How To Integrate RightMessage With Drip




In order to use tags and custom fields created in Drip in your personalizations and segments, you must connect your Drip account to your RightMessage account.  

Follow the steps below to connect your Drip account to your RightMessage account.

Connect Your Drip Account to your RightMessage Account

Log into your RightMessage account.

If you have not integrated your website in RightMessage with any email marketing services, the main dashboard in your RightMessage account will prompt you to integrate with an email marketing service.

Click the yellow ‘Go To Integrations’  button

Alternatively, click on the ‘gear’ icon in the top right of the screen and select ‘Integrations’.

Click on the ‘Drip’ tab in the left area of the screen.

Click the ‘Connect With Drip’ button.

Allow Access to Your Drip Account

Log into your Drip account.

Select the website you want to integrate with (if you have multiple sites in your Drip account) and click Authorize.

You will be taken back to your RightMessage account. The Drip integration is automatically saved.

To delete the Drip integration, click on the ‘Delete Drip’ button. The settings will automatically be cleared for you.

Set the Drip Custom Fields To Public.

By default, custom field(s) created in Drip are set to ‘private’ and are consequently hidden from RightMessage.

As RightMessage is not able to see the custom field(s) or its value, any segment created that uses a custom field(s) as a condition, it will return as false and the expected personalization will not display to the subscriber.

To ensure this doesn’t happen, you need to set the applicable custom field(s) to public within your Drip admin area so RightMessage can evaluate them.

Log into your Drip account.

Click in the ‘Subscribers’ link at the top of the screen.

Click on the ‘Custom Fields’ link.

For each field you would like to use as a condition in RightMessage, click the arrow icon beside the black ‘Edit’ button.

Check the box beside the ‘Make field public via API’ field.

Drip will automatically save the changes for you.

Note: custom field values in Drip are case sensitive. If Drip a subscriber has a custom field “Industry” with a value of “Marketing” assigned to their profile, specifying a condition of “Industry” equals “marketing” in a RightMessage segment would return false.