Rules: Triggers

Step 1: What should trigger this rule?

A Rule Trigger is based on an Event that comes from Drip or from an integration. When the specified trigger event occurs for a person, they will trigger the Rule and the selected actions are performed on them.

Specify the event to trigger a Rule

The drop-down to the left contains providers that send events to Drip. When you select Drip as the provider, the drop-down to the right contains events specific to Drip. When another provider is selected, events specific to that provider are made available in the drop-down to the right.

Select the Trigger provider and event:

1. From the drop-down to the left, select the event Provider

2. From the drop-down to the right, select the Event

Rules can consist of multiple trigger events. Although there may be multiple trigger events, a person is required to perform only one of the specified events in order to trigger the Rule. Think of it as "if a person does this or that, trigger the Rule." There is no limit to the number of trigger events you can specify for a Rule. 

To add an additional Trigger to a Rule: 

1. Click + Add another trigger…

2. Specify the trigger provider and event

Trigger Filter

Apply additional criteria to a Rule trigger to narrow down the number of people who can trigger the Rule.

To apply a filter to a trigger:

1. Click Change

2. Apply Filters

3. Click Update Criteria

With a filter, the trigger no longer applies to everyone who performs the trigger event. A person must perform the event and fulfill the additional criteria as specified.