If you joined Drip after June 2020, your account allows a maximum of 50 active Rules.
To create a Rule:
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Go to Workflows > Rules
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Click + New Rule
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Give the rule a name
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Click Save
Once you’ve created a Rule, there are two steps to set it up.
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Step 1: What should trigger this rule? The event, that when fired, triggers the rule.
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Step 2: What actions should we perform? The actions performed when someone triggers the Rule.
Activate a Rule
Once the trigger and actions have been set up, activate the Rule.
To activate a Rule:
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Click Draft next to the Rule's name
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Click Activate
Rules are forward-facing from activation and do not trigger based on a person's past events activity. When paused, a rule is no longer triggered for people and no segment is saved of those who qualified while it was paused.