Triggering drips/automations is done a few different ways:
- One on one
- List import
- Pipeline moves (only automated statuses will trigger automation)
- Proposal, Sale, Renewal Pending, Requoting Opportunity, Winback Opportunity, Recent Claim, Late Pay, & Missing Docs
To make things simple, to trigger an automation it is done by following one rule. Copy or moving someone into a group that is attached to automation. There are groups that do not have automation attached to them (like prospects or customers). However most groups in your account will trigger automations, so expect that if you use any other group besides customers/prospects you will be triggering something.
General rule of thumb on list imports to trigger automation. Do not import more people into a group to trigger automation than you are comfortable handling. Don’t know what you are comfortable handling? Perfect, import 50 people into AE into a specific group to start, see how it goes. You will find out what your threshold is very quickly.
Take a look at this video and see the ways that you can trigger automations.