How to segment Drip subscribers into tags, workflows and more

ConvertFlow is the all-in-one platform for converting website visitors, and it's built for marketers using Drip. 

With ConvertFlow's 2-way Drip integration, you can unlock the full power of the Drip subscriber API, without coding or waiting on developers.

Here's an overview of what you can do:

  • Automatically create and update subscribers in Drip
  • Map survey responses, quiz selections, dropdown fields, radios, paragraphs and hidden fields to Drip custom fields
  • Segment Drip subscribers into tags, campaigns and workflows upon form submission, button click, survey selection and page visits
  • Personalize your website content, popups and messaging for returning Drip subscriber segments

Using automations to segment Drip subscribers

As you build landing pages, funnels, popups, forms, surveys, sticky bars, quizzes etc in ConvertFlow's visual builder, you can add Drip automations to your forms, surveys, buttons and conditional logic, to make requests to the Drip subscriber API.

Using ConvertFlow's automation system, you can add these Drip automations to segment subscribers:

  • Drip – Add a tag
  • Drip – Remove a tag
  • Drip – Subscribe to campaign
  • Drip – Unsubscribe from campaign
  • Drip – Add to workflow
  • Drip – Remove from workflow
  • Drip – Track an event
These Drip automations can be triggered by ConvertFlow upon: 

Adding Drip automations in ConvertFlow

To add a Drip automation to a form, survey or button, click on the element in the ConvertFlow visual builder to select it.

Once you've selected it, click on the "Confirmation Actions" button to the right in the builder panel.

The confirmation actions settings modal will display, and now you'll be able to click to "Add automation" below your form's existing automations.

A form to create a new automation will appear. Now, select the type of automation you want to create. 

For Drip, you'll find these automation types as options in the dropdown.

  • Add a tag
  • Remove a tag
  • Subscribe to campaign
  • Unsubscribe from campaign
  • Add to workflow
  • Remove from workflow
  • Track an event

Once you've selected a Drip automation type, you'll then be asked for any additional info needed to create the automation. 

For example, if you select "Add to list", you'll need to select a list. Once you've entered the info, click "Create Automation".

Your automation will be saved to your form and it'll be listed with your form's other automations above. To delete an automation, click the "X" icon to the right of it in the automations list.

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