Workflows make it easy for you to map and build your marketing funnels in Drip.
These step-by-step instructions will show you how to create a Workflow.
For this example, we’ll create a Workflow that sends a one-off email to new leads who are not customers, an hour after they’ve become a lead.
In this article:
Let’s get started.
How to Create a Workflow
Go to “Automation” in your Drip account. Click the “New Workflow” button in the upper right.
Next, give your new workflow a name.
Add A Trigger To Your Workflow
A new Workflow will prompt you to define a trigger that will start adding subscribers into the flow.
You can choose any Drip trigger to start a Workflow.
In more advanced scenarios you can also move someone into a Workflow without using a trigger, via a simple automation rule, another workflow, or a bulk operation.
For this example, we’ll use the “Became a lead” trigger. Once you’ve chosen your Workflow’s trigger, add your first action. Do this by clicking the plus button below your trigger.
Clicking the Plus button to add a step will display a modal with every available step. In this example, our first step will be a Decision.
How To Use Decisions
Decisions create a branch in your workflow, allowing you to filter who will receive the next set of steps. In this Decision, we want to make sure we’re only talking to leads who are not customers. We will filter the decision based on the “Customer” tag.
Now that the decision filter is in place, we have a “Yes” branch and a “No” branch based on if a subscriber has a Customer tag or not.
For this example, the “Yes” branch is left empty, meaning this workflow will only perform steps on subscribers who are not already customers.
We don’t want to perform the next step immediately after a subscriber becomes a lead, and a delay allows us to wait as long as needed before we add our next step.
The delay lets me choose between hours, minutes, and days. Let’s wait 1 hour.
It’s time to add another step, so click the plus button again. This time, we will choose an Action, because we want to send a one-off email to all new leads.
Select “Send a one-off email” from the Action drop down menu.
Once you select “Send a one-off email” from drop down, edit the email’s settings. This is where you can add the subject line and body of your email, change the email’s template, if needed, and add from name and sending email address.
Creating a Goal
The last step we’ll add to this workflow is a goal, which will pull a subscriber from their current step in the workflow as soon as they perform the action specified in the goal.
Think of goals this way: Goals “interrupt” every action that comes before them.
Let’s be clear: Goals pull subscribers out of all campaigns, workflows and delays residing above them in the current workflow.
For this goal, we’re going to choose the “Became a customer” event. This way, if a lead happens to become a customer during the hourlong delay we’ve set, they won’t get the one-off email. Instead, they’ll be pulled to the location of this goal step we’re creating.