Coefficient's Drip connector automatically syncs email marketing data into a live spreadsheet/workbook, letting you skip repetitive manual exports. Import data from Campaigns, Subscribers, Workflows, Conversions, Events, and other objects, which helps you track subscriber growth, analyze campaign results, and build custom reports in real time without extra work.
Schedule your Import, Snapshots, and Add Automations
Connecting to Drip
When you begin a Drip import for the first time, you will need to complete a few steps to connect to Drip as a data source in Coefficient.
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1. Open the Coefficient Sidebar and click the Menu. |
2. Select “Connected Sources”. |
3. Select “Add Connection” at the bottom and then “Connect” to Drip. |
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4. Generate the required credentials for your account in Drip. ℹ️ NOTE: You can find your API Token in Drip under User Settings → API Token. Your Account ID is the number in the URL when you are logged in to Drip (e.g., app.getdrip.com/123456/dashboard). Please see the Drip API authentication documentation for details. |
5. Enter the API Token and Account ID generated from your Drip account and click Connect.
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6. When successful, you can proceed with creating an import by clicking the "Import data..." button at the bottom. |
Import from Drip
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1. Open the Coefficient Sidebar and click on the “Import from…” button. |
2. Select “Drip” from the list. |
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3. Enter a clear and specific prompt describing your request for the data you need from Drip. |
4. Fields relating to your request will appear in the sidebar for you to select/unselect to include in your import. Click on "Add fields" to show all available fields. Click "Import" to proceed. |
5. Please allow a moment for the agent to generate your import. (The results will appear shortly.) Congratulations on creating your first Drip import through the agent chat! 🎉
Schedule your Import, Snapshots, and Add Automations
Once you have pulled your data into your spreadsheet using Coefficient, you can set up the following:
FAQs for Drip Integration
How can I update or add filters to refine the data in my Drip import?
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To edit your import, open it from the sidebar and click “Edit this import” under the summary section (see screenshot). From there, enter a new prompt in the agent chat describing the updates you’d like to make (such as adding filters or adjusting sorting). |
Can I schedule my import for auto-refresh after it has been created by the agent?
Yes, once your import has been created by the agent, you can schedule it to auto-refresh from the “Refresh Schedule” section in the sidebar.
How can I update the credentials for my Drip data source connection?
When you edit your import and open the Agent Chat, the AI will automatically detect if your API Token is no longer valid. If needed, you’ll be prompted within the chat to update or enter a new API Token.
How can I provide feedback about my experience with the agent chat?
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After your import is created, a prompt will appear in the sidebar allowing you to share your experience with the agent by selecting like or dislike. Your feedback helps us continue to improve the experience. 🙏🏼 |