Hey Drip CRM Users: Your Lead Gen Integration Has Been Upgraded!
Do you use Drip CRM combined with Thrive Leads for your email marketing?
If so, we've got an important update for you!
We recently improved our Drip API integration to make sure you now have 4 important new features to supercharge your email marketing abilities. You can now:
- Add tags to your lead generation forms
- Customize your form field shortcodes
- Collect custom event fields and values
- And can add Thrive Quiz Builder answer based tags to all your quiz questions!
With these new features, you can now create much more sophisticated email marketing automations through your Drip CRM dashboard.
Watch the video above and read the post below to get all the details on exactly what’s changed and how you can leverage this new automation focused feature power!
Ready to take your list building to the next level?
Use a different Email Service Provider?
Learn how to use all of our other API service integrations by clicking here.
Setting Up Your Drip CRM API Connection with Thrive Themes
The basics of connecting your Drip CRM account with your Thrive Themes tools hasn't changed.
But if you're not familiar with the process, here's how to get it done fast.
First, click on the "Manage Connections" button from within the API Connections box located in your Thrive Dashboard:
Next, start setting up your Drip connection by clicking the "Add new Connection" icon and select "Drip" from the dropdown menu that appears.
In the Drip connection box that shows up, you'll need to enter 2 pieces of account information to complete the setup:
- Your Drip Client ID and...
- Your Drip API Token
Once you enter your account keys into the connection box and click "Connect", your lead generation forms inside Thrive Architect, Thrive Leads and Thrive Quiz Builder will then be able to send new subscriber information over to your Drip CRM account.
Locating Your Drip Account Information
To find your Drip account Client ID number and API Token, first login to your Drip dashboard.
Find your Client ID number within the URL of your Drip CRM dashboard:
To locate your API token, click on the 3 dot icon at the top right of your Drip dashboard and then select "User Setting" in the small popup that appears.
Scroll down to the bottom of the "User Info" page that loads to find your API Token:
Yup, it really is that simple to connect your Drip CRM account in the Thrive Themes dashboard!
Read on to see how easy it is to connect your individual lead generation forms to Drip so you can collect all the new subscriber info you need to start creating powerful email marketing automations within your Drip dashboard.
Connecting Your Thrive Themes Lead Generation Forms with Drip
Note that the lead generation form connection process is the same whether you're using Thrive Architect, Thrive Leads or Thrive Quiz Builder. The screenshots below showcase the workflow in Thrive Leads.
Once you have a Lead Generation element loaded in your Thrive editor window, do the following:
- Click on the Lead Generation element, then...
- Click on the "Connect Form To Service" text that appears in the left sidebar:
In the "Connect with service" popup lightbox that appears in your Thrive editor window, select the Drip option that now appears for you and click "Continue":
Next, customize all the details your lead generation form will collect to send on to your Drip Account:
- Choose either "Add to Campaign" or "Record Custom Event" from the first dropdown menu. Note that the "Record Custom Event" option will allow you to setup custom event parameters for more advanced Drip CRM automations.
- Choose a Campaign from the second dropdown menu that's already been created in your Drip account dashboard. The Campaign you select is the list your new subscribers will be added to from this lead generation form.
- Type in any tags you want new subscribers of this form to get. If you want to add more than one tag, use commas to separate them.
- Finally, modify your Drip First Name Field and Last Name Field shortcodes (if needed) and then choose either Single optin or Double optin from the final dropdown menu. Selecting Double optin means that new subscribers must confirm their subscription after signup:
In the third step, select what fields you want your lead generation form to show, collect and send on to your Drip account:
Finally, select your Post Opt-In Action by clicking one of the options in the last "Connect with Service" popup lightbox screen.
In Thrive Leads, you have 4 options to choose from:
- Reload the lead generation page
- Redirect to a Custom URL
- Show a success notification like: "Success! Thanks for signing up!"
- Switch popup states if you're using a Lightbox opt-in form (note that this fourth option is only available in Thrive Leads):
For Thrive Architect lead generation forms, only the first 3 options are available to you.
Now click "Save" and your lead generation forms are ready to start collecting new subscribers and send the data over to your Drip CRM account!
Integrating Drip with Thrive Quiz Builder & Answer Based Tagging
Like I mentioned above, you can also connect your Thrive Quiz Builder lead generation forms to your Drip account.
The way to do this is identical to the Thrive Leads walkthrough shown above, but here's what's different...
First, you'll usually place your lead generation forms on the "Opt-in Gate" step of your quiz structure, but you can also include them on your Splash and Results pages if you need to:
Now, when it actually comes to connecting your lead generation forms to Drip from within Thrive Quiz Builder, the only difference is that you have just one Post Opt-In Action to choose from: "Go to next step in quiz".
That's right, all of the other campaign, tagging, custom form field and custom event shortcode options are the same to what I showed you above.
Just select the single Post Opt-in Action and click "Save" to finish.
TQB Answer Based Tagging for Drip Users
Now for the moment Drip users have been waiting for since we launched Answer Based Tagging as a feature in TQB back in 2017 for our ActiveCampaign, Infusionsoft and Aweber integrations:
Answer Based Tagging in Thrive Quiz Builder is now up and running for our Drip integration too!
Here's how simple it is to set up Drip tags on your TQB Quizzes. First, find the Questions area of your Quiz Structure in your TQB dashboard:
Then, when you create each quiz question, simply 1) activate the "Tags" slider and then 2) apply any tags you want to your answers:
Now, when a visitor completes your quiz and becomes a subscriber, those unique answer tags — as well as any lead generation conversion tags you set up — will be applied inside your Drip campaigns:
With this awesome new feature, you'll be able to achieve much deeper segmentation in your Drip subscriber lists!
Using Tags & Custom Event Fields in Your Drip Automations
Now that you can apply conversion tags, TQB answer based tags and custom event fields to new subscribers — directly from your lead generation forms — you can now go hog wild when it comes to creating new email marketing automations in Drip.
Not only will new subscribers be added to the exact Campaign you want, but the specific tags and shortcodes your quiz answers and lead generation forms collect can then be used as triggers, decisions and actions within your Drip email marketing automations.
How cool is that?!
Now It's Your Turn
Are you a Drip CRM + Thrive Themes combo user?
Give our new and improved Drip integration a try and let us know what you think in the comments below!