How to Connect Convertful with Drip
With Convertful you can easily integrate your account with Drip and use widgets to grow and segment your mailing list. Just follow the guide below to set up Drip integration and set up relevant actions.
Connecting Integration #
In your site’s Integrations tab, add new integration by choosing Drip from the list and press the connect button:
After pressing the Connect button, you'll need to log in to your Drip account. Next, you'll see the confirmation dialogue. Press the Authorize button to allow the Convertful application to access your list of subscribers:
Default Settings #
Once Drip is connected, by default, each widget will automatically add subscribers to your default campaign which you can choose in the settings. You can also specify the default tag and workflow to apply to your subscribers.
Note, that default settings are not mandatory and you can always specify custom campaigns and tags manually for each specific widget while editing its button's actions.
Mapping Custom Fields #
We try to find the most relevant Drip custom field for every Convertful field automatically. But if you need to fine-tune which fields we should use, you can do this in the integration settings, by editing Custom Fields list:
When editing your widget's button, inside its settings you can see “On Submit Actions” / “On Click Actions” which you can use to perform actions provided by Drip integration:
- Add subscriber with default settings
- Add new tag to a subscriber
- Remove tag from a subscriber
- Subscribe to campaign
- Unsubscribe from campaign
- Add to workflow
- Remove from workflow
- Record an event
- Update custom field
To add an action, just press the On Submit Actions button, the relevant Add Action button after, and choose the action from the integration-related list: