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User Manual

Workflow Settings

Workflow settings drop-down

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

  • Enable Workflow analytics

  • Turn on the visual accessibility setting

  • View a todo list

  • Share, duplicate, and delete a Workflow

To access the Workflow Settings:

  1. Click the Workflow Settings

  2. Select a Setting

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 a campaign

  • Restart a campaign

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 Todo List

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

Once a task is complete, it is resolved from the Todo List. If there are no outstanding tasks to complete, the Todo 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 Todo List setting.

Workflow Map

The Workflow Map shows a bird's eye view of an entire Workflow. This provides a way to scroll through lengthy Workflows to find the section you'd like to view or edit. While you scroll through your Workflow, the area visible on your screen is highlighted in the Workflow Map.

To get a bird's eye view of your Workflow, enable the Show Workflow Map setting.

Workflow Night Mode

Night Mode reduces fatigue from working in low-light settings. This setting also allows for better accessibility in cases of visual impairment. It changes the background color of the Workflow from light to dark and the nodes also take on a dark background.

To switch your Workflow to a dark background color, enable the Night Mode 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 Automations > 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 Share < Share Workflow 

  6. Click the link to copy 

  7. Toggle ON the option to Share all referenced campaigns and one-off emails 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 Automations > 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 Share < Share 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.

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