Workflows make it easy for you to map and build your marketing funnels in Drip. They can be as simple as you’d like, or as complex as you need them to be to accomplish your everyday marketing automation needs.

This article will show you how to build a workflow from scratch. If you’d rather start with one of our pre-built workflows, you can install one of our Workflow Templates into your Drip account with just a few clicks.

In this article:

 

Create a new Workflow

To create a new Workflow, go to Automation > Workflows and click the “New Workflow” button.

Be sure to give your workflow a descriptive name that will stand out amongst the rest.

Then, click the “Create Workflow” button. 

Now you have entered the visual builder.

 

Setting up the entry trigger & adding actions

Once you have created a new workflow, you’ll notice that the first step is to define the workflow’s entry trigger. The entry trigger is what allows the subscriber to enter the workflow.

For example, let’s say you want your subscribers to start the workflow when they submit one of your Drip forms.

To set up the entry trigger, click the “Define your trigger” step and select the trigger you’d like to use, such as the “Submitted a form” trigger.

Select your entry trigger when the trigger editor appears.

Now the entry workflow’s entry trigger is set.

Once the entry trigger is in place, you can set the actions you’d like to automate when the workflow is triggered.

For example, if the form the subscriber submits is designed to capture new leads, you might want to tag them and send them a welcome series with an email campaign.

To do this, click the “+” icon directly underneath the entry trigger.

Choose to add an action step and select the action you’d like to automate from the editor, like applying a tag or sending a campaign.

As you can see, we’ve built a very simple workflow that tags and automates the sending of an email campaign for any subscriber that submits our form.

Once you have your workflow setup, be sure to click the “Start Workflow” button so it can start accepting your subscribers. To stop a workflow from accepting further subscribers, click the “Stop Workflow” button.

Repeat these steps to add more actions.

 

Next steps and more resources

You probably noticed that there were a few features we didn’t cover in this article. Click each bullet point to learn more about these features and how to use them to enhance your workflows:

Here are a few more resources you can reference to learn more about Workflows: