Drip Form Builder — Build & Sync

Why build Drip forms in ConvertFlow

Drip's built-in forms do one job well: capture an email address and start a workflow. That works until you need the form to do more than collect an address.

ConvertFlow forms sync into the same Drip subscriber record and start the same workflows, but add multi-step funnels that qualify before asking for contact info, conditional paths that show different offers to different segments, custom field values written on every answer, Shopify product recommendations with add-to-cart, and A/B testing with revenue attribution.

The subscribers still live in Drip. ConvertFlow is the capture layer in front of it.

1. Connect Drip to ConvertFlow

Head to your ConvertFlow website's Integrations area and click to connect with Drip. There's no API token to generate — Drip connects over OAuth, so you simply log into your Drip account to authorize it.

Drip and ConvertFlow are now connected. ConvertFlow starts pulling in your campaigns, tags and workflows, so you can trigger automations and segment subscribers as shoppers submit your forms, landing pages and quizzes.

2. Add a form to your campaign

Add your Drip form to a ConvertFlow landing page, popup or embed. Click to add an element and choose the "form" element type — start from a form template or build from scratch.

3. Toggle the contact fields you want

Select the form element and switch on the contact fields to request. Email address and first name map to Drip automatically.

Each field can be edited from the builder panel — placeholder text, label, required state and more.

4. Verify emails before they start a workflow

ConvertFlow can check that an entered address exists with its provider before the subscriber reaches Drip. This matters more with Drip than with a plain list tool: a fake address doesn't just sit in your subscriber count, it starts a workflow that runs its full sequence against nobody.

Phone verification does the same for numbers and formats them to the international E.164 standard.

5. Add consent checkboxes

Scroll below the preset contact fields to find compliance checkboxes:

• Privacy consent: link to your privacy policy and terms of service alongside a required checkbox.
• Marketing consent: if your form gates content but also opts the shopper into ongoing marketing, collect consent for it.
• SMS consent: require consent to SMS marketing with the required disclosures.

6. Add custom fields and map them to Drip

By clicking to add a field at the end of the fields list, you can add as many custom fields as you'd like.

When naming the field, select from "Drip fields" — a dropdown of the custom fields that already exist on your Drip subscribers. ConvertFlow sends the value collected by this form into that field.

The field needs to exist in Drip first. If you're building a form around a new attribute, create it there before you start and it'll be waiting in the dropdown.

Choose the field type — text, dropdown, radio selection, paragraph or hidden. Dropdown and radio options can carry score values for funnel logic.

7. Map survey and quiz answers to Drip

Survey and quiz elements have a "Map to custom field" dropdown, where you select from your Drip custom fields. Each answer is written to the subscriber's record — which is what makes answer-based segmentation possible.

8. Map ConvertFlow's preset fields to Drip

With Drip connected, your Integrations page shows a Fields button. Use it to map ConvertFlow's preset contact fields to Drip custom fields by entering the field's data name. Email address and first name are already mapped — use this for the rest, like last name, phone and company.

9. Style the form to match your brand

In the Design tab, set spacing, field layout, width, fonts, button colour and roundness, field colour and shadows — so the form looks native to your store rather than bolted on.

10. Configure what happens on submit — tags and workflows

In the Actions tab, choose what follows submission — redirect to a URL, jump to another funnel step, display a thank-you message, or open a popup.

Alongside the default action, add automations that fire on submit — applying a Drip tag, or adding the subscriber to a Drip workflow.

The difference is worth being deliberate about. A tag is a label you segment on later. A workflow starts running immediately. Adding to a workflow at the moment of capture means the follow-up sequence begins while the shopper is still on the page, rather than waiting for a scheduled sync.

Conditional actions let you route by field value, so a high-intent answer starts a different workflow than a browser.

11. Report on submissions

The funnel breakdown report shows how many people saw, converted and completed the form, where they dropped off, and which answers they selected — with orders, revenue and AOV attributed to each answer.

12. Segment and personalize for Drip subscribers

Once answers are landing on Drip subscriber records, build segments from those field values and tags, and target your campaigns and workflows against them.

ConvertFlow can also read your Drip subscriber segments and personalize your store for them — showing someone already in a workflow the next step rather than the same capture form.

13. Publish

• On Shopify: publish to a Shopify page in one click.
• On WordPress: add ConvertFlow's snippet once, then target the form to specific posts, pages or categories.
• Anywhere else: Webflow, Squarespace, Wix or any CMS take the same single embed snippet.