Workflows make it easy for you to map and build your marketing funnels in Drip. They'll help automate your most essential email marketing tasks and record your most valuable milestones.
This article will show you how to build a workflow from scratch. If you’d rather start with one of our pre-built workflows, you can install one of our Workflow Templates into your Drip account with just a few clicks.
In this article:
- Watch a help video
- Create a new Workflow
- Setting up the entry trigger & adding actions
- Next steps and more resources
The Workflow design in the video looks a bit different than it does inside your account. However, all of the functionality remains the same.
Go to Automation > Workflows > click New Workflow.
Give it a descriptive name and click Create Workflow.
Once you have created a new workflow, you’ll notice that the first step is to define its entry trigger. The entry trigger is the event that allows the subscriber to enter the workflow.
For example, let’s say you want your subscribers to start the workflow when they submit one of your Drip forms.
To set up the entry trigger, click Define your trigger and select the trigger you'd like to use from the drop-down, like Submitted a form, for example.
Now the entry workflow’s entry trigger is set.
Once the entry trigger is in place, you can set the actions you'd like the automation to perform.
For example, if the form the subscriber submits is designed to capture new leads, you might want to tag them and send them a marketing campaign.
Here's what that workflow would look like:
Once you have your workflow setup, be sure to click the “Start Workflow” button so it can start accepting your subscribers. To stop a workflow from accepting further subscribers, click the “Stop Workflow” button.
You probably noticed that there were a few features we didn’t cover in this article:
Here are a few other resources you'll find handy when it comes to Workflows: