. Click on an item in the list to perform the task.

Once a task is complete, it is resolved from the To-do List. If there are no outstanding tasks to complete, the To-do List lets you know that the workflow is ready to activate.

To view any outstanding tasks you need to complete for the Workflow, enable the Show To-do List setting.

Share Your Workflow 

Share Workflows across accounts with a few easy clicks. There are two ways you can share a Workflow in Drip: via URL or via embed code. 

Share via URL

To share a Workflow via URL: 

  1. Go to Workflows > Workflows 

  2. Select the Workflow you’d like to share 

  3. Click Edit Workflow 

  4. Click on the settings gear in the upper right-hand corner 

  5. Click ShareShare Workflow 

  6. Click the link to copy 

  7. Toggle ON the option to Share all referenced email series, one-off emails, and SMS to share the contents in the Workflow over to your other account

  8. Paste the URL into your browser’s address bar 

  9. Click Install This Workflow 

If you are not already signed in to your Drip account, you will be asked to do so. Otherwise, you can select the Drip account you would like to install the workflow to. 

Once the install is complete, you will be redirected to the workflow in the account it was shared to. 

Share via Embed Code

To share a Workflow via embed code: 

  1. Go to Workflows > Workflows 

  2. Select the Workflow you’d like to share 

  3. Click Edit Workflow 

  4. Click on the settings gear in the upper right-hand corner 

  5. Click ShareShare Workflow 

  6. Click Embed Code

  7. Under Step 1, click the code to copy 

  8. Add the code snippet before the closing <body> tag

  9. Under Step 2, click the code to copy 

  10. Place the code wherever you want the workflow to appear on your page

Now, you can share Workflows directly from your website or web app.