Tracking Customers and Trial Users

(The text that follows is a summary of the screencast above) This is a brief overview of a Drip automation rule blueprint. We use this internally, so it applies really well to software-as-a-service (SaaS) apps.

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Overview of Tags, Events, and Custom Fields

In this article, you will learn about tags, events, and custom fields. These data points are the most common criteria used when creating Segments in Drip. They allow you to better understand your subscribers, which in turn gives you more leverage in determining how to communicate with them through their customer journey.

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What is a Segment?

A segment is a filtered view of your subscribers. You can create one-off segments for single time use, or you can save and recall them later.

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The Subscribers Tab

(The text that follows is a summary of the screencast above) The Subscribers tab is how you access your global list of subscribers.

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