{"id":89865,"date":"2021-09-28T10:23:36","date_gmt":"2021-09-28T14:23:36","guid":{"rendered":"https:\/\/www.drift.com\/?post_type=trainings&#038;p=89865"},"modified":"2023-07-10T12:40:28","modified_gmt":"2023-07-10T16:40:28","slug":"revenue-acceleration-guide-getting-started-with-drift","status":"publish","type":"trainings","link":"https:\/\/www.drift.com\/training\/revenue-acceleration-guide-getting-started-with-drift\/","title":{"rendered":"Revenue Acceleration Guide: Getting Started with Drift"},"author":357,"featured_media":96473,"parent":0,"menu_order":0,"template":"single-training.php","format":"standard","acf":{"hero_title":"Getting Started With Drift","hero_body":"<h4>Revenue Acceleration Guide<\/h4>\n<p>A comprehensive guide on how to set up your Drift account<\/p>\n","hero_image":{"ID":96471,"id":96471,"title":"Getting Started 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the Guide","button_link":"#revenue-acceleration-learning-marketing-0","bottom_cta":{"cta_title":"Revenue Acceleration Guide: Getting Started with Drift","body":"","button_link":"#revenue-acceleration-learning-marketing-0","button_text":"Download the Guide","button_link_two":"","button_text_two":""},"trainings_super_index":{"image":{"ID":96472,"id":96472,"title":"Getting Started index","filename":"Getting-Started-index.jpg","filesize":51118,"url":"https:\/\/www.drift.com\/wp-content\/uploads\/2021\/09\/Getting-Started-index.jpg","link":"https:\/\/www.drift.com\/wp-content\/uploads\/2021\/09\/Getting-Started-index.jpg","alt":"","author":"86","description":"","caption":"","name":"wp-attachment-getting-started-index","status":"inherit","uploaded_to":89865,"date":"2022-05-04 15:47:10","modified":"2022-05-04 15:47:10","menu_order":0,"mime_type":"image\/jpeg","type":"image","subtype":"jpeg","icon":"https:\/\/www.drift.com\/wp-includes\/images\/media\/default.png","width":1200,"height":627,"sizes":{"thumbnail":"https:\/\/www.drift.com\/wp-content\/uploads\/2021\/09\/Getting-Started-index-150x150.jpg","thumbnail-width":150,"thumbnail-height":150,"medium":"https:\/\/www.drift.com\/wp-content\/uploads\/2021\/09\/Getting-Started-index.jpg","medium-width":1200,"medium-height":627,"medium_large":"https:\/\/www.drift.com\/wp-content\/uploads\/2021\/09\/Getting-Started-index.jpg","medium_large-width":768,"medium_large-height":401,"large":"https:\/\/www.drift.com\/wp-content\/uploads\/2021\/09\/Getting-Started-index.jpg","large-width":1200,"large-height":627,"1536x1536":"https:\/\/www.drift.com\/wp-content\/uploads\/2021\/09\/Getting-Started-index.jpg","1536x1536-width":1200,"1536x1536-height":627,"2048x2048":"https:\/\/www.drift.com\/wp-content\/uploads\/2021\/09\/Getting-Started-index.jpg","2048x2048-width":1200,"2048x2048-height":627,"third_width_square":"https:\/\/www.drift.com\/wp-content\/uploads\/2021\/09\/Getting-Started-index-324x324.jpg","third_width_square-width":324,"third_width_square-height":324,"profile_24":"https:\/\/www.drift.com\/wp-content\/uploads\/2021\/09\/Getting-Started-index-24x24.jpg","profile_24-width":24,"profile_24-height":24,"profile_48":"https:\/\/www.drift.com\/wp-content\/uploads\/2021\/09\/Getting-Started-index-48x48.jpg","profile_48-width":48,"profile_48-height":48,"profile_96":"https:\/\/www.drift.com\/wp-content\/uploads\/2021\/09\/Getting-Started-index-96x96.jpg","profile_96-width":96,"profile_96-height":96,"profile_150":"https:\/\/www.drift.com\/wp-content\/uploads\/2021\/09\/Getting-Started-index-150x150.jpg","profile_150-width":150,"profile_150-height":150,"profile_300":"https:\/\/www.drift.com\/wp-content\/uploads\/2021\/09\/Getting-Started-index-300x300.jpg","profile_300-width":300,"profile_300-height":300}},"description":"","footer":""},"chapters_content":[{"chapter_title":"Introduction","chapter_body":[{"acf_fc_layout":"body","body_text":"<div class=\"font-20 uppercase bold\">Who is this for:<\/div>\n<ul style=\"list-style: none; margin-left: -30px;\">\n<li><input type=\"checkbox\" \/> Drift account owner<\/li>\n<li><input type=\"checkbox\" \/> Drift Admin (Read role types <a href=\"#roletypes\">here<\/a>.)<\/li>\n<\/ul>\n<div class=\"font-20 uppercase bold padding-top__xs\">Suggested Prerequisites:<\/div>\n<ul style=\"list-style: none; margin-left: -30px;\">\n<li><input type=\"checkbox\" \/> You have a Drift account<\/li>\n<li><input type=\"checkbox\" \/> You have a Drift Insider account (100% free)<\/li>\n<\/ul>\n<div class=\"font-20 uppercase bold padding-top__xs\">After reading this GUIDE you\u2019ll be able to:<\/div>\n<ul style=\"list-style: none; margin-left: -30px;\">\n<li><input type=\"checkbox\" \/> Explain the benefits of Conversational Marketing.<\/li>\n<li><input type=\"checkbox\" \/> Set up your Drift account settings.<\/li>\n<li><input type=\"checkbox\" \/> Integrate your existing tech stack with Drift.<\/li>\n<li><input type=\"checkbox\" \/> Identify playbook types most relevant to your business.<\/li>\n<li><input type=\"checkbox\" \/> Enable your sales team in Drift.<\/li>\n<li><input type=\"checkbox\" \/> Utilize Drift reporting to assess your ROI.<\/li>\n<\/ul>\n"}]},{"chapter_title":"Conversational Marketing Overview","chapter_body":[{"acf_fc_layout":"body","body_text":"<h3>What Is Conversational Marketing?<\/h3>\n<p>For a moment, close your eyes and imagine your 10-year-old self. The good old days, right? You\u2019re carefree, you live in the moment, and take each day as it comes.<\/p>\n<p>One of my simple pleasures as a kid was going to the penny candy store in Wayland, MA. My mom would give my siblings and me a set amount of money to spend. Feeling independent, we would rush in and walk around the store with the cashier, pointing to different candies to fill our bags.<\/p>\n<p>That interaction with the cashier \u2014 working with them to fill up my bag, getting their recommendations, and learning what was in stock \u2014 was one of the best parts.<\/p>\n<p>Now picture your 10-year-old self running into the candy store and ringing the bell on the counter&#8230;only to find that you actually have to fill out your contact information and come back once <em>they<\/em> reach out to <em>you<\/em> 24\u201348 hours later. I would\u2019ve been heartbroken. And honestly, I would\u2019ve found something better to do in the meantime. The candy would\u2019ve been long forgotten.<\/p>\n<p>I think you know where I\u2019m going with this.<\/p>\n<p>Today\u2019s B2B buying world is like ringing a bell to no response. That second situation with the bell ring and no response sounds a lot like today\u2019s B2B buying world. Gated content and forms over human interaction. We can learn a lot from the candy buying experience I had in my youth. It was easy, on my terms, and instant.<\/p>\n<p>That\u2019s where Conversational Marketing comes in.<\/p>\n<p>In today\u2019s buyer-first world, when a customer visits your site, they expect an experience that is on par with their favorite B2C experience, like going to the Apple store (or the penny candy store).<\/p>\n<p>To keep up with skyrocketing expectations, you need to give customers what they want at the exact moment they want it.<\/p>\n<p>In other words, your business needs a model that focuses on the customer first.<\/p>\n<p>Conversational Marketing creates instant and personalized engagement with customers and buyers. It accelerates business revenue by removing friction from the customer experience. With Conversational Marketing, you can build and design conversations that make buying more enjoyable.<\/p>\n<h3>Why Is This Important?<\/h3>\n<p>Let\u2019s face it, B2B buying today is broken.<\/p>\n<p>Businesses serve up generic ads leading to unpersonalized landing pages. Buyers get lost in confusing websites and have to fill out lengthy forms just to get answers. They wait days, if not weeks, for replies, which often come back as stock emails. It\u2019s a frustrating experience for everyone involved.<\/p>\n<p>And while poor customer experience is bad for buyers, it is <em>disastrous<\/em> for your business.<\/p>\n<p>When you let your customers down, it doesn\u2019t just hit you once. It hits you again and again, driving up <a href=\"https:\/\/www.drift.com\/learn\/customer-acquisition\/customer-acquisition-cost\/\">customer acquisition cost<\/a> and sinking customer lifetime value. In fact, studies show that CX laggards grow revenue nearly six times slower than industry leaders.<\/p>\n<p>This all boils down to a few things. When your customers don\u2019t have good experiences on your site, your brand suffers, marketing pipeline falls, revenue shrinks, sales productivity tanks, and qualified leads dry up.<\/p>\n<p>It doesn\u2019t have to be that way.<\/p>\n<h3>How Do I Get Started?<\/h3>\n<p>After getting started with conversational marketing you will:<\/p>\n<ol>\n<li>Improve sales productivity.<\/li>\n<li>Build loyalty by driving better customer experiences.<\/li>\n<li>Generate revenue faster across the full customer lifecycle.<\/li>\n<\/ol>\n<p>We\u2019ll accomplish this with real-time insights, live chat, and playbooks.<\/p>\n<p>Using real-time insights, your marketing team can proactively recognize and convert demand into <a href=\"\/platform\/meetings\/\">qualified sales meetings<\/a> or ongoing nurture campaigns.<br \/>\nWith live chat, you can engage and qualify customers at the exact moment they show intent.<\/p>\n<p>Lastly, playbooks will help you convert to pipeline faster by engaging with customers instantly, understanding their needs, recommending relevant information, and asking them to book a meeting directly in chat.<\/p>\n<p>This adds up to a better ROI on your marketing spend and consistent, quality pipeline for your sales team.<\/p>\n<p>We will work together over the course of this guide to start you on the first stage of your <a href=\"\/blog\/revenue-acceleration\/\">revenue journey<\/a>: stage 0 \u2014 configuration. You will learn how to configure your Drift account, set up your sales teammates, connect your existing tech stack to Drift, and more.<\/p>\n<p>Ready to help bring buyers great experiences? Let\u2019s go.<\/p>\n"},{"acf_fc_layout":"cta_block","title":"Drift Insider Note","body":"<p>To learn more about Conversational Marketing, we recommend getting Conversational Marketing certified. This certification is led by Conversational Marketing experts who will provide real-world examples and actionable tips for you to implement today.<\/p>\n","button_text":"Get Certified Now","button_url":"https:\/\/insider.drift.com\/certifications\/conversational-marketing\/","open_in_new_tab":true,"button_text_two":"","button_url_two":"","open_in_new_tab_two":false}]},{"chapter_title":"Setting Up Your Drift Account","chapter_body":[{"acf_fc_layout":"body","body_text":"<h3>What\u2019s in this chapter<\/h3>\n<ul>\n<li><a href=\"#settingupyourdriftaccount\">Setting Up Your Drift Account<\/a><\/li>\n<li><a href=\"#installingdriftonyoursite\">Installing Drift on Your Website<\/a><\/li>\n<li><a href=\"#howtobrandchatwidget\">How to Set Up and Brand Your Chat Widget<\/a><\/li>\n<li><a href=\"#planandbilling\">How to Access Your Billing Information<\/a><\/li>\n<li><a href=\"#dataprivacy\">Data Privacy<\/a><\/li>\n<li><a href=\"#security\">Security<\/a><\/li>\n<li><a href=\"#recognitionandcookies\">Recognition &amp; Cookies<\/a><\/li>\n<li><a href=\"#contacts\">Contacts<\/a>\n<ul>\n<li><a href=\"#importingcontacts\">Importing Contacts<\/a><\/li>\n<li><a href=\"#creatingcontactsegments\">Creating Contact Segments<\/a><\/li>\n<\/ul>\n<\/li>\n<li><a href=\"#accounts\">Accounts<\/a><\/li>\n<li><a href=\"#driftwidget\">Drift Widget<\/a>\n<ul>\n<li><a href=\"#howtosetupdriftwidget\">How to Set Up Drift Widget<\/a><\/li>\n<li><a href=\"#hours\">Hours<\/a><\/li>\n<li><a href=\"#advancedsettings\">Advanced Settings<\/a><\/li>\n<li><a href=\"#multilanguagewidget\">Multi-Language Widget<\/a><\/li>\n<\/ul>\n<\/li>\n<li><a href=\"#driftaudiences\">Audiences<\/a>\n<ul>\n<li><a href=\"#whatisdriftaudiences\">What Is Drift Audiences?<\/a><\/li>\n<li><a href=\"#howdoiusedriftaudiences\">How do I use Drift Audiences?<\/a><\/li>\n<\/ul>\n<\/li>\n<\/ul>\n<h3 id=\"settingupyourdriftaccount\">Setting Up Your Drift Account<\/h3>\n<p>Setting up your account is the very first step in your revenue acceleration journey. This is a simple yet crucial step.<\/p>\n<p>When setting up your account, you will be prompted to input some basic account information like language preferences, company-specific information, and primary colors for how Drift will appear on your site.<\/p>\n<p><strong>Step 1:<\/strong> You\u2019ll first be prompted to input some basic account information: <strong>Language preferences, Your greeting, and Full name.<\/strong><\/p>\n"},{"acf_fc_layout":"image","image":{"ID":89869,"id":89869,"title":"settingupaccount-step1","filename":"settingupaccount-step1.png","filesize":179976,"url":"https:\/\/www.drift.com\/wp-content\/uploads\/2021\/09\/settingupaccount-step1.png","link":"https:\/\/www.drift.com\/wp-content\/uploads\/2021\/09\/settingupaccount-step1.png","alt":"","author":"357","description":"","caption":"","name":"wp-attachment-settingupaccount-step1","status":"inherit","uploaded_to":89865,"date":"2021-09-27 15:51:32","modified":"2021-09-27 15:51:32","menu_order":0,"mime_type":"image\/png","type":"image","subtype":"png","icon":"https:\/\/www.drift.com\/wp-includes\/images\/media\/default.png","width":1600,"height":861,"sizes":{"thumbnail":"https:\/\/www.drift.com\/wp-content\/uploads\/2021\/09\/settingupaccount-step1-150x150.png","thumbnail-width":150,"thumbnail-height":150,"medium":"https:\/\/www.drift.com\/wp-content\/uploads\/2021\/09\/settingupaccount-step1.png","medium-width":1600,"medium-height":861,"medium_large":"https:\/\/www.drift.com\/wp-content\/uploads\/2021\/09\/settingupaccount-step1.png","medium_large-width":768,"medium_large-height":413,"large":"https:\/\/www.drift.com\/wp-content\/uploads\/2021\/09\/settingupaccount-step1.png","large-width":1600,"large-height":861,"1536x1536":"https:\/\/www.drift.com\/wp-content\/uploads\/2021\/09\/settingupaccount-step1-1536x827.png","1536x1536-width":1536,"1536x1536-height":827,"2048x2048":"https:\/\/www.drift.com\/wp-content\/uploads\/2021\/09\/settingupaccount-step1.png","2048x2048-width":1600,"2048x2048-height":861,"third_width_square":"https:\/\/www.drift.com\/wp-content\/uploads\/2021\/09\/settingupaccount-step1-324x324.png","third_width_square-width":324,"third_width_square-height":324,"profile_24":"https:\/\/www.drift.com\/wp-content\/uploads\/2021\/09\/settingupaccount-step1-24x24.png","profile_24-width":24,"profile_24-height":24,"profile_48":"https:\/\/www.drift.com\/wp-content\/uploads\/2021\/09\/settingupaccount-step1-48x48.png","profile_48-width":48,"profile_48-height":48,"profile_96":"https:\/\/www.drift.com\/wp-content\/uploads\/2021\/09\/settingupaccount-step1-96x96.png","profile_96-width":96,"profile_96-height":96,"profile_150":"https:\/\/www.drift.com\/wp-content\/uploads\/2021\/09\/settingupaccount-step1-150x150.png","profile_150-width":150,"profile_150-height":150,"profile_300":"https:\/\/www.drift.com\/wp-content\/uploads\/2021\/09\/settingupaccount-step1-300x300.png","profile_300-width":300,"profile_300-height":300}}},{"acf_fc_layout":"body","body_text":"<p><strong>Step 2:<\/strong> Next, you\u2019ll be prompted to enter some company-specific information: <strong>Company name, Company website, and your avatar.<\/strong><\/p>\n"},{"acf_fc_layout":"image","image":{"ID":89870,"id":89870,"title":"settingupaccount-step2","filename":"settingupaccount-step2.png","filesize":206633,"url":"https:\/\/www.drift.com\/wp-content\/uploads\/2021\/09\/settingupaccount-step2.png","link":"https:\/\/www.drift.com\/wp-content\/uploads\/2021\/09\/settingupaccount-step2.png","alt":"","author":"357","description":"","caption":"","name":"wp-attachment-settingupaccount-step2","status":"inherit","uploaded_to":89865,"date":"2021-09-27 15:51:58","modified":"2021-09-27 15:51:58","menu_order":0,"mime_type":"image\/png","type":"image","subtype":"png","icon":"https:\/\/www.drift.com\/wp-includes\/images\/media\/default.png","width":1600,"height":862,"sizes":{"thumbnail":"https:\/\/www.drift.com\/wp-content\/uploads\/2021\/09\/settingupaccount-step2-150x150.png","thumbnail-width":150,"thumbnail-height":150,"medium":"https:\/\/www.drift.com\/wp-content\/uploads\/2021\/09\/settingupaccount-step2.png","medium-width":1600,"medium-height":862,"medium_large":"https:\/\/www.drift.com\/wp-content\/uploads\/2021\/09\/settingupaccount-step2.png","medium_large-width":768,"medium_large-height":414,"large":"https:\/\/www.drift.com\/wp-content\/uploads\/2021\/09\/settingupaccount-step2.png","large-width":1600,"large-height":862,"1536x1536":"https:\/\/www.drift.com\/wp-content\/uploads\/2021\/09\/settingupaccount-step2-1536x828.png","1536x1536-width":1536,"1536x1536-height":828,"2048x2048":"https:\/\/www.drift.com\/wp-content\/uploads\/2021\/09\/settingupaccount-step2.png","2048x2048-width":1600,"2048x2048-height":862,"third_width_square":"https:\/\/www.drift.com\/wp-content\/uploads\/2021\/09\/settingupaccount-step2-324x324.png","third_width_square-width":324,"third_width_square-height":324,"profile_24":"https:\/\/www.drift.com\/wp-content\/uploads\/2021\/09\/settingupaccount-step2-24x24.png","profile_24-width":24,"profile_24-height":24,"profile_48":"https:\/\/www.drift.com\/wp-content\/uploads\/2021\/09\/settingupaccount-step2-48x48.png","profile_48-width":48,"profile_48-height":48,"profile_96":"https:\/\/www.drift.com\/wp-content\/uploads\/2021\/09\/settingupaccount-step2-96x96.png","profile_96-width":96,"profile_96-height":96,"profile_150":"https:\/\/www.drift.com\/wp-content\/uploads\/2021\/09\/settingupaccount-step2-150x150.png","profile_150-width":150,"profile_150-height":150,"profile_300":"https:\/\/www.drift.com\/wp-content\/uploads\/2021\/09\/settingupaccount-step2-300x300.png","profile_300-width":300,"profile_300-height":300}}},{"acf_fc_layout":"body","body_text":"<p><strong>Step 3:<\/strong> You\u2019ll then be prompted to set the <strong>primary and secondary colors<\/strong> for how Drift will appear on your website.<\/p>\n"},{"acf_fc_layout":"image","image":{"ID":89871,"id":89871,"title":"settingupaccount-step3","filename":"settingupaccount-step3.png","filesize":139022,"url":"https:\/\/www.drift.com\/wp-content\/uploads\/2021\/09\/settingupaccount-step3.png","link":"https:\/\/www.drift.com\/wp-content\/uploads\/2021\/09\/settingupaccount-step3.png","alt":"","author":"357","description":"","caption":"","name":"wp-attachment-settingupaccount-step3","status":"inherit","uploaded_to":89865,"date":"2021-09-27 15:52:32","modified":"2021-09-27 15:52:32","menu_order":0,"mime_type":"image\/png","type":"image","subtype":"png","icon":"https:\/\/www.drift.com\/wp-includes\/images\/media\/default.png","width":1600,"height":860,"sizes":{"thumbnail":"https:\/\/www.drift.com\/wp-content\/uploads\/2021\/09\/settingupaccount-step3-150x150.png","thumbnail-width":150,"thumbnail-height":150,"medium":"https:\/\/www.drift.com\/wp-content\/uploads\/2021\/09\/settingupaccount-step3.png","medium-width":1600,"medium-height":860,"medium_large":"https:\/\/www.drift.com\/wp-content\/uploads\/2021\/09\/settingupaccount-step3.png","medium_large-width":768,"medium_large-height":413,"large":"https:\/\/www.drift.com\/wp-content\/uploads\/2021\/09\/settingupaccount-step3.png","large-width":1600,"large-height":860,"1536x1536":"https:\/\/www.drift.com\/wp-content\/uploads\/2021\/09\/settingupaccount-step3-1536x826.png","1536x1536-width":1536,"1536x1536-height":826,"2048x2048":"https:\/\/www.drift.com\/wp-content\/uploads\/2021\/09\/settingupaccount-step3.png","2048x2048-width":1600,"2048x2048-height":860,"third_width_square":"https:\/\/www.drift.com\/wp-content\/uploads\/2021\/09\/settingupaccount-step3-324x324.png","third_width_square-width":324,"third_width_square-height":324,"profile_24":"https:\/\/www.drift.com\/wp-content\/uploads\/2021\/09\/settingupaccount-step3-24x24.png","profile_24-width":24,"profile_24-height":24,"profile_48":"https:\/\/www.drift.com\/wp-content\/uploads\/2021\/09\/settingupaccount-step3-48x48.png","profile_48-width":48,"profile_48-height":48,"profile_96":"https:\/\/www.drift.com\/wp-content\/uploads\/2021\/09\/settingupaccount-step3-96x96.png","profile_96-width":96,"profile_96-height":96,"profile_150":"https:\/\/www.drift.com\/wp-content\/uploads\/2021\/09\/settingupaccount-step3-150x150.png","profile_150-width":150,"profile_150-height":150,"profile_300":"https:\/\/www.drift.com\/wp-content\/uploads\/2021\/09\/settingupaccount-step3-300x300.png","profile_300-width":300,"profile_300-height":300}}},{"acf_fc_layout":"body","body_text":"<p><strong>Step 4:<\/strong> Next, you\u2019ll have the ability to choose the <strong>type of icon<\/strong> that will appear on your website.<\/p>\n"},{"acf_fc_layout":"image","image":{"ID":89872,"id":89872,"title":"settingupaccount-step4","filename":"settingupaccount-step4.png","filesize":128523,"url":"https:\/\/www.drift.com\/wp-content\/uploads\/2021\/09\/settingupaccount-step4.png","link":"https:\/\/www.drift.com\/wp-content\/uploads\/2021\/09\/settingupaccount-step4.png","alt":"","author":"357","description":"","caption":"","name":"wp-attachment-settingupaccount-step4","status":"inherit","uploaded_to":89865,"date":"2021-09-27 15:53:07","modified":"2021-09-27 15:53:07","menu_order":0,"mime_type":"image\/png","type":"image","subtype":"png","icon":"https:\/\/www.drift.com\/wp-includes\/images\/media\/default.png","width":1600,"height":859,"sizes":{"thumbnail":"https:\/\/www.drift.com\/wp-content\/uploads\/2021\/09\/settingupaccount-step4-150x150.png","thumbnail-width":150,"thumbnail-height":150,"medium":"https:\/\/www.drift.com\/wp-content\/uploads\/2021\/09\/settingupaccount-step4.png","medium-width":1600,"medium-height":859,"medium_large":"https:\/\/www.drift.com\/wp-content\/uploads\/2021\/09\/settingupaccount-step4.png","medium_large-width":768,"medium_large-height":412,"large":"https:\/\/www.drift.com\/wp-content\/uploads\/2021\/09\/settingupaccount-step4.png","large-width":1600,"large-height":859,"1536x1536":"https:\/\/www.drift.com\/wp-content\/uploads\/2021\/09\/settingupaccount-step4-1536x825.png","1536x1536-width":1536,"1536x1536-height":825,"2048x2048":"https:\/\/www.drift.com\/wp-content\/uploads\/2021\/09\/settingupaccount-step4.png","2048x2048-width":1600,"2048x2048-height":859,"third_width_square":"https:\/\/www.drift.com\/wp-content\/uploads\/2021\/09\/settingupaccount-step4-324x324.png","third_width_square-width":324,"third_width_square-height":324,"profile_24":"https:\/\/www.drift.com\/wp-content\/uploads\/2021\/09\/settingupaccount-step4-24x24.png","profile_24-width":24,"profile_24-height":24,"profile_48":"https:\/\/www.drift.com\/wp-content\/uploads\/2021\/09\/settingupaccount-step4-48x48.png","profile_48-width":48,"profile_48-height":48,"profile_96":"https:\/\/www.drift.com\/wp-content\/uploads\/2021\/09\/settingupaccount-step4-96x96.png","profile_96-width":96,"profile_96-height":96,"profile_150":"https:\/\/www.drift.com\/wp-content\/uploads\/2021\/09\/settingupaccount-step4-150x150.png","profile_150-width":150,"profile_150-height":150,"profile_300":"https:\/\/www.drift.com\/wp-content\/uploads\/2021\/09\/settingupaccount-step4-300x300.png","profile_300-width":300,"profile_300-height":300}}},{"acf_fc_layout":"body","body_text":"<p><strong>Step 5:<\/strong> Within this step, you\u2019ll have the chance to <strong>set your team\u2019s business hours<\/strong>. These hours are when your team will be online to chat with site visitors.<\/p>\n<p>For free plans, you\u2019ll only need to do steps 1\u20132 listed above. The last step for free plans is editing the widget\u2019s color theme and choosing the type of icon.<\/p>\n<p>It\u2019s important to note that as you design your bot and widget, your customers and prospects should feel like they&#8217;re interacting with your brand. Both your widget and bot should reflect your brand&#8217;s look and voice.<\/p>\n"},{"acf_fc_layout":"image","image":{"ID":89873,"id":89873,"title":"settingupaccount-step5","filename":"settingupaccount-step5.png","filesize":142868,"url":"https:\/\/www.drift.com\/wp-content\/uploads\/2021\/09\/settingupaccount-step5.png","link":"https:\/\/www.drift.com\/wp-content\/uploads\/2021\/09\/settingupaccount-step5.png","alt":"","author":"357","description":"","caption":"","name":"wp-attachment-settingupaccount-step5","status":"inherit","uploaded_to":89865,"date":"2021-09-27 15:54:11","modified":"2021-09-27 15:54:11","menu_order":0,"mime_type":"image\/png","type":"image","subtype":"png","icon":"https:\/\/www.drift.com\/wp-includes\/images\/media\/default.png","width":1600,"height":861,"sizes":{"thumbnail":"https:\/\/www.drift.com\/wp-content\/uploads\/2021\/09\/settingupaccount-step5-150x150.png","thumbnail-width":150,"thumbnail-height":150,"medium":"https:\/\/www.drift.com\/wp-content\/uploads\/2021\/09\/settingupaccount-step5.png","medium-width":1600,"medium-height":861,"medium_large":"https:\/\/www.drift.com\/wp-content\/uploads\/2021\/09\/settingupaccount-step5.png","medium_large-width":768,"medium_large-height":413,"large":"https:\/\/www.drift.com\/wp-content\/uploads\/2021\/09\/settingupaccount-step5.png","large-width":1600,"large-height":861,"1536x1536":"https:\/\/www.drift.com\/wp-content\/uploads\/2021\/09\/settingupaccount-step5-1536x827.png","1536x1536-width":1536,"1536x1536-height":827,"2048x2048":"https:\/\/www.drift.com\/wp-content\/uploads\/2021\/09\/settingupaccount-step5.png","2048x2048-width":1600,"2048x2048-height":861,"third_width_square":"https:\/\/www.drift.com\/wp-content\/uploads\/2021\/09\/settingupaccount-step5-324x324.png","third_width_square-width":324,"third_width_square-height":324,"profile_24":"https:\/\/www.drift.com\/wp-content\/uploads\/2021\/09\/settingupaccount-step5-24x24.png","profile_24-width":24,"profile_24-height":24,"profile_48":"https:\/\/www.drift.com\/wp-content\/uploads\/2021\/09\/settingupaccount-step5-48x48.png","profile_48-width":48,"profile_48-height":48,"profile_96":"https:\/\/www.drift.com\/wp-content\/uploads\/2021\/09\/settingupaccount-step5-96x96.png","profile_96-width":96,"profile_96-height":96,"profile_150":"https:\/\/www.drift.com\/wp-content\/uploads\/2021\/09\/settingupaccount-step5-150x150.png","profile_150-width":150,"profile_150-height":150,"profile_300":"https:\/\/www.drift.com\/wp-content\/uploads\/2021\/09\/settingupaccount-step5-300x300.png","profile_300-width":300,"profile_300-height":300}}},{"acf_fc_layout":"body","body_text":"<p>You can learn more about setting up your Drift account <a href=\"https:\/\/gethelp.drift.com\/hc\/en-us\/articles\/360052472654-Step-1-Setting-Up-Your-Drift-Account\">here<\/a>.<\/p>\n<h3 id=\"installingdriftonyoursite\">Installing Drift on Your Website<\/h3>\n<p><a href=\"https:\/\/gethelp.drift.com\/hc\/en-us\/articles\/360053137133-Step-2-Installing-Drift-on-Your-Website#h_01EG4BR9JV5ZJZ6H7QWST5DGCZ\">Installing Drift<\/a> is an important step towards seeing the full benefit of the Drift Revenue Acceleration Platform. Once you\u2019ve implemented the code snippet, you\u2019re one step closer to launching Drift.<\/p>\n<p>Your Drift account has a unique code snippet that\u2019s connected to your organization\u2019s inbox.<\/p>\n<p>Below is a video that covers how to install Drift on your website in a couple of quick steps. You can do this by embedding a few lines of JavaScript on your website or using Drift\u2019s WordPress, Drupal, or Segment integrations.<\/p>\n"},{"acf_fc_layout":"video","video":"<script src=\"https:\/\/fast.wistia.com\/assets\/external\/E-v1.js\" async><\/script><div class=\"wistia_responsive_padding\" style=\"padding:56.25% 0 0 0;position:relative;\"><div class=\"wistia_responsive_wrapper\" style=\"height:100%;left:0;position:absolute;top:0;width:100%;\"><div class=\"wistia_embed wistia_async_1x5shw4yuj dnt=1 videoFoam=true\" style=\"height:100%;position:relative;width:100%\">&nbsp;<\/div><\/div><\/div>"},{"acf_fc_layout":"body","body_text":"<p><a href=\"https:\/\/gethelp.drift.com\/hc\/en-us\/articles\/360053137133-Step-2-Installing-Drift-on-Your-Website#h_01EG4BR9JV5ZJZ6H7QWST5DGCZ\">Here is a help document<\/a> that covers the necessary steps to installing Drift <b>based on if you are on a <a href=\"https:\/\/gethelp.drift.com\/hc\/en-us\/articles\/360053137133-Step-2-Installing-Drift-on-Your-Website#h_01EG4BR9JV5ZJZ6H7QWST5DGCZ\">paid<\/a> or <a href=\"https:\/\/gethelp.drift.com\/hc\/en-us\/articles\/360053137133-Step-2-Installing-Drift-on-Your-Website#h_01EG4BRKYE8QKAWVG7S2DQB70Z\">free<\/a> plan.<\/b><\/p>\n<h3 id=\"#howtobrandchatwidget\">How to Set Up and Brand Your Chat Widget<\/h3>\n<p>We want our software to match your brand and style as much as possible, which is why we give you lots of customization options.<\/p>\n<p>Here\u2019s everything you can customize about Drift<\/p>\n<ul>\n<li>Turn on and edit your welcome message (<a href=\"https:\/\/gethelp.drift.com\/hc\/en-us\/articles\/360019349514-The-Welcome-Message-Playbook-vs-The-Default-Greeting\">more info<\/a>)<\/li>\n<li>The default greeting which will show when no playbook is present and the widget is clicked on (<a href=\"https:\/\/gethelp.drift.com\/hc\/en-us\/articles\/360019457014-Setting-up-the-Default-Greeting\">more info<\/a>)<\/li>\n<li>The language of the widget (<a href=\"https:\/\/gethelp.drift.com\/hc\/en-us\/articles\/360019501474-Language-Support-in-Drift\">here&#8217;s a list of them<\/a>)<\/li>\n<li>The colors of the widget (<a href=\"https:\/\/gethelp.drift.com\/hc\/en-us\/articles\/360019663113-Bot-Colors\">more info<\/a>)<\/li>\n<li>The font\/typeface (<a href=\"https:\/\/app.drift.com\/settings2\/widget\/design\">in-app<\/a>)<\/li>\n<li>The style of the default icons (<a href=\"https:\/\/app.drift.com\/settings2\/widget\/design\">in-app<\/a>)<\/li>\n<li>Your organization\/company name (<a href=\"https:\/\/app.drift.com\/settings2\/team\">in-app<\/a>)<\/li>\n<li>Automatic email follow-up (<a href=\"https:\/\/app.drift.com\/settings2\/widget\/advanced\">in-app<\/a>)<\/li>\n<li>The message that asks people for their email address (<a href=\"https:\/\/app.drift.com\/settings2\/widget\/advanced\">in-app<\/a>)<\/li>\n<li>The hours the widget displays as online (<a href=\"https:\/\/gethelp.drift.com\/hc\/en-us\/articles\/360019664633-Online-Offline-Agent-vs-Widget\">more info<\/a>)<\/li>\n<li>Stop visitors from starting new conversation threads (<a href=\"https:\/\/app.drift.com\/settings\/widget2\/advanced\">in-app<\/a>)<\/li>\n<li>Who sees chat based on widget conditions (<a href=\"https:\/\/gethelp.drift.com\/hc\/en-us\/articles\/360019348894-How-to-Set-Up-and-Manage-The-Display-Settings-of-Your-Widget\">more info<\/a>)<\/li>\n<\/ul>\n<p>Paid customization features:<\/p>\n<ul>\n<li>Remove the Drift branding (available on Premium plans and above)<\/li>\n<\/ul>\n<p>If you\u2019re on a paid account, you can also customize your Drift bot. To change avatar:<\/p>\n<ol>\n<li>Go to Settings<\/li>\n<li>Under Settings locate App Settings in the side navigation<\/li>\n<li>Click Bot<\/li>\n<li>Select \u201cCustomize your bot\u201d<\/li>\n<\/ol>\n"},{"acf_fc_layout":"image","image":{"ID":89874,"id":89874,"title":"customize-your-bot","filename":"customize-your-bot.png","filesize":208937,"url":"https:\/\/www.drift.com\/wp-content\/uploads\/2021\/09\/customize-your-bot.png","link":"https:\/\/www.drift.com\/wp-content\/uploads\/2021\/09\/customize-your-bot.png","alt":"","author":"357","description":"","caption":"","name":"wp-attachment-customize-your-bot","status":"inherit","uploaded_to":89865,"date":"2021-09-27 16:33:14","modified":"2021-09-27 16:33:14","menu_order":0,"mime_type":"image\/png","type":"image","subtype":"png","icon":"https:\/\/www.drift.com\/wp-includes\/images\/media\/default.png","width":1600,"height":987,"sizes":{"thumbnail":"https:\/\/www.drift.com\/wp-content\/uploads\/2021\/09\/customize-your-bot-150x150.png","thumbnail-width":150,"thumbnail-height":150,"medium":"https:\/\/www.drift.com\/wp-content\/uploads\/2021\/09\/customize-your-bot.png","medium-width":1600,"medium-height":987,"medium_large":"https:\/\/www.drift.com\/wp-content\/uploads\/2021\/09\/customize-your-bot.png","medium_large-width":768,"medium_large-height":474,"large":"https:\/\/www.drift.com\/wp-content\/uploads\/2021\/09\/customize-your-bot.png","large-width":1600,"large-height":987,"1536x1536":"https:\/\/www.drift.com\/wp-content\/uploads\/2021\/09\/customize-your-bot-1536x948.png","1536x1536-width":1536,"1536x1536-height":948,"2048x2048":"https:\/\/www.drift.com\/wp-content\/uploads\/2021\/09\/customize-your-bot.png","2048x2048-width":1600,"2048x2048-height":987,"third_width_square":"https:\/\/www.drift.com\/wp-content\/uploads\/2021\/09\/customize-your-bot-324x324.png","third_width_square-width":324,"third_width_square-height":324,"profile_24":"https:\/\/www.drift.com\/wp-content\/uploads\/2021\/09\/customize-your-bot-24x24.png","profile_24-width":24,"profile_24-height":24,"profile_48":"https:\/\/www.drift.com\/wp-content\/uploads\/2021\/09\/customize-your-bot-48x48.png","profile_48-width":48,"profile_48-height":48,"profile_96":"https:\/\/www.drift.com\/wp-content\/uploads\/2021\/09\/customize-your-bot-96x96.png","profile_96-width":96,"profile_96-height":96,"profile_150":"https:\/\/www.drift.com\/wp-content\/uploads\/2021\/09\/customize-your-bot-150x150.png","profile_150-width":150,"profile_150-height":150,"profile_300":"https:\/\/www.drift.com\/wp-content\/uploads\/2021\/09\/customize-your-bot-300x300.png","profile_300-width":300,"profile_300-height":300}}},{"acf_fc_layout":"body","body_text":"<h3 id=\"planandbilling\">How to Access Your Billing Information<\/h3>\n<p>As an admin, you may need to periodically update your payment method, check on your plan details, or expand your team.<\/p>\n<p>To view all billing information, head to <strong>Settings &gt; Organization settings &gt; Plan and Billing<\/strong> or, click <a href=\"https:\/\/app.drift.com\/settings\/billing\">here<\/a>.<\/p>\n<p>You must be an Admin to access billing information.<\/p>\n"},{"acf_fc_layout":"image","image":{"ID":89910,"id":89910,"title":"billing","filename":"billing.png","filesize":161845,"url":"https:\/\/www.drift.com\/wp-content\/uploads\/2021\/09\/billing.png","link":"https:\/\/www.drift.com\/wp-content\/uploads\/2021\/09\/billing.png","alt":"","author":"357","description":"","caption":"","name":"wp-attachment-billing","status":"inherit","uploaded_to":89865,"date":"2021-09-27 17:39:13","modified":"2021-09-27 17:39:13","menu_order":0,"mime_type":"image\/png","type":"image","subtype":"png","icon":"https:\/\/www.drift.com\/wp-includes\/images\/media\/default.png","width":1999,"height":1065,"sizes":{"thumbnail":"https:\/\/www.drift.com\/wp-content\/uploads\/2021\/09\/billing-150x150.png","thumbnail-width":150,"thumbnail-height":150,"medium":"https:\/\/www.drift.com\/wp-content\/uploads\/2021\/09\/billing.png","medium-width":1999,"medium-height":1065,"medium_large":"https:\/\/www.drift.com\/wp-content\/uploads\/2021\/09\/billing.png","medium_large-width":768,"medium_large-height":409,"large":"https:\/\/www.drift.com\/wp-content\/uploads\/2021\/09\/billing.png","large-width":1999,"large-height":1065,"1536x1536":"https:\/\/www.drift.com\/wp-content\/uploads\/2021\/09\/billing-1536x818.png","1536x1536-width":1536,"1536x1536-height":818,"2048x2048":"https:\/\/www.drift.com\/wp-content\/uploads\/2021\/09\/billing.png","2048x2048-width":1999,"2048x2048-height":1065,"third_width_square":"https:\/\/www.drift.com\/wp-content\/uploads\/2021\/09\/billing-324x324.png","third_width_square-width":324,"third_width_square-height":324,"profile_24":"https:\/\/www.drift.com\/wp-content\/uploads\/2021\/09\/billing-24x24.png","profile_24-width":24,"profile_24-height":24,"profile_48":"https:\/\/www.drift.com\/wp-content\/uploads\/2021\/09\/billing-48x48.png","profile_48-width":48,"profile_48-height":48,"profile_96":"https:\/\/www.drift.com\/wp-content\/uploads\/2021\/09\/billing-96x96.png","profile_96-width":96,"profile_96-height":96,"profile_150":"https:\/\/www.drift.com\/wp-content\/uploads\/2021\/09\/billing-150x150.png","profile_150-width":150,"profile_150-height":150,"profile_300":"https:\/\/www.drift.com\/wp-content\/uploads\/2021\/09\/billing-300x300.png","profile_300-width":300,"profile_300-height":300}}},{"acf_fc_layout":"body","body_text":"<p>Here you will see:<\/p>\n<ul>\n<li>Your plan (number of seats, number of contacts, monthly cost)<\/li>\n<li>Information about other Drift plans and upgrades via the <b>Upgrade plan button<\/b><\/li>\n<li>Payment method and downloadable invoices via the <b>Billing tab<\/b><\/li>\n<\/ul>\n<h3 id=\"dataprivacy\">Data Privacy<\/h3>\n<p>For GDPR compliance, end-users may need to give consent for Drift to save their information. <a href=\"https:\/\/gethelp.drift.com\/hc\/en-us\/articles\/360019516793-How-to-set-up-Data-Privacy-Consent-and-Management-GDPR-Compliance-\">Here is the full help document<\/a> which covers:<\/p>\n<ul>\n<li>How to proactively ask users for consent<\/li>\n<li>Who will we show a consent form to?<\/li>\n<li>What countries does Drift consider to be in the EU?<\/li>\n<li>How to create a consent form<\/li>\n<li>Managing data<\/li>\n<\/ul>\n<p>You can proactively ask users for consent by:<\/p>\n<ol>\n<li>Creating a consent form, as outlined below.This consent form will appear to users whose &#8220;has_consent&#8221; attribute is empty.<\/li>\n<li>Email users with a link to any DriftLink playbook. The form will automatically show and ask for consent from the user.<\/li>\n<\/ol>\n<p>We will only show the consent form to a site visitor if their IP address matches a country you\u2019ve set to show a consent form to.<\/p>\n<p>We&#8217;ll also look at the visitor&#8217;s browser language to decide which of your consent forms to show. If you don&#8217;t have a consent form to match, we&#8217;ll display your default consent form.<\/p>\n"},{"acf_fc_layout":"image","image":{"ID":89911,"id":89911,"title":"data-protection","filename":"data-protection.png","filesize":200546,"url":"https:\/\/www.drift.com\/wp-content\/uploads\/2021\/09\/data-protection.png","link":"https:\/\/www.drift.com\/wp-content\/uploads\/2021\/09\/data-protection.png","alt":"","author":"357","description":"","caption":"","name":"wp-attachment-data-protection","status":"inherit","uploaded_to":89865,"date":"2021-09-27 17:57:05","modified":"2021-09-27 17:57:05","menu_order":0,"mime_type":"image\/png","type":"image","subtype":"png","icon":"https:\/\/www.drift.com\/wp-includes\/images\/media\/default.png","width":1045,"height":823,"sizes":{"thumbnail":"https:\/\/www.drift.com\/wp-content\/uploads\/2021\/09\/data-protection-150x150.png","thumbnail-width":150,"thumbnail-height":150,"medium":"https:\/\/www.drift.com\/wp-content\/uploads\/2021\/09\/data-protection.png","medium-width":1045,"medium-height":823,"medium_large":"https:\/\/www.drift.com\/wp-content\/uploads\/2021\/09\/data-protection.png","medium_large-width":768,"medium_large-height":605,"large":"https:\/\/www.drift.com\/wp-content\/uploads\/2021\/09\/data-protection.png","large-width":1045,"large-height":823,"1536x1536":"https:\/\/www.drift.com\/wp-content\/uploads\/2021\/09\/data-protection.png","1536x1536-width":1045,"1536x1536-height":823,"2048x2048":"https:\/\/www.drift.com\/wp-content\/uploads\/2021\/09\/data-protection.png","2048x2048-width":1045,"2048x2048-height":823,"third_width_square":"https:\/\/www.drift.com\/wp-content\/uploads\/2021\/09\/data-protection-324x324.png","third_width_square-width":324,"third_width_square-height":324,"profile_24":"https:\/\/www.drift.com\/wp-content\/uploads\/2021\/09\/data-protection-24x24.png","profile_24-width":24,"profile_24-height":24,"profile_48":"https:\/\/www.drift.com\/wp-content\/uploads\/2021\/09\/data-protection-48x48.png","profile_48-width":48,"profile_48-height":48,"profile_96":"https:\/\/www.drift.com\/wp-content\/uploads\/2021\/09\/data-protection-96x96.png","profile_96-width":96,"profile_96-height":96,"profile_150":"https:\/\/www.drift.com\/wp-content\/uploads\/2021\/09\/data-protection-150x150.png","profile_150-width":150,"profile_150-height":150,"profile_300":"https:\/\/www.drift.com\/wp-content\/uploads\/2021\/09\/data-protection-300x300.png","profile_300-width":300,"profile_300-height":300}}},{"acf_fc_layout":"body","body_text":"<p>Below are the steps needed to create a consent form.<\/p>\n<p>Start by going to <strong>Settings &gt; Data Privacy<\/strong>. Next, click <strong>Create form<\/strong>.<\/p>\n"},{"acf_fc_layout":"image","image":{"ID":89912,"id":89912,"title":"data-privacy","filename":"data-privacy.png","filesize":231526,"url":"https:\/\/www.drift.com\/wp-content\/uploads\/2021\/09\/data-privacy.png","link":"https:\/\/www.drift.com\/wp-content\/uploads\/2021\/09\/data-privacy.png","alt":"","author":"357","description":"","caption":"","name":"wp-attachment-data-privacy","status":"inherit","uploaded_to":89865,"date":"2021-09-27 18:02:44","modified":"2021-09-27 18:02:44","menu_order":0,"mime_type":"image\/png","type":"image","subtype":"png","icon":"https:\/\/www.drift.com\/wp-includes\/images\/media\/default.png","width":1999,"height":970,"sizes":{"thumbnail":"https:\/\/www.drift.com\/wp-content\/uploads\/2021\/09\/data-privacy-150x150.png","thumbnail-width":150,"thumbnail-height":150,"medium":"https:\/\/www.drift.com\/wp-content\/uploads\/2021\/09\/data-privacy.png","medium-width":1999,"medium-height":970,"medium_large":"https:\/\/www.drift.com\/wp-content\/uploads\/2021\/09\/data-privacy.png","medium_large-width":768,"medium_large-height":373,"large":"https:\/\/www.drift.com\/wp-content\/uploads\/2021\/09\/data-privacy.png","large-width":1999,"large-height":970,"1536x1536":"https:\/\/www.drift.com\/wp-content\/uploads\/2021\/09\/data-privacy-1536x745.png","1536x1536-width":1536,"1536x1536-height":745,"2048x2048":"https:\/\/www.drift.com\/wp-content\/uploads\/2021\/09\/data-privacy.png","2048x2048-width":1999,"2048x2048-height":970,"third_width_square":"https:\/\/www.drift.com\/wp-content\/uploads\/2021\/09\/data-privacy-324x324.png","third_width_square-width":324,"third_width_square-height":324,"profile_24":"https:\/\/www.drift.com\/wp-content\/uploads\/2021\/09\/data-privacy-24x24.png","profile_24-width":24,"profile_24-height":24,"profile_48":"https:\/\/www.drift.com\/wp-content\/uploads\/2021\/09\/data-privacy-48x48.png","profile_48-width":48,"profile_48-height":48,"profile_96":"https:\/\/www.drift.com\/wp-content\/uploads\/2021\/09\/data-privacy-96x96.png","profile_96-width":96,"profile_96-height":96,"profile_150":"https:\/\/www.drift.com\/wp-content\/uploads\/2021\/09\/data-privacy-150x150.png","profile_150-width":150,"profile_150-height":150,"profile_300":"https:\/\/www.drift.com\/wp-content\/uploads\/2021\/09\/data-privacy-300x300.png","profile_300-width":300,"profile_300-height":300}}},{"acf_fc_layout":"body","body_text":"<p>We use cookies to recognize users when they opt in or out.<\/p>\n<p>Admins in Drift have the ability to retrieve or delete end-user data as well as the ability to get notifications if an end-user requests that their data be deleted. You can do this in <a href=\"https:\/\/app.drift.com\/settings\/consent\">Settings &gt; Data Privacy<\/a>. You can also do this using our <a href=\"https:\/\/devdocs.drift.com\/docs\/automating-gdpr-retrieval-and-deletion\">API<\/a>.<\/p>\n<h3 id=\"security\">Security<\/h3>\n<p>SAML-based single sign-on (SSO) gives members access to Drift through an identity provider (IDP) of your choice. Read the full help article <a href=\"https:\/\/gethelp.drift.com\/hc\/en-us\/articles\/360019516493-SSO-SAML\">here<\/a>.<\/p>\n<p><b>Step 1: Configure your identity provider<\/b><\/p>\n<p>To get started, you\u2019ll need to set up a connection (or connector) for Drift with your IDP. If your preferred IDP doesn&#8217;t have a connector with Drift, you can use a custom SAML connection.<\/p>\n<ul>\n<li><a href=\"https:\/\/gethelp.drift.com\/hc\/en-us\/articles\/360019517253-SSO-via-Okta\">Okta<\/a><\/li>\n<li><a href=\"https:\/\/gethelp.drift.com\/hc\/en-us\/articles\/360019350514-SSO-via-OneLogin\">OneLogin<\/a><\/li>\n<li><a href=\"https:\/\/docs.microsoft.com\/en-us\/azure\/active-directory\/saas-apps\/drift-tutorial\">Azure<\/a><\/li>\n<li><a href=\"https:\/\/gethelp.drift.com\/hc\/en-us\/articles\/360019350414-SSO-via-G-Suite\">G Suite<\/a><\/li>\n<li><a href=\"https:\/\/gethelp.drift.com\/hc\/en-us\/articles\/360019350474-SSO-for-Custom-Identity-Providers\">Custom SSO Providers<\/a><\/li>\n<\/ul>\n<p><b>Step 2: Set up SAML SSO for Drift<\/b><\/p>\n<p>Now that you\u2019ve configured IDP, an admin can enable the SSO feature in Drift.<\/p>\n<p>1. Go to <b>Settings &gt; Security &gt; Configure SAML authentication<\/b><\/p>\n"},{"acf_fc_layout":"image","image":{"ID":89913,"id":89913,"title":"saml-auth","filename":"saml-auth.png","filesize":85737,"url":"https:\/\/www.drift.com\/wp-content\/uploads\/2021\/09\/saml-auth.png","link":"https:\/\/www.drift.com\/wp-content\/uploads\/2021\/09\/saml-auth.png","alt":"","author":"357","description":"","caption":"","name":"wp-attachment-saml-auth","status":"inherit","uploaded_to":89865,"date":"2021-09-27 18:06:50","modified":"2021-09-27 18:06:50","menu_order":0,"mime_type":"image\/png","type":"image","subtype":"png","icon":"https:\/\/www.drift.com\/wp-includes\/images\/media\/default.png","width":727,"height":528,"sizes":{"thumbnail":"https:\/\/www.drift.com\/wp-content\/uploads\/2021\/09\/saml-auth-150x150.png","thumbnail-width":150,"thumbnail-height":150,"medium":"https:\/\/www.drift.com\/wp-content\/uploads\/2021\/09\/saml-auth.png","medium-width":727,"medium-height":528,"medium_large":"https:\/\/www.drift.com\/wp-content\/uploads\/2021\/09\/saml-auth.png","medium_large-width":727,"medium_large-height":528,"large":"https:\/\/www.drift.com\/wp-content\/uploads\/2021\/09\/saml-auth.png","large-width":727,"large-height":528,"1536x1536":"https:\/\/www.drift.com\/wp-content\/uploads\/2021\/09\/saml-auth.png","1536x1536-width":727,"1536x1536-height":528,"2048x2048":"https:\/\/www.drift.com\/wp-content\/uploads\/2021\/09\/saml-auth.png","2048x2048-width":727,"2048x2048-height":528,"third_width_square":"https:\/\/www.drift.com\/wp-content\/uploads\/2021\/09\/saml-auth-324x324.png","third_width_square-width":324,"third_width_square-height":324,"profile_24":"https:\/\/www.drift.com\/wp-content\/uploads\/2021\/09\/saml-auth-24x24.png","profile_24-width":24,"profile_24-height":24,"profile_48":"https:\/\/www.drift.com\/wp-content\/uploads\/2021\/09\/saml-auth-48x48.png","profile_48-width":48,"profile_48-height":48,"profile_96":"https:\/\/www.drift.com\/wp-content\/uploads\/2021\/09\/saml-auth-96x96.png","profile_96-width":96,"profile_96-height":96,"profile_150":"https:\/\/www.drift.com\/wp-content\/uploads\/2021\/09\/saml-auth-150x150.png","profile_150-width":150,"profile_150-height":150,"profile_300":"https:\/\/www.drift.com\/wp-content\/uploads\/2021\/09\/saml-auth-300x300.png","profile_300-width":300,"profile_300-height":300}}},{"acf_fc_layout":"body","body_text":"<p>2. From here, you can <b>verify your domain ownership<\/b>. Once you\u2019ve added your domain, you can verify it over HTTPS or DNS. All users who log in with this domain will be redirected to log in via your team&#8217;s IDP.<\/p>\n"},{"acf_fc_layout":"image","image":{"ID":89914,"id":89914,"title":"domain-ownership","filename":"domain-ownership.png","filesize":335712,"url":"https:\/\/www.drift.com\/wp-content\/uploads\/2021\/09\/domain-ownership.png","link":"https:\/\/www.drift.com\/wp-content\/uploads\/2021\/09\/domain-ownership.png","alt":"","author":"357","description":"","caption":"","name":"wp-attachment-domain-ownership","status":"inherit","uploaded_to":89865,"date":"2021-09-27 18:08:42","modified":"2021-09-27 18:08:42","menu_order":0,"mime_type":"image\/png","type":"image","subtype":"png","icon":"https:\/\/www.drift.com\/wp-includes\/images\/media\/default.png","width":1478,"height":1068,"sizes":{"thumbnail":"https:\/\/www.drift.com\/wp-content\/uploads\/2021\/09\/domain-ownership-150x150.png","thumbnail-width":150,"thumbnail-height":150,"medium":"https:\/\/www.drift.com\/wp-content\/uploads\/2021\/09\/domain-ownership.png","medium-width":1478,"medium-height":1068,"medium_large":"https:\/\/www.drift.com\/wp-content\/uploads\/2021\/09\/domain-ownership.png","medium_large-width":768,"medium_large-height":555,"large":"https:\/\/www.drift.com\/wp-content\/uploads\/2021\/09\/domain-ownership.png","large-width":1478,"large-height":1068,"1536x1536":"https:\/\/www.drift.com\/wp-content\/uploads\/2021\/09\/domain-ownership.png","1536x1536-width":1478,"1536x1536-height":1068,"2048x2048":"https:\/\/www.drift.com\/wp-content\/uploads\/2021\/09\/domain-ownership.png","2048x2048-width":1478,"2048x2048-height":1068,"third_width_square":"https:\/\/www.drift.com\/wp-content\/uploads\/2021\/09\/domain-ownership-324x324.png","third_width_square-width":324,"third_width_square-height":324,"profile_24":"https:\/\/www.drift.com\/wp-content\/uploads\/2021\/09\/domain-ownership-24x24.png","profile_24-width":24,"profile_24-height":24,"profile_48":"https:\/\/www.drift.com\/wp-content\/uploads\/2021\/09\/domain-ownership-48x48.png","profile_48-width":48,"profile_48-height":48,"profile_96":"https:\/\/www.drift.com\/wp-content\/uploads\/2021\/09\/domain-ownership-96x96.png","profile_96-width":96,"profile_96-height":96,"profile_150":"https:\/\/www.drift.com\/wp-content\/uploads\/2021\/09\/domain-ownership-150x150.png","profile_150-width":150,"profile_150-height":150,"profile_300":"https:\/\/www.drift.com\/wp-content\/uploads\/2021\/09\/domain-ownership-300x300.png","profile_300-width":300,"profile_300-height":300}}},{"acf_fc_layout":"body","body_text":"<p>3. You can drop a metadata file or fill in fields manually for the <b>Identity Provider Entity ID, SAML Redirect Endpoint<\/b>, and the <b>Identity Provider Public Key<\/b>.<\/p>\n"},{"acf_fc_layout":"image","image":{"ID":89915,"id":89915,"title":"ipp","filename":"ipp.png","filesize":105383,"url":"https:\/\/www.drift.com\/wp-content\/uploads\/2021\/09\/ipp.png","link":"https:\/\/www.drift.com\/wp-content\/uploads\/2021\/09\/ipp.png","alt":"","author":"357","description":"","caption":"","name":"wp-attachment-ipp","status":"inherit","uploaded_to":89865,"date":"2021-09-27 18:11:07","modified":"2021-09-27 18:11:07","menu_order":0,"mime_type":"image\/png","type":"image","subtype":"png","icon":"https:\/\/www.drift.com\/wp-includes\/images\/media\/default.png","width":743,"height":530,"sizes":{"thumbnail":"https:\/\/www.drift.com\/wp-content\/uploads\/2021\/09\/ipp-150x150.png","thumbnail-width":150,"thumbnail-height":150,"medium":"https:\/\/www.drift.com\/wp-content\/uploads\/2021\/09\/ipp.png","medium-width":743,"medium-height":530,"medium_large":"https:\/\/www.drift.com\/wp-content\/uploads\/2021\/09\/ipp.png","medium_large-width":743,"medium_large-height":530,"large":"https:\/\/www.drift.com\/wp-content\/uploads\/2021\/09\/ipp.png","large-width":743,"large-height":530,"1536x1536":"https:\/\/www.drift.com\/wp-content\/uploads\/2021\/09\/ipp.png","1536x1536-width":743,"1536x1536-height":530,"2048x2048":"https:\/\/www.drift.com\/wp-content\/uploads\/2021\/09\/ipp.png","2048x2048-width":743,"2048x2048-height":530,"third_width_square":"https:\/\/www.drift.com\/wp-content\/uploads\/2021\/09\/ipp-324x324.png","third_width_square-width":324,"third_width_square-height":324,"profile_24":"https:\/\/www.drift.com\/wp-content\/uploads\/2021\/09\/ipp-24x24.png","profile_24-width":24,"profile_24-height":24,"profile_48":"https:\/\/www.drift.com\/wp-content\/uploads\/2021\/09\/ipp-48x48.png","profile_48-width":48,"profile_48-height":48,"profile_96":"https:\/\/www.drift.com\/wp-content\/uploads\/2021\/09\/ipp-96x96.png","profile_96-width":96,"profile_96-height":96,"profile_150":"https:\/\/www.drift.com\/wp-content\/uploads\/2021\/09\/ipp-150x150.png","profile_150-width":150,"profile_150-height":150,"profile_300":"https:\/\/www.drift.com\/wp-content\/uploads\/2021\/09\/ipp-300x300.png","profile_300-width":300,"profile_300-height":300}}},{"acf_fc_layout":"body","body_text":"<h3 id=\"recognitionandcookies\">Recognition &amp; Cookies<\/h3>\n<p><b>What is the Drift Cookie Security and Privacy Policy?\u00a0<\/b><\/p>\n<p>We are committed to privacy and current industry initiatives to protect individual rights on the internet. All cookies used by the Drift widget are first-party cookies assigned to the domain of your website. Drift cookies on your domain cannot be read by Drift widgets on other websites.<\/p>\n<p>Read the full help document with FAQs <a href=\"https:\/\/gethelp.drift.com\/hc\/en-us\/articles\/360019665133-What-is-the-Drift-Cookie-Security-and-Privacy-Policy-\">here<\/a>.<\/p>\n<h3 id=\"contacts\">Contacts<\/h3>\n<p>Importing contacts into Drift and creating contact segments helps you create more personalized buying experiences with Drift.<\/p>\n<p>By importing contacts and creating segments, you can greet a site visitor by name or retarget a segment of contacts who\u2019ve taken a specific action, like engaging with a playbook but not booking a meeting.<\/p>\n<p>This will also allow you to enroll a contact segment in an email sequence or hide Drift from a segment of contacts.<\/p>\n<h4 id=\"importingcontacts\">Importing Contacts<\/h4>\n<p>There are a few ways to import contacts in Drift. You can upload contacts from a CSV, a Marketo list, or a Pardot list.<\/p>\n<p><a href=\"https:\/\/gethelp.drift.com\/hc\/en-us\/articles\/360019504074-How-to-Set-Up-Marketo-Targeting\">Importing from Marketo<\/a> or a <a href=\"https:\/\/gethelp.drift.com\/hc\/en-us\/articles\/360023059673-How-to-Set-Up-Pardot-Targeting\">Pardot list<\/a> will be dynamic, meaning as you update the list in Marketo or Pardot, Drift\u2019s list will update as well. On the other hand, uploading a list of contacts via a CSV will be static.<\/p>\n<p>You can access Import Contacts by clicking <b>Visitors &gt; Import Contacts.<\/b><\/p>\n<p>To learn more about each method, <a href=\"https:\/\/gethelp.drift.com\/hc\/en-us\/articles\/1260804552289-Import-Contacts\">read this help document.<\/a> To learn how to export contacts, <a href=\"https:\/\/gethelp.drift.com\/hc\/en-us\/articles\/360019625593-Exporting-your-Contacts\">read this help document<\/a>.<\/p>\n<h4 id=\"creatingcontactsegments\">Creating Contact Segments<\/h4>\n<p>Drift segments allow you to filter contacts based on attributes and events, so you can provide the best buying experience for your prospects.<\/p>\n<p><a href=\"https:\/\/gethelp.drift.com\/hc\/en-us\/articles\/360019643953-How-to-Create-a-Contact-Segment\">Read this help document<\/a> to learn more about:<\/p>\n<ul>\n<li>The difference between dynamic and static segments<\/li>\n<li>Creating a segment from your contacts<\/li>\n<li>Adding a segment to a playbook audience<\/li>\n<\/ul>\n<p>With contact segments, you can filter by dynamic, static, Marketo, Pardot, or Hubspot lists. <b>A dynamic segment<\/b> is one that updates over time. <b>A static segment<\/b> is a contact list that has been uploaded via CSV, which does not update over time.<\/p>\n<p>After uploading your contacts, you can create a contact segment by going to the <a href=\"https:\/\/app.drift.com\/contacts\">Contacts page<\/a> in Drift and clicking <b>Create filter<\/b>.<\/p>\n"},{"acf_fc_layout":"image","image":{"ID":89917,"id":89917,"title":"create-filter","filename":"create-filter.png","filesize":251986,"url":"https:\/\/www.drift.com\/wp-content\/uploads\/2021\/09\/create-filter.png","link":"https:\/\/www.drift.com\/wp-content\/uploads\/2021\/09\/create-filter.png","alt":"","author":"357","description":"","caption":"","name":"wp-attachment-create-filter","status":"inherit","uploaded_to":89865,"date":"2021-09-27 18:25:07","modified":"2021-09-27 18:25:07","menu_order":0,"mime_type":"image\/png","type":"image","subtype":"png","icon":"https:\/\/www.drift.com\/wp-includes\/images\/media\/default.png","width":1999,"height":953,"sizes":{"thumbnail":"https:\/\/www.drift.com\/wp-content\/uploads\/2021\/09\/create-filter-150x150.png","thumbnail-width":150,"thumbnail-height":150,"medium":"https:\/\/www.drift.com\/wp-content\/uploads\/2021\/09\/create-filter.png","medium-width":1999,"medium-height":953,"medium_large":"https:\/\/www.drift.com\/wp-content\/uploads\/2021\/09\/create-filter.png","medium_large-width":768,"medium_large-height":366,"large":"https:\/\/www.drift.com\/wp-content\/uploads\/2021\/09\/create-filter.png","large-width":1999,"large-height":953,"1536x1536":"https:\/\/www.drift.com\/wp-content\/uploads\/2021\/09\/create-filter-1536x732.png","1536x1536-width":1536,"1536x1536-height":732,"2048x2048":"https:\/\/www.drift.com\/wp-content\/uploads\/2021\/09\/create-filter.png","2048x2048-width":1999,"2048x2048-height":953,"third_width_square":"https:\/\/www.drift.com\/wp-content\/uploads\/2021\/09\/create-filter-324x324.png","third_width_square-width":324,"third_width_square-height":324,"profile_24":"https:\/\/www.drift.com\/wp-content\/uploads\/2021\/09\/create-filter-24x24.png","profile_24-width":24,"profile_24-height":24,"profile_48":"https:\/\/www.drift.com\/wp-content\/uploads\/2021\/09\/create-filter-48x48.png","profile_48-width":48,"profile_48-height":48,"profile_96":"https:\/\/www.drift.com\/wp-content\/uploads\/2021\/09\/create-filter-96x96.png","profile_96-width":96,"profile_96-height":96,"profile_150":"https:\/\/www.drift.com\/wp-content\/uploads\/2021\/09\/create-filter-150x150.png","profile_150-width":150,"profile_150-height":150,"profile_300":"https:\/\/www.drift.com\/wp-content\/uploads\/2021\/09\/create-filter-300x300.png","profile_300-width":300,"profile_300-height":300}}},{"acf_fc_layout":"body","body_text":"<p>You can then select filters to further segment contacts based on attributes or events that have taken place in a Drift playbook.<\/p>\n"},{"acf_fc_layout":"image","image":{"ID":89918,"id":89918,"title":"create-filter-2","filename":"create-filter-2.png","filesize":75863,"url":"https:\/\/www.drift.com\/wp-content\/uploads\/2021\/09\/create-filter-2.png","link":"https:\/\/www.drift.com\/wp-content\/uploads\/2021\/09\/create-filter-2.png","alt":"","author":"357","description":"","caption":"","name":"wp-attachment-create-filter-2","status":"inherit","uploaded_to":89865,"date":"2021-09-27 18:26:03","modified":"2021-09-27 18:26:03","menu_order":0,"mime_type":"image\/png","type":"image","subtype":"png","icon":"https:\/\/www.drift.com\/wp-includes\/images\/media\/default.png","width":754,"height":1374,"sizes":{"thumbnail":"https:\/\/www.drift.com\/wp-content\/uploads\/2021\/09\/create-filter-2-150x150.png","thumbnail-width":150,"thumbnail-height":150,"medium":"https:\/\/www.drift.com\/wp-content\/uploads\/2021\/09\/create-filter-2.png","medium-width":754,"medium-height":1374,"medium_large":"https:\/\/www.drift.com\/wp-content\/uploads\/2021\/09\/create-filter-2.png","medium_large-width":754,"medium_large-height":1374,"large":"https:\/\/www.drift.com\/wp-content\/uploads\/2021\/09\/create-filter-2.png","large-width":754,"large-height":1374,"1536x1536":"https:\/\/www.drift.com\/wp-content\/uploads\/2021\/09\/create-filter-2.png","1536x1536-width":754,"1536x1536-height":1374,"2048x2048":"https:\/\/www.drift.com\/wp-content\/uploads\/2021\/09\/create-filter-2.png","2048x2048-width":754,"2048x2048-height":1374,"third_width_square":"https:\/\/www.drift.com\/wp-content\/uploads\/2021\/09\/create-filter-2-324x324.png","third_width_square-width":324,"third_width_square-height":324,"profile_24":"https:\/\/www.drift.com\/wp-content\/uploads\/2021\/09\/create-filter-2-24x24.png","profile_24-width":24,"profile_24-height":24,"profile_48":"https:\/\/www.drift.com\/wp-content\/uploads\/2021\/09\/create-filter-2-48x48.png","profile_48-width":48,"profile_48-height":48,"profile_96":"https:\/\/www.drift.com\/wp-content\/uploads\/2021\/09\/create-filter-2-96x96.png","profile_96-width":96,"profile_96-height":96,"profile_150":"https:\/\/www.drift.com\/wp-content\/uploads\/2021\/09\/create-filter-2-150x150.png","profile_150-width":150,"profile_150-height":150,"profile_300":"https:\/\/www.drift.com\/wp-content\/uploads\/2021\/09\/create-filter-2-300x300.png","profile_300-width":300,"profile_300-height":300}}},{"acf_fc_layout":"body","body_text":"<h3 id=\"accounts\">Accounts<\/h3>\n<p>Importing accounts is what allows you to <a href=\"https:\/\/www.drift.com\/blog\/what-is-account-based-marketing\/\"> roll out the red carpet for your site visitors.<\/a> You can import accounts to target potential buyers in playbooks (more on that in stage 2), and let your sales reps know who is on your site through notifications and in their activity feed (Drift Prospector). Account-based marketing (ABM) is available on Premium and Enterprise accounts.<\/p>\n<h3>Uploading Accounts<\/h3>\n<p>To add accounts to Drift, you\u2019ll need to upload the following properties:<\/p>\n<ul>\n<li>Name (company name, e.g. Drift)<\/li>\n<li>Domain (company domain, e.g. drift.com)<\/li>\n<li>Account owner\u2019s email (Drift user, e.g. <a href=\"mailto:example@drift.com\">example@drift.com<\/a>)<\/li>\n<\/ul>\n<p>You can sync target accounts from Salesforce or import them via a CSV.<\/p>\n<p>You can learn more about importing accounts in the below help documents:<\/p>\n<ul>\n<li><a href=\"https:\/\/gethelp.drift.com\/hc\/en-us\/articles\/360019644713-How-to-Upload-a-CSV-of-Lists-to-Use-with-the-ABM-Playbook\">CSV help doc<\/a><\/li>\n<li><a href=\"https:\/\/gethelp.drift.com\/hc\/en-us\/articles\/360019482234-How-to-Sync-Accounts-into-Drift-from-Salesforce-and-Set-Up-a-Personalized-Welcome-Message\">Salesforce help doc<\/a><\/li>\n<\/ul>\n<h4>Account Segments<\/h4>\n<p><a href=\"https:\/\/gethelp.drift.com\/hc\/en-us\/articles\/1260803367509-Account-Segments\">Account segments<\/a> allow you to organize your accounts into groups based on attributes on the account level.<\/p>\n<p>Account segments can be found by going to <b>Visitors &gt; Accounts &gt; Account Segments. <\/b>You can learn more about how to create ABM playbooks and segment your Drift accounts <a href=\"https:\/\/gethelp.drift.com\/hc\/en-us\/articles\/360019482154\">here<\/a>.<\/p>\n<h3 id=\"driftwidget\">Drift Widget<\/h3>\n<p>The Drift widget is responsible for managing the majority of your customers&#8217; and visitors&#8217; interactions with you through Drift. Setting up the widget to display when you want, where you want, and to whom you want is critical to succeeding with Drift.<\/p>\n<p>What is a widget? A widget is a stand-alone application that can be embedded into third-party sites by any user on a page where they have rights of authorship (e.g. a webpage, blog, or profile on a social media site).<\/p>\n<p>Our Drift widget is the chat bubble that appears on the bottom of your screen. It lets your end-users interact with messages you create and send through Drift chat.<\/p>\n<h4 id=\"howtosetupdriftwidget\">How to Set Up Drift Widget<\/h4>\n<p>Go to <b>Settings<\/b> &gt; <b>App<\/b> <b>Settings<\/b> &gt; <b>Drift<\/b> <b>Widget &gt; Hours,<\/b> or click <a href=\"https:\/\/app.drift.com\/settings2\/widget\">here<\/a>. Select the Display To Pull down.<\/p>\n<p>By default, the <b>Display When<\/b> condition will be <b>Known and unknown visitors<\/b>, so that your chat widget shows up to everyone who visits your site domain.<\/p>\n<p>You can learn more about setting up and targeting the Drift widget as well as read some FAQs <a href=\"https:\/\/gethelp.drift.com\/hc\/en-us\/articles\/360019348894-How-to-Set-Up-and-Manage-The-Display-Settings-of-Your-Widget\">here<\/a>.<\/p>\n<h4 id=\"hours\">Hours<\/h4>\n<p>This is where you set your Drift online and offline availability \u2014 think of this as store hours. Your widget and playbook follow these hours if they use <b>Drift Status<\/b> as a targeting condition.<\/p>\n"},{"acf_fc_layout":"image","image":{"ID":89919,"id":89919,"title":"status","filename":"status.png","filesize":140728,"url":"https:\/\/www.drift.com\/wp-content\/uploads\/2021\/09\/status.png","link":"https:\/\/www.drift.com\/wp-content\/uploads\/2021\/09\/status.png","alt":"","author":"357","description":"","caption":"","name":"wp-attachment-status","status":"inherit","uploaded_to":89865,"date":"2021-09-27 19:13:12","modified":"2021-09-27 19:13:12","menu_order":0,"mime_type":"image\/png","type":"image","subtype":"png","icon":"https:\/\/www.drift.com\/wp-includes\/images\/media\/default.png","width":662,"height":950,"sizes":{"thumbnail":"https:\/\/www.drift.com\/wp-content\/uploads\/2021\/09\/status-150x150.png","thumbnail-width":150,"thumbnail-height":150,"medium":"https:\/\/www.drift.com\/wp-content\/uploads\/2021\/09\/status.png","medium-width":662,"medium-height":950,"medium_large":"https:\/\/www.drift.com\/wp-content\/uploads\/2021\/09\/status.png","medium_large-width":662,"medium_large-height":950,"large":"https:\/\/www.drift.com\/wp-content\/uploads\/2021\/09\/status.png","large-width":662,"large-height":950,"1536x1536":"https:\/\/www.drift.com\/wp-content\/uploads\/2021\/09\/status.png","1536x1536-width":662,"1536x1536-height":950,"2048x2048":"https:\/\/www.drift.com\/wp-content\/uploads\/2021\/09\/status.png","2048x2048-width":662,"2048x2048-height":950,"third_width_square":"https:\/\/www.drift.com\/wp-content\/uploads\/2021\/09\/status-324x324.png","third_width_square-width":324,"third_width_square-height":324,"profile_24":"https:\/\/www.drift.com\/wp-content\/uploads\/2021\/09\/status-24x24.png","profile_24-width":24,"profile_24-height":24,"profile_48":"https:\/\/www.drift.com\/wp-content\/uploads\/2021\/09\/status-48x48.png","profile_48-width":48,"profile_48-height":48,"profile_96":"https:\/\/www.drift.com\/wp-content\/uploads\/2021\/09\/status-96x96.png","profile_96-width":96,"profile_96-height":96,"profile_150":"https:\/\/www.drift.com\/wp-content\/uploads\/2021\/09\/status-150x150.png","profile_150-width":150,"profile_150-height":150,"profile_300":"https:\/\/www.drift.com\/wp-content\/uploads\/2021\/09\/status-300x300.png","profile_300-width":300,"profile_300-height":300}}},{"acf_fc_layout":"body","body_text":"<p>This can be manual or automatic (i.e. automatically go offline when all teammates in Drift are away). You can learn more about online and offline: agent vs. widget <a href=\"https:\/\/gethelp.drift.com\/hc\/en-us\/articles\/360019664633-Online-Offline-Agent-vs-Widget\">here<\/a>.<\/p>\n<h4 id=\"advancedsettings\">Advanced Settings<\/h4>\n<p>The <a href=\"https:\/\/app.drift.com\/settings\/widget\/advanced\">Advanced<\/a> section in the <a href=\"https:\/\/app.drift.com\/settings\/widget\">Chat Widget Settings<\/a> is where users can toggle unique features with the chat widget.<\/p>\n<p>By turning these on, you can further customize your site visitors\u2019 user experience with Drift.<\/p>\n<p>You can find these settings in your Drift app by clicking <b>Settings &gt; Drift Widget &gt; Advanced.<\/b><\/p>\n"},{"acf_fc_layout":"image","image":{"ID":89920,"id":89920,"title":"advanced-settings","filename":"advanced-settings.png","filesize":123197,"url":"https:\/\/www.drift.com\/wp-content\/uploads\/2021\/09\/advanced-settings.png","link":"https:\/\/www.drift.com\/wp-content\/uploads\/2021\/09\/advanced-settings.png","alt":"","author":"357","description":"","caption":"","name":"wp-attachment-advanced-settings","status":"inherit","uploaded_to":89865,"date":"2021-09-27 19:22:10","modified":"2021-09-27 19:22:10","menu_order":0,"mime_type":"image\/png","type":"image","subtype":"png","icon":"https:\/\/www.drift.com\/wp-includes\/images\/media\/default.png","width":1155,"height":752,"sizes":{"thumbnail":"https:\/\/www.drift.com\/wp-content\/uploads\/2021\/09\/advanced-settings-150x150.png","thumbnail-width":150,"thumbnail-height":150,"medium":"https:\/\/www.drift.com\/wp-content\/uploads\/2021\/09\/advanced-settings.png","medium-width":1155,"medium-height":752,"medium_large":"https:\/\/www.drift.com\/wp-content\/uploads\/2021\/09\/advanced-settings.png","medium_large-width":768,"medium_large-height":500,"large":"https:\/\/www.drift.com\/wp-content\/uploads\/2021\/09\/advanced-settings.png","large-width":1155,"large-height":752,"1536x1536":"https:\/\/www.drift.com\/wp-content\/uploads\/2021\/09\/advanced-settings.png","1536x1536-width":1155,"1536x1536-height":752,"2048x2048":"https:\/\/www.drift.com\/wp-content\/uploads\/2021\/09\/advanced-settings.png","2048x2048-width":1155,"2048x2048-height":752,"third_width_square":"https:\/\/www.drift.com\/wp-content\/uploads\/2021\/09\/advanced-settings-324x324.png","third_width_square-width":324,"third_width_square-height":324,"profile_24":"https:\/\/www.drift.com\/wp-content\/uploads\/2021\/09\/advanced-settings-24x24.png","profile_24-width":24,"profile_24-height":24,"profile_48":"https:\/\/www.drift.com\/wp-content\/uploads\/2021\/09\/advanced-settings-48x48.png","profile_48-width":48,"profile_48-height":48,"profile_96":"https:\/\/www.drift.com\/wp-content\/uploads\/2021\/09\/advanced-settings-96x96.png","profile_96-width":96,"profile_96-height":96,"profile_150":"https:\/\/www.drift.com\/wp-content\/uploads\/2021\/09\/advanced-settings-150x150.png","profile_150-width":150,"profile_150-height":150,"profile_300":"https:\/\/www.drift.com\/wp-content\/uploads\/2021\/09\/advanced-settings-300x300.png","profile_300-width":300,"profile_300-height":300}}},{"acf_fc_layout":"body","body_text":"<p>In your advanced settings, you&#8217;ll see the following toggles for you to use:<\/p>\n<ul>\n<li>Allow incoming\/outgoing attachments<\/li>\n<li>Allow incoming GIFs<\/li>\n<li>Badge notifications<\/li>\n<li>Play sound for new messages<\/li>\n<li>Flash tab<\/li>\n<li>Allow access to conversation history<\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><a href=\"https:\/\/gethelp.drift.com\/hc\/en-us\/articles\/360019503654-The-Chat-Fallback-Email\">Email follow-up<\/a><\/li>\n<li>Ask site visitors for email: shows email capture box for default greeting and welcome message playbook<\/li>\n<\/ul>\n<p>Learn more about all advanced settings <a href=\"https:\/\/gethelp.drift.com\/hc\/en-us\/articles\/360019516673-Adjusting-Advanced-Global-Chat-Widget-Settings\">here<\/a>.<\/p>\n<h4 id=\"multilanguagewidget\">Multi-Language Widget<\/h4>\n<p>Multi-language widgets are available to customers who want to add additional languages to their Drift instance.<\/p>\n<p>We\u2019ve made sure that all conversations started from a German widget are maintained in German. In order to do this, we defaulted the language settings to be based on the widget language, rather than the browser language of the site visitor.<\/p>\n"},{"acf_fc_layout":"image","image":{"ID":89922,"id":89922,"title":"language","filename":"language.gif","filesize":1252961,"url":"https:\/\/www.drift.com\/wp-content\/uploads\/2021\/09\/language.gif","link":"https:\/\/www.drift.com\/wp-content\/uploads\/2021\/09\/language.gif","alt":"","author":"357","description":"","caption":"","name":"wp-attachment-language","status":"inherit","uploaded_to":89865,"date":"2021-09-27 19:24:24","modified":"2021-09-27 19:24:24","menu_order":0,"mime_type":"image\/gif","type":"image","subtype":"gif","icon":"https:\/\/www.drift.com\/wp-includes\/images\/media\/default.png","width":403,"height":646,"sizes":{"thumbnail":"https:\/\/www.drift.com\/wp-content\/uploads\/2021\/09\/language-150x150.gif","thumbnail-width":150,"thumbnail-height":150,"medium":"https:\/\/www.drift.com\/wp-content\/uploads\/2021\/09\/language.gif","medium-width":403,"medium-height":646,"medium_large":"https:\/\/www.drift.com\/wp-content\/uploads\/2021\/09\/language.gif","medium_large-width":403,"medium_large-height":646,"large":"https:\/\/www.drift.com\/wp-content\/uploads\/2021\/09\/language.gif","large-width":403,"large-height":646,"1536x1536":"https:\/\/www.drift.com\/wp-content\/uploads\/2021\/09\/language.gif","1536x1536-width":403,"1536x1536-height":646,"2048x2048":"https:\/\/www.drift.com\/wp-content\/uploads\/2021\/09\/language.gif","2048x2048-width":403,"2048x2048-height":646,"third_width_square":"https:\/\/www.drift.com\/wp-content\/uploads\/2021\/09\/language-324x324.gif","third_width_square-width":324,"third_width_square-height":324,"profile_24":"https:\/\/www.drift.com\/wp-content\/uploads\/2021\/09\/language-24x24.gif","profile_24-width":24,"profile_24-height":24,"profile_48":"https:\/\/www.drift.com\/wp-content\/uploads\/2021\/09\/language-48x48.gif","profile_48-width":48,"profile_48-height":48,"profile_96":"https:\/\/www.drift.com\/wp-content\/uploads\/2021\/09\/language-96x96.gif","profile_96-width":96,"profile_96-height":96,"profile_150":"https:\/\/www.drift.com\/wp-content\/uploads\/2021\/09\/language-150x150.gif","profile_150-width":150,"profile_150-height":150,"profile_300":"https:\/\/www.drift.com\/wp-content\/uploads\/2021\/09\/language-300x300.gif","profile_300-width":300,"profile_300-height":300}}},{"acf_fc_layout":"body","body_text":"<p>This is available for our FY22 Enterprise customers. <a href=\"https:\/\/gethelp.drift.com\/hc\/en-us\/articles\/360057746594#h_01EXN6BGF9T53K7MSVDXSMT2W7\">Visit this help doc<\/a> to learn more.<\/p>\n<h3 id=\"driftaudiences\">Audiences<\/h3>\n<h4 id=\"whatisdriftaudiences\">What Is Drift Audiences?<\/h4>\n<p>Drift Audiences allows you to unify all relevant data from your tech stack into one place so you don\u2019t have to transfer data among an exploding stack of website targeting tools.<\/p>\n<p>You can use Drift Audiences to:<\/p>\n<ul>\n<li style=\"font-weight: 400;\" aria-level=\"1\">Know where to take action and drive more pipeline<\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\">Increase the ROI of all your marketing channels<\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\">Deliver a VIP level website experience for your target accounts<\/li>\n<\/ul>\n<p>Watch this video to learn more about what Drift Audiences is, how it can help you, and best practices for incorporating this data into your playbooks.<\/p>\n"},{"acf_fc_layout":"video","video":"<script src=\"https:\/\/fast.wistia.com\/assets\/external\/E-v1.js\" async><\/script><div class=\"wistia_responsive_padding\" style=\"padding:56.25% 0 0 0;position:relative;\"><div class=\"wistia_responsive_wrapper\" style=\"height:100%;left:0;position:absolute;top:0;width:100%;\"><div class=\"wistia_embed wistia_async_2vavr5rrji dnt=1 videoFoam=true\" style=\"height:100%;position:relative;width:100%\"><div class=\"wistia_swatch\" style=\"height:100%;left:0;opacity:0;overflow:hidden;position:absolute;top:0;transition:opacity 200ms;width:100%;\"><img src=\"https:\/\/fast.wistia.com\/embed\/medias\/2vavr5rrji\/swatch\" style=\"filter:blur(5px);height:100%;object-fit:contain;width:100%;\" alt=\"\" aria-hidden=\"true\" onload=\"this.parentNode.style.opacity=1;\" \/><\/div><\/div><\/div><\/div>"},{"acf_fc_layout":"body","body_text":"<p>Drift Audiences is available on all Enterprise plans.<\/p>\n<h4 id=\"howdoiusedriftaudiences\">How do I use Drift Audiences?<\/h4>\n<p>Drift Audiences will show you a breakdown of:<\/p>\n<ul>\n<li>Site visitors who were shown a playbook, conversations started, emails captured, and meetings booked<\/li>\n<li>Target benchmarks based on composites of customers<\/li>\n<li>Trending data (week over week metrics) for a 12 week period<\/li>\n<\/ul>\n"},{"acf_fc_layout":"image","image":{"ID":89929,"id":89929,"title":"all-visitors","filename":"all-visitors.png","filesize":283339,"url":"https:\/\/www.drift.com\/wp-content\/uploads\/2021\/09\/all-visitors.png","link":"https:\/\/www.drift.com\/wp-content\/uploads\/2021\/09\/all-visitors.png","alt":"","author":"357","description":"","caption":"","name":"wp-attachment-all-visitors","status":"inherit","uploaded_to":89865,"date":"2021-09-27 19:36:37","modified":"2021-09-27 19:36:37","menu_order":0,"mime_type":"image\/png","type":"image","subtype":"png","icon":"https:\/\/www.drift.com\/wp-includes\/images\/media\/default.png","width":1999,"height":960,"sizes":{"thumbnail":"https:\/\/www.drift.com\/wp-content\/uploads\/2021\/09\/all-visitors-150x150.png","thumbnail-width":150,"thumbnail-height":150,"medium":"https:\/\/www.drift.com\/wp-content\/uploads\/2021\/09\/all-visitors.png","medium-width":1999,"medium-height":960,"medium_large":"https:\/\/www.drift.com\/wp-content\/uploads\/2021\/09\/all-visitors.png","medium_large-width":768,"medium_large-height":369,"large":"https:\/\/www.drift.com\/wp-content\/uploads\/2021\/09\/all-visitors.png","large-width":1999,"large-height":960,"1536x1536":"https:\/\/www.drift.com\/wp-content\/uploads\/2021\/09\/all-visitors-1536x738.png","1536x1536-width":1536,"1536x1536-height":738,"2048x2048":"https:\/\/www.drift.com\/wp-content\/uploads\/2021\/09\/all-visitors.png","2048x2048-width":1999,"2048x2048-height":960,"third_width_square":"https:\/\/www.drift.com\/wp-content\/uploads\/2021\/09\/all-visitors-324x324.png","third_width_square-width":324,"third_width_square-height":324,"profile_24":"https:\/\/www.drift.com\/wp-content\/uploads\/2021\/09\/all-visitors-24x24.png","profile_24-width":24,"profile_24-height":24,"profile_48":"https:\/\/www.drift.com\/wp-content\/uploads\/2021\/09\/all-visitors-48x48.png","profile_48-width":48,"profile_48-height":48,"profile_96":"https:\/\/www.drift.com\/wp-content\/uploads\/2021\/09\/all-visitors-96x96.png","profile_96-width":96,"profile_96-height":96,"profile_150":"https:\/\/www.drift.com\/wp-content\/uploads\/2021\/09\/all-visitors-150x150.png","profile_150-width":150,"profile_150-height":150,"profile_300":"https:\/\/www.drift.com\/wp-content\/uploads\/2021\/09\/all-visitors-300x300.png","profile_300-width":300,"profile_300-height":300}}},{"acf_fc_layout":"body","body_text":"<p>Your Audiences<\/p>\n"},{"acf_fc_layout":"image","image":{"ID":89930,"id":89930,"title":"your-audiences","filename":"your-audiences.png","filesize":137230,"url":"https:\/\/www.drift.com\/wp-content\/uploads\/2021\/09\/your-audiences.png","link":"https:\/\/www.drift.com\/wp-content\/uploads\/2021\/09\/your-audiences.png","alt":"","author":"357","description":"","caption":"","name":"wp-attachment-your-audiences","status":"inherit","uploaded_to":89865,"date":"2021-09-27 19:37:42","modified":"2021-09-27 19:37:42","menu_order":0,"mime_type":"image\/png","type":"image","subtype":"png","icon":"https:\/\/www.drift.com\/wp-includes\/images\/media\/default.png","width":1016,"height":814,"sizes":{"thumbnail":"https:\/\/www.drift.com\/wp-content\/uploads\/2021\/09\/your-audiences-150x150.png","thumbnail-width":150,"thumbnail-height":150,"medium":"https:\/\/www.drift.com\/wp-content\/uploads\/2021\/09\/your-audiences.png","medium-width":1016,"medium-height":814,"medium_large":"https:\/\/www.drift.com\/wp-content\/uploads\/2021\/09\/your-audiences.png","medium_large-width":768,"medium_large-height":615,"large":"https:\/\/www.drift.com\/wp-content\/uploads\/2021\/09\/your-audiences.png","large-width":1016,"large-height":814,"1536x1536":"https:\/\/www.drift.com\/wp-content\/uploads\/2021\/09\/your-audiences.png","1536x1536-width":1016,"1536x1536-height":814,"2048x2048":"https:\/\/www.drift.com\/wp-content\/uploads\/2021\/09\/your-audiences.png","2048x2048-width":1016,"2048x2048-height":814,"third_width_square":"https:\/\/www.drift.com\/wp-content\/uploads\/2021\/09\/your-audiences-324x324.png","third_width_square-width":324,"third_width_square-height":324,"profile_24":"https:\/\/www.drift.com\/wp-content\/uploads\/2021\/09\/your-audiences-24x24.png","profile_24-width":24,"profile_24-height":24,"profile_48":"https:\/\/www.drift.com\/wp-content\/uploads\/2021\/09\/your-audiences-48x48.png","profile_48-width":48,"profile_48-height":48,"profile_96":"https:\/\/www.drift.com\/wp-content\/uploads\/2021\/09\/your-audiences-96x96.png","profile_96-width":96,"profile_96-height":96,"profile_150":"https:\/\/www.drift.com\/wp-content\/uploads\/2021\/09\/your-audiences-150x150.png","profile_150-width":150,"profile_150-height":150,"profile_300":"https:\/\/www.drift.com\/wp-content\/uploads\/2021\/09\/your-audiences-300x300.png","profile_300-width":300,"profile_300-height":300}}},{"acf_fc_layout":"body","body_text":"<p>You can filter your audiences by:<\/p>\n<ul>\n<li>Top audiences (default)<\/li>\n<li>Website (domain, high-intent pages, top URL)<\/li>\n<li>UTM parameters (campaign, content, medium, source, term)<\/li>\n<li>Drift Intel (country, employee range, industry)<\/li>\n<li>Target accounts\/lists (6Sense, Marketo, non-target, target)\n<ul>\n<li style=\"font-weight: 400;\" aria-level=\"2\">Custom Salesforce account picklist data<\/li>\n<\/ul>\n<\/li>\n<\/ul>\n<p>Once you filter to an audience, you can then view metrics for that specific audience, like the number of visitors in a given time period, number of visitors shown a playbook, number of conversations started, number of emails captured, meetings booked, and number of visitors not shown a playbook.<\/p>\n<p>You can then create a playbook or clone an existing playbook based on a given audience.<\/p>\n<p>Audiences also allows you to see how your existing playbooks are performing for a given audience. <a href=\"https:\/\/gethelp.drift.com\/hc\/en-us\/articles\/360046165854-Drift-Audiences\">Read about that and more in this help document. <\/a><\/p>\n"},{"acf_fc_layout":"cta_block","title":"Help documents in this chapter: ","body":"<ul>\n<li><a href=\"https:\/\/gethelp.drift.com\/hc\/en-us\/articles\/360052472654-Step-1-Setting-Up-Your-Drift-Account\"><span style=\"font-weight: 400;\">Setting Up Your Drift Account<\/span><\/a><\/li>\n<li><a href=\"https:\/\/gethelp.drift.com\/hc\/en-us\/articles\/360019625693-How-to-set-up-brand-your-Chat-Widget\"><span style=\"font-weight: 400;\">How to Set Up and Brand Your Chat Widget<\/span><\/a><\/li>\n<li><a href=\"https:\/\/gethelp.drift.com\/hc\/en-us\/articles\/360053137133-Step-2-Installing-Drift-on-Your-Website\"><span style=\"font-weight: 400;\">Installing Drift on Your Website<\/span><\/a><\/li>\n<li><a href=\"https:\/\/gethelp.drift.com\/hc\/en-us\/articles\/360019664313-How-to-Access-Your-Billing-Information\"><span style=\"font-weight: 400;\">Plan and Billing<\/span><\/a><\/li>\n<li><a href=\"https:\/\/gethelp.drift.com\/hc\/en-us\/articles\/360019516653-How-to-Set-Up-and-Manage-Teams-in-Drift\"><span style=\"font-weight: 400;\">Teams<\/span><\/a><\/li>\n<li><a href=\"https:\/\/gethelp.drift.com\/hc\/en-us\/articles\/360019501594-How-can-I-change-my-Company-Information-\"><span style=\"font-weight: 400;\">Company Details<\/span><\/a><\/li>\n<li><a href=\"https:\/\/gethelp.drift.com\/hc\/en-us\/articles\/360019516793-How-to-set-up-Data-Privacy-Consent-and-Management-GDPR-Compliance-\"><span style=\"font-weight: 400;\">Data Privacy<\/span><\/a><\/li>\n<li><a href=\"https:\/\/gethelp.drift.com\/hc\/en-us\/articles\/360019516493-SSO-SAML\"><span style=\"font-weight: 400;\">Security<\/span><\/a><\/li>\n<li><a href=\"https:\/\/gethelp.drift.com\/hc\/en-us\/articles\/360019665133-What-is-the-Drift-Cookie-Security-and-Privacy-Policy-\"><span style=\"font-weight: 400;\">Recognition &amp; Cookies<\/span><\/a><\/li>\n<li><a href=\"https:\/\/gethelp.drift.com\/hc\/en-us\/articles\/360019643953-How-to-Create-a-Contact-Segment\"><span style=\"font-weight: 400;\">Contact Segments<\/span><\/a><\/li>\n<li><a href=\"https:\/\/gethelp.drift.com\/hc\/en-us\/articles\/1260804552289-Import-Contacts\"><span style=\"font-weight: 400;\">Import Contacts<\/span><\/a><\/li>\n<li><a href=\"https:\/\/gethelp.drift.com\/hc\/en-us\/articles\/360019504074-How-to-Set-Up-Marketo-Targeting\"><span style=\"font-weight: 400;\">Import Contacts from Marketo<\/span><\/a><\/li>\n<li><a href=\"https:\/\/gethelp.drift.com\/hc\/en-us\/articles\/360023059673-How-to-Set-Up-Pardot-Targeting\"><span style=\"font-weight: 400;\">Import Contacts from Pardot<\/span><\/a><\/li>\n<li><a href=\"https:\/\/gethelp.drift.com\/hc\/en-us\/articles\/360019625593-Exporting-your-Contacts\"><span style=\"font-weight: 400;\">Exporting Your Contacts<\/span><\/a><\/li>\n<li><a href=\"https:\/\/gethelp.drift.com\/hc\/en-us\/articles\/360019643953-How-to-Create-a-Contact-Segment\"><span style=\"font-weight: 400;\">How to Create a Contact Segment<\/span><\/a><\/li>\n<li><a href=\"https:\/\/gethelp.drift.com\/hc\/en-us\/articles\/1260803367509-Account-Segments\"><span style=\"font-weight: 400;\">Account Segments<\/span><\/a><\/li>\n<li><a href=\"https:\/\/gethelp.drift.com\/hc\/en-us\/articles\/360019644713-How-to-Upload-a-CSV-of-Lists-to-Use-with-the-ABM-Playbook\"><span style=\"font-weight: 400;\">Syncing Accounts via CSV<\/span><\/a><\/li>\n<li><a href=\"https:\/\/gethelp.drift.com\/hc\/en-us\/articles\/360019482234-How-to-Sync-Accounts-into-Drift-from-Salesforce-and-Set-Up-a-Personalized-Welcome-Message\"><span style=\"font-weight: 400;\">Syncing Accounts via SFDC<\/span><\/a><\/li>\n<li><a href=\"https:\/\/gethelp.drift.com\/hc\/en-us\/articles\/360019482154\"><span style=\"font-weight: 400;\">How to Segment Your Drift Accounts<\/span><\/a><\/li>\n<li><a href=\"https:\/\/gethelp.drift.com\/hc\/en-us\/articles\/360019348894-How-to-Set-Up-and-Manage-The-Display-Settings-of-Your-Widget\"><span style=\"font-weight: 400;\">How to Set Up and Manage The Display Settings of Your Widget<\/span><\/a><\/li>\n<li><a href=\"https:\/\/gethelp.drift.com\/hc\/en-us\/articles\/360019664633-Online-Offline-Agent-vs-Widget\"><span style=\"font-weight: 400;\">Online &amp; Offline: Agent vs. Widget<\/span><\/a><\/li>\n<li><a href=\"https:\/\/gethelp.drift.com\/hc\/en-us\/articles\/360019457014-How-to-Set-Up-the-Default-Greeting\"><span style=\"font-weight: 400;\">How to Set Up the Default Greeting<\/span><\/a><\/li>\n<li><a href=\"https:\/\/gethelp.drift.com\/hc\/en-us\/articles\/360057746594#h_01EXN6BGF9T53K7MSVDXSMT2W7\"><span style=\"font-weight: 400;\">Multi-Language Widget Support for Drift Enterprise Plans<\/span><\/a><\/li>\n<li><a href=\"https:\/\/gethelp.drift.com\/hc\/en-us\/articles\/360019503654-The-Chat-Fallback-Email\"><span style=\"font-weight: 400;\">The Chat Fallback Email<\/span><\/a><\/li>\n<li><a href=\"https:\/\/gethelp.drift.com\/hc\/en-us\/articles\/360019516673-Adjusting-Advanced-Global-Chat-Widget-Settings\"><span style=\"font-weight: 400;\">Adjusting Advanced Global Chat Widget Settings<\/span><\/a><\/li>\n<li><a href=\"https:\/\/gethelp.drift.com\/hc\/en-us\/articles\/360046165854-Drift-Audiences\"><span style=\"font-weight: 400;\">Audiences<\/span><\/a><\/li>\n<li><a href=\"https:\/\/gethelp.drift.com\/hc\/en-us\/articles\/360052026293-Drift-Prospector\"><span style=\"font-weight: 400;\">Drift Prospector<\/span><\/a><\/li>\n<\/ul>\n","button_text":"","button_url":"","open_in_new_tab":false,"button_text_two":"","button_url_two":"","open_in_new_tab_two":false}]},{"chapter_title":"Integrations & APIs ","chapter_body":[{"acf_fc_layout":"body","body_text":"<h3>What\u2019s in this chapter<\/h3>\n<ul>\n<li><a href=\"#whydointegrationsmatter\">Why Do Integrations Matter?<\/a><\/li>\n<li><a href=\"#integratingdriftwithcrm\">Integrating Drift with Your CRM and MAP<\/a>\n<ul>\n<li><a href=\"#thesetup\">The Set Up<\/a><\/li>\n<\/ul>\n<\/li>\n<li><a href=\"#salesforceanddrift\">Salesforce and Drift<\/a>\n<ul>\n<li><a href=\"#whyconnectsalesforcedrift\">Why You Should Connect Salesforce to Drift<\/a><\/li>\n<li><a href=\"#howtosyncsalesforceaccounts\">How to Sync Salesforce Accounts<\/a><\/li>\n<li><a href=\"#driftforsalesforceapp\">Drift for Salesforce App<\/a><\/li>\n<\/ul>\n<\/li>\n<li><a href=\"#howtouseourapis\">How to Use Our APIs<\/a>\n<ul>\n<li><a href=\"#widgetapi\">Widget API<\/a><\/li>\n<li><a href=\"#javascriptsdk\">JavaScript SDK<\/a><\/li>\n<li><a href=\"#mobilesdk\">Mobile SDK<\/a><\/li>\n<\/ul>\n<\/li>\n<\/ul>\n<h3 id=\"whydointegrationsmatter\">Why Do Integrations Matter?<\/h3>\n<p>Today, the customer is in control, business is digital, and the best experience wins. It\u2019s critical that not only teams but also technology work as one. That\u2019s why Drift offers more than 50 integrations, all aimed at helping you unlock your data to provide a better experience for you and your customers.<\/p>\n<p>Integrating your current tech stack with Drift allows you to unlock insights like how many conversations you\u2019re having, how many meetings you\u2019re booking, and how that is translating into pipeline.<\/p>\n<p>You can learn more about the importance of these integrations in the video below.<\/p>\n"},{"acf_fc_layout":"video","video":"<script src=\"https:\/\/fast.wistia.com\/assets\/external\/E-v1.js\" async><\/script><div class=\"wistia_responsive_padding\" style=\"padding:56.25% 0 0 0;position:relative;\"><div class=\"wistia_responsive_wrapper\" style=\"height:100%;left:0;position:absolute;top:0;width:100%;\"><div class=\"wistia_embed wistia_async_l7ku64zqxr dnt=1 videoFoam=true\" style=\"height:100%;position:relative;width:100%\"><div class=\"wistia_swatch\" style=\"height:100%;left:0;opacity:0;overflow:hidden;position:absolute;top:0;transition:opacity 200ms;width:100%;\"><img src=\"https:\/\/fast.wistia.com\/embed\/medias\/l7ku64zqxr\/swatch\" style=\"filter:blur(5px);height:100%;object-fit:contain;width:100%;\" alt=\"\" aria-hidden=\"true\" onload=\"this.parentNode.style.opacity=1;\" \/><\/div><\/div><\/div><\/div>"},{"acf_fc_layout":"body","body_text":"<p>The three main reasons why you should integrate Drift with your current tech stack is bi-directional sync, creating a better customer experience, and providing end-to-end customer support.<\/p>\n<p>Let\u2019s break it down.<\/p>\n<p>In marketing, there is a treasure trove of data about what people are interested in, what they\u2019ve clicked on, what videos they\u2019ve watched, and more. The trick is to unlock this data so your team can take action. That\u2019s where Drift\u2019s two-way integrations come in. You can bring everything together with bi-directional sync in real time.<\/p>\n<p><span style=\"font-weight: 400;\">Our top integrations for bi-directional sync include native integrations such as <\/span><a href=\"https:\/\/www.drift.com\/platform\/integrations\/hubspot\/\"><span style=\"font-weight: 400;\">HubSpot<\/span><\/a><span style=\"font-weight: 400;\">, <\/span><a href=\"https:\/\/www.drift.com\/platform\/integrations\/marketo\/\"><span style=\"font-weight: 400;\">Marketo<\/span><\/a><span style=\"font-weight: 400;\">, <\/span><a href=\"https:\/\/www.drift.com\/platform\/integrations\/salesforce-pardot\"><span style=\"font-weight: 400;\">Pardot<\/span><\/a><span style=\"font-weight: 400;\">, <\/span><a href=\"https:\/\/www.drift.com\/platform\/integrations\/oracle-eloqua\"><span style=\"font-weight: 400;\">Eloqua<\/span><\/a><span style=\"font-weight: 400;\">, and <\/span><a href=\"https:\/\/www.drift.com\/platform\/integrations\/salesforce\/\"><span style=\"font-weight: 400;\">Salesforce<\/span><\/a><span style=\"font-weight: 400;\">, as well as sales tools like <\/span><a href=\"https:\/\/www.drift.com\/platform\/integrations\/outreach\/\"><span style=\"font-weight: 400;\">Outreach<\/span><\/a><span style=\"font-weight: 400;\"> and <\/span><a href=\"https:\/\/www.drift.com\/platform\/integrations\/salesloft\/\"><span style=\"font-weight: 400;\">Salesloft<\/span><\/a><span style=\"font-weight: 400;\">.<\/span><\/p>\n<p>At the top of every marketer\u2019s mind is the goal of creating a better customer experience. This is why we invest so much in MarTech investments. Drift is a piece of your marketing technology puzzle. Our integrations with leading MarTech providers help to bring it all together.<\/p>\n<p>Some of our most popular integrations for creating better site experiences include: <a href=\"https:\/\/gethelp.drift.com\/hc\/en-us\/articles\/360038720774-How-to-Connect-Drift-to-6sense\">6Sense<\/a>, <a href=\"https:\/\/gethelp.drift.com\/hc\/en-us\/articles\/360019504314-Drift-s-Integrations-with-Clearbit\">Clearbit<\/a>, and <a href=\"https:\/\/gethelp.drift.com\/hc\/en-us\/articles\/360019504234-How-to-Connect-Drift-to-Demandbase\">Demandbase<\/a>.<\/p>\n<p>Lastly, integrations with Drift help you provide an end-to-end customer support experience. We integrate with leading customer support providers so you can engage with your customers in real time, automate ticket creation, and surface relevant help articles.<\/p>\n<p>Our integrations for customer success and support include <a href=\"https:\/\/www.drift.com\/platform\/integrations\/zendesk\">Zendesk<\/a>, <a href=\"\/platform\/integrations\/salesforce\/\">Salesforce<\/a>, <a href=\"https:\/\/gethelp.drift.com\/hc\/en-us\/articles\/360019504694-How-to-Connect-Drift-with-Your-Support-Knowledge-Base\">Knowledge bases,<\/a> and more.<\/p>\n<p><a href=\"\/platform\/integrations\/#integrations-cards\">View all our integrations here.<\/a><\/p>\n<h3 id=\"integratingdriftwithcrm\">Integrating Drift with Your CRM and MAP<\/h3>\n<p>Integrating Drift with a single system is straightforward. But once multiple systems are introduced, the flow of data becomes crucial to prevent duplicates and improper lead handling.<\/p>\n<p>The ideal state is a<i> cyclical flow<\/i>, where Drift sends data into your CRM, then your CRM sends data to your MAP, and Drift then reads data from your MAP.<\/p>\n<p>Here\u2019s an example:<\/p>\n"},{"acf_fc_layout":"image","image":{"ID":89931,"id":89931,"title":"map","filename":"map.png","filesize":129380,"url":"https:\/\/www.drift.com\/wp-content\/uploads\/2021\/09\/map.png","link":"https:\/\/www.drift.com\/wp-content\/uploads\/2021\/09\/map.png","alt":"","author":"357","description":"","caption":"","name":"wp-attachment-map-2","status":"inherit","uploaded_to":89865,"date":"2021-09-27 19:46:10","modified":"2021-09-27 19:46:10","menu_order":0,"mime_type":"image\/png","type":"image","subtype":"png","icon":"https:\/\/www.drift.com\/wp-includes\/images\/media\/default.png","width":1252,"height":682,"sizes":{"thumbnail":"https:\/\/www.drift.com\/wp-content\/uploads\/2021\/09\/map-150x150.png","thumbnail-width":150,"thumbnail-height":150,"medium":"https:\/\/www.drift.com\/wp-content\/uploads\/2021\/09\/map.png","medium-width":1252,"medium-height":682,"medium_large":"https:\/\/www.drift.com\/wp-content\/uploads\/2021\/09\/map.png","medium_large-width":768,"medium_large-height":418,"large":"https:\/\/www.drift.com\/wp-content\/uploads\/2021\/09\/map.png","large-width":1252,"large-height":682,"1536x1536":"https:\/\/www.drift.com\/wp-content\/uploads\/2021\/09\/map.png","1536x1536-width":1252,"1536x1536-height":682,"2048x2048":"https:\/\/www.drift.com\/wp-content\/uploads\/2021\/09\/map.png","2048x2048-width":1252,"2048x2048-height":682,"third_width_square":"https:\/\/www.drift.com\/wp-content\/uploads\/2021\/09\/map-324x324.png","third_width_square-width":324,"third_width_square-height":324,"profile_24":"https:\/\/www.drift.com\/wp-content\/uploads\/2021\/09\/map-24x24.png","profile_24-width":24,"profile_24-height":24,"profile_48":"https:\/\/www.drift.com\/wp-content\/uploads\/2021\/09\/map-48x48.png","profile_48-width":48,"profile_48-height":48,"profile_96":"https:\/\/www.drift.com\/wp-content\/uploads\/2021\/09\/map-96x96.png","profile_96-width":96,"profile_96-height":96,"profile_150":"https:\/\/www.drift.com\/wp-content\/uploads\/2021\/09\/map-150x150.png","profile_150-width":150,"profile_150-height":150,"profile_300":"https:\/\/www.drift.com\/wp-content\/uploads\/2021\/09\/map-300x300.png","profile_300-width":300,"profile_300-height":300}}},{"acf_fc_layout":"body","body_text":"<ul>\n<li>Drift is connected to both Marketo and Salesforce<\/li>\n<li>Drift sends leads to Marketo<\/li>\n<li>Drift sends activities to Salesforce<\/li>\n<li>Drift <i>reads<\/i> leads, contacts, and account ownership from Salesforce<\/li>\n<\/ul>\n<h4 id=\"thesetup\">The Set Up<\/h4>\n<p>Below are a series of guides to setting up specific integrations.<\/p>\n<p><b>Salesforce<\/b><\/p>\n<ul>\n<li><a href=\"https:\/\/gethelp.drift.com\/hc\/en-us\/articles\/360018794974-How-To-Integrate-Drift-With-Salesforce\">Connect Drift to Salesforce<\/a><\/li>\n<li><a href=\"https:\/\/insider.drift.com\/lessons\/salesforce-and-drift\/\">Salesforce Drift Insider Video<\/a><\/li>\n<\/ul>\n<p>For the Salesforce integrations it\u2019s important to note that the Salesforce user needs specific permissions which can be found <a href=\"https:\/\/gethelp.drift.com\/hc\/en-us\/articles\/360019665113-Granting-Salesforce-User-Permissions-for-the-Drift-SFDC-Integration\">here<\/a>.<\/p>\n<p><b>Marketo<\/b><\/p>\n<ul>\n<li><a href=\"https:\/\/gethelp.drift.com\/hc\/en-us\/articles\/360019503974-Marketo-Integration-Connect-Your-Account\">Connect Drift to Marketo<\/a><\/li>\n<li><a href=\"https:\/\/insider.drift.com\/lessons\/marketo-and-drift\/\">Marketo Drift Insider Video<\/a><\/li>\n<\/ul>\n<p><b>Hubspot<\/b><\/p>\n<ul>\n<li><a href=\"https:\/\/gethelp.drift.com\/hc\/en-us\/articles\/360019665833-How-to-Connect-Drift-to-HubSpot\">Connect Drift to HubSpot<\/a><\/li>\n<li><a href=\"https:\/\/insider.drift.com\/lessons\/hubspot-and-drift\/\">Hubspot Drift Insider Video<\/a><\/li>\n<\/ul>\n<p><b>Pardot<\/b><\/p>\n<ul>\n<li><a href=\"https:\/\/gethelp.drift.com\/hc\/en-us\/articles\/360021057613-How-to-Integrate-Drift-and-Pardot\">Connect Drift to Pardot<\/a><\/li>\n<li><a href=\"https:\/\/insider.drift.com\/lessons\/pardot-and-drift\/\">Pardot Drift Insider Video<\/a><\/li>\n<\/ul>\n<p><b>Eloqua<\/b><\/p>\n<ul>\n<li><a href=\"https:\/\/gethelp.drift.com\/hc\/en-us\/articles\/360019666973-How-to-Connect-Drift-and-Eloqua\">Connect Drift to Eloqua<\/a><\/li>\n<li><a href=\"https:\/\/insider.drift.com\/lessons\/eloqua-and-drift\/\">Eloqua Drift Insider Video<\/a><\/li>\n<\/ul>\n<p><b>Google Analytics<\/b><\/p>\n<ul>\n<li><a href=\"https:\/\/gethelp.drift.com\/hc\/en-us\/articles\/360019503134-How-to-Connect-Drift-to-Your-Google-Analytics-Account\">Connect to Google Analytics<\/a><\/li>\n<li><a href=\"https:\/\/insider.drift.com\/lessons\/google-analytics-and-drift\/\">Google Analytics Drift Insider Video<\/a><\/li>\n<\/ul>\n<p><b>Zapier<\/b><\/p>\n<ul>\n<li><a href=\"https:\/\/gethelp.drift.com\/hc\/en-us\/articles\/360019665513-How-to-Connect-Drift-to-Your-Zapier-Account\">Connect to Zapier<\/a><\/li>\n<li><a href=\"https:\/\/insider.drift.com\/lessons\/zapier-and-drift\/\">Zapier Drift Insider Video<\/a><\/li>\n<\/ul>\n<p><b>Slack<\/b><\/p>\n<ul>\n<li><a href=\"https:\/\/gethelp.drift.com\/hc\/en-us\/articles\/360042765733-How-to-Connect-Drift-to-Slack\">Connect to Slack<\/a><\/li>\n<li><a href=\"https:\/\/insider.drift.com\/lessons\/slack-and-drift\/\">Slack Drift Insider Video <\/a><\/li>\n<\/ul>\n"},{"acf_fc_layout":"cta_block","title":"Drift Insider Note","body":"<p>You can learn how to set up all of your integrations in <a href=\"https:\/\/insider.drift.com\/classes\/drift-training-how-to-set-up-your-integrations-in-drift\/\">this Drift Insider class<\/a>. This class contains training videos to walk you through connecting Drift to all of the tech you\u2019re already using.<\/p>\n","button_text":"Learn More","button_url":"https:\/\/insider.drift.com\/classes\/drift-training-how-to-set-up-your-integrations-in-drift\/","open_in_new_tab":false,"button_text_two":"","button_url_two":"","open_in_new_tab_two":false},{"acf_fc_layout":"body","body_text":"<h3 id=\"salesforceanddrift\">Salesforce and Drift<\/h3>\n<h4 id=\"whyconnectsalesforcedrift\">Why You Should Connect Salesforce to Drift<\/h4>\n<p>Drift&#8217;s native integration with Salesforce is the most extensive for any messaging platform. Drift connects your prospects to people in real time through conversation, and you can use all the information captured through your playbooks and conversations to book more meetings and close more deals.<\/p>\n"},{"acf_fc_layout":"video","video":"<script src=\"https:\/\/fast.wistia.com\/assets\/external\/E-v1.js\" async><\/script><div class=\"wistia_responsive_padding\" style=\"padding:56.25% 0 0 0;position:relative;\"><div class=\"wistia_responsive_wrapper\" style=\"height:100%;left:0;position:absolute;top:0;width:100%;\"><div class=\"wistia_embed wistia_async_ccgsi7i2by dnt=1 videoFoam=true\" style=\"height:100%;position:relative;width:100%\"><div class=\"wistia_swatch\" style=\"height:100%;left:0;opacity:0;overflow:hidden;position:absolute;top:0;transition:opacity 200ms;width:100%;\"><img src=\"https:\/\/fast.wistia.com\/embed\/medias\/ccgsi7i2by\/swatch\" style=\"filter:blur(5px);height:100%;object-fit:contain;width:100%;\" alt=\"\" aria-hidden=\"true\" onload=\"this.parentNode.style.opacity=1;\" \/><\/div><\/div><\/div><\/div>"},{"acf_fc_layout":"body","body_text":"<p>To summarize, Drift can:<\/p>\n<ul>\n<li>Create and update leads in SFDC which originate in Drift<\/li>\n<li>Create and update contacts in SFDC which originate in Drift<\/li>\n<li>Send chat activity from Drift to SFDC<\/li>\n<li>Send meetings booked in Drift to SFDC<\/li>\n<\/ul>\n<p>Setting up the integration is simple. Head to <b>Settings<\/b> &gt; <b>Integrations<\/b> &gt; <b>Salesforce<\/b>, or click <a href=\"https:\/\/app.drift.com\/settings\/integrations\">here<\/a>. You&#8217;ll be prompted to sign in with your Salesforce credentials.<\/p>\n"},{"acf_fc_layout":"image","image":{"ID":89932,"id":89932,"title":"salesforce-integration","filename":"salesforce-integration.gif","filesize":6490217,"url":"https:\/\/www.drift.com\/wp-content\/uploads\/2021\/09\/salesforce-integration.gif","link":"https:\/\/www.drift.com\/wp-content\/uploads\/2021\/09\/salesforce-integration.gif","alt":"","author":"357","description":"","caption":"","name":"wp-attachment-salesforce-integration","status":"inherit","uploaded_to":89865,"date":"2021-09-27 20:14:51","modified":"2021-09-27 20:14:51","menu_order":0,"mime_type":"image\/gif","type":"image","subtype":"gif","icon":"https:\/\/www.drift.com\/wp-includes\/images\/media\/default.png","width":1280,"height":720,"sizes":{"thumbnail":"https:\/\/www.drift.com\/wp-content\/uploads\/2021\/09\/salesforce-integration-150x150.gif","thumbnail-width":150,"thumbnail-height":150,"medium":"https:\/\/www.drift.com\/wp-content\/uploads\/2021\/09\/salesforce-integration.gif","medium-width":1280,"medium-height":720,"medium_large":"https:\/\/www.drift.com\/wp-content\/uploads\/2021\/09\/salesforce-integration.gif","medium_large-width":768,"medium_large-height":432,"large":"https:\/\/www.drift.com\/wp-content\/uploads\/2021\/09\/salesforce-integration.gif","large-width":1280,"large-height":720,"1536x1536":"https:\/\/www.drift.com\/wp-content\/uploads\/2021\/09\/salesforce-integration.gif","1536x1536-width":1280,"1536x1536-height":720,"2048x2048":"https:\/\/www.drift.com\/wp-content\/uploads\/2021\/09\/salesforce-integration.gif","2048x2048-width":1280,"2048x2048-height":720,"third_width_square":"https:\/\/www.drift.com\/wp-content\/uploads\/2021\/09\/salesforce-integration-324x324.gif","third_width_square-width":324,"third_width_square-height":324,"profile_24":"https:\/\/www.drift.com\/wp-content\/uploads\/2021\/09\/salesforce-integration-24x24.gif","profile_24-width":24,"profile_24-height":24,"profile_48":"https:\/\/www.drift.com\/wp-content\/uploads\/2021\/09\/salesforce-integration-48x48.gif","profile_48-width":48,"profile_48-height":48,"profile_96":"https:\/\/www.drift.com\/wp-content\/uploads\/2021\/09\/salesforce-integration-96x96.gif","profile_96-width":96,"profile_96-height":96,"profile_150":"https:\/\/www.drift.com\/wp-content\/uploads\/2021\/09\/salesforce-integration-150x150.gif","profile_150-width":150,"profile_150-height":150,"profile_300":"https:\/\/www.drift.com\/wp-content\/uploads\/2021\/09\/salesforce-integration-300x300.gif","profile_300-width":300,"profile_300-height":300}}},{"acf_fc_layout":"body","body_text":"<p>For the Salesforce integration to work you:<\/p>\n<ul>\n<li>Must be on one of the following Salesforce editions: <b>Enterprise<\/b>, <b>Unlimited<\/b>, <b>Developer<\/b>, or <b>Performance<\/b>. The Professional edition <b>with API access<\/b> will also work.<\/li>\n<li><b>Must have the correct user permissions<\/b> required by Drift within Salesforce. Please <a href=\"https:\/\/gethelp.drift.com\/hc\/en-us\/articles\/360019665113-Granting-Salesforce-User-Permissions-for-the-Drift-SFDC-Integration\">go here for full instructions<\/a>.<\/li>\n<li>Must be the only Drift account connected to your Salesforce instance.<\/li>\n<li>Be on Drift\u2019s Pro plan or above.<\/li>\n<li>Be an <a href=\"https:\/\/gethelp.drift.com\/hc\/en-us\/articles\/360019663593-Admin-User-and-Account-Owner-Roles\">admin<\/a> in Drift.<\/li>\n<\/ul>\n<p>Once the integration is connected, Drift will be able to send leads, contacts, chat activity data, and booked meetings data to Salesforce. You will also be able to sync your account lists from Salesforce, and create and target <a href=\"https:\/\/gethelp.drift.com\/hc\/en-us\/articles\/360019481534-How-to-use-Display-Conditions-To-Target-Your-ABM-Accounts\">ABM playbooks<\/a>.<\/p>\n<p>Other features include the ability to map Drift\u2019s custom attributes to Salesforce attribute fields, send chat metrics into Salesforce, and turn on the <a href=\"https:\/\/gethelp.drift.com\/hc\/en-us\/articles\/360019503854-Salesforce-Global-Dashboard\">Salesforce Revenue Dashboard.<\/a><\/p>\n<p>Learn more about the full set up <a href=\"https:\/\/gethelp.drift.com\/hc\/en-us\/articles\/360018794974-How-To-Integrate-Drift-With-Salesforce\">here<\/a>.<\/p>\n<h4 id=\"howtosyncsalesforceaccounts\">How to Sync Salesforce Accounts<\/h4>\n<p>Rolling out the red carpet for target accounts is easy when using Salesforce and Drift together. Now, when a target account lands on your site, your sales team will be immediately notified so they can engage with them in a personalized way.<\/p>\n<p>You\u2019ll also be able to proactively reach out to your target accounts with a welcome message tailored just for them.<\/p>\n<p>Here\u2019s how it works:<\/p>\n"},{"acf_fc_layout":"image","image":{"ID":89933,"id":89933,"title":"sync-salesforce","filename":"sync-salesforce.png","filesize":62824,"url":"https:\/\/www.drift.com\/wp-content\/uploads\/2021\/09\/sync-salesforce.png","link":"https:\/\/www.drift.com\/wp-content\/uploads\/2021\/09\/sync-salesforce.png","alt":"","author":"357","description":"","caption":"","name":"wp-attachment-sync-salesforce","status":"inherit","uploaded_to":89865,"date":"2021-09-27 20:17:28","modified":"2021-09-27 20:17:28","menu_order":0,"mime_type":"image\/png","type":"image","subtype":"png","icon":"https:\/\/www.drift.com\/wp-includes\/images\/media\/default.png","width":968,"height":276,"sizes":{"thumbnail":"https:\/\/www.drift.com\/wp-content\/uploads\/2021\/09\/sync-salesforce-150x150.png","thumbnail-width":150,"thumbnail-height":150,"medium":"https:\/\/www.drift.com\/wp-content\/uploads\/2021\/09\/sync-salesforce.png","medium-width":968,"medium-height":276,"medium_large":"https:\/\/www.drift.com\/wp-content\/uploads\/2021\/09\/sync-salesforce.png","medium_large-width":768,"medium_large-height":219,"large":"https:\/\/www.drift.com\/wp-content\/uploads\/2021\/09\/sync-salesforce.png","large-width":968,"large-height":276,"1536x1536":"https:\/\/www.drift.com\/wp-content\/uploads\/2021\/09\/sync-salesforce.png","1536x1536-width":968,"1536x1536-height":276,"2048x2048":"https:\/\/www.drift.com\/wp-content\/uploads\/2021\/09\/sync-salesforce.png","2048x2048-width":968,"2048x2048-height":276,"third_width_square":"https:\/\/www.drift.com\/wp-content\/uploads\/2021\/09\/sync-salesforce-324x276.png","third_width_square-width":324,"third_width_square-height":276,"profile_24":"https:\/\/www.drift.com\/wp-content\/uploads\/2021\/09\/sync-salesforce-24x24.png","profile_24-width":24,"profile_24-height":24,"profile_48":"https:\/\/www.drift.com\/wp-content\/uploads\/2021\/09\/sync-salesforce-48x48.png","profile_48-width":48,"profile_48-height":48,"profile_96":"https:\/\/www.drift.com\/wp-content\/uploads\/2021\/09\/sync-salesforce-96x96.png","profile_96-width":96,"profile_96-height":96,"profile_150":"https:\/\/www.drift.com\/wp-content\/uploads\/2021\/09\/sync-salesforce-150x150.png","profile_150-width":150,"profile_150-height":150,"profile_300":"https:\/\/www.drift.com\/wp-content\/uploads\/2021\/09\/sync-salesforce-300x276.png","profile_300-width":300,"profile_300-height":276}}},{"acf_fc_layout":"body","body_text":"<p><a href=\"https:\/\/gethelp.drift.com\/hc\/en-us\/articles\/360019482234-Drift-ABM-Sync-Accounts-into-Drift-from-Salesforce\">Visit this help document<\/a> to learn more about how to set up your Salesforce accounts.<\/p>\n<h4 id=\"driftforsalesforceapp\">Drift for Salesforce App<\/h4>\n<p>The Drift for Salesforce app syncs over 25 fields related to each conversation in Drift. The app powers reports and dashboards that we\u2019ve pre-made for you. You can use these fields to create new reports alongside the rest of your Salesforce data.<\/p>\n<p>To learn more about how to install the app, sync conversation data, use pre-made reports and dashboards, create Drift custom objects, and more <a href=\"https:\/\/gethelp.drift.com\/hc\/en-us\/articles\/360056529914-How-to-Install-and-Use-the-Drift-for-Salesforce-App\">head over to this help document. <\/a><\/p>\n"},{"acf_fc_layout":"cta_block","title":"Drift Insider Note","body":"<p>Did you know we have a class on the Drift for Salesforce App over on Drift Insider?<\/p>\n","button_text":"Check It Out Here","button_url":"https:\/\/insider.drift.com\/classes\/how-to-use-the-drift-for-salesforce-app\/","open_in_new_tab":false,"button_text_two":"","button_url_two":"","open_in_new_tab_two":false},{"acf_fc_layout":"body","body_text":"<h3 id=\"howtouseourapis\">How to Use Our APIs<\/h3>\n<p>Below is a breakdown of what our JavaScript SDK and widget API can do for you.<\/p>\n<p>Additional documentation and examples can be found in our developer docs <a href=\"http:\/\/devdocs.drift.com\/\">here<\/a> and in this <a href=\"https:\/\/gethelp.drift.com\/hc\/en-us\/articles\/360019505414-How-to-use-our-APIs\">help document.<\/a><\/p>\n<h4 id=\"widgetapi\">Widget API<\/h4>\n<p>If you&#8217;re a free user, you won&#8217;t have control over display settings through our app, but you can customize them yourself with these instructions. Here are a few things you can do:<\/p>\n<ul>\n<li><a href=\"https:\/\/devdocs.drift.com\/docs\/drift-events\">Track and listen to the events performed by the widget<\/a><\/li>\n<li>Hiding\/showing the chat icon<\/li>\n<li>Keeping the conversation sidebar open\/closed on certain pages<\/li>\n<li><a href=\"https:\/\/devdocs.drift.com\/docs\/welcome-message\">Showing\/hiding the welcome\/away message<\/a><\/li>\n<li>Triggering a meeting<\/li>\n<li><a href=\"https:\/\/devdocs.drift.com\/docs\/widget-configuration\">Configure the chat widget style or position<\/a><\/li>\n<\/ul>\n<h4 id=\"javascriptsdks\">JavaScript SDK<\/h4>\n<ul>\n<li><a href=\"https:\/\/devdocs.drift.com\/docs\/methods-and-installing-with-javascript-sdk\">Identify users who come onto your website and track their actions on the back end<\/a><\/li>\n<li><a href=\"https:\/\/devdocs.drift.com\/docs\/contact-properties\">Map user IDs that link the ID your company has given to a user to Drift<\/a><\/li>\n<li><a href=\"https:\/\/devdocs.drift.com\/docs\/contact-properties\">Use UTM parameters as events<\/a><\/li>\n<li><a href=\"https:\/\/devdocs.drift.com\/docs\/enabling-drift-in-your-apps-content-security-policy-csp\">Enable Drift in your app&#8217;s Content Security Policy (CSP)<\/a><\/li>\n<\/ul>\n<h4 id=\"mobilesdks\">Mobile SDK<\/h4>\n<ul>\n<li><a href=\"https:\/\/devdocs.drift.com\/docs\/ios\">Live chat with users through your mobile app<\/a><\/li>\n<\/ul>\n"},{"acf_fc_layout":"cta_block","title":"Help documents in this chapter:","body":"<ul>\n<li><a href=\"https:\/\/gethelp.drift.com\/hc\/en-us\/articles\/360019666993-Integrating-Drift-with-your-CRM-and-Marketing-Automation-System\">Integrating Drift with Your CRM and Marketing Automation System<\/a><\/li>\n<li><a href=\"https:\/\/gethelp.drift.com\/hc\/en-us\/articles\/360019503974-Marketo-Integration-Connect-Your-Account\">Marketo Integration<\/a><\/li>\n<li><a href=\"https:\/\/gethelp.drift.com\/hc\/en-us\/articles\/360019665833-How-to-Connect-Drift-to-HubSpot\">Hubspot Integration<\/a><\/li>\n<li><a href=\"https:\/\/gethelp.drift.com\/hc\/en-us\/articles\/360021057613-How-to-Integrate-Drift-and-Pardot\">Pardot Integration<\/a><\/li>\n<li><a href=\"https:\/\/gethelp.drift.com\/hc\/en-us\/articles\/360019666973-How-to-Connect-Drift-and-Eloqua\">Eloqua Integration<\/a><\/li>\n<li><a href=\"https:\/\/gethelp.drift.com\/hc\/en-us\/articles\/360019503134-How-to-Connect-Drift-to-Your-Google-Analytics-Account\">Connect to Google Analytics<\/a><\/li>\n<li><a href=\"https:\/\/gethelp.drift.com\/hc\/en-us\/articles\/360019665513-How-to-Connect-Drift-to-Your-Zapier-Account\">Connect to Zapier<\/a><\/li>\n<li><a href=\"https:\/\/gethelp.drift.com\/hc\/en-us\/articles\/360042765733-How-to-Connect-Drift-to-Slack\">Connect to Slack<\/a><\/li>\n<li><a href=\"https:\/\/gethelp.drift.com\/hc\/en-us\/articles\/360019665113-Granting-Salesforce-User-Permissions-for-the-Drift-SFDC-Integration\">How to Grant the Proper Salesforce Permissions<\/a><\/li>\n<li><a href=\"https:\/\/gethelp.drift.com\/hc\/en-us\/articles\/360019663593-Admin-User-and-Account-Owner-Roles\">Setting Admin, User, and Account Owner Roles<\/a><\/li>\n<li><a href=\"https:\/\/gethelp.drift.com\/hc\/en-us\/articles\/360019481534-How-to-use-Display-Conditions-To-Target-Your-ABM-Accounts\">How to Use Display Conditions to Target Your ABM Accounts<\/a><\/li>\n<li><a href=\"https:\/\/gethelp.drift.com\/hc\/en-us\/articles\/360019503854-Salesforce-Global-Dashboard\">Setting Up and Reading the Salesforce Global Dashboard &amp; Revenue Reports<\/a><\/li>\n<li><a href=\"https:\/\/gethelp.drift.com\/hc\/en-us\/articles\/360018794974-How-To-Integrate-Drift-With-Salesforce\">How to Integrate Drift with Salesforce<\/a><\/li>\n<li><a href=\"https:\/\/gethelp.drift.com\/hc\/en-us\/articles\/360019482234-Drift-ABM-Sync-Accounts-into-Drift-from-Salesforce\">How to Sync Accounts into Drift from Salesforce and Set Up a Personalized Welcome Message<\/a><\/li>\n<li><a href=\"https:\/\/gethelp.drift.com\/hc\/en-us\/articles\/360056529914-How-to-Install-and-Use-the-Drift-for-Salesforce-App\">How to Install and Use the \u201cDrift for Salesforce\u201d App<\/a><\/li>\n<li><a href=\"https:\/\/gethelp.drift.com\/hc\/en-us\/articles\/360019505414-How-to-use-our-APIs\">How to Use Our APIs<\/a><\/li>\n<\/ul>\n","button_text":"","button_url":"","open_in_new_tab":false,"button_text_two":"","button_url_two":"","open_in_new_tab_two":false}]},{"chapter_title":"Introduction to Playbooks","chapter_body":[{"acf_fc_layout":"body","body_text":"<h3>What\u2019s in this chapter<\/h3>\n<ul>\n<li><a href=\"#whatisaplaybook\">What Is a Playbook?<\/a><\/li>\n<li><a href=\"#typesofplaybooks\">Types of Playbooks<\/a>\n<ul>\n<li><a href=\"#thewelcomeplaybook\">The Welcome Playbook<\/a><\/li>\n<li><a href=\"#slidermessage\">Slider Message<\/a><\/li>\n<li><a href=\"#accountbasedplaybooks\">Account-Based Playbooks<\/a><\/li>\n<li><a href=\"#conversationallandingpages\">Conversational Landing Pages<\/a><\/li>\n<li><a href=\"#fastlaneplaybook\">Fastlane Playbook<\/a><\/li>\n<li><a href=\"#botplaybook\">Bot Playbook<\/a><\/li>\n<\/ul>\n<\/li>\n<\/ul>\n<h3 id=\"whatisaplaybook\">What Is a Playbook?<\/h3>\n<p><a href=\"https:\/\/gethelp.drift.com\/hc\/en-us\/articles\/360053137473-Step-3-Introduction-to-Playbooks\">Playbooks<\/a> are crucial to Drift\u2019s mission. If you\u2019ve ever seen the personalized messages that pop up on Drift.com \u2014 that\u2019s a playbook!<\/p>\n"},{"acf_fc_layout":"image","image":{"ID":89936,"id":89936,"title":"playbook","filename":"playbook.png","filesize":11563,"url":"https:\/\/www.drift.com\/wp-content\/uploads\/2021\/09\/playbook.png","link":"https:\/\/www.drift.com\/wp-content\/uploads\/2021\/09\/playbook.png","alt":"","author":"357","description":"","caption":"","name":"wp-attachment-playbook","status":"inherit","uploaded_to":89865,"date":"2021-09-28 02:21:34","modified":"2021-09-28 02:21:34","menu_order":0,"mime_type":"image\/png","type":"image","subtype":"png","icon":"https:\/\/www.drift.com\/wp-includes\/images\/media\/default.png","width":392,"height":119,"sizes":{"thumbnail":"https:\/\/www.drift.com\/wp-content\/uploads\/2021\/09\/playbook-150x119.png","thumbnail-width":150,"thumbnail-height":119,"medium":"https:\/\/www.drift.com\/wp-content\/uploads\/2021\/09\/playbook.png","medium-width":392,"medium-height":119,"medium_large":"https:\/\/www.drift.com\/wp-content\/uploads\/2021\/09\/playbook.png","medium_large-width":392,"medium_large-height":119,"large":"https:\/\/www.drift.com\/wp-content\/uploads\/2021\/09\/playbook.png","large-width":392,"large-height":119,"1536x1536":"https:\/\/www.drift.com\/wp-content\/uploads\/2021\/09\/playbook.png","1536x1536-width":392,"1536x1536-height":119,"2048x2048":"https:\/\/www.drift.com\/wp-content\/uploads\/2021\/09\/playbook.png","2048x2048-width":392,"2048x2048-height":119,"third_width_square":"https:\/\/www.drift.com\/wp-content\/uploads\/2021\/09\/playbook-324x119.png","third_width_square-width":324,"third_width_square-height":119,"profile_24":"https:\/\/www.drift.com\/wp-content\/uploads\/2021\/09\/playbook-24x24.png","profile_24-width":24,"profile_24-height":24,"profile_48":"https:\/\/www.drift.com\/wp-content\/uploads\/2021\/09\/playbook-48x48.png","profile_48-width":48,"profile_48-height":48,"profile_96":"https:\/\/www.drift.com\/wp-content\/uploads\/2021\/09\/playbook-96x96.png","profile_96-width":96,"profile_96-height":96,"profile_150":"https:\/\/www.drift.com\/wp-content\/uploads\/2021\/09\/playbook-150x119.png","profile_150-width":150,"profile_150-height":119,"profile_300":"https:\/\/www.drift.com\/wp-content\/uploads\/2021\/09\/playbook-300x119.png","profile_300-width":300,"profile_300-height":119}}},{"acf_fc_layout":"body","body_text":"<p>The mission of a playbook is simple: To engage website visitors in seconds with messages and interactions specific to each visitor and page.<\/p>\n<p>With playbooks you can:<\/p>\n<ul>\n<li>Quickly qualify customer interest<\/li>\n<li>Share compelling content<\/li>\n<li>Schedule meetings with sales<\/li>\n<\/ul>\n<p>And so much more.<\/p>\n<p>We recommend building playbooks using our Conversational Framework.<\/p>\n"},{"acf_fc_layout":"cta_block","title":"Drift Insider Note","body":"<p>You can learn more about the Conversational Marketing Framework <a href=\"\/insider\/learn\/books-reports\/conversational-marketing-blueprint\/\">in this book<\/a>.<\/p>\n","button_text":"Learn More","button_url":"\/insider\/learn\/books-reports\/conversational-marketing-blueprint\/","open_in_new_tab":false,"button_text_two":"","button_url_two":"","open_in_new_tab_two":false},{"acf_fc_layout":"body","body_text":"<h3 id=\"typesofplaybooks\">Types of Playbooks<\/h3>\n<p>There are a few different types of playbooks that you can leverage to connect with your customers including:<\/p>\n<ul>\n<li>The Welcome Message Playbook<\/li>\n<li>Slider Message<\/li>\n<li>Email Capture<\/li>\n<li>Account-Based Playbook<\/li>\n<li>Fastlane Playbook<\/li>\n<li>Conversational Landing Pages<\/li>\n<li>The Bot Playbook<\/li>\n<\/ul>\n<p>To begin building your first playbook, locate the Playbooks section in Drift, or <a href=\"https:\/\/app.drift.com\/playbooks\/list\/chat\">click here<\/a>. <b>Clicking the blue button<\/b> in the top right-hand corner gives you the options of different playbooks you can build.<\/p>\n"},{"acf_fc_layout":"image","image":{"ID":89937,"id":89937,"title":"create-chat-playbook","filename":"create-chat-playbook.png","filesize":222293,"url":"https:\/\/www.drift.com\/wp-content\/uploads\/2021\/09\/create-chat-playbook.png","link":"https:\/\/www.drift.com\/wp-content\/uploads\/2021\/09\/create-chat-playbook.png","alt":"","author":"357","description":"","caption":"","name":"wp-attachment-create-chat-playbook","status":"inherit","uploaded_to":89865,"date":"2021-09-28 02:27:42","modified":"2021-09-28 02:27:42","menu_order":0,"mime_type":"image\/png","type":"image","subtype":"png","icon":"https:\/\/www.drift.com\/wp-includes\/images\/media\/default.png","width":1999,"height":959,"sizes":{"thumbnail":"https:\/\/www.drift.com\/wp-content\/uploads\/2021\/09\/create-chat-playbook-150x150.png","thumbnail-width":150,"thumbnail-height":150,"medium":"https:\/\/www.drift.com\/wp-content\/uploads\/2021\/09\/create-chat-playbook.png","medium-width":1999,"medium-height":959,"medium_large":"https:\/\/www.drift.com\/wp-content\/uploads\/2021\/09\/create-chat-playbook.png","medium_large-width":768,"medium_large-height":368,"large":"https:\/\/www.drift.com\/wp-content\/uploads\/2021\/09\/create-chat-playbook.png","large-width":1999,"large-height":959,"1536x1536":"https:\/\/www.drift.com\/wp-content\/uploads\/2021\/09\/create-chat-playbook-1536x737.png","1536x1536-width":1536,"1536x1536-height":737,"2048x2048":"https:\/\/www.drift.com\/wp-content\/uploads\/2021\/09\/create-chat-playbook.png","2048x2048-width":1999,"2048x2048-height":959,"third_width_square":"https:\/\/www.drift.com\/wp-content\/uploads\/2021\/09\/create-chat-playbook-324x324.png","third_width_square-width":324,"third_width_square-height":324,"profile_24":"https:\/\/www.drift.com\/wp-content\/uploads\/2021\/09\/create-chat-playbook-24x24.png","profile_24-width":24,"profile_24-height":24,"profile_48":"https:\/\/www.drift.com\/wp-content\/uploads\/2021\/09\/create-chat-playbook-48x48.png","profile_48-width":48,"profile_48-height":48,"profile_96":"https:\/\/www.drift.com\/wp-content\/uploads\/2021\/09\/create-chat-playbook-96x96.png","profile_96-width":96,"profile_96-height":96,"profile_150":"https:\/\/www.drift.com\/wp-content\/uploads\/2021\/09\/create-chat-playbook-150x150.png","profile_150-width":150,"profile_150-height":150,"profile_300":"https:\/\/www.drift.com\/wp-content\/uploads\/2021\/09\/create-chat-playbook-300x300.png","profile_300-width":300,"profile_300-height":300}}},{"acf_fc_layout":"body","body_text":"<p>Now let\u2019s break down each type of playbook.<\/p>\n"},{"acf_fc_layout":"video","video":"<a href=\"https:\/\/drift-5.wistia.com\/medias\/4ui81fbrb0?embedType=async&#038;videoFoam=true&#038;videoWidth=365\">https:\/\/drift-5.wistia.com\/medias\/4ui81fbrb0?embedType=async&amp;videoFoam=true&amp;videoWidth=365<\/a>"},{"acf_fc_layout":"body","body_text":"<h4 id=\"thewelcomeplaybook\">The Welcome Playbook<\/h4>\n<p>This playbook proactively greets your site visitors. If the site visitors choose to engage with the playbook, it will route them right to a rep and either connect them (when the team is online) or drop a calendar (when the team is offline).<\/p>\n<p>We recommend using a welcome playbook to engage with a specific audience or if you\u2019d like to connect a rep with anyone who lands on your site. This type of playbook does not have any qualification \u2014 it\u2019s a fast track to sales.<\/p>\n"},{"acf_fc_layout":"image","image":{"ID":89938,"id":89938,"title":"welcome-playbook","filename":"welcome-playbook.png","filesize":30101,"url":"https:\/\/www.drift.com\/wp-content\/uploads\/2021\/09\/welcome-playbook.png","link":"https:\/\/www.drift.com\/wp-content\/uploads\/2021\/09\/welcome-playbook.png","alt":"","author":"357","description":"","caption":"","name":"wp-attachment-welcome-playbook","status":"inherit","uploaded_to":89865,"date":"2021-09-28 02:31:41","modified":"2021-09-28 02:31:41","menu_order":0,"mime_type":"image\/png","type":"image","subtype":"png","icon":"https:\/\/www.drift.com\/wp-includes\/images\/media\/default.png","width":421,"height":316,"sizes":{"thumbnail":"https:\/\/www.drift.com\/wp-content\/uploads\/2021\/09\/welcome-playbook-150x150.png","thumbnail-width":150,"thumbnail-height":150,"medium":"https:\/\/www.drift.com\/wp-content\/uploads\/2021\/09\/welcome-playbook.png","medium-width":421,"medium-height":316,"medium_large":"https:\/\/www.drift.com\/wp-content\/uploads\/2021\/09\/welcome-playbook.png","medium_large-width":421,"medium_large-height":316,"large":"https:\/\/www.drift.com\/wp-content\/uploads\/2021\/09\/welcome-playbook.png","large-width":421,"large-height":316,"1536x1536":"https:\/\/www.drift.com\/wp-content\/uploads\/2021\/09\/welcome-playbook.png","1536x1536-width":421,"1536x1536-height":316,"2048x2048":"https:\/\/www.drift.com\/wp-content\/uploads\/2021\/09\/welcome-playbook.png","2048x2048-width":421,"2048x2048-height":316,"third_width_square":"https:\/\/www.drift.com\/wp-content\/uploads\/2021\/09\/welcome-playbook-324x316.png","third_width_square-width":324,"third_width_square-height":316,"profile_24":"https:\/\/www.drift.com\/wp-content\/uploads\/2021\/09\/welcome-playbook-24x24.png","profile_24-width":24,"profile_24-height":24,"profile_48":"https:\/\/www.drift.com\/wp-content\/uploads\/2021\/09\/welcome-playbook-48x48.png","profile_48-width":48,"profile_48-height":48,"profile_96":"https:\/\/www.drift.com\/wp-content\/uploads\/2021\/09\/welcome-playbook-96x96.png","profile_96-width":96,"profile_96-height":96,"profile_150":"https:\/\/www.drift.com\/wp-content\/uploads\/2021\/09\/welcome-playbook-150x150.png","profile_150-width":150,"profile_150-height":150,"profile_300":"https:\/\/www.drift.com\/wp-content\/uploads\/2021\/09\/welcome-playbook-300x300.png","profile_300-width":300,"profile_300-height":300}}},{"acf_fc_layout":"body","body_text":"<p>There are two different types of welcome messages available: <b>online <\/b>and <b>offline<\/b>. If a visitor engages with an online playbook, Drift will open up a live chat conversation. With an offline playbook, it will serve up either a calendar to book a meeting (recommended) or an away message.<\/p>\n<p>Often, this type of playbook can be confused with our Default Greeting message. You can check out the difference <a href=\"https:\/\/gethelp.drift.com\/hc\/en-us\/articles\/360019349514-The-Welcome-Message-Playbook-vs-The-Default-Greeting\">here<\/a>.<\/p>\n<h4 id=\"slidermessage\">Slider Message<\/h4>\n<p>The slider message playbook is a pop-over playbook that can be used to drive traffic to a specific page on your site.<\/p>\n<p>Like all playbooks, the slider message can be targeted to specific users for onboarding tips, sales promotions, and everything in between. Often, it includes a call to action (CTA) that has three options: start a conversation, link to a URL, or schedule a meeting.<\/p>\n"},{"acf_fc_layout":"image","image":{"ID":89939,"id":89939,"title":"slider-message","filename":"slider-message.gif","filesize":111198,"url":"https:\/\/www.drift.com\/wp-content\/uploads\/2021\/09\/slider-message.gif","link":"https:\/\/www.drift.com\/wp-content\/uploads\/2021\/09\/slider-message.gif","alt":"","author":"357","description":"","caption":"","name":"wp-attachment-slider-message","status":"inherit","uploaded_to":89865,"date":"2021-09-28 02:33:51","modified":"2021-09-28 02:33:51","menu_order":0,"mime_type":"image\/gif","type":"image","subtype":"gif","icon":"https:\/\/www.drift.com\/wp-includes\/images\/media\/default.png","width":515,"height":691,"sizes":{"thumbnail":"https:\/\/www.drift.com\/wp-content\/uploads\/2021\/09\/slider-message-150x150.gif","thumbnail-width":150,"thumbnail-height":150,"medium":"https:\/\/www.drift.com\/wp-content\/uploads\/2021\/09\/slider-message.gif","medium-width":515,"medium-height":691,"medium_large":"https:\/\/www.drift.com\/wp-content\/uploads\/2021\/09\/slider-message.gif","medium_large-width":515,"medium_large-height":691,"large":"https:\/\/www.drift.com\/wp-content\/uploads\/2021\/09\/slider-message.gif","large-width":515,"large-height":691,"1536x1536":"https:\/\/www.drift.com\/wp-content\/uploads\/2021\/09\/slider-message.gif","1536x1536-width":515,"1536x1536-height":691,"2048x2048":"https:\/\/www.drift.com\/wp-content\/uploads\/2021\/09\/slider-message.gif","2048x2048-width":515,"2048x2048-height":691,"third_width_square":"https:\/\/www.drift.com\/wp-content\/uploads\/2021\/09\/slider-message-324x324.gif","third_width_square-width":324,"third_width_square-height":324,"profile_24":"https:\/\/www.drift.com\/wp-content\/uploads\/2021\/09\/slider-message-24x24.gif","profile_24-width":24,"profile_24-height":24,"profile_48":"https:\/\/www.drift.com\/wp-content\/uploads\/2021\/09\/slider-message-48x48.gif","profile_48-width":48,"profile_48-height":48,"profile_96":"https:\/\/www.drift.com\/wp-content\/uploads\/2021\/09\/slider-message-96x96.gif","profile_96-width":96,"profile_96-height":96,"profile_150":"https:\/\/www.drift.com\/wp-content\/uploads\/2021\/09\/slider-message-150x150.gif","profile_150-width":150,"profile_150-height":150,"profile_300":"https:\/\/www.drift.com\/wp-content\/uploads\/2021\/09\/slider-message-300x300.gif","profile_300-width":300,"profile_300-height":300}}},{"acf_fc_layout":"body","body_text":"<h4 id=\"accountbasedplaybooks\">Account-Based Playbooks<\/h4>\n<p>Earlier, we talked about the importance of uploading accounts to Drift. Here, you\u2019ll learn how to use those account lists in an ABM playbook.<\/p>\n<p>If you&#8217;ve spent any time as an outbound sales rep, you know that prospecting accounts can be tedious. Even tracking the clicks on your emails can be frustrating when all you want to do is reach out to ask if they have any questions, or let them know you&#8217;re available in case they need anything.<\/p>\n<p>This playbook <b>notifies<\/b> the account owner when a prospect lands on your site. On top of the notification, a <b>personalized message<\/b> will be sent to the prospect from the account owner, which provides a tailored and customized experience.<\/p>\n"},{"acf_fc_layout":"image","image":{"ID":89940,"id":89940,"title":"account-based-playbook","filename":"account-based-playbook.png","filesize":90895,"url":"https:\/\/www.drift.com\/wp-content\/uploads\/2021\/09\/account-based-playbook.png","link":"https:\/\/www.drift.com\/wp-content\/uploads\/2021\/09\/account-based-playbook.png","alt":"","author":"357","description":"","caption":"","name":"wp-attachment-account-based-playbook","status":"inherit","uploaded_to":89865,"date":"2021-09-28 02:36:49","modified":"2021-09-28 02:36:49","menu_order":0,"mime_type":"image\/png","type":"image","subtype":"png","icon":"https:\/\/www.drift.com\/wp-includes\/images\/media\/default.png","width":772,"height":541,"sizes":{"thumbnail":"https:\/\/www.drift.com\/wp-content\/uploads\/2021\/09\/account-based-playbook-150x150.png","thumbnail-width":150,"thumbnail-height":150,"medium":"https:\/\/www.drift.com\/wp-content\/uploads\/2021\/09\/account-based-playbook.png","medium-width":772,"medium-height":541,"medium_large":"https:\/\/www.drift.com\/wp-content\/uploads\/2021\/09\/account-based-playbook.png","medium_large-width":768,"medium_large-height":538,"large":"https:\/\/www.drift.com\/wp-content\/uploads\/2021\/09\/account-based-playbook.png","large-width":772,"large-height":541,"1536x1536":"https:\/\/www.drift.com\/wp-content\/uploads\/2021\/09\/account-based-playbook.png","1536x1536-width":772,"1536x1536-height":541,"2048x2048":"https:\/\/www.drift.com\/wp-content\/uploads\/2021\/09\/account-based-playbook.png","2048x2048-width":772,"2048x2048-height":541,"third_width_square":"https:\/\/www.drift.com\/wp-content\/uploads\/2021\/09\/account-based-playbook-324x324.png","third_width_square-width":324,"third_width_square-height":324,"profile_24":"https:\/\/www.drift.com\/wp-content\/uploads\/2021\/09\/account-based-playbook-24x24.png","profile_24-width":24,"profile_24-height":24,"profile_48":"https:\/\/www.drift.com\/wp-content\/uploads\/2021\/09\/account-based-playbook-48x48.png","profile_48-width":48,"profile_48-height":48,"profile_96":"https:\/\/www.drift.com\/wp-content\/uploads\/2021\/09\/account-based-playbook-96x96.png","profile_96-width":96,"profile_96-height":96,"profile_150":"https:\/\/www.drift.com\/wp-content\/uploads\/2021\/09\/account-based-playbook-150x150.png","profile_150-width":150,"profile_150-height":150,"profile_300":"https:\/\/www.drift.com\/wp-content\/uploads\/2021\/09\/account-based-playbook-300x300.png","profile_300-width":300,"profile_300-height":300}}},{"acf_fc_layout":"body","body_text":"<h4 id=\"conversationallandingpages\">Conversational Landing Pages<\/h4>\n<p>There are two types of conversational landing pages you can use to connect with your buyers. The first is a classic conversational landing page and the other is Conversational Content.<\/p>\n<p>A conversational landing page is a playbook on a custom URL that takes over the whole screen. With conversational landing pages, you can take potential customers from an ad directly to a conversation with your bot or team.<\/p>\n"},{"acf_fc_layout":"image","image":{"ID":89941,"id":89941,"title":"clp","filename":"clp.png","filesize":229280,"url":"https:\/\/www.drift.com\/wp-content\/uploads\/2021\/09\/clp.png","link":"https:\/\/www.drift.com\/wp-content\/uploads\/2021\/09\/clp.png","alt":"","author":"357","description":"","caption":"","name":"wp-attachment-clp","status":"inherit","uploaded_to":89865,"date":"2021-09-28 02:39:30","modified":"2021-09-28 02:39:30","menu_order":0,"mime_type":"image\/png","type":"image","subtype":"png","icon":"https:\/\/www.drift.com\/wp-includes\/images\/media\/default.png","width":873,"height":652,"sizes":{"thumbnail":"https:\/\/www.drift.com\/wp-content\/uploads\/2021\/09\/clp-150x150.png","thumbnail-width":150,"thumbnail-height":150,"medium":"https:\/\/www.drift.com\/wp-content\/uploads\/2021\/09\/clp.png","medium-width":873,"medium-height":652,"medium_large":"https:\/\/www.drift.com\/wp-content\/uploads\/2021\/09\/clp.png","medium_large-width":768,"medium_large-height":574,"large":"https:\/\/www.drift.com\/wp-content\/uploads\/2021\/09\/clp.png","large-width":873,"large-height":652,"1536x1536":"https:\/\/www.drift.com\/wp-content\/uploads\/2021\/09\/clp.png","1536x1536-width":873,"1536x1536-height":652,"2048x2048":"https:\/\/www.drift.com\/wp-content\/uploads\/2021\/09\/clp.png","2048x2048-width":873,"2048x2048-height":652,"third_width_square":"https:\/\/www.drift.com\/wp-content\/uploads\/2021\/09\/clp-324x324.png","third_width_square-width":324,"third_width_square-height":324,"profile_24":"https:\/\/www.drift.com\/wp-content\/uploads\/2021\/09\/clp-24x24.png","profile_24-width":24,"profile_24-height":24,"profile_48":"https:\/\/www.drift.com\/wp-content\/uploads\/2021\/09\/clp-48x48.png","profile_48-width":48,"profile_48-height":48,"profile_96":"https:\/\/www.drift.com\/wp-content\/uploads\/2021\/09\/clp-96x96.png","profile_96-width":96,"profile_96-height":96,"profile_150":"https:\/\/www.drift.com\/wp-content\/uploads\/2021\/09\/clp-150x150.png","profile_150-width":150,"profile_150-height":150,"profile_300":"https:\/\/www.drift.com\/wp-content\/uploads\/2021\/09\/clp-300x300.png","profile_300-width":300,"profile_300-height":300}}},{"acf_fc_layout":"body","body_text":"<p>To learn more about building a conversational landing page, <a href=\"https:\/\/gethelp.drift.com\/hc\/en-us\/articles\/360019349434-Conversational-Landing-Pages\">visit this help article<\/a>.<\/p>\n<p>A conversational content landing page allows you to embed a PDF right into your conversational landing pages. With conversational content, your team or bot can engage with people as they read your content in real time.<\/p>\n"},{"acf_fc_layout":"image","image":{"ID":89942,"id":89942,"title":"clp-2","filename":"clp-2.gif","filesize":2780086,"url":"https:\/\/www.drift.com\/wp-content\/uploads\/2021\/09\/clp-2.gif","link":"https:\/\/www.drift.com\/wp-content\/uploads\/2021\/09\/clp-2.gif","alt":"","author":"357","description":"","caption":"","name":"wp-attachment-clp-2","status":"inherit","uploaded_to":89865,"date":"2021-09-28 02:41:39","modified":"2021-09-28 02:41:39","menu_order":0,"mime_type":"image\/gif","type":"image","subtype":"gif","icon":"https:\/\/www.drift.com\/wp-includes\/images\/media\/default.png","width":1428,"height":695,"sizes":{"thumbnail":"https:\/\/www.drift.com\/wp-content\/uploads\/2021\/09\/clp-2-150x150.gif","thumbnail-width":150,"thumbnail-height":150,"medium":"https:\/\/www.drift.com\/wp-content\/uploads\/2021\/09\/clp-2.gif","medium-width":1428,"medium-height":695,"medium_large":"https:\/\/www.drift.com\/wp-content\/uploads\/2021\/09\/clp-2.gif","medium_large-width":768,"medium_large-height":374,"large":"https:\/\/www.drift.com\/wp-content\/uploads\/2021\/09\/clp-2.gif","large-width":1428,"large-height":695,"1536x1536":"https:\/\/www.drift.com\/wp-content\/uploads\/2021\/09\/clp-2.gif","1536x1536-width":1428,"1536x1536-height":695,"2048x2048":"https:\/\/www.drift.com\/wp-content\/uploads\/2021\/09\/clp-2.gif","2048x2048-width":1428,"2048x2048-height":695,"third_width_square":"https:\/\/www.drift.com\/wp-content\/uploads\/2021\/09\/clp-2-324x324.gif","third_width_square-width":324,"third_width_square-height":324,"profile_24":"https:\/\/www.drift.com\/wp-content\/uploads\/2021\/09\/clp-2-24x24.gif","profile_24-width":24,"profile_24-height":24,"profile_48":"https:\/\/www.drift.com\/wp-content\/uploads\/2021\/09\/clp-2-48x48.gif","profile_48-width":48,"profile_48-height":48,"profile_96":"https:\/\/www.drift.com\/wp-content\/uploads\/2021\/09\/clp-2-96x96.gif","profile_96-width":96,"profile_96-height":96,"profile_150":"https:\/\/www.drift.com\/wp-content\/uploads\/2021\/09\/clp-2-150x150.gif","profile_150-width":150,"profile_150-height":150,"profile_300":"https:\/\/www.drift.com\/wp-content\/uploads\/2021\/09\/clp-2-300x300.gif","profile_300-width":300,"profile_300-height":300}}},{"acf_fc_layout":"body","body_text":"<p>You can access conversational content landing pages by clicking <b>Playbooks &gt; Create Chat Playbook &gt; Landing Page &gt; Conversational Content<\/b>. You can learn more <a href=\"https:\/\/gethelp.drift.com\/hc\/en-us\/articles\/360023426354\">here<\/a>.<\/p>\n<h4 id=\"fastlaneplaybook\">Fastlane Playbook<\/h4>\n<p>Fastlane lets your best buyers skip the form queue by referencing your tech stack data to qualify them in real time. No more forcing them to wait hours or days for follow-up.<\/p>\n<p>After Fastlane qualifies your buyers, they are instantly routed to sales so they can jump straight into a conversation without ever leaving your website.<\/p>\n<p>If your buyers are too busy for a live conversation, Fastlane lets them book a future meeting with their dedicated sales rep.<\/p>\n"},{"acf_fc_layout":"video","video":"<script src=\"https:\/\/fast.wistia.com\/assets\/external\/E-v1.js\" async><\/script><div class=\"wistia_responsive_padding\" style=\"padding:56.25% 0 0 0;position:relative;\"><div class=\"wistia_responsive_wrapper\" style=\"height:100%;left:0;position:absolute;top:0;width:100%;\"><div class=\"wistia_embed wistia_async_i1vgpj7yyk dnt=1 videoFoam=true\" style=\"height:100%;position:relative;width:100%\"><div class=\"wistia_swatch\" style=\"height:100%;left:0;opacity:0;overflow:hidden;position:absolute;top:0;transition:opacity 200ms;width:100%;\"><img src=\"https:\/\/fast.wistia.com\/embed\/medias\/i1vgpj7yyk\/swatch\" style=\"filter:blur(5px);height:100%;object-fit:contain;width:100%;\" alt=\"\" aria-hidden=\"true\" onload=\"this.parentNode.style.opacity=1;\" \/><\/div><\/div><\/div><\/div>"},{"acf_fc_layout":"body","body_text":"<p>Fastlane is available on Advanced and Enterprise Drift plans.<\/p>\n<p>Below are the steps that you&#8217;ll take to create the Fastlane playbook.<\/p>\n<ol>\n<li><a href=\"https:\/\/gethelp.drift.com\/hc\/en-us\/articles\/1260805850270-Step-1-Creating-a-Fastlane-Playbook\">Creating a Fastlane Playbook<\/a><\/li>\n<li><a href=\"https:\/\/gethelp.drift.com\/hc\/en-us\/articles\/1260802359889-Step-2-Installing-the-Fastlane-JavaScript\">Installing the Fastlane JavaScript<\/a><\/li>\n<li><a href=\"https:\/\/gethelp.drift.com\/hc\/en-us\/articles\/1260802907390-Step-3-Mapping-form-fields-to-Drift-attributes\">Mapping Form Fields to Drift Attributes<\/a><\/li>\n<li><a href=\"https:\/\/gethelp.drift.com\/hc\/en-us\/articles\/1260802953949-Step-4-Set-up-Targeting-conditions\">Set Up Targeting Conditions<\/a><\/li>\n<li><a href=\"https:\/\/gethelp.drift.com\/hc\/en-us\/articles\/1260802954269-Step-5-Creating-the-Fastlane-Bot-flow-experience\">Creating the Fastlane Bot Flow<\/a><\/li>\n<\/ol>\n<h4 id=\"botplaybook\">Bot Playbook<\/h4>\n<p>Bot playbooks are the most popular type of Drift playbook. They give you the most flexibility to create a personalized experience for your site visitor based on where they are in their buying journey.<\/p>\n<p>Using this playbook type, you can ask qualifying questions your customers can respond to freely or through button responses (designed by you).<\/p>\n<p>With bot playbooks you can:<\/p>\n<ul>\n<li>Target specific types of site visitors or prospects<\/li>\n<li>Qualify leads automatically<\/li>\n<li>Connect leads to a human or have them book meetings to shorten your sales cycle<\/li>\n<\/ul>\n<p>Routing rules can be used to ensure that the right people are added to the right conversations. This allows your sales team to handle inquiries and close deals, while your support team can interact with your existing customer base.<\/p>\n"},{"acf_fc_layout":"image","image":{"ID":89943,"id":89943,"title":"routing-rules","filename":"routing-rules.gif","filesize":393304,"url":"https:\/\/www.drift.com\/wp-content\/uploads\/2021\/09\/routing-rules.gif","link":"https:\/\/www.drift.com\/wp-content\/uploads\/2021\/09\/routing-rules.gif","alt":"","author":"357","description":"","caption":"","name":"wp-attachment-routing-rules","status":"inherit","uploaded_to":89865,"date":"2021-09-28 02:47:14","modified":"2021-09-28 02:47:14","menu_order":0,"mime_type":"image\/gif","type":"image","subtype":"gif","icon":"https:\/\/www.drift.com\/wp-includes\/images\/media\/default.png","width":1290,"height":652,"sizes":{"thumbnail":"https:\/\/www.drift.com\/wp-content\/uploads\/2021\/09\/routing-rules-150x150.gif","thumbnail-width":150,"thumbnail-height":150,"medium":"https:\/\/www.drift.com\/wp-content\/uploads\/2021\/09\/routing-rules.gif","medium-width":1290,"medium-height":652,"medium_large":"https:\/\/www.drift.com\/wp-content\/uploads\/2021\/09\/routing-rules.gif","medium_large-width":768,"medium_large-height":388,"large":"https:\/\/www.drift.com\/wp-content\/uploads\/2021\/09\/routing-rules.gif","large-width":1290,"large-height":652,"1536x1536":"https:\/\/www.drift.com\/wp-content\/uploads\/2021\/09\/routing-rules.gif","1536x1536-width":1290,"1536x1536-height":652,"2048x2048":"https:\/\/www.drift.com\/wp-content\/uploads\/2021\/09\/routing-rules.gif","2048x2048-width":1290,"2048x2048-height":652,"third_width_square":"https:\/\/www.drift.com\/wp-content\/uploads\/2021\/09\/routing-rules-324x324.gif","third_width_square-width":324,"third_width_square-height":324,"profile_24":"https:\/\/www.drift.com\/wp-content\/uploads\/2021\/09\/routing-rules-24x24.gif","profile_24-width":24,"profile_24-height":24,"profile_48":"https:\/\/www.drift.com\/wp-content\/uploads\/2021\/09\/routing-rules-48x48.gif","profile_48-width":48,"profile_48-height":48,"profile_96":"https:\/\/www.drift.com\/wp-content\/uploads\/2021\/09\/routing-rules-96x96.gif","profile_96-width":96,"profile_96-height":96,"profile_150":"https:\/\/www.drift.com\/wp-content\/uploads\/2021\/09\/routing-rules-150x150.gif","profile_150-width":150,"profile_150-height":150,"profile_300":"https:\/\/www.drift.com\/wp-content\/uploads\/2021\/09\/routing-rules-300x300.gif","profile_300-width":300,"profile_300-height":300}}},{"acf_fc_layout":"body","body_text":"<p>There are many use cases for this bot type. <b>You can learn more bot playbook use cases and best practices while building them in our <\/b><a href=\"\/wp-content\/uploads\/2020\/08\/Conversational-Marketing-Blueprint-Workbook.pdf\"><b>Conversational Marketing workbook.<\/b><\/a><\/p>\n<p>To give you a sneak peek at what building a bot looks like, check out the video below. We\u2019ll be teaching you how to build a bot in our stage 1 revenue acceleration guide.<\/p>\n"},{"acf_fc_layout":"video","video":"<a href=\"https:\/\/drift-5.wistia.com\/medias\/ul7kbiz5y1?embedType=async&#038;videoFoam=true&#038;videoWidth=365\">https:\/\/drift-5.wistia.com\/medias\/ul7kbiz5y1?embedType=async&amp;videoFoam=true&amp;videoWidth=365<\/a>"},{"acf_fc_layout":"body","body_text":"<p>Since bots are so flexible, the Drift team has created several templates for you. You can select which one you&#8217;d like to work off of based on your use case. If you&#8217;re feeling creative, you can also create your own bot from scratch. Learn more about the playbook marketplace below:<\/p>\n"},{"acf_fc_layout":"video","video":"<a href=\"https:\/\/drift-5.wistia.com\/medias\/cgwmibjr9l?embedType=async&#038;videoFoam=true&#038;videoWidth=365\">https:\/\/drift-5.wistia.com\/medias\/cgwmibjr9l?embedType=async&amp;videoFoam=true&amp;videoWidth=365<\/a>"},{"acf_fc_layout":"body","body_text":"<p>To read more about the different types of Playbooks that can be created in your Drift account, <a href=\"https:\/\/gethelp.drift.com\/hc\/en-us\/articles\/360019626333-Product-Guide-Chat-Playbooks\">click here<\/a>.<\/p>\n"},{"acf_fc_layout":"cta_block","title":"Drift Insider Note","body":"<p>To learn how to build a playbook, take our <a href=\"https:\/\/insider.drift.com\/certifications\/the-playbook-basics-certification\/\">Playbook Basics Certification<\/a>. By the time you have completed this certification, you will be ready to complete the playbook basics assessment and have six playbooks ready to go live in Drift. And more playbooks mean more conversations!<\/p>\n","button_text":"Get Certified Now","button_url":"https:\/\/insider.drift.com\/certifications\/the-playbook-basics-certification\/","open_in_new_tab":false,"button_text_two":"","button_url_two":"","open_in_new_tab_two":false},{"acf_fc_layout":"cta_block","title":"Help documents in this chapter:","body":"<ul>\n<li><a href=\"https:\/\/gethelp.drift.com\/hc\/en-us\/articles\/360019349514-The-Welcome-Message-Playbook-vs-The-Default-Greeting\">The Welcome Message Playbook vs The Default Greeting<\/a><\/li>\n<li><a href=\"https:\/\/gethelp.drift.com\/hc\/en-us\/articles\/360019349434-Conversational-Landing-Pages\">Conversational Landing Pages<\/a><\/li>\n<li><a href=\"https:\/\/gethelp.drift.com\/hc\/en-us\/articles\/360023426354\">Conversational Content: How to Add a PDF to Your Landing Page<\/a><\/li>\n<li><a href=\"https:\/\/gethelp.drift.com\/hc\/en-us\/articles\/1260805850270-Step-1-Creating-a-Fastlane-Playbook\">Creating a Fastlane Playbook<\/a><\/li>\n<li><a href=\"https:\/\/gethelp.drift.com\/hc\/en-us\/articles\/1260802359889-Step-2-Installing-the-Fastlane-JavaScript\">Installing the Fastlane JavaScript<\/a><\/li>\n<li><a href=\"https:\/\/gethelp.drift.com\/hc\/en-us\/articles\/1260802907390-Step-3-Mapping-form-fields-to-Drift-attributes\">Mapping Form Fields to Drift Attributes<\/a><\/li>\n<li><a href=\"https:\/\/gethelp.drift.com\/hc\/en-us\/articles\/1260802953949-Step-4-Set-up-Targeting-conditions\">Set Up Targeting Conditions<\/a><\/li>\n<li><a href=\"https:\/\/gethelp.drift.com\/hc\/en-us\/articles\/1260802954269-Step-5-Creating-the-Fastlane-Bot-flow-experience\">Creating the Fastlane Bot Flow<\/a><\/li>\n<li><a href=\"https:\/\/gethelp.drift.com\/hc\/en-us\/articles\/360019626333-Product-Guide-Chat-Playbooks\">Product Guide: Chat Playbooks<\/a><\/li>\n<\/ul>\n","button_text":"","button_url":"","open_in_new_tab":false,"button_text_two":"","button_url_two":"","open_in_new_tab_two":false}]},{"chapter_title":"Setting Up your Sales Team","chapter_body":[{"acf_fc_layout":"body","body_text":"<h3>What\u2019s in this chapter<\/h3>\n<ul>\n<li><a href=\"#roletypes\">Role Types<\/a>\n<ul>\n<li><a href=\"#whatisanadmin\">What Is an Admin?<\/a><\/li>\n<li><a href=\"#whatisachatuser\">What Is a Chat User?<\/a><\/li>\n<li><a href=\"#whatisanaccountowner\">What Is an Account Owner?<\/a><\/li>\n<li><a href=\"#uservsadminpermissions\">User vs. Admin Permissions<\/a><\/li>\n<li><a href=\"#addinguserstoyourteam\">Adding Users to Your Team<\/a><\/li>\n<\/ul>\n<\/li>\n<li><a href=\"#addinguserstoyourteam\">Adding Users to Your Team<\/a>\n<ul>\n<li><a href=\"#troubleshootinginvites\">Troubleshooting Invites<\/a><\/li>\n<li><a href=\"#managingteammates\">Managing Teammates<\/a><\/li>\n<\/ul>\n<\/li>\n<li><a href=\"#howtosetupteams\">How to Set Up \u201cTeams\u201d<\/a>\n<ul>\n<li><a href=\"#managingyourteams\">Managing Your Teams<\/a><\/li>\n<\/ul>\n<\/li>\n<li><a href=\"#meetings\">Meetings<\/a>\n<ul>\n<li><a href=\"#meetingtypes\">Meeting Types<\/a><\/li>\n<li><a href=\"#defaultmeeting\">Default Meeting<\/a><\/li>\n<li><a href=\"#custommeeting\">Custom Meeting<\/a><\/li>\n<li><a href=\"#groupmeeting\">Group Meeting<\/a><\/li>\n<li><a href=\"#meetingdistribution\">Meeting Distribution<\/a><\/li>\n<\/ul>\n<\/li>\n<li><a href=\"#managingconversations\">Managing Conversations<\/a>\n<ul>\n<li><a href=\"#savedreplies\">Saved Replies<\/a><\/li>\n<li><a href=\"#conversationtags\">Conversation Tags<\/a><\/li>\n<li><a href=\"#advancedconversationsettings\">Advanced Conversation Settings<\/a><\/li>\n<li><a href=\"#inboxes\">Inboxes<\/a><\/li>\n<\/ul>\n<\/li>\n<\/ul>\n<p>In this chapter, we will review how to set up your sales team for success. Your sales team will be in Drift every day booking meetings, chatting with potential buyers, looking at target account activity, and more. To get started, let\u2019s review roles and how to add teammates.<\/p>\n<h3 id=\"roletypes\">Role Types<\/h3>\n<p>Sometimes, you don&#8217;t want everyone who has a Drift login to be able to access billing or change your widget settings. That&#8217;s why we have distinct roles with different permissions.<\/p>\n<p>There are three roles (available in all paid plans): account owner, admins, and users.<\/p>\n<p>Let\u2019s start by reviewing the three role types.<\/p>\n<h4 id=\"whatisanadmin\">What Is an Admin?<\/h4>\n<p>An admin user is able to access everything within Drift. This includes all conversations and all settings including billing, teammate management, security, and integrations.<\/p>\n<p><i>Note: <\/i><i>You can be an admin and not be an account holder; but you can&#8217;t be an account owner without also being an admin.<\/i><\/p>\n<h4 id=\"whatisachatuser\">What Is a Chat User?<\/h4>\n<p>A chat user seat allows teammates to access conversations, Drift Meetings, and a limited view of playbooks and contacts. The types of conversations a teammate can access are determined by their conversation access level which is set when you assign a user to a seat. The three different access levels available are:<\/p>\n<ul>\n<li>All conversations<\/li>\n<li>Their conversations only<\/li>\n<li>Their conversations only and ones with no participants<\/li>\n<\/ul>\n"},{"acf_fc_layout":"cta_block","title":"Drift Insider Note","body":"<p>If you want to learn more about Sales Seat and how your organization can best utilize it, check out this <a href=\"https:\/\/insider.drift.com\/courses\/drift-sales-seat-training\/\">Sales Seat Training course<\/a>.<\/p>\n","button_text":"Check It Out Now","button_url":"https:\/\/insider.drift.com\/courses\/drift-sales-seat-training\/","open_in_new_tab":false,"button_text_two":"","button_url_two":"","open_in_new_tab_two":false},{"acf_fc_layout":"body","body_text":"<h4 id=\"whatisanaccountowner\">What Is an Account Owner?<\/h4>\n<p>The account owner is, by default, whoever set up the account. They are also the Drift team&#8217;s point of contact for billing concerns. The billing information <a href=\"https:\/\/app.drift.com\/settings\/billing\">in your settings<\/a>, however, is static and will not change just because the account owner changes.<\/p>\n<p>To transfer account ownership, <b>select the account owner<\/b>, then click the <b>ellipsis<\/b> in the popup and select <b>Transfer Account Ownership.<\/b> From here, you&#8217;ll be able to update the account owner.<\/p>\n<h4 id=\"uservsadminpermissions\">User vs. Admin Permissions<\/h4>\n<p>Users have access to the following features:<\/p>\n<ul>\n<li>Their <a href=\"https:\/\/gethelp.drift.com\/hc\/en-us\/articles\/360019446874-Customizing-your-personal-profile\">profile<\/a> settings<\/li>\n<li>Their <a href=\"https:\/\/gethelp.drift.com\/hc\/en-us\/articles\/360019448074-How-to-connect-your-calendar-to-Drift-Meetings\">calendar<\/a> settings<\/li>\n<li>Their <a href=\"https:\/\/gethelp.drift.com\/hc\/en-us\/articles\/360019515033-How-do-notifications-work-in-Drift-\">notification<\/a> settings<\/li>\n<li>The ability to change their <a href=\"https:\/\/gethelp.drift.com\/hc\/en-us\/articles\/360019664633-Online-Offline-Agent-vs-Widget\">status<\/a><\/li>\n<li>The ability to view the Drift <a href=\"https:\/\/gethelp.drift.com\/hc\/en-us\/articles\/360019350754-Conversation-Stats-Reporting-and-Export\">conversation stats<\/a> report<\/li>\n<li>The ability to search conversations<\/li>\n<\/ul>\n<p>Admins have access to the following features (not available to chat users):<\/p>\n<ul>\n<li>The ability to view or edit billing information<\/li>\n<li>The ability to change any of the settings related to the chat widget (styling, customization, hours, etc.)<\/li>\n<li>The ability to edit, add, or remove other users in Drift<\/li>\n<li>The ability to edit your Drift team directory<\/li>\n<li>The ability to export contacts in the contacts view<\/li>\n<li>Configuring any integrations settings<\/li>\n<li>Configuring any settings for tags, installation, routing, and saved replies<\/li>\n<li>The ability to edit any playbooks besides sales sequences they created<\/li>\n<\/ul>\n<h4 id=\"enterpriseuserroles\">Enterprise User Roles<\/h4>\n<p>When you&#8217;re on our Enterprise pricing tier, you have two additional types of users: <b>Playbook Editor<\/b> and <b>Reporting Only. <\/b>These users are available to you via the invite team modal as well as the edit teammate side panel.<\/p>\n<p><b>Playbook Editors<\/b> have the ability to search conversations and modify and build bot playbooks. This role is ideal for marketing leads to be able to create playbooks that solve business needs without giving them access to other Drift settings.<\/p>\n<p><b>Reporting Only <\/b>users have the ability to search conversations, and view playbook overviews, site coverage, and revenue influence. This role is ideal for team leads who need to evaluate their reps in Drift without giving them access to other Drift settings.<\/p>\n<p><b>Note for Enterprise users on the FY22 plan:<\/b><\/p>\n<p>Playbook Editor and Reporting Roles have been replaced for the FY22 plan. In lieu of the two roles, you now are able to choose between the roles of <b>Sales Rep<\/b> and <b>Marketer.<\/b><\/p>\n<p><b>Sales Rep <\/b>roles allow your agents to chat and video conversations, and includes sales and pipeline reporting, but not the ability to build a bot playbook.<\/p>\n<p><b>Marketer <\/b>roles give your agent the ability to modify and create playbooks, and have access to chat reporting, but not sales nor pipeline reporting, nor conversations.<\/p>\n<h3 id=\"addinguserstoyourteam\">Adding Users to Your Team<\/h3>\n<p>Adding a teammate to Drift is a quick two step process.<\/p>\n<ol>\n<li>Go to <b>Settings &gt; Manage teammates.<\/b><\/li>\n<li>Click the <b>Invite teammates<\/b> button and enter your teammate\u2019s email address.<\/li>\n<\/ol>\n<p>The invited teammate will then get an email inviting them to join your team.<\/p>\n"},{"acf_fc_layout":"image","image":{"ID":89944,"id":89944,"title":"invite-teammate","filename":"invite-teammate.png","filesize":167494,"url":"https:\/\/www.drift.com\/wp-content\/uploads\/2021\/09\/invite-teammate.png","link":"https:\/\/www.drift.com\/wp-content\/uploads\/2021\/09\/invite-teammate.png","alt":"","author":"357","description":"","caption":"","name":"wp-attachment-invite-teammate","status":"inherit","uploaded_to":89865,"date":"2021-09-28 03:23:54","modified":"2021-09-28 03:23:54","menu_order":0,"mime_type":"image\/png","type":"image","subtype":"png","icon":"https:\/\/www.drift.com\/wp-includes\/images\/media\/default.png","width":1999,"height":1258,"sizes":{"thumbnail":"https:\/\/www.drift.com\/wp-content\/uploads\/2021\/09\/invite-teammate-150x150.png","thumbnail-width":150,"thumbnail-height":150,"medium":"https:\/\/www.drift.com\/wp-content\/uploads\/2021\/09\/invite-teammate.png","medium-width":1999,"medium-height":1258,"medium_large":"https:\/\/www.drift.com\/wp-content\/uploads\/2021\/09\/invite-teammate.png","medium_large-width":768,"medium_large-height":483,"large":"https:\/\/www.drift.com\/wp-content\/uploads\/2021\/09\/invite-teammate.png","large-width":1999,"large-height":1258,"1536x1536":"https:\/\/www.drift.com\/wp-content\/uploads\/2021\/09\/invite-teammate-1536x967.png","1536x1536-width":1536,"1536x1536-height":967,"2048x2048":"https:\/\/www.drift.com\/wp-content\/uploads\/2021\/09\/invite-teammate.png","2048x2048-width":1999,"2048x2048-height":1258,"third_width_square":"https:\/\/www.drift.com\/wp-content\/uploads\/2021\/09\/invite-teammate-324x324.png","third_width_square-width":324,"third_width_square-height":324,"profile_24":"https:\/\/www.drift.com\/wp-content\/uploads\/2021\/09\/invite-teammate-24x24.png","profile_24-width":24,"profile_24-height":24,"profile_48":"https:\/\/www.drift.com\/wp-content\/uploads\/2021\/09\/invite-teammate-48x48.png","profile_48-width":48,"profile_48-height":48,"profile_96":"https:\/\/www.drift.com\/wp-content\/uploads\/2021\/09\/invite-teammate-96x96.png","profile_96-width":96,"profile_96-height":96,"profile_150":"https:\/\/www.drift.com\/wp-content\/uploads\/2021\/09\/invite-teammate-150x150.png","profile_150-width":150,"profile_150-height":150,"profile_300":"https:\/\/www.drift.com\/wp-content\/uploads\/2021\/09\/invite-teammate-300x300.png","profile_300-width":300,"profile_300-height":300}}},{"acf_fc_layout":"body","body_text":"<p>When you are inviting your team members, you can now assign them as an administrator or a chat user.<\/p>\n<h4 id=\"troubleshootinginvites\">Troubleshooting Invites<\/h4>\n<p>If a teammate is not receiving their invite email you can directly send them an invite link.<\/p>\n<ol>\n<li>On the manage teammates page click the <b>Invitations <\/b>tab.<\/li>\n<li>Click the <b>Actions<\/b> button next to the teammate you want to invite.<\/li>\n<li>Click <b>Copy Invite Link<\/b> and send the link directly to your teammate.<\/li>\n<\/ol>\n<p>Check out our other doc on <a href=\"https:\/\/gethelp.drift.com\/hc\/en-us\/articles\/360019504594-How-to-Delete-a-User-From-Your-Team\">How to Delete a User from Your Team<\/a>. To learn more about adding teammates, <a href=\"https:\/\/gethelp.drift.com\/hc\/en-us\/articles\/360019664533-How-to-Add-Users-to-your-Team\">read this help document.<\/a><\/p>\n<h4 id=\"managingteammates\">Managing Teammates<\/h4>\n<p>The manage teammates page shows you a list of all the active users that hold seats in your Drift account.<\/p>\n"},{"acf_fc_layout":"image","image":{"ID":89945,"id":89945,"title":"managing-teammates","filename":"managing-teammates.png","filesize":347681,"url":"https:\/\/www.drift.com\/wp-content\/uploads\/2021\/09\/managing-teammates.png","link":"https:\/\/www.drift.com\/wp-content\/uploads\/2021\/09\/managing-teammates.png","alt":"","author":"357","description":"","caption":"","name":"wp-attachment-managing-teammates","status":"inherit","uploaded_to":89865,"date":"2021-09-28 03:25:49","modified":"2021-09-28 03:25:49","menu_order":0,"mime_type":"image\/png","type":"image","subtype":"png","icon":"https:\/\/www.drift.com\/wp-includes\/images\/media\/default.png","width":1999,"height":1123,"sizes":{"thumbnail":"https:\/\/www.drift.com\/wp-content\/uploads\/2021\/09\/managing-teammates-150x150.png","thumbnail-width":150,"thumbnail-height":150,"medium":"https:\/\/www.drift.com\/wp-content\/uploads\/2021\/09\/managing-teammates.png","medium-width":1999,"medium-height":1123,"medium_large":"https:\/\/www.drift.com\/wp-content\/uploads\/2021\/09\/managing-teammates.png","medium_large-width":768,"medium_large-height":431,"large":"https:\/\/www.drift.com\/wp-content\/uploads\/2021\/09\/managing-teammates.png","large-width":1999,"large-height":1123,"1536x1536":"https:\/\/www.drift.com\/wp-content\/uploads\/2021\/09\/managing-teammates-1536x863.png","1536x1536-width":1536,"1536x1536-height":863,"2048x2048":"https:\/\/www.drift.com\/wp-content\/uploads\/2021\/09\/managing-teammates.png","2048x2048-width":1999,"2048x2048-height":1123,"third_width_square":"https:\/\/www.drift.com\/wp-content\/uploads\/2021\/09\/managing-teammates-324x324.png","third_width_square-width":324,"third_width_square-height":324,"profile_24":"https:\/\/www.drift.com\/wp-content\/uploads\/2021\/09\/managing-teammates-24x24.png","profile_24-width":24,"profile_24-height":24,"profile_48":"https:\/\/www.drift.com\/wp-content\/uploads\/2021\/09\/managing-teammates-48x48.png","profile_48-width":48,"profile_48-height":48,"profile_96":"https:\/\/www.drift.com\/wp-content\/uploads\/2021\/09\/managing-teammates-96x96.png","profile_96-width":96,"profile_96-height":96,"profile_150":"https:\/\/www.drift.com\/wp-content\/uploads\/2021\/09\/managing-teammates-150x150.png","profile_150-width":150,"profile_150-height":150,"profile_300":"https:\/\/www.drift.com\/wp-content\/uploads\/2021\/09\/managing-teammates-300x300.png","profile_300-width":300,"profile_300-height":300}}},{"acf_fc_layout":"body","body_text":"<p>If you are an admin in Drift, the manage teammates page can be accessed by clicking on the <b>settings icon<\/b> which will open up directly to the manage teammates page.<\/p>\n<p>Here you can toggle the availability for your agents, invite new teammates to Drift, and view a log of when users are toggling themselves online and offline.<\/p>\n<h3 id=\"howtosetupteams\">How to Set Up \u201cTeams\u201d<\/h3>\n<p>Within your organization, you may have different teams of people to handle sales, support, or different territories. With Drift, you can set up teams so you can route to the appropriate team and manage their different working hours.<\/p>\n<p>To set up teams, head to <b>Settings<\/b> &gt; <b>Organization Settings<\/b> &gt; <b>Workspaces.<\/b> Click into the workspace you would like to create a team in and click the <b>Teams tab &gt; Create Team<\/b>. Please be aware you cannot create teams in your <b>default workspace<\/b>.<\/p>\n<p>Next, you\u2019ll name the team and use the dropdown to add your teammates. Once you\u2019re done adding teammates, the team is ready!<\/p>\n"},{"acf_fc_layout":"image","image":{"ID":89946,"id":89946,"title":"create-team","filename":"create-team.png","filesize":226101,"url":"https:\/\/www.drift.com\/wp-content\/uploads\/2021\/09\/create-team.png","link":"https:\/\/www.drift.com\/wp-content\/uploads\/2021\/09\/create-team.png","alt":"","author":"357","description":"","caption":"","name":"wp-attachment-create-team","status":"inherit","uploaded_to":89865,"date":"2021-09-28 03:28:10","modified":"2021-09-28 03:28:10","menu_order":0,"mime_type":"image\/png","type":"image","subtype":"png","icon":"https:\/\/www.drift.com\/wp-includes\/images\/media\/default.png","width":1999,"height":950,"sizes":{"thumbnail":"https:\/\/www.drift.com\/wp-content\/uploads\/2021\/09\/create-team-150x150.png","thumbnail-width":150,"thumbnail-height":150,"medium":"https:\/\/www.drift.com\/wp-content\/uploads\/2021\/09\/create-team.png","medium-width":1999,"medium-height":950,"medium_large":"https:\/\/www.drift.com\/wp-content\/uploads\/2021\/09\/create-team.png","medium_large-width":768,"medium_large-height":365,"large":"https:\/\/www.drift.com\/wp-content\/uploads\/2021\/09\/create-team.png","large-width":1999,"large-height":950,"1536x1536":"https:\/\/www.drift.com\/wp-content\/uploads\/2021\/09\/create-team-1536x730.png","1536x1536-width":1536,"1536x1536-height":730,"2048x2048":"https:\/\/www.drift.com\/wp-content\/uploads\/2021\/09\/create-team.png","2048x2048-width":1999,"2048x2048-height":950,"third_width_square":"https:\/\/www.drift.com\/wp-content\/uploads\/2021\/09\/create-team-324x324.png","third_width_square-width":324,"third_width_square-height":324,"profile_24":"https:\/\/www.drift.com\/wp-content\/uploads\/2021\/09\/create-team-24x24.png","profile_24-width":24,"profile_24-height":24,"profile_48":"https:\/\/www.drift.com\/wp-content\/uploads\/2021\/09\/create-team-48x48.png","profile_48-width":48,"profile_48-height":48,"profile_96":"https:\/\/www.drift.com\/wp-content\/uploads\/2021\/09\/create-team-96x96.png","profile_96-width":96,"profile_96-height":96,"profile_150":"https:\/\/www.drift.com\/wp-content\/uploads\/2021\/09\/create-team-150x150.png","profile_150-width":150,"profile_150-height":150,"profile_300":"https:\/\/www.drift.com\/wp-content\/uploads\/2021\/09\/create-team-300x300.png","profile_300-width":300,"profile_300-height":300}}},{"acf_fc_layout":"body","body_text":"<h4 id=\"managingyourteams\">Managing Your Teams<\/h4>\n<p>Once you create your team(s), you can click on the team and edit any settings, such as their business hours and timezone.<\/p>\n"},{"acf_fc_layout":"image","image":{"ID":89947,"id":89947,"title":"managing-teams","filename":"managing-teams.gif","filesize":782158,"url":"https:\/\/www.drift.com\/wp-content\/uploads\/2021\/09\/managing-teams.gif","link":"https:\/\/www.drift.com\/wp-content\/uploads\/2021\/09\/managing-teams.gif","alt":"","author":"357","description":"","caption":"","name":"wp-attachment-managing-teams","status":"inherit","uploaded_to":89865,"date":"2021-09-28 03:30:13","modified":"2021-09-28 03:30:13","menu_order":0,"mime_type":"image\/gif","type":"image","subtype":"gif","icon":"https:\/\/www.drift.com\/wp-includes\/images\/media\/default.png","width":1520,"height":720,"sizes":{"thumbnail":"https:\/\/www.drift.com\/wp-content\/uploads\/2021\/09\/managing-teams-150x150.gif","thumbnail-width":150,"thumbnail-height":150,"medium":"https:\/\/www.drift.com\/wp-content\/uploads\/2021\/09\/managing-teams.gif","medium-width":1520,"medium-height":720,"medium_large":"https:\/\/www.drift.com\/wp-content\/uploads\/2021\/09\/managing-teams.gif","medium_large-width":768,"medium_large-height":364,"large":"https:\/\/www.drift.com\/wp-content\/uploads\/2021\/09\/managing-teams.gif","large-width":1520,"large-height":720,"1536x1536":"https:\/\/www.drift.com\/wp-content\/uploads\/2021\/09\/managing-teams.gif","1536x1536-width":1520,"1536x1536-height":720,"2048x2048":"https:\/\/www.drift.com\/wp-content\/uploads\/2021\/09\/managing-teams.gif","2048x2048-width":1520,"2048x2048-height":720,"third_width_square":"https:\/\/www.drift.com\/wp-content\/uploads\/2021\/09\/managing-teams-324x324.gif","third_width_square-width":324,"third_width_square-height":324,"profile_24":"https:\/\/www.drift.com\/wp-content\/uploads\/2021\/09\/managing-teams-24x24.gif","profile_24-width":24,"profile_24-height":24,"profile_48":"https:\/\/www.drift.com\/wp-content\/uploads\/2021\/09\/managing-teams-48x48.gif","profile_48-width":48,"profile_48-height":48,"profile_96":"https:\/\/www.drift.com\/wp-content\/uploads\/2021\/09\/managing-teams-96x96.gif","profile_96-width":96,"profile_96-height":96,"profile_150":"https:\/\/www.drift.com\/wp-content\/uploads\/2021\/09\/managing-teams-150x150.gif","profile_150-width":150,"profile_150-height":150,"profile_300":"https:\/\/www.drift.com\/wp-content\/uploads\/2021\/09\/managing-teams-300x300.gif","profile_300-width":300,"profile_300-height":300}}},{"acf_fc_layout":"body","body_text":"<p>The most important settings for teams are the hours.<\/p>\n<p>When you create a new team, they are defaulted to always being online. Use the <b>Available Hours<\/b> dropdowns to select the timezone and hours that they will operate in. You can also set these hours per day, weekdays only (Monday\u2013Friday), or on weekends (Saturday\u2013Sunday). Make sure to save your changes!<\/p>\n<p>If you\u2019d like to delete a team, click the &#8220;<b>&#8230;<\/b>&#8221; button at the top right of the team screen. You&#8217;ll be presented with a modal to confirm your team&#8217;s deletion.<\/p>\n<p>Once you&#8217;ve configured your teams, you can target both your widget and playbooks based on the availability of your teams! For widget targeting based on a team&#8217;s availability, read this <a href=\"https:\/\/gethelp.drift.com\/hc\/en-us\/articles\/360019350674-Widget-Targeting-by-Team\">doc<\/a>. For a playbook targeted based on a team&#8217;s availability, read this <a href=\"https:\/\/gethelp.drift.com\/hc\/en-us\/articles\/360019350314-Playbook-Targeting-By-Team\">doc<\/a>.<\/p>\n<p>For further information on setting up and managing teams, <a href=\"https:\/\/gethelp.drift.com\/hc\/en-us\/articles\/360019516653-How-to-Set-Up-and-Manage-Teams-in-Drift\">read this help document.<\/a><\/p>\n<h3 id=\"meetings\">Meetings<\/h3>\n<p>Ask any sales person what their ideal outcome from a conversation is and they\u2019ll likely say booking a meeting with a buyer.<\/p>\n<p>Drift makes it easy to drop a sales rep\u2019s calendar with their availability so the site visitor can quickly book a meeting (while their intent is high).<\/p>\n<p>We provide many avenues for your site visitors to book a meeting including directly from your Drift profile, within a chat playbook, through team availability, abandoned scheduling, sharing a direct scheduling link, or through our API.<\/p>\n<p>First, your reps will have to connect their calendars. Drift integrates with your personal calendar, with support for <b>Google<\/b> and<b> Outlook<\/b>. The integration will <b>automatically check your busy time slots<\/b> and make sure that meetings never get double-booked for you.<\/p>\n<p>Your team can learn more about connecting calendars in the video below and <a href=\"https:\/\/gethelp.drift.com\/hc\/en-us\/articles\/360019448074-How-to-connect-your-calendar-to-Drift-Meetings\">in this help document.<\/a><\/p>\n"},{"acf_fc_layout":"video","video":"<script src=\"https:\/\/fast.wistia.com\/assets\/external\/E-v1.js\" async><\/script><div class=\"wistia_responsive_padding\" style=\"padding:56.25% 0 0 0;position:relative;\"><div class=\"wistia_responsive_wrapper\" style=\"height:100%;left:0;position:absolute;top:0;width:100%;\"><div class=\"wistia_embed wistia_async_i4sxx1zxfo dnt=1 videoFoam=true\" style=\"height:100%;position:relative;width:100%\">&nbsp;<\/div><\/div><\/div>"},{"acf_fc_layout":"body","body_text":"<h4 id=\"meetingtypes\">Meeting Types<\/h4>\n<p>We know not all meetings booked from Drift will have the same objective. That\u2019s why meetings are customizable. You can choose the length of the meeting, location, and make group meetings to accommodate multiple teammates\u2019 calendars.<\/p>\n<p>You can have as many meeting types as you want. You can set each individual meeting length, meeting name, location and description in each individual setting.<\/p>\n"},{"acf_fc_layout":"image","image":{"ID":89948,"id":89948,"title":"meeting-types","filename":"meeting-types.png","filesize":305756,"url":"https:\/\/www.drift.com\/wp-content\/uploads\/2021\/09\/meeting-types.png","link":"https:\/\/www.drift.com\/wp-content\/uploads\/2021\/09\/meeting-types.png","alt":"","author":"357","description":"","caption":"","name":"wp-attachment-meeting-types","status":"inherit","uploaded_to":89865,"date":"2021-09-28 03:33:56","modified":"2021-09-28 03:33:56","menu_order":0,"mime_type":"image\/png","type":"image","subtype":"png","icon":"https:\/\/www.drift.com\/wp-includes\/images\/media\/default.png","width":1999,"height":1116,"sizes":{"thumbnail":"https:\/\/www.drift.com\/wp-content\/uploads\/2021\/09\/meeting-types-150x150.png","thumbnail-width":150,"thumbnail-height":150,"medium":"https:\/\/www.drift.com\/wp-content\/uploads\/2021\/09\/meeting-types.png","medium-width":1999,"medium-height":1116,"medium_large":"https:\/\/www.drift.com\/wp-content\/uploads\/2021\/09\/meeting-types.png","medium_large-width":768,"medium_large-height":429,"large":"https:\/\/www.drift.com\/wp-content\/uploads\/2021\/09\/meeting-types.png","large-width":1999,"large-height":1116,"1536x1536":"https:\/\/www.drift.com\/wp-content\/uploads\/2021\/09\/meeting-types-1536x858.png","1536x1536-width":1536,"1536x1536-height":858,"2048x2048":"https:\/\/www.drift.com\/wp-content\/uploads\/2021\/09\/meeting-types.png","2048x2048-width":1999,"2048x2048-height":1116,"third_width_square":"https:\/\/www.drift.com\/wp-content\/uploads\/2021\/09\/meeting-types-324x324.png","third_width_square-width":324,"third_width_square-height":324,"profile_24":"https:\/\/www.drift.com\/wp-content\/uploads\/2021\/09\/meeting-types-24x24.png","profile_24-width":24,"profile_24-height":24,"profile_48":"https:\/\/www.drift.com\/wp-content\/uploads\/2021\/09\/meeting-types-48x48.png","profile_48-width":48,"profile_48-height":48,"profile_96":"https:\/\/www.drift.com\/wp-content\/uploads\/2021\/09\/meeting-types-96x96.png","profile_96-width":96,"profile_96-height":96,"profile_150":"https:\/\/www.drift.com\/wp-content\/uploads\/2021\/09\/meeting-types-150x150.png","profile_150-width":150,"profile_150-height":150,"profile_300":"https:\/\/www.drift.com\/wp-content\/uploads\/2021\/09\/meeting-types-300x300.png","profile_300-width":300,"profile_300-height":300}}},{"acf_fc_layout":"body","body_text":"<p>For a full overview of meeting types, read this <a href=\"https:\/\/gethelp.drift.com\/hc\/en-us\/articles\/360019447614-Setting-Up-Meetings-with-Drift\">help document.<\/a><\/p>\n<h4 id=\"defaultmeeting\">Default Meeting<\/h4>\n<p>Default meeting types will be used in playbooks when the bot drops a calendar. The length of the meeting is defaulted to 30 minutes, but you can edit this.<\/p>\n<p>We recommend plugging your Zoom link or favorite meeting tool into the body of your meeting. Here is a help document on <a href=\"https:\/\/gethelp.drift.com\/hc\/en-us\/articles\/360047404513-How-to-Integrate-Drift-Meetings-and-Zoom\">how to integrate Drift Meetings and Zoom. <\/a><\/p>\n"},{"acf_fc_layout":"image","image":{"ID":89949,"id":89949,"title":"new-meeting","filename":"new-meeting.png","filesize":73134,"url":"https:\/\/www.drift.com\/wp-content\/uploads\/2021\/09\/new-meeting.png","link":"https:\/\/www.drift.com\/wp-content\/uploads\/2021\/09\/new-meeting.png","alt":"","author":"357","description":"","caption":"","name":"wp-attachment-new-meeting","status":"inherit","uploaded_to":89865,"date":"2021-09-28 03:37:04","modified":"2021-09-28 03:37:04","menu_order":0,"mime_type":"image\/png","type":"image","subtype":"png","icon":"https:\/\/www.drift.com\/wp-includes\/images\/media\/default.png","width":1999,"height":609,"sizes":{"thumbnail":"https:\/\/www.drift.com\/wp-content\/uploads\/2021\/09\/new-meeting-150x150.png","thumbnail-width":150,"thumbnail-height":150,"medium":"https:\/\/www.drift.com\/wp-content\/uploads\/2021\/09\/new-meeting.png","medium-width":1999,"medium-height":609,"medium_large":"https:\/\/www.drift.com\/wp-content\/uploads\/2021\/09\/new-meeting.png","medium_large-width":768,"medium_large-height":234,"large":"https:\/\/www.drift.com\/wp-content\/uploads\/2021\/09\/new-meeting.png","large-width":1999,"large-height":609,"1536x1536":"https:\/\/www.drift.com\/wp-content\/uploads\/2021\/09\/new-meeting-1536x468.png","1536x1536-width":1536,"1536x1536-height":468,"2048x2048":"https:\/\/www.drift.com\/wp-content\/uploads\/2021\/09\/new-meeting.png","2048x2048-width":1999,"2048x2048-height":609,"third_width_square":"https:\/\/www.drift.com\/wp-content\/uploads\/2021\/09\/new-meeting-324x324.png","third_width_square-width":324,"third_width_square-height":324,"profile_24":"https:\/\/www.drift.com\/wp-content\/uploads\/2021\/09\/new-meeting-24x24.png","profile_24-width":24,"profile_24-height":24,"profile_48":"https:\/\/www.drift.com\/wp-content\/uploads\/2021\/09\/new-meeting-48x48.png","profile_48-width":48,"profile_48-height":48,"profile_96":"https:\/\/www.drift.com\/wp-content\/uploads\/2021\/09\/new-meeting-96x96.png","profile_96-width":96,"profile_96-height":96,"profile_150":"https:\/\/www.drift.com\/wp-content\/uploads\/2021\/09\/new-meeting-150x150.png","profile_150-width":150,"profile_150-height":150,"profile_300":"https:\/\/www.drift.com\/wp-content\/uploads\/2021\/09\/new-meeting-300x300.png","profile_300-width":300,"profile_300-height":300}}},{"acf_fc_layout":"body","body_text":"<p>Meeting types that aren&#8217;t your default type need to be manually linked or dropped in conversations, and you might want to change the name to something that would give context to your meeting, e.g. &#8220;Discovery Call&#8221; or &#8220;Product Demo.&#8221;<\/p>\n<h4 id=\"custommeeting\">Custom Meeting<\/h4>\n<p>As mentioned above, custom meetings must be manually linked in emails or dropped in conversations by a rep.<\/p>\n<p>You can create a custom meeting by going to <b>Settings &gt; Meetings &gt; Create Meeting type.<\/b> You\u2019ll then be prompted to name your meeting. Again, we recommend naming your custom meeting something that would give context to your meeting.<\/p>\n<p>You can then proceed to fill out the duration and location, add a conference link, and write a description.<\/p>\n<p>This will be visible to your guests!<\/p>\n<h4 id=\"groupmeeting\">Group Meeting<\/h4>\n<p>With group meetings, you can invite multiple teammates to the meeting within the app, as long as they have their calendars set up in Drift as well. This is available on Premium or above plans.<\/p>\n<p>Here\u2019s how you set up a group meeting:<\/p>\n<p>Start by going to your meetings tab, then click:<\/p>\n<ol>\n<li>New Meeting Type<\/li>\n<li>Group<\/li>\n<li>Choose a name for this type of meeting. (This will be visible to your customer.)<\/li>\n<li>Fill out meeting information such as length of meeting, meeting URL, location, and description.<\/li>\n<li>Under Add Teammates, pick from the dropdown menu or start typing a name to search for a teammate.<\/li>\n<li>Don\u2019t forget to save!<\/li>\n<\/ol>\n"},{"acf_fc_layout":"image","image":{"ID":89950,"id":89950,"title":"create-meeting","filename":"create-meeting.gif","filesize":1165804,"url":"https:\/\/www.drift.com\/wp-content\/uploads\/2021\/09\/create-meeting.gif","link":"https:\/\/www.drift.com\/wp-content\/uploads\/2021\/09\/create-meeting.gif","alt":"","author":"357","description":"","caption":"","name":"wp-attachment-create-meeting","status":"inherit","uploaded_to":89865,"date":"2021-09-28 03:39:40","modified":"2021-09-28 03:39:40","menu_order":0,"mime_type":"image\/gif","type":"image","subtype":"gif","icon":"https:\/\/www.drift.com\/wp-includes\/images\/media\/default.png","width":1528,"height":720,"sizes":{"thumbnail":"https:\/\/www.drift.com\/wp-content\/uploads\/2021\/09\/create-meeting.gif","thumbnail-width":150,"thumbnail-height":71,"medium":"https:\/\/www.drift.com\/wp-content\/uploads\/2021\/09\/create-meeting.gif","medium-width":1528,"medium-height":720,"medium_large":"https:\/\/www.drift.com\/wp-content\/uploads\/2021\/09\/create-meeting.gif","medium_large-width":768,"medium_large-height":362,"large":"https:\/\/www.drift.com\/wp-content\/uploads\/2021\/09\/create-meeting.gif","large-width":1528,"large-height":720,"1536x1536":"https:\/\/www.drift.com\/wp-content\/uploads\/2021\/09\/create-meeting.gif","1536x1536-width":1528,"1536x1536-height":720,"2048x2048":"https:\/\/www.drift.com\/wp-content\/uploads\/2021\/09\/create-meeting.gif","2048x2048-width":1528,"2048x2048-height":720,"third_width_square":"https:\/\/www.drift.com\/wp-content\/uploads\/2021\/09\/create-meeting.gif","third_width_square-width":324,"third_width_square-height":153,"profile_24":"https:\/\/www.drift.com\/wp-content\/uploads\/2021\/09\/create-meeting.gif","profile_24-width":24,"profile_24-height":11,"profile_48":"https:\/\/www.drift.com\/wp-content\/uploads\/2021\/09\/create-meeting.gif","profile_48-width":48,"profile_48-height":23,"profile_96":"https:\/\/www.drift.com\/wp-content\/uploads\/2021\/09\/create-meeting.gif","profile_96-width":96,"profile_96-height":45,"profile_150":"https:\/\/www.drift.com\/wp-content\/uploads\/2021\/09\/create-meeting.gif","profile_150-width":150,"profile_150-height":71,"profile_300":"https:\/\/www.drift.com\/wp-content\/uploads\/2021\/09\/create-meeting.gif","profile_300-width":300,"profile_300-height":141}}},{"acf_fc_layout":"body","body_text":"<p>You can learn more about group meetings and sending out group meeting links <a href=\"https:\/\/gethelp.drift.com\/hc\/en-us\/articles\/360041493314-How-To-Set-Up-Group-Meetings\">in this help document.<\/a><\/p>\n<h4 id=\"meetingdistribution\">Meeting Distribution<\/h4>\n<p>When a prospect books a meeting through the bot, Drift knows it\u2019s essential to select the right rep to handle the meeting request. For most sales teams, prioritization is done in one of two ways:<\/p>\n<ol>\n<li><b>Fair distribution is prioritized: <\/b>Rep selections are made to ensure meeting requests are as evenly distributed as possible across a team or pool of individuals. Once the rep is selected, the prospect can choose a mutually agreeable time to meet.<\/li>\n<li><b>Speed and buyer experience is prioritized<\/b>: The prospect selects the time that works best for them, after which a rep is chosen who shares that availability. If multiple reps are available, then the selection is made for fair distribution.<\/li>\n<\/ol>\n"},{"acf_fc_layout":"image","image":{"ID":89951,"id":89951,"title":"meeting-distribution","filename":"meeting-distribution.png","filesize":50508,"url":"https:\/\/www.drift.com\/wp-content\/uploads\/2021\/09\/meeting-distribution.png","link":"https:\/\/www.drift.com\/wp-content\/uploads\/2021\/09\/meeting-distribution.png","alt":"","author":"357","description":"","caption":"","name":"wp-attachment-meeting-distribution","status":"inherit","uploaded_to":89865,"date":"2021-09-28 03:42:05","modified":"2021-09-28 03:42:05","menu_order":0,"mime_type":"image\/png","type":"image","subtype":"png","icon":"https:\/\/www.drift.com\/wp-includes\/images\/media\/default.png","width":901,"height":506,"sizes":{"thumbnail":"https:\/\/www.drift.com\/wp-content\/uploads\/2021\/09\/meeting-distribution-150x150.png","thumbnail-width":150,"thumbnail-height":150,"medium":"https:\/\/www.drift.com\/wp-content\/uploads\/2021\/09\/meeting-distribution.png","medium-width":901,"medium-height":506,"medium_large":"https:\/\/www.drift.com\/wp-content\/uploads\/2021\/09\/meeting-distribution.png","medium_large-width":768,"medium_large-height":431,"large":"https:\/\/www.drift.com\/wp-content\/uploads\/2021\/09\/meeting-distribution.png","large-width":901,"large-height":506,"1536x1536":"https:\/\/www.drift.com\/wp-content\/uploads\/2021\/09\/meeting-distribution.png","1536x1536-width":901,"1536x1536-height":506,"2048x2048":"https:\/\/www.drift.com\/wp-content\/uploads\/2021\/09\/meeting-distribution.png","2048x2048-width":901,"2048x2048-height":506,"third_width_square":"https:\/\/www.drift.com\/wp-content\/uploads\/2021\/09\/meeting-distribution-324x324.png","third_width_square-width":324,"third_width_square-height":324,"profile_24":"https:\/\/www.drift.com\/wp-content\/uploads\/2021\/09\/meeting-distribution-24x24.png","profile_24-width":24,"profile_24-height":24,"profile_48":"https:\/\/www.drift.com\/wp-content\/uploads\/2021\/09\/meeting-distribution-48x48.png","profile_48-width":48,"profile_48-height":48,"profile_96":"https:\/\/www.drift.com\/wp-content\/uploads\/2021\/09\/meeting-distribution-96x96.png","profile_96-width":96,"profile_96-height":96,"profile_150":"https:\/\/www.drift.com\/wp-content\/uploads\/2021\/09\/meeting-distribution-150x150.png","profile_150-width":150,"profile_150-height":150,"profile_300":"https:\/\/www.drift.com\/wp-content\/uploads\/2021\/09\/meeting-distribution-300x300.png","profile_300-width":300,"profile_300-height":300}}},{"acf_fc_layout":"body","body_text":"<p>Drift defaults to the first option in a standard routing setup. Users on the <b>Premium plan<\/b> <b>or above<\/b> can choose to prioritize speed for any round-robin routing situations where a meeting is booked. Admins can turn this setting on by going to their organization\u2019s meetings settings and checking the appropriate box.<\/p>\n<p>For more information on prioritization of the round-robin calendar, <a href=\"https:\/\/gethelp.drift.com\/hc\/en-us\/articles\/360057055794-How-to-Change-the-Prioritization-of-the-Round-Robin-Calendar\">read this help article.<\/a><\/p>\n<h3 id=\"managingconversations\">Managing Conversations<\/h3>\n<h4 id=\"savedreplies\">Saved Replies<\/h4>\n<p>Answering the same questions and messages repeatedly can be time consuming, so we created saved replies that allow your reps to respond almost automatically to messages and shorten response time.<\/p>\n"},{"acf_fc_layout":"video","video":"<script src=\"https:\/\/fast.wistia.com\/assets\/external\/E-v1.js\" async><\/script><div class=\"wistia_responsive_padding\" style=\"padding:56.25% 0 0 0;position:relative;\"><div class=\"wistia_responsive_wrapper\" style=\"height:100%;left:0;position:absolute;top:0;width:100%;\"><div class=\"wistia_embed wistia_async_f2npxmiaai dnt=1 videoFoam=true\" style=\"height:100%;position:relative;width:100%\"><div class=\"wistia_swatch\" style=\"height:100%;left:0;opacity:0;overflow:hidden;position:absolute;top:0;transition:opacity 200ms;width:100%;\"><img src=\"https:\/\/fast.wistia.com\/embed\/medias\/f2npxmiaai\/swatch\" style=\"filter:blur(5px);height:100%;object-fit:contain;width:100%;\" alt=\"\" aria-hidden=\"true\" onload=\"this.parentNode.style.opacity=1;\" \/><\/div><\/div><\/div><\/div>"},{"acf_fc_layout":"body","body_text":"<p>Drift <b>admins<\/b> can create and manage saved replies by going to<b> Settings &gt; App settings &gt; Conversations &gt; Saved Replies<\/b>. You can also click <a href=\"https:\/\/app.drift.com\/settings\/replies\">here<\/a> for easy access.<\/p>\n"},{"acf_fc_layout":"image","image":{"ID":89952,"id":89952,"title":"saved-replies","filename":"saved-replies.png","filesize":242074,"url":"https:\/\/www.drift.com\/wp-content\/uploads\/2021\/09\/saved-replies.png","link":"https:\/\/www.drift.com\/wp-content\/uploads\/2021\/09\/saved-replies.png","alt":"","author":"357","description":"","caption":"","name":"wp-attachment-saved-replies","status":"inherit","uploaded_to":89865,"date":"2021-09-28 03:45:42","modified":"2021-09-28 03:45:42","menu_order":0,"mime_type":"image\/png","type":"image","subtype":"png","icon":"https:\/\/www.drift.com\/wp-includes\/images\/media\/default.png","width":1999,"height":1107,"sizes":{"thumbnail":"https:\/\/www.drift.com\/wp-content\/uploads\/2021\/09\/saved-replies-150x150.png","thumbnail-width":150,"thumbnail-height":150,"medium":"https:\/\/www.drift.com\/wp-content\/uploads\/2021\/09\/saved-replies.png","medium-width":1999,"medium-height":1107,"medium_large":"https:\/\/www.drift.com\/wp-content\/uploads\/2021\/09\/saved-replies.png","medium_large-width":768,"medium_large-height":425,"large":"https:\/\/www.drift.com\/wp-content\/uploads\/2021\/09\/saved-replies.png","large-width":1999,"large-height":1107,"1536x1536":"https:\/\/www.drift.com\/wp-content\/uploads\/2021\/09\/saved-replies-1536x851.png","1536x1536-width":1536,"1536x1536-height":851,"2048x2048":"https:\/\/www.drift.com\/wp-content\/uploads\/2021\/09\/saved-replies.png","2048x2048-width":1999,"2048x2048-height":1107,"third_width_square":"https:\/\/www.drift.com\/wp-content\/uploads\/2021\/09\/saved-replies-324x324.png","third_width_square-width":324,"third_width_square-height":324,"profile_24":"https:\/\/www.drift.com\/wp-content\/uploads\/2021\/09\/saved-replies-24x24.png","profile_24-width":24,"profile_24-height":24,"profile_48":"https:\/\/www.drift.com\/wp-content\/uploads\/2021\/09\/saved-replies-48x48.png","profile_48-width":48,"profile_48-height":48,"profile_96":"https:\/\/www.drift.com\/wp-content\/uploads\/2021\/09\/saved-replies-96x96.png","profile_96-width":96,"profile_96-height":96,"profile_150":"https:\/\/www.drift.com\/wp-content\/uploads\/2021\/09\/saved-replies-150x150.png","profile_150-width":150,"profile_150-height":150,"profile_300":"https:\/\/www.drift.com\/wp-content\/uploads\/2021\/09\/saved-replies-300x300.png","profile_300-width":300,"profile_300-height":300}}},{"acf_fc_layout":"body","body_text":"<p>Once you click on New Saved Reply, a box will open where you can create a name for the reply and type the message that you want to send to your customers. For the reply name, make sure to write a unique and memorable title that can help you find your reply easily.<\/p>\n<p>To insert a saved reply into a conversation, simply select the + button and select &#8220;Insert saved reply.&#8221;<\/p>\n"},{"acf_fc_layout":"image","image":{"ID":89953,"id":89953,"title":"saved-reply","filename":"saved-reply.png","filesize":40755,"url":"https:\/\/www.drift.com\/wp-content\/uploads\/2021\/09\/saved-reply.png","link":"https:\/\/www.drift.com\/wp-content\/uploads\/2021\/09\/saved-reply.png","alt":"","author":"357","description":"","caption":"","name":"wp-attachment-saved-reply","status":"inherit","uploaded_to":89865,"date":"2021-09-28 03:47:04","modified":"2021-09-28 03:47:04","menu_order":0,"mime_type":"image\/png","type":"image","subtype":"png","icon":"https:\/\/www.drift.com\/wp-includes\/images\/media\/default.png","width":454,"height":340,"sizes":{"thumbnail":"https:\/\/www.drift.com\/wp-content\/uploads\/2021\/09\/saved-reply-150x150.png","thumbnail-width":150,"thumbnail-height":150,"medium":"https:\/\/www.drift.com\/wp-content\/uploads\/2021\/09\/saved-reply.png","medium-width":454,"medium-height":340,"medium_large":"https:\/\/www.drift.com\/wp-content\/uploads\/2021\/09\/saved-reply.png","medium_large-width":454,"medium_large-height":340,"large":"https:\/\/www.drift.com\/wp-content\/uploads\/2021\/09\/saved-reply.png","large-width":454,"large-height":340,"1536x1536":"https:\/\/www.drift.com\/wp-content\/uploads\/2021\/09\/saved-reply.png","1536x1536-width":454,"1536x1536-height":340,"2048x2048":"https:\/\/www.drift.com\/wp-content\/uploads\/2021\/09\/saved-reply.png","2048x2048-width":454,"2048x2048-height":340,"third_width_square":"https:\/\/www.drift.com\/wp-content\/uploads\/2021\/09\/saved-reply-324x324.png","third_width_square-width":324,"third_width_square-height":324,"profile_24":"https:\/\/www.drift.com\/wp-content\/uploads\/2021\/09\/saved-reply-24x24.png","profile_24-width":24,"profile_24-height":24,"profile_48":"https:\/\/www.drift.com\/wp-content\/uploads\/2021\/09\/saved-reply-48x48.png","profile_48-width":48,"profile_48-height":48,"profile_96":"https:\/\/www.drift.com\/wp-content\/uploads\/2021\/09\/saved-reply-96x96.png","profile_96-width":96,"profile_96-height":96,"profile_150":"https:\/\/www.drift.com\/wp-content\/uploads\/2021\/09\/saved-reply-150x150.png","profile_150-width":150,"profile_150-height":150,"profile_300":"https:\/\/www.drift.com\/wp-content\/uploads\/2021\/09\/saved-reply-300x300.png","profile_300-width":300,"profile_300-height":300}}},{"acf_fc_layout":"body","body_text":"<p>You can learn more about saved replies in <a href=\"https:\/\/gethelp.drift.com\/hc\/en-us\/articles\/360019663353-How-to-Create-and-Manage-Saved-Replies\">this help document.<\/a><\/p>\n<h4 id=\"conversationtags\">Conversation Tags<\/h4>\n<p>Tags are a great way to conveniently organize your conversations.<\/p>\n<p>You can locate your tags in your settings by going to <b>Settings<\/b> &gt; <b>App<\/b> <b>Settings<\/b> &gt; <b>Conversations<\/b> &gt; <b>Tags<\/b>, or by clicking <a href=\"https:\/\/app.drift.com\/settings\/conversations\">here<\/a>.<\/p>\n"},{"acf_fc_layout":"image","image":{"ID":89954,"id":89954,"title":"conversation-tags","filename":"conversation-tags.png","filesize":145646,"url":"https:\/\/www.drift.com\/wp-content\/uploads\/2021\/09\/conversation-tags.png","link":"https:\/\/www.drift.com\/wp-content\/uploads\/2021\/09\/conversation-tags.png","alt":"","author":"357","description":"","caption":"","name":"wp-attachment-conversation-tags","status":"inherit","uploaded_to":89865,"date":"2021-09-28 03:48:25","modified":"2021-09-28 03:48:25","menu_order":0,"mime_type":"image\/png","type":"image","subtype":"png","icon":"https:\/\/www.drift.com\/wp-includes\/images\/media\/default.png","width":1278,"height":871,"sizes":{"thumbnail":"https:\/\/www.drift.com\/wp-content\/uploads\/2021\/09\/conversation-tags-150x150.png","thumbnail-width":150,"thumbnail-height":150,"medium":"https:\/\/www.drift.com\/wp-content\/uploads\/2021\/09\/conversation-tags.png","medium-width":1278,"medium-height":871,"medium_large":"https:\/\/www.drift.com\/wp-content\/uploads\/2021\/09\/conversation-tags.png","medium_large-width":768,"medium_large-height":523,"large":"https:\/\/www.drift.com\/wp-content\/uploads\/2021\/09\/conversation-tags.png","large-width":1278,"large-height":871,"1536x1536":"https:\/\/www.drift.com\/wp-content\/uploads\/2021\/09\/conversation-tags.png","1536x1536-width":1278,"1536x1536-height":871,"2048x2048":"https:\/\/www.drift.com\/wp-content\/uploads\/2021\/09\/conversation-tags.png","2048x2048-width":1278,"2048x2048-height":871,"third_width_square":"https:\/\/www.drift.com\/wp-content\/uploads\/2021\/09\/conversation-tags-324x324.png","third_width_square-width":324,"third_width_square-height":324,"profile_24":"https:\/\/www.drift.com\/wp-content\/uploads\/2021\/09\/conversation-tags-24x24.png","profile_24-width":24,"profile_24-height":24,"profile_48":"https:\/\/www.drift.com\/wp-content\/uploads\/2021\/09\/conversation-tags-48x48.png","profile_48-width":48,"profile_48-height":48,"profile_96":"https:\/\/www.drift.com\/wp-content\/uploads\/2021\/09\/conversation-tags-96x96.png","profile_96-width":96,"profile_96-height":96,"profile_150":"https:\/\/www.drift.com\/wp-content\/uploads\/2021\/09\/conversation-tags-150x150.png","profile_150-width":150,"profile_150-height":150,"profile_300":"https:\/\/www.drift.com\/wp-content\/uploads\/2021\/09\/conversation-tags-300x300.png","profile_300-width":300,"profile_300-height":300}}},{"acf_fc_layout":"body","body_text":"<p>Here, you can add a tag by clicking the \u201cCreate new tag\u201d button.<br \/>\n<b>Conversation tags<\/b> are tags that are associated with a conversation. Conversation tags are used to label a conversation under a specific topic so you can follow-up and count the number of conversations associated with a topic.<br \/>\nYou can apply a conversation tag from any conversation page in Drift by clicking the tag icon in your chat box or at a playbook level within a bot flow.<\/p>\n<p><b>Reporting:<\/b> We have a &#8220;How conversations are being tagged report&#8221; which can be found in<a href=\"https:\/\/gethelp.drift.com\/hc\/en-us\/articles\/360019350754-Conversation-Stats-Reporting-and-Export\"> conversation reports<\/a>.<\/p>\n<p>To learn more about tags and how to add them, <a href=\"https:\/\/gethelp.drift.com\/hc\/en-us\/articles\/360019503314-How-to-Utilize-Contact-and-Conversation-Tags\">read this help document.<\/a><\/p>\n<h4 id=\"advancedconversationsettings\">Advanced Conversation Settings<\/h4>\n<p>Here are a few settings you may want to consider when setting up your sales team and Drift instance for success. You can find these in <b>Settings &gt; App Settings &gt; Conversations &gt; Advanced.<\/b><\/p>\n<ul>\n<li>Unfurling links\n<ul>\n<li>Show or hide the preview of links in the conversation view.<\/li>\n<li><a href=\"https:\/\/gethelp.drift.com\/hc\/en-us\/articles\/360043551933-Toggling-URL-Previews\">Read the help document here<\/a>.<\/li>\n<\/ul>\n<\/li>\n<li>Reroute conversations with no participants\n<ul>\n<li>When a user comes online, we will reroute these conversations according to your lead routing rules.<\/li>\n<\/ul>\n<\/li>\n<li>Limit chats per rep\n<ul>\n<li>When a user is above their limit of open conversations, Drift will not route any new conversations to them so they can focus on their current ones.<\/li>\n<li><a href=\"https:\/\/gethelp.drift.com\/hc\/en-us\/articles\/360019502594-How-to-Set-a-Conversation-Limit-for-Your-Teammates\">Read the help document here<\/a>.<\/li>\n<\/ul>\n<\/li>\n<li>Auto-close conversations after a period of inactivity\n<ul>\n<li>Automatically close conversations where participants are unresponsive.<\/li>\n<\/ul>\n<\/li>\n<li>Conversation session timeout\n<ul>\n<li>Set the interval at which conversations are considered to be inactive. You can use session timeout to sync data to integrations.<\/li>\n<li><a href=\"https:\/\/gethelp.drift.com\/hc\/en-us\/articles\/360050091333\">Read the help document here<\/a>.<\/li>\n<\/ul>\n<\/li>\n<\/ul>\n<h4 id=\"inboxes\">Inboxes<\/h4>\n<p>With Drift, you have the ability to manage and configure your inbox(es). This helps you direct all conversations from specific playbooks into a designated space.<\/p>\n<p>For example, you may want to set up a sales inbox and a support inbox. Your sales-oriented playbooks will populate one inbox, while any support-related conversations will go to the other.<\/p>\n<p>To add to or edit your inbox(es), go to <b>Settings<\/b> &gt; <b>App<\/b> <b>Settings<\/b> &gt; <b>Conversations<\/b> &gt; <b>Inboxes<\/b>, or click <a href=\"https:\/\/app.drift.com\/settings\/conversations\">here<\/a>.<\/p>\n<p>When you create a Drift account, we automatically set up a default inbox for you. This inbox will always be your default inbox and that status cannot be transferred. You can, however, edit the name of your inbox by opening the inbox in your settings.<\/p>\n"},{"acf_fc_layout":"image","image":{"ID":89955,"id":89955,"title":"add-new-inbox","filename":"add-new-inbox.gif","filesize":110558,"url":"https:\/\/www.drift.com\/wp-content\/uploads\/2021\/09\/add-new-inbox.gif","link":"https:\/\/www.drift.com\/wp-content\/uploads\/2021\/09\/add-new-inbox.gif","alt":"","author":"357","description":"","caption":"","name":"wp-attachment-add-new-inbox","status":"inherit","uploaded_to":89865,"date":"2021-09-28 03:52:14","modified":"2021-09-28 03:52:14","menu_order":0,"mime_type":"image\/gif","type":"image","subtype":"gif","icon":"https:\/\/www.drift.com\/wp-includes\/images\/media\/default.png","width":1999,"height":1250,"sizes":{"thumbnail":"https:\/\/www.drift.com\/wp-content\/uploads\/2021\/09\/add-new-inbox-150x150.gif","thumbnail-width":150,"thumbnail-height":150,"medium":"https:\/\/www.drift.com\/wp-content\/uploads\/2021\/09\/add-new-inbox.gif","medium-width":1999,"medium-height":1250,"medium_large":"https:\/\/www.drift.com\/wp-content\/uploads\/2021\/09\/add-new-inbox.gif","medium_large-width":768,"medium_large-height":480,"large":"https:\/\/www.drift.com\/wp-content\/uploads\/2021\/09\/add-new-inbox.gif","large-width":1999,"large-height":1250,"1536x1536":"https:\/\/www.drift.com\/wp-content\/uploads\/2021\/09\/add-new-inbox-1536x960.gif","1536x1536-width":1536,"1536x1536-height":960,"2048x2048":"https:\/\/www.drift.com\/wp-content\/uploads\/2021\/09\/add-new-inbox.gif","2048x2048-width":1999,"2048x2048-height":1250,"third_width_square":"https:\/\/www.drift.com\/wp-content\/uploads\/2021\/09\/add-new-inbox-324x324.gif","third_width_square-width":324,"third_width_square-height":324,"profile_24":"https:\/\/www.drift.com\/wp-content\/uploads\/2021\/09\/add-new-inbox-24x24.gif","profile_24-width":24,"profile_24-height":24,"profile_48":"https:\/\/www.drift.com\/wp-content\/uploads\/2021\/09\/add-new-inbox-48x48.gif","profile_48-width":48,"profile_48-height":48,"profile_96":"https:\/\/www.drift.com\/wp-content\/uploads\/2021\/09\/add-new-inbox-96x96.gif","profile_96-width":96,"profile_96-height":96,"profile_150":"https:\/\/www.drift.com\/wp-content\/uploads\/2021\/09\/add-new-inbox-150x150.gif","profile_150-width":150,"profile_150-height":150,"profile_300":"https:\/\/www.drift.com\/wp-content\/uploads\/2021\/09\/add-new-inbox-300x300.gif","profile_300-width":300,"profile_300-height":300}}},{"acf_fc_layout":"body","body_text":"<p>To <b>add a new inbox<\/b>, simply click <b>Create Inbox.<\/b> You&#8217;ll be brought to a page where you can name the inbox and set up the public email address associated with it. The public email address will allow people to reply to conversations or contact you via email.<\/p>\n<p>You can learn more about inboxes in this <a href=\"https:\/\/gethelp.drift.com\/hc\/en-us\/articles\/360019516613-How-to-Set-Up-and-Manage-Inboxes-for-Conversations\">help document. <\/a><\/p>\n"},{"acf_fc_layout":"cta_block","title":"Help documents in this chapter","body":"<ul>\n<li><a href=\"https:\/\/gethelp.drift.com\/hc\/en-us\/articles\/360019446874-Customizing-your-personal-profile\">How Can I Customize My Personal Drift Profile?<\/a><\/li>\n<li><a href=\"https:\/\/gethelp.drift.com\/hc\/en-us\/articles\/360019448074-How-to-connect-your-calendar-to-Drift-Meetings\">How to Connect Your Calendar to Drift Meetings<\/a><\/li>\n<li><a href=\"https:\/\/gethelp.drift.com\/hc\/en-us\/articles\/360019515033-How-do-notifications-work-in-Drift-\">How Do Notifications Work in Drift?<\/a><\/li>\n<li><a href=\"https:\/\/gethelp.drift.com\/hc\/en-us\/articles\/360019664633-Online-Offline-Agent-vs-Widget\">Online &amp; Offline: Agent vs. Widget<\/a><\/li>\n<li><a href=\"https:\/\/gethelp.drift.com\/hc\/en-us\/articles\/360019350754-Conversation-Stats-Reporting-and-Export\">Conversation Stats, Reporting, and Export<\/a><\/li>\n<li><a href=\"https:\/\/gethelp.drift.com\/hc\/en-us\/articles\/360019663593-Admin-User-and-Account-Owner-Roles\">Setting Admin, User, and Account Owner Roles<\/a><\/li>\n<li><a href=\"https:\/\/gethelp.drift.com\/hc\/en-us\/articles\/360019504594-How-to-Delete-a-User-From-Your-Team\">How to Delete a User From Your Team<\/a><\/li>\n<li><a href=\"https:\/\/gethelp.drift.com\/hc\/en-us\/articles\/360019664533-How-to-Add-Users-to-your-Team\">How to Add Users to Your Team<\/a><\/li>\n<li><a href=\"https:\/\/gethelp.drift.com\/hc\/en-us\/articles\/360019350674-Widget-Targeting-by-Team\">Widget Targeting by Team<\/a><\/li>\n<li><a href=\"https:\/\/gethelp.drift.com\/hc\/en-us\/articles\/360019350314-Playbook-Targeting-By-Team\">How to Target Your Playbooks by a Team&#8217;s Availability<\/a><\/li>\n<li><a href=\"https:\/\/gethelp.drift.com\/hc\/en-us\/articles\/360019516653-How-to-Set-Up-and-Manage-Teams-in-Drift\">How to Set Up and Manage &#8220;Teams&#8221; in Drift<\/a><\/li>\n<li><a href=\"https:\/\/gethelp.drift.com\/hc\/en-us\/articles\/360019447614-Setting-Up-Meetings-with-Drift\">Setting Up Meetings with Drift<\/a><\/li>\n<li><a href=\"https:\/\/gethelp.drift.com\/hc\/en-us\/articles\/360047404513-How-to-Integrate-Drift-Meetings-and-Zoom\">How to Integrate Drift Meetings and Zoom<\/a><\/li>\n<li><a href=\"https:\/\/gethelp.drift.com\/hc\/en-us\/articles\/360041493314-How-To-Set-Up-Group-Meetings\">How to Set Up Group Meetings<\/a><\/li>\n<li><a href=\"https:\/\/gethelp.drift.com\/hc\/en-us\/articles\/360057055794-How-to-Change-the-Prioritization-of-the-Round-Robin-Calendar\">How to Change the Prioritization of the Round-Robin Calendar<\/a><\/li>\n<li><a href=\"https:\/\/gethelp.drift.com\/hc\/en-us\/articles\/360019663353-How-to-Create-and-Manage-Saved-Replies\">How to Create and Manage Saved Replies<\/a><\/li>\n<li><a href=\"https:\/\/gethelp.drift.com\/hc\/en-us\/articles\/360019503314-How-to-Utilize-Contact-and-Conversation-Tags\">How to Utilize Contact and Conversation Tags<\/a><\/li>\n<li><a href=\"https:\/\/gethelp.drift.com\/hc\/en-us\/articles\/360043551933-Toggling-URL-Previews\">Toggling URL Previews<\/a><\/li>\n<li><a href=\"https:\/\/gethelp.drift.com\/hc\/en-us\/articles\/360019502594-How-to-Set-a-Conversation-Limit-for-Your-Teammates\">How to Set a Conversation Limit for Your Teammates<\/a><\/li>\n<li><a href=\"https:\/\/gethelp.drift.com\/hc\/en-us\/articles\/360050091333\">Conversation Sessions: Core Integrations<\/a><\/li>\n<li><a href=\"https:\/\/gethelp.drift.com\/hc\/en-us\/articles\/360019516613-How-to-Set-Up-and-Manage-Inboxes-for-Conversations\">How to Set Up and Manage Inboxes for Conversations<\/a><\/li>\n<\/ul>\n","button_text":"","button_url":"","open_in_new_tab":false,"button_text_two":"","button_url_two":"","open_in_new_tab_two":false}]},{"chapter_title":"Routing","chapter_body":[{"acf_fc_layout":"body","body_text":"<h3>What\u2019s in this chapter<\/h3>\n<ul>\n<li><a href=\"#defaultvs.conditionalbranching\">Default vs. Conditional Branching<\/a><\/li>\n<li><a href=\"#teamroutingfallbacks\">Team Routing Fallbacks<\/a><\/li>\n<li><a href=\"#salesforceroutingrules\">Salesforce Routing Rules<\/a><\/li>\n<li><a href=\"#routingbestpractices\">Routing Best Practices<\/a>\n<ul>\n<li><a href=\"#reviewingroutinginconversations\">Reviewing Routing in Conversations<\/a><\/li>\n<\/ul>\n<\/li>\n<\/ul>\n<p>Conversation routing rules determine who is routed (or added as a participant) to a conversation depending on a predetermined set of criteria. For example, you will want to route a sales rep into a Drift conversation that starts on your pricing page (vs. your homepage).<\/p>\n<p>Check out this Drift Insider video on creating routing rules.<\/p>\n"},{"acf_fc_layout":"video","video":"<script src=\"https:\/\/fast.wistia.com\/assets\/external\/E-v1.js\" async><\/script><div class=\"wistia_responsive_padding\" style=\"padding:56.25% 0 0 0;position:relative;\"><div class=\"wistia_responsive_wrapper\" style=\"height:100%;left:0;position:absolute;top:0;width:100%;\"><div class=\"wistia_embed wistia_async_i2tm2g3ufx dnt=1 videoFoam=true\" style=\"height:100%;position:relative;width:100%\"><div class=\"wistia_swatch\" style=\"height:100%;left:0;opacity:0;overflow:hidden;position:absolute;top:0;transition:opacity 200ms;width:100%;\"><img src=\"https:\/\/fast.wistia.com\/embed\/medias\/i2tm2g3ufx\/swatch\" style=\"filter:blur(5px);height:100%;object-fit:contain;width:100%;\" alt=\"\" aria-hidden=\"true\" onload=\"this.parentNode.style.opacity=1;\" \/><\/div><\/div><\/div><\/div>"},{"acf_fc_layout":"body","body_text":"<h3 id=\"defaultvs.conditionalbranching\">Default vs. Conditional Routing<\/h3>\n<p>The default routing rule is your last rule if no other criteria is matched. Think of this as your ultimate fallback.<\/p>\n<p>Once you set up conditional routing you need a rule to rely on if the conversation doesn\u2019t apply to any of your settings. Conditional routing is exactly what it sounds like: A set of rules that need to be matched in order to route to a specific person or team.<\/p>\n<p>The most common use we see is for regionally based teams (North America, EMEA, APAC, etc.). You could also use this based on other criteria such as industry or company size to route to specific sales teams.<\/p>\n<p><a href=\"https:\/\/gethelp.drift.com\/hc\/en-us\/articles\/360019516713-Bot-Routing-Rules\" target=\"_blank\" rel=\"noopener\">Check out this help article to learn more about conversation routing rules.<\/a><\/p>\n<p><a href=\"https:\/\/insider.drift.com\/lessons\/advanced-routing\/\" target=\"_blank\" rel=\"noopener\">Check out this Insider training on advanced routing.<\/a><\/p>\n"},{"acf_fc_layout":"body","body_text":"<h3 id=\"teamroutingfallbacks\">Team Routing Fallbacks<\/h3>\n<p>Sometimes your team doesn\u2019t respond when they are routed in \u2014 and you don\u2019t want to leave your prospect or customer waiting in limbo. For this reason, we created team fallbacks to take action in these scenarios. There are three main types of fallbacks to ensure you never miss a prospect:<\/p>\n<ul>\n<li><strong>Offline fallbacks<\/strong> are options to avoid routing a conversation to a teammate\/team who is not available to chat. In other words, it\u2019s a proactive fallback to avoid routing in chat reps who won\u2019t be there to respond.<\/li>\n<li><strong>Unresponsive fallbacks<\/strong> are for when someone is routed in but doesn\u2019t respond.<\/li>\n<li><strong>Meeting fallbacks<\/strong> are for scenarios where you use conversation routing to book a meeting but fail to do so (e.g. because the teammate calendar isn\u2019t connected or no one is available).<\/li>\n<\/ul>\n"},{"acf_fc_layout":"image","image":{"ID":90000,"id":90000,"title":"image1","filename":"image1.png","filesize":31119,"url":"https:\/\/www.drift.com\/wp-content\/uploads\/2021\/09\/image1.png","link":"https:\/\/www.drift.com\/wp-content\/uploads\/2021\/09\/image1.png","alt":"","author":"165","description":"","caption":"","name":"wp-attachment-image1-7","status":"inherit","uploaded_to":89865,"date":"2021-09-29 20:50:10","modified":"2021-09-29 20:50:10","menu_order":0,"mime_type":"image\/png","type":"image","subtype":"png","icon":"https:\/\/www.drift.com\/wp-includes\/images\/media\/default.png","width":1354,"height":856,"sizes":{"thumbnail":"https:\/\/www.drift.com\/wp-content\/uploads\/2021\/09\/image1-150x150.png","thumbnail-width":150,"thumbnail-height":150,"medium":"https:\/\/www.drift.com\/wp-content\/uploads\/2021\/09\/image1.png","medium-width":1354,"medium-height":856,"medium_large":"https:\/\/www.drift.com\/wp-content\/uploads\/2021\/09\/image1.png","medium_large-width":768,"medium_large-height":486,"large":"https:\/\/www.drift.com\/wp-content\/uploads\/2021\/09\/image1.png","large-width":1354,"large-height":856,"1536x1536":"https:\/\/www.drift.com\/wp-content\/uploads\/2021\/09\/image1.png","1536x1536-width":1354,"1536x1536-height":856,"2048x2048":"https:\/\/www.drift.com\/wp-content\/uploads\/2021\/09\/image1.png","2048x2048-width":1354,"2048x2048-height":856,"third_width_square":"https:\/\/www.drift.com\/wp-content\/uploads\/2021\/09\/image1-324x324.png","third_width_square-width":324,"third_width_square-height":324,"profile_24":"https:\/\/www.drift.com\/wp-content\/uploads\/2021\/09\/image1-24x24.png","profile_24-width":24,"profile_24-height":24,"profile_48":"https:\/\/www.drift.com\/wp-content\/uploads\/2021\/09\/image1-48x48.png","profile_48-width":48,"profile_48-height":48,"profile_96":"https:\/\/www.drift.com\/wp-content\/uploads\/2021\/09\/image1-96x96.png","profile_96-width":96,"profile_96-height":96,"profile_150":"https:\/\/www.drift.com\/wp-content\/uploads\/2021\/09\/image1-150x150.png","profile_150-width":150,"profile_150-height":150,"profile_300":"https:\/\/www.drift.com\/wp-content\/uploads\/2021\/09\/image1-300x300.png","profile_300-width":300,"profile_300-height":300}}},{"acf_fc_layout":"body","body_text":"<p><a href=\"https:\/\/gethelp.drift.com\/hc\/en-us\/articles\/1260804150029-Team-Routing-Fallbacks\" target=\"_blank\" rel=\"noopener\">Check out this help article to learn more about team routing fallbacks.<\/a><\/p>\n<h3 id=\"salesforceroutingrules\">Salesforce Routing Rules<\/h3>\n"},{"acf_fc_layout":"image","image":{"ID":90001,"id":90001,"title":"DRIFT-VIDEO-2538216-2622765-1622043246","filename":"DRIFT-VIDEO-2538216-2622765-1622043246.gif","filesize":850612,"url":"https:\/\/www.drift.com\/wp-content\/uploads\/2021\/09\/DRIFT-VIDEO-2538216-2622765-1622043246.gif","link":"https:\/\/www.drift.com\/wp-content\/uploads\/2021\/09\/DRIFT-VIDEO-2538216-2622765-1622043246.gif","alt":"","author":"165","description":"","caption":"","name":"wp-attachment-drift-video-2538216-2622765-1622043246","status":"inherit","uploaded_to":89865,"date":"2021-09-29 20:55:42","modified":"2021-09-29 20:55:42","menu_order":0,"mime_type":"image\/gif","type":"image","subtype":"gif","icon":"https:\/\/www.drift.com\/wp-includes\/images\/media\/default.png","width":1024,"height":640,"sizes":{"thumbnail":"https:\/\/www.drift.com\/wp-content\/uploads\/2021\/09\/DRIFT-VIDEO-2538216-2622765-1622043246-150x150.gif","thumbnail-width":150,"thumbnail-height":150,"medium":"https:\/\/www.drift.com\/wp-content\/uploads\/2021\/09\/DRIFT-VIDEO-2538216-2622765-1622043246.gif","medium-width":1024,"medium-height":640,"medium_large":"https:\/\/www.drift.com\/wp-content\/uploads\/2021\/09\/DRIFT-VIDEO-2538216-2622765-1622043246.gif","medium_large-width":768,"medium_large-height":480,"large":"https:\/\/www.drift.com\/wp-content\/uploads\/2021\/09\/DRIFT-VIDEO-2538216-2622765-1622043246.gif","large-width":1024,"large-height":640,"1536x1536":"https:\/\/www.drift.com\/wp-content\/uploads\/2021\/09\/DRIFT-VIDEO-2538216-2622765-1622043246.gif","1536x1536-width":1024,"1536x1536-height":640,"2048x2048":"https:\/\/www.drift.com\/wp-content\/uploads\/2021\/09\/DRIFT-VIDEO-2538216-2622765-1622043246.gif","2048x2048-width":1024,"2048x2048-height":640,"third_width_square":"https:\/\/www.drift.com\/wp-content\/uploads\/2021\/09\/DRIFT-VIDEO-2538216-2622765-1622043246-324x324.gif","third_width_square-width":324,"third_width_square-height":324,"profile_24":"https:\/\/www.drift.com\/wp-content\/uploads\/2021\/09\/DRIFT-VIDEO-2538216-2622765-1622043246-24x24.gif","profile_24-width":24,"profile_24-height":24,"profile_48":"https:\/\/www.drift.com\/wp-content\/uploads\/2021\/09\/DRIFT-VIDEO-2538216-2622765-1622043246-48x48.gif","profile_48-width":48,"profile_48-height":48,"profile_96":"https:\/\/www.drift.com\/wp-content\/uploads\/2021\/09\/DRIFT-VIDEO-2538216-2622765-1622043246-96x96.gif","profile_96-width":96,"profile_96-height":96,"profile_150":"https:\/\/www.drift.com\/wp-content\/uploads\/2021\/09\/DRIFT-VIDEO-2538216-2622765-1622043246-150x150.gif","profile_150-width":150,"profile_150-height":150,"profile_300":"https:\/\/www.drift.com\/wp-content\/uploads\/2021\/09\/DRIFT-VIDEO-2538216-2622765-1622043246-300x300.gif","profile_300-width":300,"profile_300-height":300}}},{"acf_fc_layout":"body","body_text":"<p>If you are on the Advanced or Enterprise plans, you have access to Salesforce routing rules.<\/p>\n<p>This is a great feature to leverage if you\u2019re already syncing with Salesforce and have mapped users who own specific accounts. It goes without saying that it\u2019s extremely valuable to bring the right person to the right conversation. And if you\u2019re already doing the work of mapping inside Salesforce, then we recommend leveraging that in Drift.<\/p>\n<p><a href=\"https:\/\/gethelp.drift.com\/hc\/en-us\/articles\/360019664653-Salesforce-Routing\"><span style=\"font-weight: 400;\">Check out this help article to learn more about Salesforce routing rules.<\/span><\/a><\/p>\n<h3 id=\"routingbestpractices\">Routing Best Practices<\/h3>\n<p><span style=\"font-weight: 400;\">As an end-user in chat, <\/span>one of the most useful tips is to set your status as \u201caway\u201d before signing out. <span style=\"font-weight: 400;\">This will prevent you from being routed into conversations when you aren\u2019t there to chat with your prospects. You can do this by following these two simple steps before signing out of Drift:<\/span><\/p>\n<ol>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Click on your profile icon in the bottom left corner of your screen.<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Click the toggle to mark yourself as \u201caway.\u201d<\/span><\/li>\n<\/ol>\n<h4 id=\"reviewingroutinginconversations\">Reviewing Routing in Conversations<\/h4>\n"},{"acf_fc_layout":"image","image":{"ID":90002,"id":90002,"title":"Drift___Conversations","filename":"Drift___Conversations.png","filesize":42129,"url":"https:\/\/www.drift.com\/wp-content\/uploads\/2021\/09\/Drift___Conversations.png","link":"https:\/\/www.drift.com\/wp-content\/uploads\/2021\/09\/Drift___Conversations.png","alt":"","author":"165","description":"","caption":"","name":"wp-attachment-drift___conversations","status":"inherit","uploaded_to":89865,"date":"2021-09-29 20:58:34","modified":"2021-09-29 20:58:34","menu_order":0,"mime_type":"image\/png","type":"image","subtype":"png","icon":"https:\/\/www.drift.com\/wp-includes\/images\/media\/default.png","width":1216,"height":1064,"sizes":{"thumbnail":"https:\/\/www.drift.com\/wp-content\/uploads\/2021\/09\/Drift___Conversations-150x150.png","thumbnail-width":150,"thumbnail-height":150,"medium":"https:\/\/www.drift.com\/wp-content\/uploads\/2021\/09\/Drift___Conversations.png","medium-width":1216,"medium-height":1064,"medium_large":"https:\/\/www.drift.com\/wp-content\/uploads\/2021\/09\/Drift___Conversations.png","medium_large-width":768,"medium_large-height":672,"large":"https:\/\/www.drift.com\/wp-content\/uploads\/2021\/09\/Drift___Conversations.png","large-width":1216,"large-height":1064,"1536x1536":"https:\/\/www.drift.com\/wp-content\/uploads\/2021\/09\/Drift___Conversations.png","1536x1536-width":1216,"1536x1536-height":1064,"2048x2048":"https:\/\/www.drift.com\/wp-content\/uploads\/2021\/09\/Drift___Conversations.png","2048x2048-width":1216,"2048x2048-height":1064,"third_width_square":"https:\/\/www.drift.com\/wp-content\/uploads\/2021\/09\/Drift___Conversations-324x324.png","third_width_square-width":324,"third_width_square-height":324,"profile_24":"https:\/\/www.drift.com\/wp-content\/uploads\/2021\/09\/Drift___Conversations-24x24.png","profile_24-width":24,"profile_24-height":24,"profile_48":"https:\/\/www.drift.com\/wp-content\/uploads\/2021\/09\/Drift___Conversations-48x48.png","profile_48-width":48,"profile_48-height":48,"profile_96":"https:\/\/www.drift.com\/wp-content\/uploads\/2021\/09\/Drift___Conversations-96x96.png","profile_96-width":96,"profile_96-height":96,"profile_150":"https:\/\/www.drift.com\/wp-content\/uploads\/2021\/09\/Drift___Conversations-150x150.png","profile_150-width":150,"profile_150-height":150,"profile_300":"https:\/\/www.drift.com\/wp-content\/uploads\/2021\/09\/Drift___Conversations-300x300.png","profile_300-width":300,"profile_300-height":300}}},{"acf_fc_layout":"body","body_text":"<p>A common question we get asked is, \u201cWhy was this person routed (or not routed) into this conversation?\u201d This is something you can check inside each conversation by following these steps:<\/p>\n<ol>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Expand the Conversation Info panel on the right-hand side of the screen.<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Under Routed, click View Audit Logs.<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Review the routing rules to see details.<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Click Review teammate availability to see who was available at the time of routing.<\/span><\/li>\n<\/ol>\n"},{"acf_fc_layout":"cta_block","title":"Help documents in this chapter","body":"<ul>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><a href=\"https:\/\/gethelp.drift.com\/hc\/en-us\/articles\/360019516713-Bot-Routing-Rules\"><span style=\"font-weight: 400;\">How to Set Up Conversation Routing Rules<\/span><\/a><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><a href=\"https:\/\/gethelp.drift.com\/hc\/en-us\/articles\/1260804150029-Team-Routing-Fallbacks\"><span style=\"font-weight: 400;\">Team Routing Fallbacks<\/span><\/a><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><a href=\"https:\/\/gethelp.drift.com\/hc\/en-us\/articles\/360019664653-Salesforce-Routing\"><span style=\"font-weight: 400;\">How to Set Up and Use the Salesforce Routing Rule<\/span><\/a><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><a href=\"https:\/\/gethelp.drift.com\/hc\/en-us\/articles\/1260804110709-Routing-Implementation-Guide\"><span style=\"font-weight: 400;\">Routing Implementation Guide<\/span><\/a><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><a href=\"https:\/\/gethelp.drift.com\/hc\/en-us\/articles\/1260801559769-How-does-Round-Robin-Routing-Work-for-Chat-\"><span style=\"font-weight: 400;\">How Does Round-Robin Routing Work for Chat<\/span><\/a><\/li>\n<\/ul>\n","button_text":"","button_url":"","open_in_new_tab":true,"button_text_two":"","button_url_two":"","open_in_new_tab_two":false}]},{"chapter_title":"Reporting","chapter_body":[{"acf_fc_layout":"body","body_text":"<h3>What&#8217;s in this chapter<\/h3>\n<ul>\n<li><a href=\"#driftdashboard\">Drift Dashboard<\/a>\n<ul>\n<li><a href=\"#driftoverview\">Drift Overview<\/a><\/li>\n<li><a href=\"#influencedbydrift\">Influenced by Drift<\/a><\/li>\n<li><a href=\"#meetingsreport\">Meetings Report<\/a><\/li>\n<li><a href=\"#conversationsreport\">Conversations Report<\/a><\/li>\n<\/ul>\n<\/li>\n<li><a href=\"#salesresults\">Sales Results<\/a>\n<ul>\n<li><a href=\"#salesresultsoverview\">Sales Results Overview<\/a><\/li>\n<li><a href=\"#pipelinerevenuereport\">Pipeline Revenue Report<\/a><\/li>\n<li><a href=\"#closedwonrevenuereport\">Closed Won Revenue Report<\/a><\/li>\n<li><a href=\"#thesalescyclereport\">The Sales Cycle Report<\/a><\/li>\n<\/ul>\n<\/li>\n<li><a href=\"#chatplaybooksreport\">Chat Playbooks Report<\/a>\n<ul>\n<li><a href=\"#chatplaybooksoverview\">Chat Playbooks Overview<\/a><\/li>\n<li><a href=\"#sitecoverage\">Site Coverage<\/a><\/li>\n<\/ul>\n<\/li>\n<li><a href=\"#conversationsreport\">Conversations Report<\/a>\n<ul>\n<li><a href=\"#chatsreport\">Chats Report<\/a><\/li>\n<li><a href=\"#meetingsreport\">Meetings Report<\/a><\/li>\n<li><a href=\"#callsreport\">Calls Report<\/a><\/li>\n<li><a href=\"#conversationanalysis\">Conversation Analysis<\/a><\/li>\n<\/ul>\n<\/li>\n<li><a href=\"#teamperformance\">Team Performance<\/a><\/li>\n<\/ul>\n<p><span style=\"font-weight: 400;\">We know it can be difficult to measure the ROI of a specific tool in your tech stack. That\u2019s why Drift offers reporting within the application and hone in on what really matters \u2014 pipeline and revenue.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Check out this Drift Insider video on reporting within Drift. <\/span><\/p>\n"},{"acf_fc_layout":"video","video":"<script src=\"https:\/\/fast.wistia.com\/assets\/external\/E-v1.js\" async><\/script><div class=\"wistia_responsive_padding\" style=\"padding:56.25% 0 0 0;position:relative;\"><div class=\"wistia_responsive_wrapper\" style=\"height:100%;left:0;position:absolute;top:0;width:100%;\"><div class=\"wistia_embed wistia_async_18l3j6d9xi dnt=1 videoFoam=true\" style=\"height:100%;position:relative;width:100%\"><div class=\"wistia_swatch\" style=\"height:100%;left:0;opacity:0;overflow:hidden;position:absolute;top:0;transition:opacity 200ms;width:100%;\"><img src=\"https:\/\/fast.wistia.com\/embed\/medias\/18l3j6d9xi\/swatch\" style=\"filter:blur(5px);height:100%;object-fit:contain;width:100%;\" alt=\"\" aria-hidden=\"true\" onload=\"this.parentNode.style.opacity=1;\" \/><\/div><\/div><\/div><\/div>"},{"acf_fc_layout":"body","body_text":"<p><span style=\"font-weight: 400;\">We offer a series of reports that show you Drift performance including bot performance, overviews, meeting and conversation reports, conversation analysis, pipeline, and more. We\u2019ll review these reports in this chapter.<\/span><\/p>\n<h3 id=\"driftdashboard\">Drift Dashboard<\/h3>\n<p><span style=\"font-weight: 400;\">Let\u2019s start with your Drift dashboard. As an admin, this will be the first thing you see when you open Drift. There are a few key reports on your Drift dashboard such as your overview, influenced by Drift, meetings report, and conversations report.\u00a0<\/span><\/p>\n"},{"acf_fc_layout":"image","image":{"ID":90009,"id":90009,"title":"ScreenFlow","filename":"ScreenFlow.gif","filesize":4575708,"url":"https:\/\/www.drift.com\/wp-content\/uploads\/2021\/09\/ScreenFlow.gif","link":"https:\/\/www.drift.com\/wp-content\/uploads\/2021\/09\/ScreenFlow.gif","alt":"","author":"165","description":"","caption":"","name":"wp-attachment-screenflow-2","status":"inherit","uploaded_to":89865,"date":"2021-09-30 20:04:34","modified":"2021-09-30 20:04:34","menu_order":0,"mime_type":"image\/gif","type":"image","subtype":"gif","icon":"https:\/\/www.drift.com\/wp-includes\/images\/media\/default.png","width":1958,"height":1084,"sizes":{"thumbnail":"https:\/\/www.drift.com\/wp-content\/uploads\/2021\/09\/ScreenFlow-150x150.gif","thumbnail-width":150,"thumbnail-height":150,"medium":"https:\/\/www.drift.com\/wp-content\/uploads\/2021\/09\/ScreenFlow.gif","medium-width":1958,"medium-height":1084,"medium_large":"https:\/\/www.drift.com\/wp-content\/uploads\/2021\/09\/ScreenFlow.gif","medium_large-width":768,"medium_large-height":425,"large":"https:\/\/www.drift.com\/wp-content\/uploads\/2021\/09\/ScreenFlow.gif","large-width":1958,"large-height":1084,"1536x1536":"https:\/\/www.drift.com\/wp-content\/uploads\/2021\/09\/ScreenFlow-1536x850.gif","1536x1536-width":1536,"1536x1536-height":850,"2048x2048":"https:\/\/www.drift.com\/wp-content\/uploads\/2021\/09\/ScreenFlow.gif","2048x2048-width":1958,"2048x2048-height":1084,"third_width_square":"https:\/\/www.drift.com\/wp-content\/uploads\/2021\/09\/ScreenFlow-324x324.gif","third_width_square-width":324,"third_width_square-height":324,"profile_24":"https:\/\/www.drift.com\/wp-content\/uploads\/2021\/09\/ScreenFlow-24x24.gif","profile_24-width":24,"profile_24-height":24,"profile_48":"https:\/\/www.drift.com\/wp-content\/uploads\/2021\/09\/ScreenFlow-48x48.gif","profile_48-width":48,"profile_48-height":48,"profile_96":"https:\/\/www.drift.com\/wp-content\/uploads\/2021\/09\/ScreenFlow-96x96.gif","profile_96-width":96,"profile_96-height":96,"profile_150":"https:\/\/www.drift.com\/wp-content\/uploads\/2021\/09\/ScreenFlow-150x150.gif","profile_150-width":150,"profile_150-height":150,"profile_300":"https:\/\/www.drift.com\/wp-content\/uploads\/2021\/09\/ScreenFlow-300x300.gif","profile_300-width":300,"profile_300-height":300}}},{"acf_fc_layout":"body","body_text":"<h4 id=\"driftoverview\">Drift Overview<\/h4>\n<p><span style=\"font-weight: 400;\">In your Drift overview, we show you three key numbers that indicate the health of your account.<\/span><\/p>\n<ol>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Number of conversations that happened within a given timeframe<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Number of emails Drift captured within a given timeframe<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\">Number of conversation qualified leads (<a style=\"font-size: 1.25rem; letter-spacing: -0.17px;\" href=\"https:\/\/gethelp.drift.com\/hc\/en-us\/articles\/360019503414-What-are-Conversation-Qualified-Leads-CQL-s-in-Drift\">CQLs<\/a><span style=\"font-weight: 400;\">) that were marked within a given timeframe<\/span><\/li>\n<\/ol>\n<p><span style=\"font-weight: 400;\">The date range for this report is customizable.\u00a0<\/span><\/p>\n"},{"acf_fc_layout":"image","image":{"ID":90010,"id":90010,"title":"Screen Shot 2020-05-14 at 2.43.59 PM","filename":"Screen-Shot-2020-05-14-at-2.43.59-PM.png","filesize":63553,"url":"https:\/\/www.drift.com\/wp-content\/uploads\/2021\/09\/Screen-Shot-2020-05-14-at-2.43.59-PM.png","link":"https:\/\/www.drift.com\/wp-content\/uploads\/2021\/09\/Screen-Shot-2020-05-14-at-2.43.59-PM.png","alt":"","author":"165","description":"","caption":"","name":"wp-attachment-screen-shot-2020-05-14-at-2-43-59-pm","status":"inherit","uploaded_to":89865,"date":"2021-09-30 20:07:08","modified":"2021-09-30 20:07:08","menu_order":0,"mime_type":"image\/png","type":"image","subtype":"png","icon":"https:\/\/www.drift.com\/wp-includes\/images\/media\/default.png","width":501,"height":557,"sizes":{"thumbnail":"https:\/\/www.drift.com\/wp-content\/uploads\/2021\/09\/Screen-Shot-2020-05-14-at-2.43.59-PM-150x150.png","thumbnail-width":150,"thumbnail-height":150,"medium":"https:\/\/www.drift.com\/wp-content\/uploads\/2021\/09\/Screen-Shot-2020-05-14-at-2.43.59-PM.png","medium-width":501,"medium-height":557,"medium_large":"https:\/\/www.drift.com\/wp-content\/uploads\/2021\/09\/Screen-Shot-2020-05-14-at-2.43.59-PM.png","medium_large-width":501,"medium_large-height":557,"large":"https:\/\/www.drift.com\/wp-content\/uploads\/2021\/09\/Screen-Shot-2020-05-14-at-2.43.59-PM.png","large-width":501,"large-height":557,"1536x1536":"https:\/\/www.drift.com\/wp-content\/uploads\/2021\/09\/Screen-Shot-2020-05-14-at-2.43.59-PM.png","1536x1536-width":501,"1536x1536-height":557,"2048x2048":"https:\/\/www.drift.com\/wp-content\/uploads\/2021\/09\/Screen-Shot-2020-05-14-at-2.43.59-PM.png","2048x2048-width":501,"2048x2048-height":557,"third_width_square":"https:\/\/www.drift.com\/wp-content\/uploads\/2021\/09\/Screen-Shot-2020-05-14-at-2.43.59-PM-324x324.png","third_width_square-width":324,"third_width_square-height":324,"profile_24":"https:\/\/www.drift.com\/wp-content\/uploads\/2021\/09\/Screen-Shot-2020-05-14-at-2.43.59-PM-24x24.png","profile_24-width":24,"profile_24-height":24,"profile_48":"https:\/\/www.drift.com\/wp-content\/uploads\/2021\/09\/Screen-Shot-2020-05-14-at-2.43.59-PM-48x48.png","profile_48-width":48,"profile_48-height":48,"profile_96":"https:\/\/www.drift.com\/wp-content\/uploads\/2021\/09\/Screen-Shot-2020-05-14-at-2.43.59-PM-96x96.png","profile_96-width":96,"profile_96-height":96,"profile_150":"https:\/\/www.drift.com\/wp-content\/uploads\/2021\/09\/Screen-Shot-2020-05-14-at-2.43.59-PM-150x150.png","profile_150-width":150,"profile_150-height":150,"profile_300":"https:\/\/www.drift.com\/wp-content\/uploads\/2021\/09\/Screen-Shot-2020-05-14-at-2.43.59-PM-300x300.png","profile_300-width":300,"profile_300-height":300}}},{"acf_fc_layout":"body","body_text":"<h4 id=\"influencedbydrift\">Influenced by Drift<\/h4>\n<p><span style=\"font-weight: 400;\">Next up, the influenced by Drift report. If you have Salesforce connected to Drift, you will also see a Salesforce revenue dashboard. For complete information on that and how it&#8217;s calculated, <\/span><a href=\"https:\/\/gethelp.drift.com\/hc\/en-us\/articles\/360019503854-Salesforce-Global-Dashboard\"><span style=\"font-weight: 400;\">click here<\/span><\/a><span style=\"font-weight: 400;\">.<\/span><\/p>\n"},{"acf_fc_layout":"image","image":{"ID":90011,"id":90011,"title":"Screen Shot 2020-05-14 at 3.14.54 PM","filename":"Screen-Shot-2020-05-14-at-3.14.54-PM.png","filesize":46926,"url":"https:\/\/www.drift.com\/wp-content\/uploads\/2021\/09\/Screen-Shot-2020-05-14-at-3.14.54-PM.png","link":"https:\/\/www.drift.com\/wp-content\/uploads\/2021\/09\/Screen-Shot-2020-05-14-at-3.14.54-PM.png","alt":"","author":"165","description":"","caption":"","name":"wp-attachment-screen-shot-2020-05-14-at-3-14-54-pm","status":"inherit","uploaded_to":89865,"date":"2021-09-30 20:22:08","modified":"2021-09-30 20:22:08","menu_order":0,"mime_type":"image\/png","type":"image","subtype":"png","icon":"https:\/\/www.drift.com\/wp-includes\/images\/media\/default.png","width":623,"height":475,"sizes":{"thumbnail":"https:\/\/www.drift.com\/wp-content\/uploads\/2021\/09\/Screen-Shot-2020-05-14-at-3.14.54-PM-150x150.png","thumbnail-width":150,"thumbnail-height":150,"medium":"https:\/\/www.drift.com\/wp-content\/uploads\/2021\/09\/Screen-Shot-2020-05-14-at-3.14.54-PM.png","medium-width":623,"medium-height":475,"medium_large":"https:\/\/www.drift.com\/wp-content\/uploads\/2021\/09\/Screen-Shot-2020-05-14-at-3.14.54-PM.png","medium_large-width":623,"medium_large-height":475,"large":"https:\/\/www.drift.com\/wp-content\/uploads\/2021\/09\/Screen-Shot-2020-05-14-at-3.14.54-PM.png","large-width":623,"large-height":475,"1536x1536":"https:\/\/www.drift.com\/wp-content\/uploads\/2021\/09\/Screen-Shot-2020-05-14-at-3.14.54-PM.png","1536x1536-width":623,"1536x1536-height":475,"2048x2048":"https:\/\/www.drift.com\/wp-content\/uploads\/2021\/09\/Screen-Shot-2020-05-14-at-3.14.54-PM.png","2048x2048-width":623,"2048x2048-height":475,"third_width_square":"https:\/\/www.drift.com\/wp-content\/uploads\/2021\/09\/Screen-Shot-2020-05-14-at-3.14.54-PM-324x324.png","third_width_square-width":324,"third_width_square-height":324,"profile_24":"https:\/\/www.drift.com\/wp-content\/uploads\/2021\/09\/Screen-Shot-2020-05-14-at-3.14.54-PM-24x24.png","profile_24-width":24,"profile_24-height":24,"profile_48":"https:\/\/www.drift.com\/wp-content\/uploads\/2021\/09\/Screen-Shot-2020-05-14-at-3.14.54-PM-48x48.png","profile_48-width":48,"profile_48-height":48,"profile_96":"https:\/\/www.drift.com\/wp-content\/uploads\/2021\/09\/Screen-Shot-2020-05-14-at-3.14.54-PM-96x96.png","profile_96-width":96,"profile_96-height":96,"profile_150":"https:\/\/www.drift.com\/wp-content\/uploads\/2021\/09\/Screen-Shot-2020-05-14-at-3.14.54-PM-150x150.png","profile_150-width":150,"profile_150-height":150,"profile_300":"https:\/\/www.drift.com\/wp-content\/uploads\/2021\/09\/Screen-Shot-2020-05-14-at-3.14.54-PM-300x300.png","profile_300-width":300,"profile_300-height":300}}},{"acf_fc_layout":"body","body_text":"<h4 id=\"meetingsreport\">Meetings Report<\/h4>\n<p><span style=\"font-weight: 400;\">We offer an overview report of the meetings your team has booked through Drift. The date range follows the filter you set at the top of the dashboard.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Along with a line graph showing the cumulative booked meetings within the timeframe, there&#8217;s also a table showing the top five members of your team in terms of meetings booked. To view the full report, <\/span><a href=\"https:\/\/app.drift.com\/reports\/meeting\"><span style=\"font-weight: 400;\">click here<\/span><\/a><span style=\"font-weight: 400;\">.<\/span><\/p>\n"},{"acf_fc_layout":"image","image":{"ID":90012,"id":90012,"title":"Drift___Dashboard","filename":"Drift___Dashboard.png","filesize":175854,"url":"https:\/\/www.drift.com\/wp-content\/uploads\/2021\/09\/Drift___Dashboard.png","link":"https:\/\/www.drift.com\/wp-content\/uploads\/2021\/09\/Drift___Dashboard.png","alt":"","author":"165","description":"","caption":"","name":"wp-attachment-drift___dashboard","status":"inherit","uploaded_to":89865,"date":"2021-09-30 20:24:59","modified":"2021-09-30 20:24:59","menu_order":0,"mime_type":"image\/png","type":"image","subtype":"png","icon":"https:\/\/www.drift.com\/wp-includes\/images\/media\/default.png","width":2746,"height":746,"sizes":{"thumbnail":"https:\/\/www.drift.com\/wp-content\/uploads\/2021\/09\/Drift___Dashboard-150x150.png","thumbnail-width":150,"thumbnail-height":150,"medium":"https:\/\/www.drift.com\/wp-content\/uploads\/2021\/09\/Drift___Dashboard.png","medium-width":2746,"medium-height":746,"medium_large":"https:\/\/www.drift.com\/wp-content\/uploads\/2021\/09\/Drift___Dashboard.png","medium_large-width":768,"medium_large-height":209,"large":"https:\/\/www.drift.com\/wp-content\/uploads\/2021\/09\/Drift___Dashboard.png","large-width":2746,"large-height":746,"1536x1536":"https:\/\/www.drift.com\/wp-content\/uploads\/2021\/09\/Drift___Dashboard-1536x417.png","1536x1536-width":1536,"1536x1536-height":417,"2048x2048":"https:\/\/www.drift.com\/wp-content\/uploads\/2021\/09\/Drift___Dashboard-2048x556.png","2048x2048-width":2048,"2048x2048-height":556,"third_width_square":"https:\/\/www.drift.com\/wp-content\/uploads\/2021\/09\/Drift___Dashboard-324x324.png","third_width_square-width":324,"third_width_square-height":324,"profile_24":"https:\/\/www.drift.com\/wp-content\/uploads\/2021\/09\/Drift___Dashboard-24x24.png","profile_24-width":24,"profile_24-height":24,"profile_48":"https:\/\/www.drift.com\/wp-content\/uploads\/2021\/09\/Drift___Dashboard-48x48.png","profile_48-width":48,"profile_48-height":48,"profile_96":"https:\/\/www.drift.com\/wp-content\/uploads\/2021\/09\/Drift___Dashboard-96x96.png","profile_96-width":96,"profile_96-height":96,"profile_150":"https:\/\/www.drift.com\/wp-content\/uploads\/2021\/09\/Drift___Dashboard-150x150.png","profile_150-width":150,"profile_150-height":150,"profile_300":"https:\/\/www.drift.com\/wp-content\/uploads\/2021\/09\/Drift___Dashboard-300x300.png","profile_300-width":300,"profile_300-height":300}}},{"acf_fc_layout":"body","body_text":"<h4 id=\"conversationsreport\">Conversations Report<\/h4>\n<p><span style=\"font-weight: 400;\">Lastly, your overview dashboard will give you a quick view of your conversation stats. You can see a graph of conversations per day, along with a heat map of when new conversations were started. To see the full report, <\/span><a href=\"https:\/\/app.drift.com\/reports\/conversation\/volume\"><span style=\"font-weight: 400;\">click here<\/span><\/a><span style=\"font-weight: 400;\">.<\/span><\/p>\n"},{"acf_fc_layout":"image","image":{"ID":90021,"id":90021,"title":"Drift___Dashboard-1","filename":"Drift___Dashboard-1.png","filesize":197830,"url":"https:\/\/www.drift.com\/wp-content\/uploads\/2021\/09\/Drift___Dashboard-1.png","link":"https:\/\/www.drift.com\/wp-content\/uploads\/2021\/09\/Drift___Dashboard-1.png","alt":"","author":"165","description":"","caption":"","name":"wp-attachment-drift___dashboard-1","status":"inherit","uploaded_to":89865,"date":"2021-10-01 14:54:21","modified":"2021-10-01 14:54:21","menu_order":0,"mime_type":"image\/png","type":"image","subtype":"png","icon":"https:\/\/www.drift.com\/wp-includes\/images\/media\/default.png","width":2730,"height":928,"sizes":{"thumbnail":"https:\/\/www.drift.com\/wp-content\/uploads\/2021\/09\/Drift___Dashboard-1-150x150.png","thumbnail-width":150,"thumbnail-height":150,"medium":"https:\/\/www.drift.com\/wp-content\/uploads\/2021\/09\/Drift___Dashboard-1.png","medium-width":2730,"medium-height":928,"medium_large":"https:\/\/www.drift.com\/wp-content\/uploads\/2021\/09\/Drift___Dashboard-1.png","medium_large-width":768,"medium_large-height":261,"large":"https:\/\/www.drift.com\/wp-content\/uploads\/2021\/09\/Drift___Dashboard-1.png","large-width":2730,"large-height":928,"1536x1536":"https:\/\/www.drift.com\/wp-content\/uploads\/2021\/09\/Drift___Dashboard-1-1536x522.png","1536x1536-width":1536,"1536x1536-height":522,"2048x2048":"https:\/\/www.drift.com\/wp-content\/uploads\/2021\/09\/Drift___Dashboard-1-2048x696.png","2048x2048-width":2048,"2048x2048-height":696,"third_width_square":"https:\/\/www.drift.com\/wp-content\/uploads\/2021\/09\/Drift___Dashboard-1-324x324.png","third_width_square-width":324,"third_width_square-height":324,"profile_24":"https:\/\/www.drift.com\/wp-content\/uploads\/2021\/09\/Drift___Dashboard-1-24x24.png","profile_24-width":24,"profile_24-height":24,"profile_48":"https:\/\/www.drift.com\/wp-content\/uploads\/2021\/09\/Drift___Dashboard-1-48x48.png","profile_48-width":48,"profile_48-height":48,"profile_96":"https:\/\/www.drift.com\/wp-content\/uploads\/2021\/09\/Drift___Dashboard-1-96x96.png","profile_96-width":96,"profile_96-height":96,"profile_150":"https:\/\/www.drift.com\/wp-content\/uploads\/2021\/09\/Drift___Dashboard-1-150x150.png","profile_150-width":150,"profile_150-height":150,"profile_300":"https:\/\/www.drift.com\/wp-content\/uploads\/2021\/09\/Drift___Dashboard-1-300x300.png","profile_300-width":300,"profile_300-height":300}}},{"acf_fc_layout":"body","body_text":"<p><a href=\"https:\/\/gethelp.drift.com\/hc\/en-us\/articles\/360019503854-Salesforce-Global-Dashboard\"><span style=\"font-weight: 400;\">You can read more about the Drift dashboard here.\u00a0<\/span><\/a><\/p>\n<h3 id=\"salesresults\">Sales Results<\/h3>\n<p><span style=\"font-weight: 400;\">For Drift users with Salesforce connected, you have the ability to dive deeper into data with multiple Salesforce reports. If you navigate to <\/span><b>Reports &gt; Sales Results<\/b><span style=\"font-weight: 400;\"> you will find four reports: overview, pipeline, closed won, and sales cycle.\u00a0<\/span><\/p>\n<h4 id=\"salesresultsoverview\">Sales Results Overview<\/h4>\n<p><span style=\"font-weight: 400;\">The first report we\u2019ll cover is the overview report. To view this report use the left-hand navigation pane to find <\/span><b>Reports &gt; Sales Results &gt; <\/b><a href=\"https:\/\/app.drift.com\/reports\/sales\/overview\"><b>Overview<\/b><\/a><span style=\"font-weight: 400;\">.<\/span><\/p>\n"},{"acf_fc_layout":"image","image":{"ID":90022,"id":90022,"title":"mceclip0 (1)","filename":"mceclip0-1.png","filesize":112148,"url":"https:\/\/www.drift.com\/wp-content\/uploads\/2021\/09\/mceclip0-1.png","link":"https:\/\/www.drift.com\/wp-content\/uploads\/2021\/09\/mceclip0-1.png","alt":"","author":"165","description":"","caption":"","name":"wp-attachment-mceclip0-1","status":"inherit","uploaded_to":89865,"date":"2021-10-01 14:56:38","modified":"2021-10-01 14:56:38","menu_order":0,"mime_type":"image\/png","type":"image","subtype":"png","icon":"https:\/\/www.drift.com\/wp-includes\/images\/media\/default.png","width":1261,"height":875,"sizes":{"thumbnail":"https:\/\/www.drift.com\/wp-content\/uploads\/2021\/09\/mceclip0-1-150x150.png","thumbnail-width":150,"thumbnail-height":150,"medium":"https:\/\/www.drift.com\/wp-content\/uploads\/2021\/09\/mceclip0-1.png","medium-width":1261,"medium-height":875,"medium_large":"https:\/\/www.drift.com\/wp-content\/uploads\/2021\/09\/mceclip0-1.png","medium_large-width":768,"medium_large-height":533,"large":"https:\/\/www.drift.com\/wp-content\/uploads\/2021\/09\/mceclip0-1.png","large-width":1261,"large-height":875,"1536x1536":"https:\/\/www.drift.com\/wp-content\/uploads\/2021\/09\/mceclip0-1.png","1536x1536-width":1261,"1536x1536-height":875,"2048x2048":"https:\/\/www.drift.com\/wp-content\/uploads\/2021\/09\/mceclip0-1.png","2048x2048-width":1261,"2048x2048-height":875,"third_width_square":"https:\/\/www.drift.com\/wp-content\/uploads\/2021\/09\/mceclip0-1-324x324.png","third_width_square-width":324,"third_width_square-height":324,"profile_24":"https:\/\/www.drift.com\/wp-content\/uploads\/2021\/09\/mceclip0-1-24x24.png","profile_24-width":24,"profile_24-height":24,"profile_48":"https:\/\/www.drift.com\/wp-content\/uploads\/2021\/09\/mceclip0-1-48x48.png","profile_48-width":48,"profile_48-height":48,"profile_96":"https:\/\/www.drift.com\/wp-content\/uploads\/2021\/09\/mceclip0-1-96x96.png","profile_96-width":96,"profile_96-height":96,"profile_150":"https:\/\/www.drift.com\/wp-content\/uploads\/2021\/09\/mceclip0-1-150x150.png","profile_150-width":150,"profile_150-height":150,"profile_300":"https:\/\/www.drift.com\/wp-content\/uploads\/2021\/09\/mceclip0-1-300x300.png","profile_300-width":300,"profile_300-height":300}}},{"acf_fc_layout":"body","body_text":"<p><span style=\"font-weight: 400;\">The overview report was created to provide a consolidated view of all three of our standalone sales reports (pipeline, closed won, and sales cycle).\u00a0<\/span><\/p>\n<p><span style=\"font-weight: 400;\">This report and its underlying reports contain the following filters: date range, opportunity type, and sourced or influenced. Clicking on a card will take you to its corresponding report.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Learn more about how to use the Drift overview report in this Insider video.<\/span><\/p>\n"},{"acf_fc_layout":"video","video":"<script src=\"https:\/\/fast.wistia.com\/assets\/external\/E-v1.js\" async><\/script><div class=\"wistia_responsive_padding\" style=\"padding:56.25% 0 0 0;position:relative;\"><div class=\"wistia_responsive_wrapper\" style=\"height:100%;left:0;position:absolute;top:0;width:100%;\"><div class=\"wistia_embed wistia_async_hmylyzqc8g dnt=1 videoFoam=true\" style=\"height:100%;position:relative;width:100%\"><div class=\"wistia_swatch\" style=\"height:100%;left:0;opacity:0;overflow:hidden;position:absolute;top:0;transition:opacity 200ms;width:100%;\"><img src=\"https:\/\/fast.wistia.com\/embed\/medias\/hmylyzqc8g\/swatch\" style=\"filter:blur(5px);height:100%;object-fit:contain;width:100%;\" alt=\"\" aria-hidden=\"true\" onload=\"this.parentNode.style.opacity=1;\" \/><\/div><\/div><\/div><\/div>"},{"acf_fc_layout":"body","body_text":"<p><a href=\"https:\/\/gethelp.drift.com\/hc\/en-us\/articles\/360019503854-Salesforce-Global-Dashboard\"><span style=\"font-weight: 400;\">You can also learn more about the overview report in this help document.\u00a0<\/span><\/a><\/p>\n<h4 id=\"pipelinerevenuereport\">Pipeline Revenue Report<\/h4>\n<p><span style=\"font-weight: 400;\">The <\/span><b>pipeline revenue report<\/b><span style=\"font-weight: 400;\"> shows you the Drift influenced and sourced pipeline opportunities and corresponding revenue amount. To view this report, use the left-hand navigation pane to find <\/span><b>Reports &gt; Sales Results &gt; <\/b><a href=\"https:\/\/app.drift.com\/reports\/sales\/pipeline\"><span style=\"font-weight: 400;\">Pipeline<\/span><\/a><b>.<\/b><\/p>\n"},{"acf_fc_layout":"image","image":{"ID":90025,"id":90025,"title":"mceclip8","filename":"mceclip8.png","filesize":103711,"url":"https:\/\/www.drift.com\/wp-content\/uploads\/2021\/09\/mceclip8.png","link":"https:\/\/www.drift.com\/wp-content\/uploads\/2021\/09\/mceclip8.png","alt":"","author":"165","description":"","caption":"","name":"wp-attachment-mceclip8","status":"inherit","uploaded_to":89865,"date":"2021-10-01 15:05:48","modified":"2021-10-01 15:05:48","menu_order":0,"mime_type":"image\/png","type":"image","subtype":"png","icon":"https:\/\/www.drift.com\/wp-includes\/images\/media\/default.png","width":1217,"height":845,"sizes":{"thumbnail":"https:\/\/www.drift.com\/wp-content\/uploads\/2021\/09\/mceclip8-150x150.png","thumbnail-width":150,"thumbnail-height":150,"medium":"https:\/\/www.drift.com\/wp-content\/uploads\/2021\/09\/mceclip8.png","medium-width":1217,"medium-height":845,"medium_large":"https:\/\/www.drift.com\/wp-content\/uploads\/2021\/09\/mceclip8.png","medium_large-width":768,"medium_large-height":533,"large":"https:\/\/www.drift.com\/wp-content\/uploads\/2021\/09\/mceclip8.png","large-width":1217,"large-height":845,"1536x1536":"https:\/\/www.drift.com\/wp-content\/uploads\/2021\/09\/mceclip8.png","1536x1536-width":1217,"1536x1536-height":845,"2048x2048":"https:\/\/www.drift.com\/wp-content\/uploads\/2021\/09\/mceclip8.png","2048x2048-width":1217,"2048x2048-height":845,"third_width_square":"https:\/\/www.drift.com\/wp-content\/uploads\/2021\/09\/mceclip8-324x324.png","third_width_square-width":324,"third_width_square-height":324,"profile_24":"https:\/\/www.drift.com\/wp-content\/uploads\/2021\/09\/mceclip8-24x24.png","profile_24-width":24,"profile_24-height":24,"profile_48":"https:\/\/www.drift.com\/wp-content\/uploads\/2021\/09\/mceclip8-48x48.png","profile_48-width":48,"profile_48-height":48,"profile_96":"https:\/\/www.drift.com\/wp-content\/uploads\/2021\/09\/mceclip8-96x96.png","profile_96-width":96,"profile_96-height":96,"profile_150":"https:\/\/www.drift.com\/wp-content\/uploads\/2021\/09\/mceclip8-150x150.png","profile_150-width":150,"profile_150-height":150,"profile_300":"https:\/\/www.drift.com\/wp-content\/uploads\/2021\/09\/mceclip8-300x300.png","profile_300-width":300,"profile_300-height":300}}},{"acf_fc_layout":"body","body_text":"<p><span style=\"font-weight: 400;\">To export any of the data, simply click the &#8220;Export CSV&#8221; button below the graph. The exported CSV contains more data fields than what is shown in the pipeline report table. If you would like to understand what each field means, continue reading. Otherwise please skip ahead to learn about the closed won revenue report.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">To read more about the pipeline revenue report, <\/span><a href=\"https:\/\/gethelp.drift.com\/hc\/en-us\/articles\/360019503854-Salesforce-Global-Dashboard\"><span style=\"font-weight: 400;\">check out this help document.<\/span><\/a><\/p>\n<h4 id=\"closedwonrevenuereport\">Closed Won Revenue Report<\/h4>\n<p><span style=\"font-weight: 400;\">The <\/span>closed won revenue report<span style=\"font-weight: 400;\"> works exactly like the pipeline revenue report above. The difference is that this report only shows opportunities that are in the closed won stage in Salesforce.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">To view this report use the <\/span><b>navigation pane to find Reports &gt; Sales Results &gt; <\/b><a href=\"https:\/\/app.drift.com\/reports\/sales\/closed-won\"><b>Closed won<\/b><\/a><span style=\"font-weight: 400;\">.<\/span><\/p>\n"},{"acf_fc_layout":"image","image":{"ID":90026,"id":90026,"title":"mceclip12","filename":"mceclip12.png","filesize":105356,"url":"https:\/\/www.drift.com\/wp-content\/uploads\/2021\/09\/mceclip12.png","link":"https:\/\/www.drift.com\/wp-content\/uploads\/2021\/09\/mceclip12.png","alt":"","author":"165","description":"","caption":"","name":"wp-attachment-mceclip12","status":"inherit","uploaded_to":89865,"date":"2021-10-01 15:12:19","modified":"2021-10-01 15:12:19","menu_order":0,"mime_type":"image\/png","type":"image","subtype":"png","icon":"https:\/\/www.drift.com\/wp-includes\/images\/media\/default.png","width":1217,"height":845,"sizes":{"thumbnail":"https:\/\/www.drift.com\/wp-content\/uploads\/2021\/09\/mceclip12-150x150.png","thumbnail-width":150,"thumbnail-height":150,"medium":"https:\/\/www.drift.com\/wp-content\/uploads\/2021\/09\/mceclip12.png","medium-width":1217,"medium-height":845,"medium_large":"https:\/\/www.drift.com\/wp-content\/uploads\/2021\/09\/mceclip12.png","medium_large-width":768,"medium_large-height":533,"large":"https:\/\/www.drift.com\/wp-content\/uploads\/2021\/09\/mceclip12.png","large-width":1217,"large-height":845,"1536x1536":"https:\/\/www.drift.com\/wp-content\/uploads\/2021\/09\/mceclip12.png","1536x1536-width":1217,"1536x1536-height":845,"2048x2048":"https:\/\/www.drift.com\/wp-content\/uploads\/2021\/09\/mceclip12.png","2048x2048-width":1217,"2048x2048-height":845,"third_width_square":"https:\/\/www.drift.com\/wp-content\/uploads\/2021\/09\/mceclip12-324x324.png","third_width_square-width":324,"third_width_square-height":324,"profile_24":"https:\/\/www.drift.com\/wp-content\/uploads\/2021\/09\/mceclip12-24x24.png","profile_24-width":24,"profile_24-height":24,"profile_48":"https:\/\/www.drift.com\/wp-content\/uploads\/2021\/09\/mceclip12-48x48.png","profile_48-width":48,"profile_48-height":48,"profile_96":"https:\/\/www.drift.com\/wp-content\/uploads\/2021\/09\/mceclip12-96x96.png","profile_96-width":96,"profile_96-height":96,"profile_150":"https:\/\/www.drift.com\/wp-content\/uploads\/2021\/09\/mceclip12-150x150.png","profile_150-width":150,"profile_150-height":150,"profile_300":"https:\/\/www.drift.com\/wp-content\/uploads\/2021\/09\/mceclip12-300x300.png","profile_300-width":300,"profile_300-height":300}}},{"acf_fc_layout":"body","body_text":"<p><span style=\"font-weight: 400;\">To read more about the closed won revenue report, <\/span><a href=\"https:\/\/gethelp.drift.com\/hc\/en-us\/articles\/360019503854-Salesforce-Global-Dashboard\"><span style=\"font-weight: 400;\">check out this help document. <\/span><\/a><\/p>\n<h4 id=\"thesalescyclereport\">The Sales Cycle Report<\/h4>\n<p><span style=\"font-weight: 400;\">The <\/span><b>sales cycle report<\/b><span style=\"font-weight: 400;\"> shows the average number of days between the date the opportunity was created and the closed won date. This will show you how fast you are closing opportunities over time.\u00a0<\/span><\/p>\n<p><span style=\"font-weight: 400;\">To view this report use the <\/span><b>navigation pane to find Reports &gt; Sales Results &gt; <\/b><a href=\"https:\/\/app.drift.com\/reports\/sales\/sales-cycle\"><b>Sales cycle<\/b><\/a><span style=\"font-weight: 400;\">.<\/span><\/p>\n"},{"acf_fc_layout":"image","image":{"ID":90027,"id":90027,"title":"Image 2020-07-23 at 4.18.14 PM","filename":"Image-2020-07-23-at-4.18.14-PM.png","filesize":95923,"url":"https:\/\/www.drift.com\/wp-content\/uploads\/2021\/09\/Image-2020-07-23-at-4.18.14-PM.png","link":"https:\/\/www.drift.com\/wp-content\/uploads\/2021\/09\/Image-2020-07-23-at-4.18.14-PM.png","alt":"","author":"165","description":"","caption":"","name":"wp-attachment-image-2020-07-23-at-4-18-14-pm","status":"inherit","uploaded_to":89865,"date":"2021-10-01 15:13:33","modified":"2021-10-01 15:13:33","menu_order":0,"mime_type":"image\/png","type":"image","subtype":"png","icon":"https:\/\/www.drift.com\/wp-includes\/images\/media\/default.png","width":986,"height":683,"sizes":{"thumbnail":"https:\/\/www.drift.com\/wp-content\/uploads\/2021\/09\/Image-2020-07-23-at-4.18.14-PM-150x150.png","thumbnail-width":150,"thumbnail-height":150,"medium":"https:\/\/www.drift.com\/wp-content\/uploads\/2021\/09\/Image-2020-07-23-at-4.18.14-PM.png","medium-width":986,"medium-height":683,"medium_large":"https:\/\/www.drift.com\/wp-content\/uploads\/2021\/09\/Image-2020-07-23-at-4.18.14-PM.png","medium_large-width":768,"medium_large-height":532,"large":"https:\/\/www.drift.com\/wp-content\/uploads\/2021\/09\/Image-2020-07-23-at-4.18.14-PM.png","large-width":986,"large-height":683,"1536x1536":"https:\/\/www.drift.com\/wp-content\/uploads\/2021\/09\/Image-2020-07-23-at-4.18.14-PM.png","1536x1536-width":986,"1536x1536-height":683,"2048x2048":"https:\/\/www.drift.com\/wp-content\/uploads\/2021\/09\/Image-2020-07-23-at-4.18.14-PM.png","2048x2048-width":986,"2048x2048-height":683,"third_width_square":"https:\/\/www.drift.com\/wp-content\/uploads\/2021\/09\/Image-2020-07-23-at-4.18.14-PM-324x324.png","third_width_square-width":324,"third_width_square-height":324,"profile_24":"https:\/\/www.drift.com\/wp-content\/uploads\/2021\/09\/Image-2020-07-23-at-4.18.14-PM-24x24.png","profile_24-width":24,"profile_24-height":24,"profile_48":"https:\/\/www.drift.com\/wp-content\/uploads\/2021\/09\/Image-2020-07-23-at-4.18.14-PM-48x48.png","profile_48-width":48,"profile_48-height":48,"profile_96":"https:\/\/www.drift.com\/wp-content\/uploads\/2021\/09\/Image-2020-07-23-at-4.18.14-PM-96x96.png","profile_96-width":96,"profile_96-height":96,"profile_150":"https:\/\/www.drift.com\/wp-content\/uploads\/2021\/09\/Image-2020-07-23-at-4.18.14-PM-150x150.png","profile_150-width":150,"profile_150-height":150,"profile_300":"https:\/\/www.drift.com\/wp-content\/uploads\/2021\/09\/Image-2020-07-23-at-4.18.14-PM-300x300.png","profile_300-width":300,"profile_300-height":300}}},{"acf_fc_layout":"body","body_text":"<p><span style=\"font-weight: 400;\">To learn more about the sales cycle report, <\/span><a href=\"https:\/\/gethelp.drift.com\/hc\/en-us\/articles\/360019503854-Salesforce-Global-Dashboard\"><span style=\"font-weight: 400;\">read this help document.\u00a0<\/span><\/a><\/p>\n<p><a href=\"https:\/\/gethelp.drift.com\/hc\/en-us\/articles\/360019503854-Salesforce-Global-Dashboard\"><span style=\"font-weight: 400;\">If you are curious about how Drift calculated influenced and sourced by Drift, check out this help document. <\/span><\/a><\/p>\n<h3 id=\"chatplaybooksreport\">Chat Playbooks Report<\/h3>\n<p><span style=\"font-weight: 400;\">The playbooks report gives you key insights into how your playbooks are performing. Understanding this performance is crucial to increasing the number of conversations you\u2019re having with site visitors, leads you capture, and meetings you book.\u00a0<\/span><\/p>\n<p><span style=\"font-weight: 400;\">The playbooks report contains two main reports, chat and site coverage. To navigate to the playbooks reports, go to <\/span><b>Reports &gt; Playbooks.\u00a0<\/b><\/p>\n<p><span style=\"font-weight: 400;\">You can learn more about the playbooks report page in this Drift Insider video.\u00a0<\/span><\/p>\n"},{"acf_fc_layout":"video","video":"<a href=\"https:\/\/drift-5.wistia.com\/medias\/wnf415k3hd?embedType=async&#038;videoFoam=true&#038;videoWidth=640\">https:\/\/drift-5.wistia.com\/medias\/wnf415k3hd?embedType=async&amp;videoFoam=true&amp;videoWidth=640<\/a>"},{"acf_fc_layout":"cta_block","title":"Drift Insider Note","body":"<p>Check out this class on analyzing and optimizing bot performance in the Playbook Basics Certification.<\/p>\n","button_text":"Get Certified Now","button_url":"https:\/\/insider.drift.com\/certifications\/the-playbook-basics-certification\/","open_in_new_tab":true,"button_text_two":"","button_url_two":"","open_in_new_tab_two":false},{"acf_fc_layout":"body","body_text":"<h4 id=\"chatplaybooksoverview\">Chat Playbooks Overview<\/h4>\n<p><span style=\"font-weight: 400;\">To navigate to the chat playbooks reports, go to <\/span><b>Reports &gt; Playbooks &gt; Chat. <\/b><span style=\"font-weight: 400;\">Here, you will find five available metrics. We\u2019ll review those now.\u00a0<\/span><\/p>\n<p><strong>Impressions<\/strong><\/p>\n<p><span style=\"font-weight: 400;\">Impressions are the number of times a playbook was shown to a site visitor. Each time the content of a playbook is shown to a site visitor, it counts as a single impression.\u00a0<\/span><\/p>\n"},{"acf_fc_layout":"image","image":{"ID":90028,"id":90028,"title":"Screen Shot 2020-09-17 at 11.44.53 AM","filename":"Screen-Shot-2020-09-17-at-11.44.53-AM.png","filesize":32795,"url":"https:\/\/www.drift.com\/wp-content\/uploads\/2021\/09\/Screen-Shot-2020-09-17-at-11.44.53-AM.png","link":"https:\/\/www.drift.com\/wp-content\/uploads\/2021\/09\/Screen-Shot-2020-09-17-at-11.44.53-AM.png","alt":"","author":"165","description":"","caption":"","name":"wp-attachment-screen-shot-2020-09-17-at-11-44-53-am","status":"inherit","uploaded_to":89865,"date":"2021-10-01 15:19:26","modified":"2021-10-01 15:19:26","menu_order":0,"mime_type":"image\/png","type":"image","subtype":"png","icon":"https:\/\/www.drift.com\/wp-includes\/images\/media\/default.png","width":717,"height":186,"sizes":{"thumbnail":"https:\/\/www.drift.com\/wp-content\/uploads\/2021\/09\/Screen-Shot-2020-09-17-at-11.44.53-AM-150x150.png","thumbnail-width":150,"thumbnail-height":150,"medium":"https:\/\/www.drift.com\/wp-content\/uploads\/2021\/09\/Screen-Shot-2020-09-17-at-11.44.53-AM.png","medium-width":717,"medium-height":186,"medium_large":"https:\/\/www.drift.com\/wp-content\/uploads\/2021\/09\/Screen-Shot-2020-09-17-at-11.44.53-AM.png","medium_large-width":717,"medium_large-height":186,"large":"https:\/\/www.drift.com\/wp-content\/uploads\/2021\/09\/Screen-Shot-2020-09-17-at-11.44.53-AM.png","large-width":717,"large-height":186,"1536x1536":"https:\/\/www.drift.com\/wp-content\/uploads\/2021\/09\/Screen-Shot-2020-09-17-at-11.44.53-AM.png","1536x1536-width":717,"1536x1536-height":186,"2048x2048":"https:\/\/www.drift.com\/wp-content\/uploads\/2021\/09\/Screen-Shot-2020-09-17-at-11.44.53-AM.png","2048x2048-width":717,"2048x2048-height":186,"third_width_square":"https:\/\/www.drift.com\/wp-content\/uploads\/2021\/09\/Screen-Shot-2020-09-17-at-11.44.53-AM-324x186.png","third_width_square-width":324,"third_width_square-height":186,"profile_24":"https:\/\/www.drift.com\/wp-content\/uploads\/2021\/09\/Screen-Shot-2020-09-17-at-11.44.53-AM-24x24.png","profile_24-width":24,"profile_24-height":24,"profile_48":"https:\/\/www.drift.com\/wp-content\/uploads\/2021\/09\/Screen-Shot-2020-09-17-at-11.44.53-AM-48x48.png","profile_48-width":48,"profile_48-height":48,"profile_96":"https:\/\/www.drift.com\/wp-content\/uploads\/2021\/09\/Screen-Shot-2020-09-17-at-11.44.53-AM-96x96.png","profile_96-width":96,"profile_96-height":96,"profile_150":"https:\/\/www.drift.com\/wp-content\/uploads\/2021\/09\/Screen-Shot-2020-09-17-at-11.44.53-AM-150x150.png","profile_150-width":150,"profile_150-height":150,"profile_300":"https:\/\/www.drift.com\/wp-content\/uploads\/2021\/09\/Screen-Shot-2020-09-17-at-11.44.53-AM-300x186.png","profile_300-width":300,"profile_300-height":186}}},{"acf_fc_layout":"body","body_text":"<p><span style=\"font-weight: 400;\">The screenshot above is an example of a single chat playbook impression.<\/span><\/p>\n<p><strong>Sends<\/strong><\/p>\n<p><span style=\"font-weight: 400;\">Sends are <\/span><span style=\"font-weight: 400;\">the number of visitor sessions where a playbook was shown. Sessions begin when a user first visits a page with the Drift widget and ends when the user has not visited a page for 30 minutes or at midnight UTC. <\/span><\/p>\n<p><strong>Conversations\u00a0<\/strong><\/p>\n<p><span style=\"font-weight: 400;\">Conversations show the number of <\/span><span style=\"font-weight: 400;\">conversations that were started as a result of the playbook.\u00a0<\/span><\/p>\n<p><span style=\"font-weight: 400;\">When a site visitor engages with a chat playbook, they start a conversation. They can engage by clicking a button or sending a message in response to a bot playbook, providing their email via an announcement playbook, or by initiating a conversation from a welcome message playbook.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Here, you will also see the engagement rate. The engagement rate is the rate at which that playbook is starting conversations. It&#8217;s calculated by the number of conversations divided by the number of sends.<\/span><\/p>\n"},{"acf_fc_layout":"image","image":{"ID":90029,"id":90029,"title":"Image 2020-09-17 at 2.52.37 PM","filename":"Image-2020-09-17-at-2.52.37-PM.png","filesize":169036,"url":"https:\/\/www.drift.com\/wp-content\/uploads\/2021\/09\/Image-2020-09-17-at-2.52.37-PM.png","link":"https:\/\/www.drift.com\/wp-content\/uploads\/2021\/09\/Image-2020-09-17-at-2.52.37-PM.png","alt":"","author":"165","description":"","caption":"","name":"wp-attachment-image-2020-09-17-at-2-52-37-pm","status":"inherit","uploaded_to":89865,"date":"2021-10-01 15:22:02","modified":"2021-10-01 15:22:02","menu_order":0,"mime_type":"image\/png","type":"image","subtype":"png","icon":"https:\/\/www.drift.com\/wp-includes\/images\/media\/default.png","width":1404,"height":728,"sizes":{"thumbnail":"https:\/\/www.drift.com\/wp-content\/uploads\/2021\/09\/Image-2020-09-17-at-2.52.37-PM-150x150.png","thumbnail-width":150,"thumbnail-height":150,"medium":"https:\/\/www.drift.com\/wp-content\/uploads\/2021\/09\/Image-2020-09-17-at-2.52.37-PM.png","medium-width":1404,"medium-height":728,"medium_large":"https:\/\/www.drift.com\/wp-content\/uploads\/2021\/09\/Image-2020-09-17-at-2.52.37-PM.png","medium_large-width":768,"medium_large-height":398,"large":"https:\/\/www.drift.com\/wp-content\/uploads\/2021\/09\/Image-2020-09-17-at-2.52.37-PM.png","large-width":1404,"large-height":728,"1536x1536":"https:\/\/www.drift.com\/wp-content\/uploads\/2021\/09\/Image-2020-09-17-at-2.52.37-PM.png","1536x1536-width":1404,"1536x1536-height":728,"2048x2048":"https:\/\/www.drift.com\/wp-content\/uploads\/2021\/09\/Image-2020-09-17-at-2.52.37-PM.png","2048x2048-width":1404,"2048x2048-height":728,"third_width_square":"https:\/\/www.drift.com\/wp-content\/uploads\/2021\/09\/Image-2020-09-17-at-2.52.37-PM-324x324.png","third_width_square-width":324,"third_width_square-height":324,"profile_24":"https:\/\/www.drift.com\/wp-content\/uploads\/2021\/09\/Image-2020-09-17-at-2.52.37-PM-24x24.png","profile_24-width":24,"profile_24-height":24,"profile_48":"https:\/\/www.drift.com\/wp-content\/uploads\/2021\/09\/Image-2020-09-17-at-2.52.37-PM-48x48.png","profile_48-width":48,"profile_48-height":48,"profile_96":"https:\/\/www.drift.com\/wp-content\/uploads\/2021\/09\/Image-2020-09-17-at-2.52.37-PM-96x96.png","profile_96-width":96,"profile_96-height":96,"profile_150":"https:\/\/www.drift.com\/wp-content\/uploads\/2021\/09\/Image-2020-09-17-at-2.52.37-PM-150x150.png","profile_150-width":150,"profile_150-height":150,"profile_300":"https:\/\/www.drift.com\/wp-content\/uploads\/2021\/09\/Image-2020-09-17-at-2.52.37-PM-300x300.png","profile_300-width":300,"profile_300-height":300}}},{"acf_fc_layout":"body","body_text":"<p><strong>Emails Captured\u00a0<\/strong><\/p>\n<p><span style=\"font-weight: 400;\">Emails captured shows the <\/span><span style=\"font-weight: 400;\">number of emails captured within a conversation started by a playbook.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">A site visitor can provide their email in a conversation with the bot through the email capture skill or by simply typing it into chat. When Drift recognizes that an email has been sent as part of a conversation, it will be represented as a single email capture by the playbook that initiated the conversation.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">If a contact had an email associated with it prior to a conversation, it will not count as an additional capture if they provide their email again.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Email capture rate will be shown here as well. This is calculated by the number of emails captured divided by the number of conversations.<\/span><\/p>\n<p><strong>Meetings Booked<\/strong><\/p>\n<p><span style=\"font-weight: 400;\">Meetings booked shows the <\/span><span style=\"font-weight: 400;\">number of meetings that were booked within a conversation started by a playbook. <\/span><\/p>\n"},{"acf_fc_layout":"image","image":{"ID":90030,"id":90030,"title":"Screen Shot 2020-09-17 at 12.13.43 PM","filename":"Screen-Shot-2020-09-17-at-12.13.43-PM.png","filesize":105820,"url":"https:\/\/www.drift.com\/wp-content\/uploads\/2021\/09\/Screen-Shot-2020-09-17-at-12.13.43-PM.png","link":"https:\/\/www.drift.com\/wp-content\/uploads\/2021\/09\/Screen-Shot-2020-09-17-at-12.13.43-PM.png","alt":"","author":"165","description":"","caption":"","name":"wp-attachment-screen-shot-2020-09-17-at-12-13-43-pm","status":"inherit","uploaded_to":89865,"date":"2021-10-01 15:29:18","modified":"2021-10-01 15:29:18","menu_order":0,"mime_type":"image\/png","type":"image","subtype":"png","icon":"https:\/\/www.drift.com\/wp-includes\/images\/media\/default.png","width":770,"height":1156,"sizes":{"thumbnail":"https:\/\/www.drift.com\/wp-content\/uploads\/2021\/09\/Screen-Shot-2020-09-17-at-12.13.43-PM-150x150.png","thumbnail-width":150,"thumbnail-height":150,"medium":"https:\/\/www.drift.com\/wp-content\/uploads\/2021\/09\/Screen-Shot-2020-09-17-at-12.13.43-PM.png","medium-width":770,"medium-height":1156,"medium_large":"https:\/\/www.drift.com\/wp-content\/uploads\/2021\/09\/Screen-Shot-2020-09-17-at-12.13.43-PM.png","medium_large-width":768,"medium_large-height":1153,"large":"https:\/\/www.drift.com\/wp-content\/uploads\/2021\/09\/Screen-Shot-2020-09-17-at-12.13.43-PM.png","large-width":770,"large-height":1156,"1536x1536":"https:\/\/www.drift.com\/wp-content\/uploads\/2021\/09\/Screen-Shot-2020-09-17-at-12.13.43-PM.png","1536x1536-width":770,"1536x1536-height":1156,"2048x2048":"https:\/\/www.drift.com\/wp-content\/uploads\/2021\/09\/Screen-Shot-2020-09-17-at-12.13.43-PM.png","2048x2048-width":770,"2048x2048-height":1156,"third_width_square":"https:\/\/www.drift.com\/wp-content\/uploads\/2021\/09\/Screen-Shot-2020-09-17-at-12.13.43-PM-324x324.png","third_width_square-width":324,"third_width_square-height":324,"profile_24":"https:\/\/www.drift.com\/wp-content\/uploads\/2021\/09\/Screen-Shot-2020-09-17-at-12.13.43-PM-24x24.png","profile_24-width":24,"profile_24-height":24,"profile_48":"https:\/\/www.drift.com\/wp-content\/uploads\/2021\/09\/Screen-Shot-2020-09-17-at-12.13.43-PM-48x48.png","profile_48-width":48,"profile_48-height":48,"profile_96":"https:\/\/www.drift.com\/wp-content\/uploads\/2021\/09\/Screen-Shot-2020-09-17-at-12.13.43-PM-96x96.png","profile_96-width":96,"profile_96-height":96,"profile_150":"https:\/\/www.drift.com\/wp-content\/uploads\/2021\/09\/Screen-Shot-2020-09-17-at-12.13.43-PM-150x150.png","profile_150-width":150,"profile_150-height":150,"profile_300":"https:\/\/www.drift.com\/wp-content\/uploads\/2021\/09\/Screen-Shot-2020-09-17-at-12.13.43-PM-300x300.png","profile_300-width":300,"profile_300-height":300}}},{"acf_fc_layout":"body","body_text":"<p><span style=\"font-weight: 400;\">Here, you will also find a playbook\u2019s meeting booked rate. This is calculated by the number of meetings booked divided by the number of conversations.\u00a0<\/span><\/p>\n<p><span style=\"font-weight: 400;\">View the chat playbook report <\/span><a href=\"https:\/\/app.drift.com\/reports\/chat-playbooks\"><span style=\"font-weight: 400;\">here<\/span><\/a><span style=\"font-weight: 400;\">.\u00a0<\/span><\/p>\n<p><span style=\"font-weight: 400;\">For more information on chat playbook reporting and individual playbook reporting, <\/span><a href=\"https:\/\/gethelp.drift.com\/hc\/en-us\/articles\/360019515433-Playbook-Reporting\"><span style=\"font-weight: 400;\">view this help document.<\/span><\/a><\/p>\n<h4 id=\"sitecoverage\">Site Coverage<\/h4>\n<p><span style=\"font-weight: 400;\">The site coverage report allows you to see how many of your site visitors are shown a playbook and how many are not. This helps identify gaps in your playbook strategy and create playbooks for specific audiences. <\/span><\/p>\n"},{"acf_fc_layout":"image","image":{"ID":90031,"id":90031,"title":"Drift___Reports","filename":"Drift___Reports.png","filesize":269403,"url":"https:\/\/www.drift.com\/wp-content\/uploads\/2021\/09\/Drift___Reports.png","link":"https:\/\/www.drift.com\/wp-content\/uploads\/2021\/09\/Drift___Reports.png","alt":"","author":"165","description":"","caption":"","name":"wp-attachment-drift___reports","status":"inherit","uploaded_to":89865,"date":"2021-10-01 15:30:58","modified":"2021-10-01 15:30:58","menu_order":0,"mime_type":"image\/png","type":"image","subtype":"png","icon":"https:\/\/www.drift.com\/wp-includes\/images\/media\/default.png","width":2926,"height":1372,"sizes":{"thumbnail":"https:\/\/www.drift.com\/wp-content\/uploads\/2021\/09\/Drift___Reports-150x150.png","thumbnail-width":150,"thumbnail-height":150,"medium":"https:\/\/www.drift.com\/wp-content\/uploads\/2021\/09\/Drift___Reports.png","medium-width":2926,"medium-height":1372,"medium_large":"https:\/\/www.drift.com\/wp-content\/uploads\/2021\/09\/Drift___Reports.png","medium_large-width":768,"medium_large-height":360,"large":"https:\/\/www.drift.com\/wp-content\/uploads\/2021\/09\/Drift___Reports.png","large-width":2926,"large-height":1372,"1536x1536":"https:\/\/www.drift.com\/wp-content\/uploads\/2021\/09\/Drift___Reports-1536x720.png","1536x1536-width":1536,"1536x1536-height":720,"2048x2048":"https:\/\/www.drift.com\/wp-content\/uploads\/2021\/09\/Drift___Reports-2048x960.png","2048x2048-width":2048,"2048x2048-height":960,"third_width_square":"https:\/\/www.drift.com\/wp-content\/uploads\/2021\/09\/Drift___Reports-324x324.png","third_width_square-width":324,"third_width_square-height":324,"profile_24":"https:\/\/www.drift.com\/wp-content\/uploads\/2021\/09\/Drift___Reports-24x24.png","profile_24-width":24,"profile_24-height":24,"profile_48":"https:\/\/www.drift.com\/wp-content\/uploads\/2021\/09\/Drift___Reports-48x48.png","profile_48-width":48,"profile_48-height":48,"profile_96":"https:\/\/www.drift.com\/wp-content\/uploads\/2021\/09\/Drift___Reports-96x96.png","profile_96-width":96,"profile_96-height":96,"profile_150":"https:\/\/www.drift.com\/wp-content\/uploads\/2021\/09\/Drift___Reports-150x150.png","profile_150-width":150,"profile_150-height":150,"profile_300":"https:\/\/www.drift.com\/wp-content\/uploads\/2021\/09\/Drift___Reports-300x300.png","profile_300-width":300,"profile_300-height":300}}},{"acf_fc_layout":"body","body_text":"<p><span style=\"font-weight: 400;\">You&#8217;ll find the site coverage report by navigating to <\/span><b>Reports &gt; Chat Playbooks &gt; Site Coverage. <\/b><span style=\"font-weight: 400;\">From here, you&#8217;ll be able to see the average coverage for your site, the highest coverage page, and the lowest coverage page.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">To learn more about site coverage, <\/span><a href=\"https:\/\/gethelp.drift.com\/hc\/en-us\/articles\/360046017673-The-Site-Coverage-Report\"><span style=\"font-weight: 400;\">view this help document. <\/span><\/a><\/p>\n<h3 id=\"conversationsreport\">Conversations Report<\/h3>\n<p><span style=\"font-weight: 400;\">The conversations tab includes four main reports: chats, meetings, calls, and conversation analysis. You can view the stats for all of your conversations by navigating to the <\/span><b>Reports<\/b><span style=\"font-weight: 400;\"> tab and clicking on an area to explore on the sidebar.<\/span><\/p>\n<h4 id=\"chatsreport\">Chats Report<\/h4>\n<p><span style=\"font-weight: 400;\">Drift allows you to see where the most conversations are started on your site, what time of day is most popular for chats, and much more in your chat stats dashboard. <\/span><\/p>\n"},{"acf_fc_layout":"image","image":{"ID":90032,"id":90032,"title":"Image 2021-09-14 at 6.16.35 PM","filename":"Image-2021-09-14-at-6.16.35-PM.png","filesize":157467,"url":"https:\/\/www.drift.com\/wp-content\/uploads\/2021\/09\/Image-2021-09-14-at-6.16.35-PM.png","link":"https:\/\/www.drift.com\/wp-content\/uploads\/2021\/09\/Image-2021-09-14-at-6.16.35-PM.png","alt":"","author":"165","description":"","caption":"","name":"wp-attachment-image-2021-09-14-at-6-16-35-pm","status":"inherit","uploaded_to":89865,"date":"2021-10-01 15:41:29","modified":"2021-10-01 15:41:29","menu_order":0,"mime_type":"image\/png","type":"image","subtype":"png","icon":"https:\/\/www.drift.com\/wp-includes\/images\/media\/default.png","width":1334,"height":915,"sizes":{"thumbnail":"https:\/\/www.drift.com\/wp-content\/uploads\/2021\/09\/Image-2021-09-14-at-6.16.35-PM-150x150.png","thumbnail-width":150,"thumbnail-height":150,"medium":"https:\/\/www.drift.com\/wp-content\/uploads\/2021\/09\/Image-2021-09-14-at-6.16.35-PM.png","medium-width":1334,"medium-height":915,"medium_large":"https:\/\/www.drift.com\/wp-content\/uploads\/2021\/09\/Image-2021-09-14-at-6.16.35-PM.png","medium_large-width":768,"medium_large-height":527,"large":"https:\/\/www.drift.com\/wp-content\/uploads\/2021\/09\/Image-2021-09-14-at-6.16.35-PM.png","large-width":1334,"large-height":915,"1536x1536":"https:\/\/www.drift.com\/wp-content\/uploads\/2021\/09\/Image-2021-09-14-at-6.16.35-PM.png","1536x1536-width":1334,"1536x1536-height":915,"2048x2048":"https:\/\/www.drift.com\/wp-content\/uploads\/2021\/09\/Image-2021-09-14-at-6.16.35-PM.png","2048x2048-width":1334,"2048x2048-height":915,"third_width_square":"https:\/\/www.drift.com\/wp-content\/uploads\/2021\/09\/Image-2021-09-14-at-6.16.35-PM-324x324.png","third_width_square-width":324,"third_width_square-height":324,"profile_24":"https:\/\/www.drift.com\/wp-content\/uploads\/2021\/09\/Image-2021-09-14-at-6.16.35-PM-24x24.png","profile_24-width":24,"profile_24-height":24,"profile_48":"https:\/\/www.drift.com\/wp-content\/uploads\/2021\/09\/Image-2021-09-14-at-6.16.35-PM-48x48.png","profile_48-width":48,"profile_48-height":48,"profile_96":"https:\/\/www.drift.com\/wp-content\/uploads\/2021\/09\/Image-2021-09-14-at-6.16.35-PM-96x96.png","profile_96-width":96,"profile_96-height":96,"profile_150":"https:\/\/www.drift.com\/wp-content\/uploads\/2021\/09\/Image-2021-09-14-at-6.16.35-PM-150x150.png","profile_150-width":150,"profile_150-height":150,"profile_300":"https:\/\/www.drift.com\/wp-content\/uploads\/2021\/09\/Image-2021-09-14-at-6.16.35-PM-300x300.png","profile_300-width":300,"profile_300-height":300}}},{"acf_fc_layout":"body","body_text":"<p><span style=\"font-weight: 400;\">In this report, you can find:\u00a0<\/span><\/p>\n<ul>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Total conversations: how many conversations have occurred in Drift within a given timeframe<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Overall median conversation length: how long a conversation is from first open to close<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Time of day: when most chats are occurring<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Where are site visitors starting conversations: the most common URLs your site visitors are starting conversations from\u00a0<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">How conversations are being tagged: most frequently used conversation tags added by the bot or a teammate\u00a0<\/span><\/li>\n<\/ul>\n<p><span style=\"font-weight: 400;\">Learn more about the chats report <\/span><a href=\"https:\/\/gethelp.drift.com\/hc\/en-us\/articles\/360019350754-Conversation-Stats-Reporting-and-Export\"><span style=\"font-weight: 400;\">in this help document.<\/span><\/a><\/p>\n<h4 id=\"meetingsreport\">Meetings Report<\/h4>\n<p><span style=\"font-weight: 400;\">The meetings report allows you to dive deeper into how many meetings are being booked, who is booking meetings, and which reps are booking the most meetings.\u00a0<\/span><\/p>\n<p><span style=\"font-weight: 400;\">You can access the meetings report by clicking <\/span><b>Reports &gt; Meetings.<\/b><\/p>\n"},{"acf_fc_layout":"image","image":{"ID":90033,"id":90033,"title":"Drift___Reports_and_Drift___Reports","filename":"Drift___Reports_and_Drift___Reports.png","filesize":252819,"url":"https:\/\/www.drift.com\/wp-content\/uploads\/2021\/09\/Drift___Reports_and_Drift___Reports.png","link":"https:\/\/www.drift.com\/wp-content\/uploads\/2021\/09\/Drift___Reports_and_Drift___Reports.png","alt":"","author":"165","description":"","caption":"","name":"wp-attachment-drift___reports_and_drift___reports","status":"inherit","uploaded_to":89865,"date":"2021-10-01 15:43:07","modified":"2021-10-01 15:43:07","menu_order":0,"mime_type":"image\/png","type":"image","subtype":"png","icon":"https:\/\/www.drift.com\/wp-includes\/images\/media\/default.png","width":2868,"height":1388,"sizes":{"thumbnail":"https:\/\/www.drift.com\/wp-content\/uploads\/2021\/09\/Drift___Reports_and_Drift___Reports-150x150.png","thumbnail-width":150,"thumbnail-height":150,"medium":"https:\/\/www.drift.com\/wp-content\/uploads\/2021\/09\/Drift___Reports_and_Drift___Reports.png","medium-width":2868,"medium-height":1388,"medium_large":"https:\/\/www.drift.com\/wp-content\/uploads\/2021\/09\/Drift___Reports_and_Drift___Reports.png","medium_large-width":768,"medium_large-height":372,"large":"https:\/\/www.drift.com\/wp-content\/uploads\/2021\/09\/Drift___Reports_and_Drift___Reports.png","large-width":2868,"large-height":1388,"1536x1536":"https:\/\/www.drift.com\/wp-content\/uploads\/2021\/09\/Drift___Reports_and_Drift___Reports-1536x743.png","1536x1536-width":1536,"1536x1536-height":743,"2048x2048":"https:\/\/www.drift.com\/wp-content\/uploads\/2021\/09\/Drift___Reports_and_Drift___Reports-2048x991.png","2048x2048-width":2048,"2048x2048-height":991,"third_width_square":"https:\/\/www.drift.com\/wp-content\/uploads\/2021\/09\/Drift___Reports_and_Drift___Reports-324x324.png","third_width_square-width":324,"third_width_square-height":324,"profile_24":"https:\/\/www.drift.com\/wp-content\/uploads\/2021\/09\/Drift___Reports_and_Drift___Reports-24x24.png","profile_24-width":24,"profile_24-height":24,"profile_48":"https:\/\/www.drift.com\/wp-content\/uploads\/2021\/09\/Drift___Reports_and_Drift___Reports-48x48.png","profile_48-width":48,"profile_48-height":48,"profile_96":"https:\/\/www.drift.com\/wp-content\/uploads\/2021\/09\/Drift___Reports_and_Drift___Reports-96x96.png","profile_96-width":96,"profile_96-height":96,"profile_150":"https:\/\/www.drift.com\/wp-content\/uploads\/2021\/09\/Drift___Reports_and_Drift___Reports-150x150.png","profile_150-width":150,"profile_150-height":150,"profile_300":"https:\/\/www.drift.com\/wp-content\/uploads\/2021\/09\/Drift___Reports_and_Drift___Reports-300x300.png","profile_300-width":300,"profile_300-height":300}}},{"acf_fc_layout":"body","body_text":"<p><span style=\"font-weight: 400;\">To learn more about the meetings report, <\/span><a href=\"https:\/\/gethelp.drift.com\/hc\/en-us\/articles\/1260804552429-Meetings-Report\"><span style=\"font-weight: 400;\">visit this help document.<\/span><\/a><\/p>\n<h3 id=\"callsreport\">Calls Report<\/h3>\n<p><span style=\"font-weight: 400;\">The calls report will show you how many calls have been made with the chat to call feature in the conversation view.\u00a0<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Not only can you see how many calls were made in a given timeframe but you can also see data on the caller such as name, company, the agent who received the call, and how long the call lasted.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">You can access the calls report by clicking <\/span><b>Reports &gt; Calls.<\/b><\/p>\n"},{"acf_fc_layout":"image","image":{"ID":90034,"id":90034,"title":"Drift___Reports_and_Calls_Report","filename":"Drift___Reports_and_Calls_Report.png","filesize":241534,"url":"https:\/\/www.drift.com\/wp-content\/uploads\/2021\/09\/Drift___Reports_and_Calls_Report.png","link":"https:\/\/www.drift.com\/wp-content\/uploads\/2021\/09\/Drift___Reports_and_Calls_Report.png","alt":"","author":"165","description":"","caption":"","name":"wp-attachment-drift___reports_and_calls_report","status":"inherit","uploaded_to":89865,"date":"2021-10-01 15:44:46","modified":"2021-10-01 15:44:46","menu_order":0,"mime_type":"image\/png","type":"image","subtype":"png","icon":"https:\/\/www.drift.com\/wp-includes\/images\/media\/default.png","width":2878,"height":1404,"sizes":{"thumbnail":"https:\/\/www.drift.com\/wp-content\/uploads\/2021\/09\/Drift___Reports_and_Calls_Report-150x150.png","thumbnail-width":150,"thumbnail-height":150,"medium":"https:\/\/www.drift.com\/wp-content\/uploads\/2021\/09\/Drift___Reports_and_Calls_Report.png","medium-width":2878,"medium-height":1404,"medium_large":"https:\/\/www.drift.com\/wp-content\/uploads\/2021\/09\/Drift___Reports_and_Calls_Report.png","medium_large-width":768,"medium_large-height":375,"large":"https:\/\/www.drift.com\/wp-content\/uploads\/2021\/09\/Drift___Reports_and_Calls_Report.png","large-width":2878,"large-height":1404,"1536x1536":"https:\/\/www.drift.com\/wp-content\/uploads\/2021\/09\/Drift___Reports_and_Calls_Report-1536x749.png","1536x1536-width":1536,"1536x1536-height":749,"2048x2048":"https:\/\/www.drift.com\/wp-content\/uploads\/2021\/09\/Drift___Reports_and_Calls_Report-2048x999.png","2048x2048-width":2048,"2048x2048-height":999,"third_width_square":"https:\/\/www.drift.com\/wp-content\/uploads\/2021\/09\/Drift___Reports_and_Calls_Report-324x324.png","third_width_square-width":324,"third_width_square-height":324,"profile_24":"https:\/\/www.drift.com\/wp-content\/uploads\/2021\/09\/Drift___Reports_and_Calls_Report-24x24.png","profile_24-width":24,"profile_24-height":24,"profile_48":"https:\/\/www.drift.com\/wp-content\/uploads\/2021\/09\/Drift___Reports_and_Calls_Report-48x48.png","profile_48-width":48,"profile_48-height":48,"profile_96":"https:\/\/www.drift.com\/wp-content\/uploads\/2021\/09\/Drift___Reports_and_Calls_Report-96x96.png","profile_96-width":96,"profile_96-height":96,"profile_150":"https:\/\/www.drift.com\/wp-content\/uploads\/2021\/09\/Drift___Reports_and_Calls_Report-150x150.png","profile_150-width":150,"profile_150-height":150,"profile_300":"https:\/\/www.drift.com\/wp-content\/uploads\/2021\/09\/Drift___Reports_and_Calls_Report-300x300.png","profile_300-width":300,"profile_300-height":300}}},{"acf_fc_layout":"body","body_text":"<h4 id=\"conversationanalysis\">Conversation Analysis<\/h4>\n<p><span style=\"font-weight: 400;\">Conversation analysis lets you discover hidden insights that would otherwise be locked away in all of your customer conversations. With conversation analysis, it\u2019s now easier than ever to understand your customer and improve the buying experience.\u00a0<\/span><\/p>\n<p><span style=\"font-weight: 400;\">To access conversation analysis simply click <\/span><b>Reports &gt; Conversations &gt; Conversation Analysis<\/b><span style=\"font-weight: 400;\">.<\/span><\/p>\n"},{"acf_fc_layout":"image","image":{"ID":90035,"id":90035,"title":"Drift___Conversations (1)","filename":"Drift___Conversations-1.png","filesize":383734,"url":"https:\/\/www.drift.com\/wp-content\/uploads\/2021\/09\/Drift___Conversations-1.png","link":"https:\/\/www.drift.com\/wp-content\/uploads\/2021\/09\/Drift___Conversations-1.png","alt":"","author":"165","description":"","caption":"","name":"wp-attachment-drift___conversations-1","status":"inherit","uploaded_to":89865,"date":"2021-10-01 15:46:28","modified":"2021-10-01 15:46:28","menu_order":0,"mime_type":"image\/png","type":"image","subtype":"png","icon":"https:\/\/www.drift.com\/wp-includes\/images\/media\/default.png","width":2926,"height":1382,"sizes":{"thumbnail":"https:\/\/www.drift.com\/wp-content\/uploads\/2021\/09\/Drift___Conversations-1-150x150.png","thumbnail-width":150,"thumbnail-height":150,"medium":"https:\/\/www.drift.com\/wp-content\/uploads\/2021\/09\/Drift___Conversations-1.png","medium-width":2926,"medium-height":1382,"medium_large":"https:\/\/www.drift.com\/wp-content\/uploads\/2021\/09\/Drift___Conversations-1.png","medium_large-width":768,"medium_large-height":363,"large":"https:\/\/www.drift.com\/wp-content\/uploads\/2021\/09\/Drift___Conversations-1.png","large-width":2926,"large-height":1382,"1536x1536":"https:\/\/www.drift.com\/wp-content\/uploads\/2021\/09\/Drift___Conversations-1-1536x725.png","1536x1536-width":1536,"1536x1536-height":725,"2048x2048":"https:\/\/www.drift.com\/wp-content\/uploads\/2021\/09\/Drift___Conversations-1-2048x967.png","2048x2048-width":2048,"2048x2048-height":967,"third_width_square":"https:\/\/www.drift.com\/wp-content\/uploads\/2021\/09\/Drift___Conversations-1-324x324.png","third_width_square-width":324,"third_width_square-height":324,"profile_24":"https:\/\/www.drift.com\/wp-content\/uploads\/2021\/09\/Drift___Conversations-1-24x24.png","profile_24-width":24,"profile_24-height":24,"profile_48":"https:\/\/www.drift.com\/wp-content\/uploads\/2021\/09\/Drift___Conversations-1-48x48.png","profile_48-width":48,"profile_48-height":48,"profile_96":"https:\/\/www.drift.com\/wp-content\/uploads\/2021\/09\/Drift___Conversations-1-96x96.png","profile_96-width":96,"profile_96-height":96,"profile_150":"https:\/\/www.drift.com\/wp-content\/uploads\/2021\/09\/Drift___Conversations-1-150x150.png","profile_150-width":150,"profile_150-height":150,"profile_300":"https:\/\/www.drift.com\/wp-content\/uploads\/2021\/09\/Drift___Conversations-1-300x300.png","profile_300-width":300,"profile_300-height":300}}},{"acf_fc_layout":"body","body_text":"<p><span style=\"font-weight: 400;\">You can learn more about conversation analysis in the Drift Insider video below. <\/span><\/p>\n"},{"acf_fc_layout":"video","video":"<script src=\"https:\/\/fast.wistia.com\/assets\/external\/E-v1.js\" async><\/script><div class=\"wistia_responsive_padding\" style=\"padding:56.25% 0 0 0;position:relative;\"><div class=\"wistia_responsive_wrapper\" style=\"height:100%;left:0;position:absolute;top:0;width:100%;\"><div class=\"wistia_embed wistia_async_om2k4f8d8j dnt=1 videoFoam=true\" style=\"height:100%;position:relative;width:100%\"><div class=\"wistia_swatch\" style=\"height:100%;left:0;opacity:0;overflow:hidden;position:absolute;top:0;transition:opacity 200ms;width:100%;\"><img src=\"https:\/\/fast.wistia.com\/embed\/medias\/om2k4f8d8j\/swatch\" style=\"filter:blur(5px);height:100%;object-fit:contain;width:100%;\" alt=\"\" aria-hidden=\"true\" onload=\"this.parentNode.style.opacity=1;\" \/><\/div><\/div><\/div><\/div>"},{"acf_fc_layout":"body","body_text":"<p><a href=\"https:\/\/gethelp.drift.com\/hc\/en-us\/articles\/360038354753-Conversation-Analysis-\"><span style=\"font-weight: 400;\">You can also learn more about conversation analysis in this help document.\u00a0 <\/span><\/a><\/p>\n<h3 id=\"teamperformance\">Team Performance<\/h3>\n<p><span style=\"font-weight: 400;\">The team performance overview provides insight into how your chat reps are performing.\u00a0<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Here you can find metrics that include the overall median response time, median response time, who is responding to the most conversations, and which agent has the highest conversation performance.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">You can access the team performance overview by clicking <\/span><b>Reports &gt; Team Performance &gt; Overview.<\/b><\/p>\n"},{"acf_fc_layout":"image","image":{"ID":90036,"id":90036,"title":"Drift___Reports_and_Help_Doc_Requests__Encyclopedia_Drift_Entries_-_Airtable","filename":"Drift___Reports_and_Help_Doc_Requests__Encyclopedia_Drift_Entries_-_Airtable.png","filesize":298302,"url":"https:\/\/www.drift.com\/wp-content\/uploads\/2021\/09\/Drift___Reports_and_Help_Doc_Requests__Encyclopedia_Drift_Entries_-_Airtable.png","link":"https:\/\/www.drift.com\/wp-content\/uploads\/2021\/09\/Drift___Reports_and_Help_Doc_Requests__Encyclopedia_Drift_Entries_-_Airtable.png","alt":"","author":"165","description":"","caption":"","name":"wp-attachment-drift___reports_and_help_doc_requests__encyclopedia_drift_entries_-_airtable","status":"inherit","uploaded_to":89865,"date":"2021-10-01 15:52:02","modified":"2021-10-01 15:52:02","menu_order":0,"mime_type":"image\/png","type":"image","subtype":"png","icon":"https:\/\/www.drift.com\/wp-includes\/images\/media\/default.png","width":2858,"height":1402,"sizes":{"thumbnail":"https:\/\/www.drift.com\/wp-content\/uploads\/2021\/09\/Drift___Reports_and_Help_Doc_Requests__Encyclopedia_Drift_Entries_-_Airtable-150x150.png","thumbnail-width":150,"thumbnail-height":150,"medium":"https:\/\/www.drift.com\/wp-content\/uploads\/2021\/09\/Drift___Reports_and_Help_Doc_Requests__Encyclopedia_Drift_Entries_-_Airtable.png","medium-width":2858,"medium-height":1402,"medium_large":"https:\/\/www.drift.com\/wp-content\/uploads\/2021\/09\/Drift___Reports_and_Help_Doc_Requests__Encyclopedia_Drift_Entries_-_Airtable.png","medium_large-width":768,"medium_large-height":377,"large":"https:\/\/www.drift.com\/wp-content\/uploads\/2021\/09\/Drift___Reports_and_Help_Doc_Requests__Encyclopedia_Drift_Entries_-_Airtable.png","large-width":2858,"large-height":1402,"1536x1536":"https:\/\/www.drift.com\/wp-content\/uploads\/2021\/09\/Drift___Reports_and_Help_Doc_Requests__Encyclopedia_Drift_Entries_-_Airtable-1536x753.png","1536x1536-width":1536,"1536x1536-height":753,"2048x2048":"https:\/\/www.drift.com\/wp-content\/uploads\/2021\/09\/Drift___Reports_and_Help_Doc_Requests__Encyclopedia_Drift_Entries_-_Airtable-2048x1005.png","2048x2048-width":2048,"2048x2048-height":1005,"third_width_square":"https:\/\/www.drift.com\/wp-content\/uploads\/2021\/09\/Drift___Reports_and_Help_Doc_Requests__Encyclopedia_Drift_Entries_-_Airtable-324x324.png","third_width_square-width":324,"third_width_square-height":324,"profile_24":"https:\/\/www.drift.com\/wp-content\/uploads\/2021\/09\/Drift___Reports_and_Help_Doc_Requests__Encyclopedia_Drift_Entries_-_Airtable-24x24.png","profile_24-width":24,"profile_24-height":24,"profile_48":"https:\/\/www.drift.com\/wp-content\/uploads\/2021\/09\/Drift___Reports_and_Help_Doc_Requests__Encyclopedia_Drift_Entries_-_Airtable-48x48.png","profile_48-width":48,"profile_48-height":48,"profile_96":"https:\/\/www.drift.com\/wp-content\/uploads\/2021\/09\/Drift___Reports_and_Help_Doc_Requests__Encyclopedia_Drift_Entries_-_Airtable-96x96.png","profile_96-width":96,"profile_96-height":96,"profile_150":"https:\/\/www.drift.com\/wp-content\/uploads\/2021\/09\/Drift___Reports_and_Help_Doc_Requests__Encyclopedia_Drift_Entries_-_Airtable-150x150.png","profile_150-width":150,"profile_150-height":150,"profile_300":"https:\/\/www.drift.com\/wp-content\/uploads\/2021\/09\/Drift___Reports_and_Help_Doc_Requests__Encyclopedia_Drift_Entries_-_Airtable-300x300.png","profile_300-width":300,"profile_300-height":300}}},{"acf_fc_layout":"body","body_text":"<p><a href=\"https:\/\/gethelp.drift.com\/hc\/en-us\/articles\/1260804553029-Team-Performance\"><span style=\"font-weight: 400;\">Check out this help article to learn more. <\/span><\/a><\/p>\n"},{"acf_fc_layout":"cta_block","title":"Help documents in this chapter","body":"<ul>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><a href=\"https:\/\/gethelp.drift.com\/hc\/en-us\/articles\/360019503414-What-are-Conversation-Qualified-Leads-CQL-s-in-Drift\"><span style=\"font-weight: 400;\">What Are Conversation Qualified Leads (CQL&#8217;s) in Drift?<\/span><\/a><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><a href=\"https:\/\/gethelp.drift.com\/hc\/en-us\/articles\/360019503854-Salesforce-Global-Dashboard\"><span style=\"font-weight: 400;\">Setting Up and Reading the Salesforce Global Dashboard &amp; Revenue Reports<\/span><\/a><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><a href=\"https:\/\/gethelp.drift.com\/hc\/en-us\/articles\/360019515433-Playbook-Reporting\"><span style=\"font-weight: 400;\">Chat Playbook Reporting<\/span><\/a><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><a href=\"https:\/\/gethelp.drift.com\/hc\/en-us\/articles\/360046017673-The-Site-Coverage-Report\"><span style=\"font-weight: 400;\">The Site Coverage Report<\/span><\/a><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><a href=\"https:\/\/gethelp.drift.com\/hc\/en-us\/articles\/360019350754-Conversation-Stats-Reporting-and-Export\"><span style=\"font-weight: 400;\">Conversation Stats, Reporting, and Export<\/span><\/a><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><a href=\"https:\/\/gethelp.drift.com\/hc\/en-us\/articles\/1260804552429-Meetings-Report\"><span style=\"font-weight: 400;\">Meetings Report<\/span><\/a><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><a href=\"https:\/\/gethelp.drift.com\/hc\/en-us\/articles\/360038354753-Conversation-Analysis-\"><span style=\"font-weight: 400;\">Conversation Analysis<\/span><\/a><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><a href=\"https:\/\/gethelp.drift.com\/hc\/en-us\/articles\/1260804553029-Team-Performance\"><span style=\"font-weight: 400;\">Team Performance<\/span><\/a><\/li>\n<\/ul>\n","button_text":"","button_url":"","open_in_new_tab":false,"button_text_two":"","button_url_two":"","open_in_new_tab_two":false}]},{"chapter_title":"Conclusion & Resources","chapter_body":[{"acf_fc_layout":"body","body_text":"<p><span style=\"font-weight: 400;\">Congratulations! You\u2019ve now gone through the steps to set up your Drift account for success. You\u2019re one step closer to providing a great customer experience and generating more revenue for your business.\u00a0<\/span><\/p>\n<p><span style=\"font-weight: 400;\">The next guide will be all about building experiences that engage website visitors. We\u2019ll walk you through building your playbook strategy, how to build a stage one playbook, playbook targeting, stage one reporting, and more. <a href=\"https:\/\/www.drift.com\/insider\/trainings\/revenue-acceleration-guide-building-your-playbooks-and-playbook-strategy\/#Building+Your+Playbook+Strategy+\">You can start reading it here.\u00a0<\/a><\/span><\/p>\n<p><span style=\"font-weight: 400;\">Below are some additional resources we recommend checking out before moving on to the next guide.<\/span><\/p>\n<p>\ud83d\udcf9 <a href=\"https:\/\/insider.drift.com\/courses\/onboarding-with-drift\/\"><span style=\"font-weight: 400;\">Drift Insider Class: Onboarding with Drift <\/span><\/a><\/p>\n<p>\u2b50\ufe0f <a href=\"https:\/\/insider.drift.com\/certifications\/conversational-marketing\/\"><span style=\"font-weight: 400;\">Drift Certification: The Conversational Marketing Certification<\/span><\/a><\/p>\n<p>\ud83d\udc69\u200d\ud83c\udfeb <a href=\"https:\/\/insider.drift.com\/classes\/drift-for-marketing\/\"><span style=\"font-weight: 400;\">Drift Insider Class: Drift for Marketing<\/span><\/a><\/p>\n<p>\ud83e\udd16 <a href=\"https:\/\/gethelp.drift.com\/hc\/en-us\">Drift Help Center<\/a><\/p>\n<p>\ud83d\udcda <a href=\"https:\/\/www.drift.com\/insider\/learn\/books-reports\/conversational-marketing-blueprint\/\"><span style=\"font-weight: 400;\">Book: The Conversational Marketing Blueprint<\/span><\/a><\/p>\n"},{"acf_fc_layout":"cta_block","title":"Drift Insider Note","body":"<p>Ready to take the next step in your Revenue Acceleration journey? Head to our next guide for marketers, Revenue Acceleration Guide Stage 01: Building Your Playbooks and Playbook Strategy.<\/p>\n","button_text":"Get the Guide","button_url":"https:\/\/www.drift.com\/insider\/trainings\/revenue-acceleration-guide-building-your-playbooks-and-playbook-strategy\/","open_in_new_tab":true,"button_text_two":"","button_url_two":"","open_in_new_tab_two":false}]}]},"yoast_head":"<!-- This site is optimized with the Yoast SEO Premium plugin v19.3 (Yoast SEO v20.4) - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>Revenue Acceleration Guide: Getting Started with Drift | Drift<\/title>\n<meta name=\"description\" content=\"A comprehensive guide on how to configure your Drift account, set up your sales teammates, connect your existing tech stack to Drift, and more.\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" 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