Workflows: Triggers

Every Workflow starts with a Trigger, which is an event that defines how people enter a Workflow. A Trigger can be anything from marketing engagement - which email someone opened - to orders made, pages browsed, actions taken in a third-party integration, and more.

Workflow Triggers are forward-facing. This means that they only apply to people who perform the action defined after the Workflow is turned on. 

Add a Trigger

Specify the trigger provider and event to trigger Workflow automation. The drop-down to the left contains all of the 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.

To add a Trigger:

1. Click Define your trigger...
2. Select the event Provider
3. Select the Event
4. Click Update Trigger

When a person performs the specified event they will enter into the Workflow.

Trigger Filter

Use a Trigger filter to apply additional criteria and narrow down the number of people who can enter a Workflow. The same filter criteria that are available for segments are available for Trigger filters.

For example, you can use a Trigger filter to target customers who buy specific products and tailor your messaging.

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.

Entered a Segment Trigger

Use the Entered a segment Trigger to start a saved segment of people into a Workflow. When this Trigger is applied, a person who enters the selected Saved Segment will start the Workflow within 24 hours.

Triggers are forward-facing, so select the Entered a segment trigger and turn on the Workflow before you add people to a segment. This is not an evergreen Trigger.