Set Up Your Drip Account – Drip Help Center

User Settings

An example image of the User Settings page.

Your User Settings give you access to update your individual login credentials, change your password, set your time zone, and find your API token.

To set up your user settings:

Go to Settings > User Settings
Set your preferred Email Address
Update your Password (or leave blank to use your current password). You can change your password here at any time
Insert your Full Name
Choose your Time Zone. This will have an impact on your account and is important to set up correctly
Choose your preferred Date Format
Add a Mobile Phone Number if you use SMS for testing
Click Save

SMS is currently unavailable to new users. To be notified when it's available, please reach out to our support team.

Basic Email Settings

Your Basic Email Settings control the Identity Settings of the emails you send from Drip. To comply with CAN-SPAM regulations, be sure to include accurate and truthful information for these settings.

To set up your Basic Email Settings:

Go to Settings > Email Setup > Basic Email Settings
Click Open to the right of Basic Email Settings
Add your Default "From" Name
Add your Default "From" Email
Enter your Default Postal Address
Enter in your default footer text
Click Save

General Info Settings

Your General Info Settings give you access to update the information that pertains to your account. The information in these settings can only be managed by account owners.

To set up your General Info Settings:

Go to Settings > Account
Enter your Account Name
Enter your Domain Name
Enter your Email Address
Enter your Phone Number
Select your Default Currency Symbol
Choose your Industry (optional)
Choose your Industry Subcategory (optional)
Access your Account ID
Click Save Settings

Your JavaScript Snippet

An example image showing the Drip Javascript snippet found in the Account settings page under Site settings.

To find your JavaScript Snippet:

Go to Settings > Account > Site Setup
Click Open to the right of Site Setup

Add Members to Your Account

An example image showing the Members and their roles found in the Account settings page under Members.

Your Members settings allow account owners and admins to send invites to allow others to have access to their Drip account. To add members to your Drip account:

Go to Settings > Account > Members
Click Open to the right of Members
Enter the email address of the user you’d like to add to your account
Select their role (Admin or Contributor)
Click Send Invitation

Add Additional Accounts

An example image showing a list of accounts found by clicking the account name at the top right corner of any Drip page.

To help you keep things organized, Drip allows you to create additional accounts under a single Drip subscription. This option allows you to have one subscription with more than one business and different domains.

You are not charged to create an additional Drip account under an existing subscription. Instead, you are charged for the total number of people in all the accounts you own.

To create an additional subaccount > click on your Account Name in the top right corner > click + Create New Account and enter the additional account details.

If you'd like to remove a subaccount in the future, simply navigate to Account > Delete Your Account.