If you joined Drip after June 2020, your account allows a maximum of 50 active Rules.
To create a Rule:
Go to Workflows > Rules
Click + New Rule
Give the rule a name
Click Save
Once you’ve created a Rule, there are two steps to set it up.
Step 1: What should trigger this rule? The event, that when fired, triggers the rule.
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:
Click Draft next to the Rule's name
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.